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Foundation Source acquires Pacific Foundation Services

Jun 25, 202522 days ago

Acquiring Company

Foundation Source

Acquired Company

Pacific Foundation Services

FairfieldSan FranciscoFinanceNon Profit

Description

Foundation Source has acquired Pacific Foundation Services, significantly enhancing its foundation management services. This acquisition increases its charitable assets under administration to nearly $40 billion. PFS's capabilities will integrate with Foundation Source's technology to provide clients with modern philanthropic tools and solutions.

Company Information

Company

Foundation Source

Location

Fairfield, Connecticut, United States

About

Foundation Source is the leading provider of philanthropic software and services. A pioneer in philanthropic technology, we are the partner of choice for integrated, enterprise-grade solutions spanning private foundations, donor-advised funds and planned giving programs. Our flexible suite of tools and resources include end-to-end administrative support for the most popular charitable vehicles, specialized compliance, tax, development and consulting capabilities, and deep domain expertise to help maximize impact, mitigate risk, and improve efficiency for all parts of the philanthropic ecosystem. We work with donors, nonprofits, wealth advisors and financial institutions to launch, enhance or augment charitable initiatives with turnkey, white-label and outsourced offerings that meet a wide range of philanthropic objectives quickly, professionally, and compliantly.

M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed

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