I N V E R N E S S A D V I S O R S

Welcome to Inverness Advisors!

Inverness was founded in 2009 to bring our M&A expertise to the middle market. We are dedicated to helping businesses navigate the complex world of mergers and acquisitions.

Our Commitment

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.

Your Success is Our Priority!

Our Track Record

Since 2009, we've achieved premium outcomes for our clients. Our team has successfully closed 300+ transactions across multiple sectors, deal sizes, and structures. That's a lot of deals!

Our Services

Full service M&A execution, guiding our clients through transaction preparation, go-to-market, negotiation and closing. We handle it all!

Phase	Description
Preparation	Getting your company ready for market.
Go-to-Market	Strategizing the best approach.
Negotiation	Securing the best terms.
Closing	Finalizing the deal!

Our Focus

Mid-market technology, healthcare, digital media and enterprise services companies contemplating a strategic transaction. We know these sectors inside and out!

We've successfully negotiated and closed multiple transactions with industry leaders across all sectors:

• Private Equity
• Strategic Buyers
• International Buyers
• Venture Capital

Deal Announcement

IDEA Pharma sale to Northlane Capital Partners

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.

See Deal Announcement

Our Team

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.

See Team

Selected Transactions

Sale to	[Client Name]
Private Placement	[Client Name]
Sale to	[Client Name]
Sale to	[Client Name]

All Transactions

Contact Us

Let's talk about your M&A needs!

Phone: (415) 317-8000 Email: tpeters@invernessadvisors.com

Inverness Advisors LLC
San Francisco, California