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Bringing the human element
to smart transactions.

We take a partnership-first approach based on trust and integrity to help visionary founders take their businesses to the next level.

Investment Approach & Criteria

Investment Parameters

  • $10 - $40M Investment Size
  • Interest Only

Software Companies

  • $5M+ ARR
  • 70%+ Gross Margins
  • 85%+ Revenue Retention
  • Pathway to Positive Cash Flow within 18 Months

Healthcare Services & Business Services

  • $10M+ Revenue
  • $2M+ EBITDA
  • 10%+ EBITDA Margins

Investment Parameters

  • $10 - $40M Investment Size
  • Interest Only

Software Companies

  • $5M+ ARR
  • 70%+ Gross Margins
  • 85%+ Revenue Retention
  • Positive Cash Flow

Healthcare Services & Business Services

  • $10M+ Revenue
  • $2M+ EBITIDA
  • 10%+ EBITDA Margins

RF Investment Partners invests in lower-middle-market businesses with a focus in Software, Healthcare Services, and Business Services.

RF Investment Partners invests in lower-middle-market businesses with a focus in Software, Healthcare Services, and Business Services.

With approximately $700 million of capital under management, RF Investment Partners invests in lower-middle-market businesses with a focus in Software, 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 businesses achieve their goals, whether that is through management buyouts, shareholder liquidity events, succession planning, generational changes, or pursuing growth strategies.

Our team has a wealth of experience in the industries in which we invest, 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 — striving to establish strong, lasting connections with them and committing to equip them with the necessary tools and resources to elevate their businesses to new heights.

Sectors of Focus

Software
Healthcare Services
Business Services
Software
Healthcare Services
Business Services

Deal Structures

Securities

Unitranche Debt
Subordinated Debt
Preferred / Common Equity

Transaction Types

Liquidity Events

Growth Capital Investments

Acquisition Capital

Management Buyouts

Recapitalizations

Independent Sponsor / Search Fund

Investment Criteria & Approach | RF Investment Partners