Your M&A Experts for the Middle Market!
Inverness was founded in 2009 to bring our M&A expertise to the middle market.
We are committed to the success of our clients, focusing our decades of M&A experience on providing the best possible advice and deal execution.
Since 2009, achieved premium outcomes for our clients. Our team has successfully closed 300+ transactions across multiple sectors, deal sizes and structures.
Full service M&A execution, guiding our clients through transaction preparation, go-to-market, negotiation and closing.
Mid-market technology, healthcare, digital media and enterprise services companies contemplating a strategic transaction.
Successfully negotiated and closed multiple transactions with industry leaders across all sectors:
Private Equity | Strategic Buyers | International Buyers | Venture Capital |
IDEA Pharma is a global practice specializing in pharmaceutical path-to-market strategy and innovation.
Inverness Advisors acted as the exclusive advisor to IDEA Pharma in connection with a platform growth investment led by Northlane Capital Partners.
At Inverness, senior partners lead every transaction. Our founders have been partners for 25 years and established Inverness on the principle that senior partners must lead every aspect of the engagement and be the primary point of contact, not only with clients but also with counterparties. This approach ensures a level of experience, creativity, relationships, judgment, and problem-solving that is critical to successful outcomes.
Phone: (415) 317-8000
Inverness Advisors LLC
San Francisco, California
Inverness Advisors is a division of KEMA Partners LLC.
Inverness Advisors conducts all securities business through KEMA Partners LLC, a FINRA member and SEC-registered broker-dealer.
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