Inverness Graham, a Philadelphia-based buyout firm known for acquiring companies where technology is revolutionizing traditional industry, has declared the introduction of its “Green Light” investment strategy. Focusing on high-growth, tech-enabled lower middle-market businesses, Green Light aims to encourage pragmatic, returns-driven investments in Environmental Sustainability. The approach is primarily designed to cater to the escalating demand for decarbonization and more environmentally friendly solutions across various sectors.
Inverness Graham will employ its exclusive “Strategic Platform Build” methodology in implementing the Green Light strategy. This approach is intended to expedite strategic transformation and value creation by focusing on operations—grounded in a 60-year Graham Group operating heritage—and strategically targeted add-on acquisitions.
The firm’s recent platform investments in Custom Agronomics, a liquid plant nutrition firm, and Concord Servicing, a solar, home improvement, and energy efficiency loan servicing company, illustrate the initial activities under the Green Light investment approach.
“Green Light centers on ‘Environmental Sustainability Now,’ supporting businesses that offer products and services resulting in tangible environmental improvements today,” said Kenneth Graham, Founder and Chairman of Inverness Graham. He pointed out the rising demand for environmentally sustainable solutions as businesses strive to minimize their carbon footprint and enhance environmental outcomes.
Unlike venture capital funds concentrating on future solutions, Green Light targets high-growth, lower-middle market companies offering existing, environmentally beneficial solutions. These solutions are expected to compound over time, adhering to Green Light’s mantra of ‘Environmental Sustainability Now.’
Green Light will invest a dedicated capital pool in four key areas: the AgTech Transition (yield optimization), the Energy Transition (renewable energy adoption), the Industrial Transition (operational efficiencies and circular economy), and the Built World Transition (efficient and sustainable infrastructure). The strategy builds upon the firm and the Graham Group’s long-standing heritage in sustainability.
Green Light primarily focuses on control buyouts and “Strategic Platform Builds” of companies with up to $10M in EBITDA and $10M to $100M in revenue, typically requiring an equity investment of $20M to $50M.
Photo by Ries Bosch on Unsplash
