Insights

Specialized Market Focus Inverness Advisors concentrates on middle-market and growth-stage technology, media, healthcare, and service companies, indicating a strong expertise in high-potential, innovative sectors that may require strategic financial and transaction advisory services.

Transaction Expertise With a proven track record in M&A and financing in collaboration with leading strategic and private equity buyers, Inverness is well-positioned to facilitate complex transactions, suggesting opportunities for collaboration on future deals.

Growing Revenue Generating between 10 million to 25 million dollars in revenue, Inverness presents a substantial client base within its market niche, offering potential cross-selling or referral opportunities for complementary financial services.

Boutique Firm Advantage As a smaller firm with 11 to 50 employees, Inverness offers personalized level service—ideal for targeted outreach to decision-makers seeking tailored advisory solutions in competitive transaction environments.

Technology Stack Utilization The company's adoption of advanced tools like Google Cloud CDN, HTTP/3, and reCAPTCHA indicates a modern tech infrastructure, which offers opportunities to pitch innovative technologies or data-driven solutions aligned with their operational enhancements.

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 St., Suite 1210 San Francisco, CA 94111, US. 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 November 2025, Inverness Advisors has approximately 11 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 BankingUnited States11-50 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 St., Suite 1210 San Francisco, CA 94111, US
Phone number
SIC Code
8611 - Business Associations
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2009
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Inverness Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Inverness Advisors's revenue is estimated to be in the range of $10M$25M

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