Investment Summary

Falfurrias Capital Partners Invests In engage fi

On February 9, 2022, private equity firm Falfurrias Capital Partners invested in business services company engage fi

Investment Highlights
  • This is Falfurrias Capital Partners’ 3rd transaction in the Business Services sector.
  • This is Falfurrias Capital Partners’ 28th transaction in the United States.
  • This is Falfurrias Capital Partners’ 2nd transaction in Florida.

Investment Summary
Date 2022-02-09
Target engage fi
Sector Business Services
Investor(s) Falfurrias Capital Partners
Deal Type Growth Capital
Advisor(s) Croft & Bender LP (Financial)
Trenam (Legal)

Target

engage fi

Tampa, Florida, United States
engage fi is a technology and financial institution consulting firm, that 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. The company’s team of experts leverage their industry experience, proprietary data, and tech-enabled processes to guide financial institutions through their strategic processes and enable them to make informed, timely decisions on vendor relationships. engage fi was founded in 2014 and is based in Tampa, Florida.

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Investor(S) 1

Investor

Falfurrias Capital Partners

Charlotte, North Carolina, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2006
PE ASSETS 2.0B USD
Size Large
Type Sector Agnostic
DESCRIPTION

Falfurrias Capital Partners is a private equity firm that invests in lower and middle-market companies located in the Eastern US. Falfurrias focuses on companies with experienced management teams, differentiated product features, diverse customers, revenues in excess of $10 million, and EBITDA of $5 million to $40 million. The Firm looks to invest at least $25 million per transaction. Specific areas of interest include financial services, consumer products, health care, building products, manufacturing, business services, education, training, infrastructure, and information services. The Firm will consider a variety of transaction types, including buyouts, growth capital financings, recapitalization, and corporate divestitures. Falfurrias Capital Partners was formed in 2006 and based in Charlotte, North Carolina.

DEAL STATS #
Overall 28 of 43
Sector (Business Services) 3 of 9
Type (Growth Capital) 15 of 26
State (Florida) 2 of 3
Country (United States) 28 of 41
Year (2022) 1 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-11-30 Marquis

Plano, Texas, United States

Marquis is a provider of data analytics software, services, and consulting to financial institutions around the world. Marquis sets its clients apart from their competition by providing expertise in data analytics, MCIF, CRM, strategic consulting, profitability, and direct marketing – along with CRA, HMDA & Fair Lending compliance. Marquis was founded in 1986 and is based in Plano, Texas.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-03-22 CIH

Chicago, Illinois, United States

CIH provides clients with the critical information, tools, and skills needed to make better marketing decisions. Through a unique combination of education, regular consultation, and technology tools. CIH also provides comprehensive risk management services to producers, importers/exporters, elevators, traders, and end-users in various agriculture industries, including hog, beef, dairy, poultry/feed, ethanol, and crop. CIH was founded in 1999 and is based in Chicago, Illinois.

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