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Shea & Company Advises Inverness Graham on its Acquisition of EasyLlama

EasyLlama Profile

  • EasyLlama is a governance, risk and compliance (GRC) solutions platform purpose-built for small and medium-sized businesses (SMBs)
  • EasyLlama delivers a “compliance team in a box,” consolidating a category-leading course library, deep HRIS integrations and AI-powered workflow automation into a unified, audit-ready system of record
  • EasyLlama serves over 5,500 SMBs in high-cost-of-failure industries, including technology, healthcare, professional services, manufacturing, food service and hospitality
  • EasyLlama was founded in 2019 and is headquartered in Covina, California

Inverness Graham Profile

  • Inverness Graham is an operationally focused private investment firm with more than $1.8 billion in assets under management that partners with innovative, high-growth businesses where technology is transforming traditional industry
  • Inverness Graham brings institutional-scale capabilities to the North American lower middle market, combining deep sector expertise with an operationally intensive value creation playbook
  • Inverness Graham was founded in 2003 and is based in Philadelphia, Pennsylvania

“
Small businesses now face many of the same compliance requirements as large enterprises, but few have the resources to manage them alone. We've spent years in this space, and we see a clear opportunity to accelerate EasyLlama's growth. In partnership with management, we'll build upon EasyLlama's robust partner ecosystem, deepen its GRC software capabilities, and expand its application-specific content to help even more businesses stay ahead of compliance.

Chris Frystock

Partner, Inverness Graham

“
Inverness Graham's proven GRC expertise made them the ideal partner for our next phase of growth. We look forward to working together to scale the platform, both organically and through strategic acquisitions.

Samuel Devyver

Co-Founder & CEO, EasyLlama

Transaction Notes

  • Inverness Graham’s acquisition of EasyLlama was announced on September 29, 2026; financial terms were not disclosed
  • Shea & Company served as the exclusive financial advisor to Inverness Graham
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