Inverness Graham Completes Majority Recapitalization of EasyLlama

Inverness Graham Completes Majority Recapitalization of VivoAquatics

September 21, 2026

Environmental Services

Inverness Graham announced a majority recapitalization of VivoAquatics, a technology-enabled water management platform serving commercial, hospitality, fitness, municipal, and multifamily customers. The investment is the fifth platform investment in Inverness Graham’s Green Light strategy, and the firms plan to accelerate VivoAquatics’ growth by expanding its market coverage and offerings.

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.

Inverness Graham Acquires Axcel Learning

March 17, 2026

Cloud & SaaS

Inverness Graham (IGI), a Philadelphia-based buyout firm, has acquired Axcel Learning, an online professional education, certification, and test preparation platform with five online learning brands. Axcel uses a hybrid learning model that combines asynchronous content, live virtual instruction, and AI-driven personalization for certification exam pass-rate improvement. Terms of the transaction were not disclosed.

GTCR Acquires Concord Servicing from Inverness Graham

January 8, 2025

Financial Services

GTCR has acquired Concord Servicing, a Scottsdale-based provider of software and administration services for specialty loan servicing, from Inverness Graham. GTCR will partner with new CEO Dhruv Vakharia and plans to accelerate Concord's product and M&A-driven growth to broaden its offering across specialty lending end markets.

Inverness Graham Green Light Fund Majority Recapitalizes My Yield

June 6, 2024

Agriculture

Inverness Graham's Green Light Fund completed a majority recapitalization of My Yield, a seed treatment and agronomic solutions provider based in Oelwein, Iowa. The investment will support My Yield's expansion of product offerings and capabilities as part of Inverness Graham's AgTech Transition focus within its environmental sustainability strategy; terms were not disclosed.

Inverness Graham Acquires Concord Servicing

February 15, 2022

Financial Services

Inverness Graham, a private investment firm based in Wayne, Pennsylvania, has acquired Concord Servicing Corporation, a Scottsdale, Arizona–based provider of loan servicing and custom financial technology solutions serving the solar, home efficiency and vacation loan markets. The deal is the fourth platform investment for Inverness Graham IV; financial terms were not disclosed.