Cognito Forms

Canaccord Genuity acts as Exclusive Financial Advisor to Cognito Forms a portfolio company of WestView Capital Partners, on its acquisition by Inverness Graham

Canaccord Genuity is pleased to announce that Cognito Forms, a rapidly growing SaaS-based provider of low-code / no-code form builder and workflow automation solutions, and portfolio company of WestView Capital Partners, has been acquired by Inverness Graham, a Philadelphia-based buyout firm.

Founded in 2013, Cognito Forms delivers an intuitive, low-code / no-code 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 Forms’ 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. Cognito Forms is headquartered in Columbia, SC.

Inverness Graham is a Philadelphia based buyout firm. 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.