Engage fi

Transaction overview

Reported completed

Exact closing date not established.

Uplift Investors reported acquiring Engage fi, a technology and strategic advisory company serving banks and credit unions, from Falfurrias Management Partners. The transaction terms and exact closing date were not disclosed.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.