Why Incline Equity Partners: Interviews, Careers, & Portfolio

Incline Equity Partners Overview

Incline Equity Partners, founded in 2001, is a private equity firm located in Pittsburgh Pennsylvania.

The firm generally supports established companies that have room for growth and enterprise values of $25M to $750M.

Here’s an overview of what Incline Equity Partners typically looks for in a company:

Locations	USA or Canada
Enterprise value	$25MM – $750MM, no minimum for add-ons
Transaction types	Buyouts, Corporate Divestitures, Minority Recapitalizations
Business sectors	Value-Added Distribution, Business Services, Specialized Light Manufacturing

The firm supports every stage of their portfolio companies using The Incline Way® Resources:

• Optimize Strategy: Incline’s Catalyst Group accelerates growth by defining strategies and driving initiatives in Technology, Go to Market, Operations, and Talent.

• Engage the Experts: Incline’s vast industry network provides valuable advice on acquisitions, operational improvements, logistics, and management.

• Finding the Right Fit: Incline’s executive recruiting capability sources top-tier talent that aligns with company culture.

• Creating High Performing Teams: Incline emphasizes talent development, utilizing external assessments and coaching.

• Learning from Each Other: The annual Executive Forum encourages sharing of ideas and best practices among portfolio companies.

Incline Equity Partners was founded by Jack Glover along with Leon Rubinov, Joe Choorapuzha, and Bob Erwin.

Incline Equity Partners AUM

According to most recent regulatory filings, Incline Equity Partners has $5.3 billion in assets under management as of March 29, 2023.

Incline Equity Partners Interview Process & Questions

Firms like Incline Equity Partners have tendencies to change their interview process for each candidate. However, in most cases, the general nature of the process remains consistent. 

Here’s what you can expect in your interviews:

• ~4-6 rounds of interviews
• Junior investment professionals or the HR team will supervise the initial rounds, while the more senior staff handle the later rounds
• The entire interview process can last up to several weeks – unless it’s “on-cycle” or “on-campus” recruiting

Typically, interviews at Incline Equity Partners will consist of a mixture of behavioral questions, technical / investing questions, and fit questions.

In case you need comprehensive resources for your preparation, I suggest you check out my Growth Equity Interview Guide.

Why Incline Equity Partners

One of the most common and crucial questions you’ll encounter during interviews is the “Why this firm?” question.

If you’ve done networking prior to interviewing, this is the perfect time to mention whoever you’ve met and how they positively influenced your decision to join the firm.

It’s also a smart move to research the firm before showing up at interviews. For this, I suggest you listen to podcasts or interviews with the firm’s founders, investors, or team members.

To get you started, here’s a great interview with Jack Glover, founding partner of Incline Equity Partners:

More interviews

• Incline Equity Partners “Dorner Case Study”
• Discussion with Juliane Stephan and Kyle Roemer of Incline Equity Partners

Incline Equity Partners Case Study

Interviewees almost always conduct case studies during interviews. That’s because case studies help firms evaluate the communication skills and technical knowledge of applicants.

Most case studies at firms like Incline Equity Partners center around financial modeling and investment recommendations. However, a cold calling case study may also be required for junior roles.

If you’re looking for in-depth explanation and examples for case studies, check out my course – Growth Equity Interview Guide.

Incline Equity Partners Salary & Compensation

According to Glassdoor, if you work at Incline Equity Partners as an analyst, you can earn an estimated total pay of $113,149 per year. On the other hand, working as an associate at the said firm can give you an estimated total pay of $120,580 per year.

Remember, these figures represent the median and can change depending on your level of experience, education, and skill set.

Analyst

Associate

Incline Equity Partners Careers, Jobs, & Internships

If you’re interested in working at Incline Equity Partners, you can head over to our job board to see what roles are currently open. You’ll also find vacancies at similar firms in our job board.

Incline Equity Partners Portfolio & Investments

Since inception, Incline Equity Partners has made 12 investments and manages four funds according to Crunchbase. Some of the firm’s notable deals include Aldinger, NovaVision, and RKD Group.

Notable Transaction: Smile Source

Smile Source is a private practice network which helps private practice dentists to remain independent.

They provide continued education, practice management, marketing, and buying power which helps 1,000+ private practice dentists across the US to achieve significant cost savings.

On April 4, 2023, Incline Equity Partners invested in Smile Source.

As per Bob Erwin, Partner at Incline, Smile Source has a strong value proposition which allows them to build a strong network of loyal members. He sees a huge growth opportunity by focusing on sales and marketing, member support, and vendor partnerships.

Next Steps

If you’re planning to join Incline Equity Partners (or a firm like it), I highly suggest you check out my Growth Equity Interview Guide first.

This self-paced online course will help you stand out from the pool of qualified candidates who are also looking to land the role you’re applying for.

After finishing the course, you’ll have a good grasp of growth equity investing concepts which will allow you to confidently answer interview questions and deliver impressive output for the interview exercises.

Get the course today and be part of our countless success stories!