RF = Relationship First

The trusted partner of lower-middle-market management teams
 

Management Buyouts
Management Buyouts
Recapitalizations
Recapitalizations
Acquisition or Growth Financing
Acquisition or Growth Financing
Shareholder Liquidity Events
Shareholder Liquidity Events
ESOPs
ESOPs
Family Ownership/Generational Transition
Family Ownership/Generational Transition
"The strength of the team is each individual member. The strength of each member is the team." - Phil Jackson
"Someone is sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett
"Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful." - Albert Schweitzer
"Humility, like the darkness, reveals the heavenly lights.” - Henry David Thoreau

  • 1Be honest and act with integrity in everything you do. We build relationships, not simply a portfolio of transactions.
  • 2Do what you say you are going to do and be transparent. Communicate and act in a straightforward manner in all aspects of life.
  • 3Empower people and treat them with respect. People are an invaluable asset, treat them as such and help them reach their full potential.
  • 4Strive for excellence. Reputations are built over a lifetime, but can be lost in a moment.
  • 5Be appreciative of everything you have. Success has many mothers, approach business with an equal dose of hunger, heart, humor, and humility.