M&A Specialists

Dedicated to the success of our clients

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Inverness was founded in 2009 to bring high level M&A expertise to the middle market.

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Senior Leadership

Advising every project from start to finish, with an average of 25 years of experience.

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Our Engagements

Delivering a proven and reliable deal process with PE, VC and strategic buyer relationships.

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Our Clients

Supporting public and private clients, from founder-owned to established enterprises.

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Our Sectors

Specializing in public and private sectors, with a focus on healthcare, digital media, and tech.

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Relationships with a broad universe of buyers

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Private Equity
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Strategic Buyers
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Platform Companies
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Venture Capital

Our Team

At Inverness, we ensure senior partner involvement in every deal, leveraging over 25 years of investment banking experience. We work with a wide range of clients, from private and family-owned businesses to institutional-backed companies, across healthcare, SaaS, and emerging technology sectors.

See Team
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Feature Transaction

SSI Strategy is an industry-leading provider of strategic consulting services for scientific functions within LifeSciences companies.

Inverness Advisors acted as the exclusive advisor to SSI Strategy Holdings LLC in connection with a platform growth investment led by Amulet Capital Partners, LP.

See Case Study
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