has completed a growth recapitalization led by
engage fi is a leading provider of technology-enabled consulting services to Community Financial Institutions.
has completed a growth recapitalization led by
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.