Collaboration to Achieve a Shared Vision

Understanding the importance of aligned interests built on trust and integrity

Investment Approach

RF invests in lower-middle-market businesses with $2 million to $10 million in EBITDA. RF is often the first institutional investor for the companies in which we invest. We are a less dilutive form of capital than traditional private equity, but provide owners many of the same strategic benefits.

We target businesses which are looking to achieve management buyouts, shareholder liquidity events, succession issues, generational changes, or are pursuing growth strategies.

EBITDA Multiple Companies

$10mm+
Revenue
$2mm+
EBITDA
10%+
EBITDA margins

Revenue Multiple Companies

$5mm+
ARR
70%+
Gross Margins
85%+
Gross Retention
Path to Positive Cash Flow

Investment Parameters

$5 - $30mm
Size
5  years
Targeted Duration
Interest Only
Amortization

Industries

Business Services
Business Services
Consumer Products & Services
Consumer Products & Services
Healthcare Services
Healthcare Services
Industrial & Niche Manufacturing
Industrial & Niche Manufacturing
Software & Software-as-a-Service
Software & Software-as-a-Service

Deal Structures

Securities
Transaction
Types