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engage fi logo

has completed a growth recapitalization led by

Falfurrias Capital logo

engage fi is a leading provider of technology-enabled consulting services to Community Financial Institutions.

diagram

engage fi

Type

M&A Sell-Side

Description


Croft & Bender guided engage fi through a rigorous partner evaluation process, managing everything from financial modeling to negotiation. They successfully orchestrated engage fi's growth recapitalization with Falfurrias Capital, positioning the company for accelerated growth.

engage fi logo

has completed a growth recapitalization led by

Falfurrias Capital logo

engage fi is a leading provider of technology-enabled consulting services to Community Financial Institutions.

About

engage fi, a technology and financial institution consulting firm, provides a range of services to help banks and credit unions develop strategies and select partners with a primary focus on customer experience and long-term relevance.


Situation

Croft & Bender was engaged to help the Company evaluate and pursue a partner for the next phase of growth of the business. Croft & Bender worked with the Company to run a highly competitive process which included building a financial model, developing marketing materials, conducting management presentations, managing the diligence process and negotiating terms and definitive documentation with potential partners.


Result

Croft & Bender successfully negotiated the growth recapitalization of the Company by Falfurrias Capital.