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Business Services | Financial Services | Technology
2023

Incline Equity Partners has sold Foundation Source to GTCR

Client: Foundation Source

Client Location: United States

Target: Foundation Source

Target Location: United States

Acquirer: GTCR

Acquirer Location: United States

Target Description: Foundation Source is a provider of outsourced administrative services intended to diminish the traditional complex process of setting up and running any foundation.

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Meet our Senior Team

Headshot of Sam Jackson
What inspires me is the opportunity to win for our clients and win for our firm. I enjoy the challenge of working closely with clients towards the shared goal of a successful transaction.

Sam Jackson

Managing Director

New York

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I believe that open dialogue, thoughtful advice and dedicated execution are the keys to driving client success and forging lasting relationships.

Scott Twibell

Managing Director & Global Co-Head, Technology

New York

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I am inspired by the opportunity to work alongside clients who develop technology solutions that augment, disrupt and evolve industries.

Mitesh Bhatt

Vice President

Chicago

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By working intimately with management teams to understand their strategic goals and their business as well or better than they do, I am able to maximize value for clients while also guiding them through the intricacies of an M&A process.

Alex Wong

Director

New York

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