Inverness Advisors Employee Directory

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/

Find Inverness Advisors employees' phone numbers or email addresses

Inverness Advisors Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Inverness Advisors's Leadership

  • Stylized image of a person
    A. G.
    Managing Director, Consulting And Business Services
    Phone icon
  • Stylized image of a person
    D. F.
    Principal
    Phone icon
  • Stylized image of a person
    B. S.
    Phone icon
  • Stylized image of a person
    M. D.
    Phone icon

Inverness Advisors Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Inverness Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. G.
    Managing Director, Consulting And Business Services
    Phone icon
    United StatesNew Jersey
    Nov 14, 2025
  • Stylized image of a person
    D. F.
    Principal
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    B. S.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. D.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Inverness Advisors known for?

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Inverness Advisors was founded in 2009 operates in the Investment Banking industry. The company's main headquarters is located in 601 Montgomery Street, Suite 1210; you can contact the main corporate office by phone at . Explore Inverness Advisors's company overview page for more information.

What is Inverness Advisors's most common email format?

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Inverness Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Inverness Advisors email formats with LeadIQ.

How many employees does Inverness Advisors have currently?

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Inverness Advisors has approximately 10 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Inverness Advisors's key employees and leadership?

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As of January 2026, Inverness Advisors's key employees include:

  • Managing Director, Consulting And Business Services: A. G.
  • Principal: D. F.
  • : B. S.
  • : M. D.

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