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Bringing the human element
to smart transactions.

Understanding the importance of transformative relationships
built on trust and integrity

Investment Approach

RF Investment Partners invests in lower-middle-market businesses with $2 to $10 million in EBITDA with a focus in Software & SaaS, Healthcare Services, and Business Services. RF is often the first institutional investor, offering investment across the capital structure that aligns with the company’s growth strategy. Through a partnership approach, we provide guidance based on our deep sector expertise and understanding of broad market dynamics.

Ultimately, we are committed to helping your business achieve its goals, whether it’s through management buyouts, shareholder liquidity events, succession planning, generational changes, or pursuing growth strategies.

Our team has a wealth of experience and XX years of expertise in these industries, and we are dedicated to working closely with our portfolio companies and management teams to help them succeed. We place a high value on cultivating enduring partnerships with our management teams. We strive to establish strong, lasting connections with them, and we are committed to equipping them with the necessary tools and resources to elevate their businesses to new heights.

Sector Expertise

Software & SaaS

Healthcare Services

Business Services

EBITDA Multiple Companies

$ 0 M+Revenue
$10M+ Revenue
$ 0 M+EBITDA
$10M+ Revenue
0 %+EBITDA
Margins
$10M+ Revenue

Revenue Multiple Companies

$ 0 M+Revenue
$10M+ Revenue
0 %+Gross
Margins
$10M+ Revenue
0 %+Growth
Rention
$10M+ Revenue

* Path To Positive Cash Flow

Investment
Parameters

$10-$40M Size

5 years Targeted Duration

Interest-Only Amortization

Deal Structures

Securities

Unitranche Debt
Common Equity
Second Lien Debt
Preferred Equity
Mezzanine Debt

 

Transition Types

Liquidity Events

Growth Capital Investments

Acquisition Capital

Management Buyouts

Recapitalizations

Independent Sponsor

Minority Equity Investments

Former InterCool board member and accomplished industry expert steps into leadership role to support continued company growth RF Investment Partners, a provider…
RF aims to help law firms modernize with Nextpoint’s eDiscovery offerings PE Hub recently interviewed RF Investment Partners Director Jacob Gordon to…
Summer interns
RF’s Internship Initiative offers opportunities to underrepresented college and business school students. We aim to recognize talented individuals, provide educational opportunities, and…
Woman at laptop
RF Investment Partners (“RF”), a provider of structured growth capital, is pleased to announce a growth capital investment in Nextpoint, a founder-led…
Senior-Level Talent with Vice President and Managing Director Hires to Build Out Software Platform RF Investment Partners ("RF"), a provider of structured…
As we reflect and review on 2022, we are incredibly grateful for a rewarding year of growth and success for our team…
RF Investment Partners (“RF”), a provider of structured growth capital, is pleased to announce a platform investment into Ally Waste Services (“Ally…
RF Investment Partners (“RF”), a provider of structured capital, is pleased to announce a recent growth capital co-investment with Level Structured Capital…

RF Team Offsite

11/01/2022
The RF team took some time out from their busy schedules to spend a few days together in Stowe, VT to decompress…
Dentist during a dental intervention with a patient. Dental clinic concept.
RF Investment Partners, LLC (“RF”) announced today that it has entered into a strategic partnership with Riverside Oral Surgery, LLC to form…
RF Investment Partners (“RF”), a provider of structured growth capital, is pleased to announce an additional strategic investment in commercial and industrial…
New York, NY– RF Investment Partners (“RF”), a New York based alternative asset manager, announced the successful close in June 2022 of…
Chicago, IL – RF Investment Partners is excited to announce the closing of a growth capital investment in Mandeville, LA-based Watch Systems…
Chicago, IL – RF Investment Partners is excited to announce the closing of a growth capital investment in Allied Payment Network (“Allied”),…
New York, NY – RF Investment Partners SBIC, LP (“RF” or the “Fund”) is pleased to announce that it has closed its…
We are very proud to provide an overview of our 2021 activities which includes: new investment activity, portfolio value creation, and continued…
New York – RF Investment Partners, LLC (“RF”) is excited to announce that Beth Manzi has joined RF as our Chief Financial…
CHICAGO – RF Investment Partners SBIC, LP (“RF”) announced the exit of its investment in U.S. Endodontics Partners (“U.S. Endo”) through a…
RF Investment Partners is an investment platform with more than $328 million of capital under management, dedicated to using flexible financing solutions…
RF Investment Partners, LLC (“RF”) is excited to announce that John Romney has joined RF as the Director of Originations. In conjunction,…
RF Investment Partners (“RF”) is excited to announce its newest investment team member, Jacob Gordon, who has joined as Director. Previously, Jacob…
RF Investment Partners SBIC, LP (“RF” or the “Fund”) is excited to announce that it has closed on its third SaaS-based software…
RF Investment Partners SBIC, LP (“RF” or the “Fund”) is pleased to announce that it has closed its second investment in a…
RF Investment Partners (“RF”) recently closed an investment in InterCoolUSA, LLC (“InterCool” or the “Company”) to support its acquisition of the industrial…
RF Investment Partners SBIC, LP (“RF” or the “Fund”) is pleased to announce that it recently partnered with True Talent Advisory (“True”)…
During 2018, RF Investment Partners had a very successful inaugural year. After closing our fund with $109 million of private capital commitments…
RF Investment Partners SBIC, LP (“RF” or the “Fund”) is pleased to announce that the Fund and its co-investors closed a debt…
RF Investment Partners ("RF" or the "Fund") is pleased to announce that it has relocated its offices in downtown Chicago and midtown…
RF Investment Partners SBIC, LP (“RF” or the “Fund”) is pleased to announce that it has obtained its Small Business Investment Company…
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