Latest news with #InvernessGraham
Business Wire
2 days ago
- Business
- Business Wire
Inverness Graham-Backed Alliant Acquires AnalyticsIQ, Expanding Suite of People-Based Marketing Data & Analytics Solutions
WAYNE, Pa.--(BUSINESS WIRE)--Inverness Graham, a Philadelphia-based buyout firm focused on acquiring innovative companies where technology is transforming traditional industry, announced today that its marketing data and analytics company, Alliant, has acquired AnalyticsIQ. An innovator in predictive analytics and people-based marketing data, AnalyticsIQ blends cognitive psychology with statistical analysis to enhance behavioral targeting and drive marketing performance. The company utilizes survey-based methodology and machine learning to model consumer behavior and intent, enabling advertisers to reach high-value audiences and enhance campaign outcomes through more effective targeting and personalization. The acquisition of AnalyticsIQ strengthens the combined company's market position and establishes it as a top-tier provider of comprehensive data-driven marketing solutions. 'AnalyticsIQ's innovative data solutions strongly complement Alliant's strengths in cooperative data and analytics,' said Michael Morrissey, Managing Principal at Inverness Graham. 'Combining Alliant's proprietary transaction data with AnalyticsIQ's predictive modeling and digital integrations enhances our collective ability to deliver high-performing, insight-driven audiences across both traditional and emerging marketing channels. Together, the combined business enables a differentiated, data-rich platform with more customer applications and deeper market reach. We look forward to supporting Alliant and AnalyticsIQ's next phase of growth together.' As part of the acquisition, Scarlett Shipp, the current Chief Executive Officer ('CEO') of AnalyticsIQ, has been appointed the new CEO of the combined business. JoAnne Monfradi Dunn, Alliant's founder and CEO, has announced her retirement from day-to-day operations and will assume an active Board seat to guide the transition and continue providing strategic leadership at the Board level. 'Our team has spent years building predictive data that helps brands not just understand what people do—but why they do it,' said Scarlett Shipp. 'Joining forces with Alliant enables us to scale that mission and bring even more powerful insights to clients across channels. Together, we're building on our industry leadership to create a data company that raises the bar—delivering an unprecedented combination of differentiated data, trust, and results.' Inverness Graham and Alliant are actively seeking further acquisitions and strategic partnerships with innovative companies that provide high-quality marketing data, analytics and technology. Faegre Drinker Biddle & Reath LLP served as legal counsel to Inverness Graham. Stephens Inc. served as exclusive financial advisor to AnalyticsIQ. Terms of the transaction were not disclosed. About Inverness Graham Investments Inverness Graham is a Philadelphia based firm focused on acquiring innovative companies where technology is transforming traditional industry. The firm's Flagship strategy focuses on high-growth businesses in Healthcare, Tech-Enabled Services / Software and Advanced Manufacturing. The firm's Green Light strategy targets tech-enabled businesses where Environmental Sustainability is a key driver of accelerating growth. Inverness Graham executes a differentiated, repeatable model for value creation through its proprietary Strategic Platform Build approach. Founded by senior executives of the Graham Group, the firm builds upon a 60-year legacy of operational excellence, bringing substantial value creation resources and an innovative mindset to support its portfolio company partners.
Business Wire
12-05-2025
- Business
- Business Wire
Inverness Graham Announces Acquisition of Cognito Forms
WAYNE, Pa.--(BUSINESS WIRE)--Inverness Graham, a Philadelphia-based buyout firm that acquires innovative companies where technology is transforming traditional industry, is pleased to announce that it has acquired Cognito Forms ('Cognito'), a rapidly growing SaaS-based provider of low-code / no-code workflow automation solutions. Founded in 2013, Columbia, SC-headquartered Cognito delivers an intuitive platform that empowers small and medium-sized businesses, non-profit organizations and governments to streamline data collection, automate workflows and enhance productivity—all without the need for a software developer. Cognito's platform is architected to support complex organizational needs with powerful, logic-driven automations and advanced features that reflect real-world workflows and data, making its offering particularly well-suited for compliance-driven sectors such as healthcare, education and legal. 'As organizations further digitize critical business processes and heighten focus on data security, the workflow automation market is poised for substantial growth,' said Trey Sykes, Managing Principal at Inverness Graham. 'Within this market, Cognito has developed a valuable application with a loyal and diversified customer base, and we are thrilled to partner with the team to drive accelerated growth in its next chapter.' With several recent successful exits of software / tech-enabled businesses including Concord Servicing, Swipeclock and Syntrio, the acquisition of Cognito builds upon Inverness Graham's investment and operational expertise in this key focus area and represents the first platform investment for Inverness Graham Investments V. Inverness Graham and Cognito are actively seeking acquisitions that will broaden the company's feature set, deepen vertical market reach and enhance its ability to serve compliance-focused sectors. Terms of the transaction were not disclosed. Paul Hastings LLP served as legal advisor to Inverness Graham. Canaccord Genuity acted as exclusive financial advisor to Cognito. About Inverness Graham Investments Inverness Graham is a Philadelphia based buyout firm focused on acquiring innovative, high-growth companies where technology is transforming traditional industry. The firm's Flagship strategy focuses on businesses in Healthcare, Tech-Enabled Services / Software and Advanced Manufacturing. The firm's Green Light strategy targets tech-enabled businesses where Environmental Sustainability is a key driver of accelerating growth. Inverness Graham executes a differentiated, repeatable model for value creation through its proprietary Strategic Platform Build approach. Founded by senior executives of the Graham Group, the firm builds upon a 60-year legacy of operational excellence, bringing substantial value creation resources and an innovative mindset to support its portfolio company partners.
