Forbes Tate Partners Acquires Engage, LLC

Uplift Investors Acquires Engage fi from Falfurrias Management Partners

August 18, 2026

IT Services

Uplift Investors has acquired Engage fi, a technology and strategic advisory firm serving banks and credit unions, from Falfurrias Management Partners. Terms were not disclosed. Uplift plans to use its 5-5-5 Framework and value-creation initiatives to expand Engage fi’s reach and broaden the services it provides to financial institutions.

Kohlberg & Company Acquires Majority Stake in Engage PEO

August 9, 2023

Staffing & HR

Kohlberg & Company has acquired a majority stake in Engage PEO, a Fort Lauderdale-based professional employer organization, partnering with existing investor Lightyear Capital and Engage management, both of which will retain minority stakes. The investment positions Kohlberg to accelerate Engage's organic growth and M&A-driven consolidation across the PEO/human capital management market in the U.S.

New Engen Acquires LT Partners

June 7, 2023

Marketing & Advertising

Performance marketing agency New Engen has acquired LT Partners, a Seattle-based affiliate and partner marketing agency, expanding New Engen's capabilities across earned and owned media as well as publisher partnerships. The deal broadens New Engen's full-funnel performance offering—adding affiliate, content, coupon, loyalty, influencer and other partner channels—to complement its paid media expertise.

Falfurrias Capital Partners Invests in engage fi

February 9, 2022

Professional Services

Charlotte-based private equity firm Falfurrias Capital Partners has made a platform investment in Tampa-based banking technology consultancy engage fi (formerly CU Engage). Engage fi co-founder Jennifer Addabbo will remain CEO while the firm will be joined on the board by Falfurrias representatives; terms were not disclosed. Falfurrias said the investment will support growth plans including broadening services, investing in technology and potential strategic acquisitions.

Fingerpaint Acquires London-Based Data & Analytics Firm Engage

December 1, 2021

Data & Analytics

Fingerpaint, a global biopharma commercialization partner, has acquired Engage, a London-based data and analytics–enabled healthcare marketing firm, to strengthen its European footprint and data-driven capabilities. Financial terms were not disclosed; Engage's founders Mary McGregor and Dave Chandler will continue to lead day-to-day operations. Knox Lane, a San Francisco-based private equity firm, is a strategic investor in Fingerpaint.

Lightyear Capital Acquires Engage PEO

May 1, 2019

Professional Services

Lightyear Capital LLC, a New York-based private equity firm focused on financial services, agreed to acquire Engage PEO, a Fort Lauderdale-based professional employer organization that provides HR outsourcing to small and mid-sized businesses. The management team will remain in place and the transaction was expected to close in Q2 2019; financial terms were not disclosed.