Uplift Investors acquires Engage fi from Falfurrias Management Partners
- The deal marks Uplift’s third platform investment from its debut fund
- The investment is the second Uplift deal organized around a professional services business model, following the earlier creation of Orion Legal MSO
- William Blair and KeyBanc advised Uplift, while Guggenheim Securities advised Engage fi
Uplift Investors, a middle-market private equity firm focused on services investing, acquired Engage fi, a technology and strategic advisory firm serving banks and credit unions, from Falfurrias Management Partners, for undisclosed terms.
Engage fi partners with financial institutions to evaluate, select, negotiate and implement technology solutions across payments, digital banking, core banking and integrated communications, alongside conversion services and strategic advisory work aimed at improving operational efficiency and supporting technology transformation.
The deal is Uplift’s third platform investment from its debut fund, which closed at its $670 million hard cap in July 2026, and follows the earlier creation of Orion Legal MSO as the firm’s second investment organized around a professional services model. Uplift will apply its 5-5-5 Framework and value creation initiatives tailored to professional services businesses.
“Engage fi operates at the center of some of the most important technology and strategic decisions facing banks and credit unions today,” said Brad Skaf, managing partner at Uplift. “The company’s deep expertise, trusted client relationships, and ability to deliver measurable value across the technology lifecycle have created a differentiated platform in attractive end markets.”
William Blair & Company and KeyBanc Capital Markets served as financial advisors to Uplift on the deal, while Kirkland & Ellis acted as legal counsel. Guggenheim Securities advised Engage fi, with K&L Gates as its legal counsel.
Editor’s note: This news brief was produced with the assistance of artificial intelligence.
