RF Investment Partners Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, RF Investment Partners has invested in 2 companies.

RF Investment Partners’ most common sectors for investment areconsumer products (20%) and distribution (14%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (27%) and growth capital (27%). In total, RF Investment Partners has invested in 12 US states.

In the last 3 years, RF Investment Partners has exited 2 companies. The Firm’s most common exit type is secondary buyout (50%). RF Investment Partners’ largest (disclosed) exit occurred in 2021 when it sold Lugano Diamonds & Jewelry for $256M.

Join Mergr to view RF Investment Partners’ full profile and discover more middle-market mezzanine finance firm investors just like it.

M&A Summary

  • M&A Total Activity21
    • M&A Buy Activity15
    • M&A Sell Activity6
  • Total Sectors Invested 10
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 9

RF Investment Partners

501 Madison Avenue, Suite 1401,
New York, New York 10022
United States
(212) 590-2440
www.rf-partners.com

RF Investment Partners is a private investment firm focused on providing flexible capital solutions to small and mid-sized companies. The Firm looks to invest $5 to $30 million of equity/debt capital capital to support businesses with at least $5 million of revenue. Funds are generally used to support buyouts, recapitalizations, acquisitions, shareholder liquidity needs, and family successions. RF Investment Partners was formed in 2016 and is headquartered in New York City.


Investment Criteria

Sectors of Interest: Business Services, Construction, Consumer Products, Consumer Services, Distribution, Engineering, Healthcare Services, Information Technology, Internet Software and Services, Manufacturing, Software, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Acquisition Financing, Secondary Buyout, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 5 -
Target EBITDA 2 10
Investment Size 5 30
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.6/yr) # 12 1 1 1 - - 15
Sell (1.0/yr) # 1 3 1 1 - - 6
vol $256M $256M
  21

Most Recent M&A

Company Date Value Type
Nextpoint, Inc. 2023-07-25 - Growth Capital
Chicago, United States · www.nextpoint.com
GrowthZone 2023-05-16 - Secondary Buyout
Nisswa, Minnesota · www.growthzone.com
Riverside Oral Surgery Management, LLC 2022-12-19 - Stake Purchase
River Edge, New Jersey · www.riversideoralsurgery.com
Health Media Network LLC 2022-10-21 - Add-on Acquisition
Norwalk, Connecticut · www.hmnads.com
U.S. Endodontics Partners 2021-11-09 - Stake Purchase
Irving, Texas · www.usendopartners.com
Lugano Diamonds & Jewelry, Inc. 2021-09-07 256M USD Secondary Buyout
Newport Beach, California · www.luganodiamonds.com
SPATCO Energy Solutions 2021-08-17 - Secondary Buyout
Charlotte, North Carolina · www.spatco.com
GreenTech Environmental LLC 2021-08-11 - Buyout (LBO, MBO, MBI)
Johnson City, Tennessee · www.greentechenv.com
Dealer Holdings 2020-06-03 - Consolidation
Tampa, Florida
SPATCO Energy Solutions 2019-11-26 - Secondary Buyout
Charlotte, North Carolina · www.spatco.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
InterCool USA LLC 2019-06-01 Freije-RSC Engineering Solutions Co. - Industrial Refrigeration Division 2019-07-01 1
Carrollton, Texas · www.intercoolusa.com , Indiana

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 2 (29%) - 3 (20%) -
Business Services - - 2 (13%) -
Distribution - - 2 (13%) -
Software 1 (14%) - 2 (13%) -
Construction 1 (14%) - 1 (7%) -
Engineering 1 (14%) - 1 (7%) -
Healthcare Services 1 (14%) - 1 (7%) -
Internet Software and Services 1 (14%) - 1 (7%) -
Marketing - - 1 (7%) -
Safety/Security - - 1 (7%) -
Total 7 - 15 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 15 (100%) -
  Texas 1 (14%) - 2 (13%) -
  New Jersey 1 (14%) - 2 (13%) -
  California 1 (14%) - 2 (13%) -
  Tennessee 1 (14%) - 1 (7%) -
  Maryland 1 (14%) - 1 (7%) -
  Florida 1 (14%) - 1 (7%) -
  North Carolina - - 1 (7%) -
  New York - - 1 (7%) -
  Minnesota - - 1 (7%) -
  Louisiana - - 1 (7%) -
  Connecticut - - 1 (7%) -
Total 7 - 15 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (29%) - 4 (27%) -
Growth Capital 2 (29%) - 4 (27%) -
Recapitalization 1 (14%) - 2 (13%) -
Secondary Buyout - - 2 (13%) -
Stake Purchase 1 (14%) - 2 (13%) -
Consolidation 1 (14%) - 1 (7%) -
Total 7 - 15 -

Exits by Deal Type

Type Total # Value
Secondary Sale 3 (50%) 256M (100%)
Merger 1 (17%) -
Stake Sale 1 (17%) -
Trade Sale 1 (17%) -
Total 6 $256M

Deal Values

sell # Total
$100M to $1B 1 $256M
TOTAL $256M
Largest Lugano Diamonds & Jewelry, Inc.
$256M (2021-09-07)

M&A Connections

Deals
Acquired from
Investor(s)
13%
2 (13%)
Exited to
Investor(s)
67%
4 (67%)
Strategic(s)
33%
2 (33%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Middle-Market

PE Assets

683M USD

Established

2016

Specialist/Generalist

Generalist

Leadership

Peter Fidler

Co-Founder & Managing Partner

Peter Rothschild

Co-Founder & Managing Partner

Blair Gertmenian

Director

Patrick Riggio

Vice President

Naomita Kulkarni

Controller

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