Deal Details

Foundation Source Is Acquired by GTCR

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Summary

About

Foundation Source leverages proprietary software and consultative expertise to manage thousands of foundations nationwide. The Company’s outsourced solutions include foundation creation, administration, compliance monitoring, tax and legal assistance, philanthropic advisory and online management. Foundation Source is a well-respected, trusted provider that has been serving the market for nearly 20 years. The Company provides its services to more than 1,600 family, corporate, and professionally staffed foundations, of all sizes, nationwide. Foundation Source works in partnership with wealth management firms, law firms, accounting firms and family offices, as well as directly with individuals and families. Foundation Source is based in Fairfield, Connecticut.

Incline Equity Partners is a private equity firm investing in distribution, business services and manufacturing companies. Incline's typical investment types are ownership transitions for privately held businesses, buyouts and corporate divestitures within the U.S. and Canada. The firm is headquartered in Pittsburgh, Pennsylvania.

Founded in 1980, GTCR is a leading private equity firm that pioneered The Leaders Strategy™ – finding and partnering with management leaders in core domains to identify, acquire and build market-leading companies through organic growth and strategic acquisitions. GTCR is focused on investing in transformative growth in companies in the Business & Consumer Services, Financial Services & Technology, Healthcare and Technology, Media & Telecommunications sectors. Since its inception, GTCR has invested more than $25 billion in over 270 companies, and the firm currently manages more than $35 billion in equity capital. GTCR is based in Chicago, Illinois with offices in New York, New York and West Palm Beach, Florida.

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