Transaction Dynamics

A partnership with management to acquire the Company from its previous private equity owner. Management made a significant investment in the company as part of the transaction.

Investment Thesis

• Strong reputation as trusted partner to non-profits
• Provider of critical services to non-profit organizations with a clear need to outsource
• Diversified, stable customer base with ample room for growth
• Large, fragmented industry with significant white space

Incline Value Enhancement

• Improvement of go-to-market strategy
• Enhancement of digital marketing capabilities through expansion of service offering
• Pursue productization opportunities to expand scope of solutions
• Pursue strategic M&A opportunities to expand into new verticals and capabilities