Inverness Graham Acquires Innovia Medical; Balance Point Provides Financing

Inverness Graham Recapitalizes ShipSigma with Majority Investment

July 30, 2026

Cloud & SaaS

ShipSigma, an AI-powered parcel and supply-chain optimization platform, received a majority investment from Inverness Graham Investments (IGI). Balance Point Capital provided debt and equity capital to facilitate IGI’s recapitalization of the company.

InflexionPoint Acquires Process Innovations

October 2, 2025

Data & Analytics

InflexionPoint, a systems integrator focused on regulated industries, has acquired Process Innovations, a provider of Asset Performance Management solutions for the AVEVA/OSIsoft PI System. The deal expands InflexionPoint's PI expertise and OT/IT convergence capabilities, enhancing its analytics, AI, digital twins, and managed-services offerings across energy, water/wastewater, life sciences, and manufacturing end markets.

Innovia Medical (Inverness Graham-backed) Acquires Grace Medical and Hurricane Medical

July 7, 2025

Medical Devices

Innovia Medical, a portfolio company of Inverness Graham Investments, has completed the acquisitions of Grace Medical (Memphis, TN) and Hurricane Medical (Bradenton, FL). The add-on deals expand Innovia's vertically integrated platform of single-use surgical products and strengthen its presence in ENT and ophthalmic markets, with Barings providing debt financing to support the transactions.

Inverness Graham Acquires BenefitHub; Balance Point Provides Financing to Facilitate Recapitalization

April 23, 2024

Cloud & SaaS

Inverness Graham (IGI) has acquired BenefitHub, a cloud-based employee benefits and engagement platform serving over 10 million employees. Balance Point Capital Advisors provided debt and equity financing to facilitate IGI's recapitalization of BenefitHub to support continued growth and platform M&A activity; terms were not disclosed.

Inverness Graham Acquires Concord Servicing; Balance Point Provides Financing

February 15, 2022

Financial Services

Inverness Graham has invested in Concord Servicing Corporation, partnering with the company's founding owners to support scaling of its loan servicing and SaaS platform. Balance Point Capital provided a creative financing solution to facilitate Inverness Graham's acquisition; Concord remains headquartered in Scottsdale, Arizona and serves originators, lenders and capital providers across end markets including home improvement, solar/energy efficiency and vacation ownership.

Inverness Graham Investments Acquires Corsica Technologies

March 21, 2019

IT Services

Inverness Graham Investments, an operationally focused private investment firm, has acquired Corsica Technologies, a Centreville, Maryland-based provider of turnkey managed IT services. The deal is the first acquisition in a new Inverness platform-build initiative focused on managed IT services to expand geographic footprint and add complementary capabilities; terms were not disclosed.