Boutique M&A advisory Target technology, media, healthcare and services mid-market firms seeking strategic advisory, M&A and financing support to accelerate growth and exit opportunities.

Strong deal pedigree Leverage partners with experience leading investment banking groups at top firms to position Inverness as a credible, high-touch alternative for clients pursuing complex transactions.

SME focus Operate with a small, specialized team aligned to nimble mid-market clients, enabling personalized engagement, faster decision cycles, and potential cross-sell of advisory services.

Tech-enabled delivery Utilize AWS, Google Cloud, CDN, Webflow and Wix to support scalable client portals, data rooms, and digital marketing, offering efficiencies that can be translated into lower advisory costs and better client experiences.

Revenue growth hints Revenue in the 1M–10M range and a track record with leading strategic and PE buyers suggests opportunity to upsell broader financing, restructuring, and ongoing advisory services as client sizes increase.