Incline Equity Partners’ Acquisition of Foundation Source


Willkie Farr & Gallagher advised Foundation Source in the transaction.

Incline Equity Partners executed the acquisition of Foundation Source.

Headquartered in Pittsburgh, Pa., Incline invests in companies that are poised for growth across a variety of industry sectors, including business services. Their goal is to strengthen a company’s ability to leverage its strategic assets to realize its full potential. The partnership with Incline will position Foundation Source to expand its services, expertise, and online capabilities, fueling its long-term growth.

Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. 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 headquartered in Fairfield, Connecticut.

The Willkie team was led by partner Sean Ewen (Picture), and included associates Jeffrey Daniel, Andrew Marmer, Chris Giusto, and law clerk Myia Williams.

Involved fees earner: Jeffrey Daniel – Willkie Farr & Gallagher; Sean Ewen – Willkie Farr & Gallagher; Christopher Giusto – Willkie Farr & Gallagher; Andrew Marmer – Willkie Farr & Gallagher;

Law Firms: Willkie Farr & Gallagher;

Clients: Foundation Source;

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Author: Ambrogio Visconti