M&A advisorSell-side
Inverness Advisors
San Francisco, CA
Profile last reviewed
October 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of Inverness Advisors
Inverness Advisors advises mid-market technology, healthcare, digital media, and enterprise services companies considering a strategic transaction. It provides full-service M&A execution, including transaction preparation, go-to-market, negotiation, and closing, as well as capital raising. The firm was founded in 2009 and reports more than 300 transactions closed; senior partners lead each engagement and serve as clients’ primary contacts.
Named principal
Derek Mattson
Managing Director & Co-Founder
Profile details
Details for Inverness Advisors
- Representation
- Sell-side
- Firm type
- M&A advisor
- Based in
- San Francisco, CA
- Engagement coverage
- San Francisco, CA
- Industry focus
- Technology and software · Healthcare and medical practices · Professional services
Office locations
Headquarters and public offices
Headquarters
San Francisco, CA
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
inverness-advisors.com · checked October 2026