engage fi

• Industry Business Services, Technology
• Type M&A Sell-Side

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

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.