Insights

Growth Potential Inverness Advisors operates within the middle-market and growth-stage companies across technology, media, healthcare, and services sectors, indicating significant opportunities for financial and strategic advisory services as these companies seek mergers, acquisitions, and fundraising support.

Technology Adoption The company utilizes advanced technology infrastructure including Google Cloud, HTTP/3, and reCAPTCHA, suggesting a focus on modern digital solutions that may present opportunities to offer innovative tech-driven financial services or cybersecurity enhancements.

Market Position With a strong track record of closing transactions with leading strategic and private equity buyers, Inverness has established a reputable industry presence, which can help in targeting similar clients or forming strategic partnerships within the investment banking and private equity ecosystem.

Revenue Range Operating within a revenue range of approximately $1 million to $10 million, Inverness serves companies that are reaching or must reach the next phase of growth, providing potential for financial products, valuation services, or growth capital solutions tailored to emerging businesses.

Network & Expertise Led by partners with experience from top investment banking firms, Inverness offers access to a high-caliber network of industry contacts, creating opportunities for targeted outreach to strategic buyers, investors, and advisory networks seeking specialized intermediate-market deals.

Inverness Advisors Tech Stack

Inverness Advisors uses 8 technology products and services including LiveIntent, Google Cloud CDN, Open Graph, and more. Explore Inverness Advisors's tech stack below.

  • LiveIntent
    Advertising
  • Google Cloud CDN
    Content Delivery Network
  • Open Graph
    Content Management System
  • Google Fonts API
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • Priority Hints
    Performance
  • reCAPTCHA
    Security
  • HTTP/3
    Web & Portal Technology

Media & News

Inverness Advisors's Email Address Formats

Inverness Advisors uses at least 1 format(s):
Inverness Advisors Email FormatsExamplePercentage
FLast@inverness-advisors.comJDoe@inverness-advisors.com
50%
FLast@inverness-advisors.comJDoe@inverness-advisors.com
50%

Frequently Asked Questions

Where is Inverness Advisors's headquarters located?

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Inverness Advisors's main headquarters is located at 601 Montgomery Street Suite 1210 San Francisco, California 94111 United States. The company has employees across 1 continents, including North America.

What is Inverness Advisors's phone number?

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You can contact Inverness Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Inverness Advisors's official website and social media links?

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Inverness Advisors's official website is inverness-advisors.com and has social profiles on LinkedIn.

What is Inverness Advisors's SIC code NAICS code?

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Inverness Advisors's SIC code is 8611 - Business Associations NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Inverness Advisors have currently?

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As of February 2026, Inverness Advisors has approximately 10 employees across 1 continents, including North America. Key team members include Managing Director, Consulting And Business Services: A. G.Principal: D. F.: B. S.. Explore Inverness Advisors's employee directory with LeadIQ.

What industry does Inverness Advisors belong to?

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Inverness Advisors operates in the Investment Banking industry.

What technology does Inverness Advisors use?

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Inverness Advisors's tech stack includes LiveIntentGoogle Cloud CDNOpen GraphGoogle Fonts APIGoogle CloudPriority HintsreCAPTCHAHTTP/3.

What is Inverness Advisors's email format?

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Inverness Advisors's email format typically follows the pattern of FLast@inverness-advisors.com. Find more Inverness Advisors email formats with LeadIQ.

When was Inverness Advisors founded?

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Inverness Advisors was founded in 2009.

Inverness Advisors

Investment BankingCalifornia, United States2-10 Employees

Inverness Advisors is a strategic advisor to middle-market and growth stage companies in the technology, media, healthcare and services sectors.  Inverness represents clients in M&A, financing and other strategic transactions.  Our partners have extensive experience, having run investment banking groups at firms including Hambrecht & Quist, Montgomery & Co., Cowen and Lehman Brothers. The Inverness team has a strong track-record of success in closing transactions with the leading strategic and private equity buyers in the industry.

To learn more about our services, please visit http://www.inverness-advisors.com/

Section iconCompany Overview

Headquarters
601 Montgomery Street Suite 1210 San Francisco, California 94111 United States
Phone number
SIC Code
8611 - Business Associations
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2009
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Inverness Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Inverness Advisors's revenue is estimated to be in the range of $1M$10M

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