Inverness Graham Acquires Concord Servicing

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 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.

Concord Servicing Acquires Equiant Financial Services

August 30, 2023

Financial Services

Concord Servicing, a portfolio company of Inverness Graham, has acquired Equiant, a Chandler, Arizona-based loan servicer with a $1.5 billion loan portfolio and more than 175,000 consumer loans. Balance Point Capital Advisors provided follow-on financing to Concord to facilitate the transaction; terms were not disclosed.

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.

Concord Servicing Acquires Orion First

June 18, 2025

Financial Services

Concord Servicing has acquired Orion First, a specialist in commercial loan and lease portfolio management and analytics, marking Concord's first acquisition since GTCR's investment in December 2024. The deal expands Concord's capabilities into commercial finance and equipment lease servicing, creating a combined platform with over $35 billion in managed assets and retaining Orion's leadership team.

Inverness Graham Acquires Custom Agronomics

October 3, 2022

Manufacturing

Inverness Graham, a private investment firm based in Wayne, Pennsylvania, has acquired Custom Agronomics, Inc., a Palm City, Florida-based formulator and manufacturer of private-label liquid plant nutrition and specialty agricultural products. The company's co-founders will remain in place and Inverness Graham said Custom Agronomics will serve as a platform to pursue further acquisitions in the specialty agriculture and turf & ornamentals markets.