RF Investment Partners

We wish our interns Naman Poddar and John Wang well as they head back to school for their junior year — Naman, to Davidson College, and John to University of Michigan. Naman & John brought fresh perspectives and enthusiasm to the team, and they will be missed this fall. Our Internship Initiative offers women and people of color the opportunity to deepen their understanding of concepts they have learned in the classroom and develop essential skills that will benefit them as they begin their career. Thanks to all who made this summer a success! Curious about what it’s like to intern with us? Check out Naman and John’s summer highlights and explore how you can be a part of our next cohort: https://lnkd.in/eVbppaWf #Internship #Interns #Opportunities #RelationshipFirst #PrivateEquity #SBIC

RF is pleased to announce the acquisition of Rent-A-John Inc., a leading provider of portable sanitation facilities based in North Carolina. Rent-A-John represents the first acquisition under RF’s newly formed portable sanitation platform. "We are thrilled to partner with Rent-A-John and work alongside seasoned industry executive James Murphy, whose expertise and leadership will be instrumental in shaping the company's mission, vision, and strategy," said RF Managing Partner Peter Fidler. "This collaboration underscores our commitment to investing in the essential services sector, and we look forward to supporting Rent-A-John as they continue to grow organically and through M&A expansion." This RF-led platform is actively seeking tuck-in acquisitions as it builds the preferred provider of portable sanitation solutions throughout the Southeast and beyond. Find our full announcement here: https://lnkd.in/eYjPP9Hi #Acquisition #EssentialServices #PrivateEquity #MergersandAcquisitions

Director Tyler Katz recently spoke with Middle Market Growth Magazine’s Katie Maloney about RF’s summer internship program. Designed to introduce students to the world of investing, the program often introduces participants to a career path they hadn't yet considered! At RF, interns are more than just observers. They're immersed in real projects that broaden their business and finance acumen while contributing to our day-to-day operations. Read the full Middle Market Growth article here: https://lnkd.in/gUxPxGcp   #PrivateEquity #InternshipProgram #CareerDevelopment #InvestmentBanking #FinanceEducation #SBIC

RF recently announced the exit of SPATCO Energy Solutions, the firm’s largest Fund I exit to date. SPATCO has built a solid reputation for delivering high-quality products and outstanding customer support, establishing itself as a leader in the petroleum industry since the 1930s. Based in Charlotte, SPATCO operates 33 offices with a team of 1,000 dedicated professionals. Serving the company for over 20 years, John Force was named President and CEO in 2021. “RF’s initial investment in SPATCO set the stage for exponential growth over the last five years,” said SPATCO President and CEO John Force. “RF stands for relationship first, and Peter and his team have upheld every end of that promise — from supporting our board to hosting and having me at their inaugural RF CEO Summit. The combined efforts of the RF and Kian teams have enabled us to reach landmark results in the fueling infrastructure sector.” Read more here: https://lnkd.in/eyv4EC95 Peter Rothschild #CharlotteBusiness #Exit #PrivateEquity #MergersandAcquisitions

RF is excited to announce the exit of SPATCO Energy Solutions, a leading provider of sales, service, maintenance, installation, and compliance solutions for fueling infrastructure across the United States and Canada. In partnership with Kian Capital Partners, RF supported the initial investment in SPATCO with its SBIC Fund I investment in late 2019. Since then, SPATCO has closed eight strategic add-on investments, generated extensive geographical growth, and quintupled its EBITDA, making it RF’s most significant exit in firm history. RF plans to continue to support SPATCO and its management team by reinvesting in its recently announced continuation fund. Please read our full announcement here: https://lnkd.in/eyv4EC95 #CharlotteBusiness #Exit #PrivateEquity #MergersandAcquisitions

Our recent software-focused networking night was un-fore-gettable! Held last Monday in New York at Five Iron Golf, the event brought together over twenty of RF’s friends, colleagues, and trusted partners. The evening was a fantastic opportunity to deepen relationships and discuss market trends in a fun and competitive setting. We appreciate everyone who attended and contributed to the vibrant conversation and networking. Stay tuned for our next event as we continue to support and connect with visionary founders in the software space. James N. Bishop Jacob Gordon Daniel K. Zach Friedman Griffin Fitzgerald #PrivateEquity #RelationshipFirst #Networking #Software

We are thrilled to welcome Naman Poddar and John Wang to the RF Investment Partners Summer 2024 Internship Program. RF’s intern program offers hands-on private equity research and analysis experience to underclass college students studying finance and economics. Joining our Chicago office, John Wang is a student at University of Michigan will graduate in spring 2026. John has showcased his abilities through previous internship roles. Naman Poddar will be based in NY. He will graduate from Davidson College in 2026. Naman also currently serves as an investment analyst and portfolio manager for the Davidson Investment and Finance Association. Please join us in welcoming our 2024 interns! #Internship #RelationshipFirst #PrivateEquity #SBIC

We are excited to share that RF has moved to a new and expanded location in the heart of New York City. As the firm continues to grow and evolve, our new office at 747 Third Avenue will provide us with the additional space needed to better serve our partners and foster our team’s innovation and collaboration. This move marks a significant milestone in our journey, reflecting our ongoing commitment to excellence and our vision for future growth. We look forward to welcoming you to our new space and continuing to build lasting relationships with our partners and management teams. #Growth #PrivateEquity #SBIC #RelationshipFirst #NYC

We are excited to share highlights from RF Investment Partners' second annual 2024 CEO Summit, which took place from May 7-8 in beautiful Beacon, NY. This year’s event was a significant milestone for us, as it brought together the growing RF team, many of our esteemed portfolio company CEOs, our trusted Advisory Board members, and several industry leaders for a one-of-a-kind experience. The curated agenda allowed our group to participate in thoughtful presentations and discussions on critical topics, including: - Points for value creation: Hiring, scaling, compensation, data, and technology - Differentiating your business in the marketplace: What works and what doesn’t - An overview of the exit process and preparation  - The journey from formation to exit At RF Investment Partners, we are building a dynamic community poised to elevate differentiated businesses to new heights by bringing together leaders with diverse backgrounds and perspectives. We are dedicated to making RF’s CEO Summit a valuable and impactful annual tradition, and continually exploring innovative ways to drive value for our partners. Here's to the growth, collaboration, and success that lie ahead! #PrivateEquity #SBIC #RelationshipFirst #Networking #Leadership

RF Director James N. Bishop was recently featured in a Charlotte Business Journal article introducing RF’s newest location and discussing the firm’s expansion in the software sector. In the article, James shares: "We have a long-term goal to partner with and support great software companies and hope to continue to grow our team here in Charlotte as the interest in our capital and creative financing solutions is increasingly in demand,” he continues, “RF has built an impressive and successful track record in software, and I’m excited to help further expand our effort and coverage of the space.” RF is focused on: 💻 Mission-critical software applications that have achieved product-market fit; 📈 Software companies looking for capital to accelerate growth, and; 💰Providing liquidity to shareholders and leadership teams. We differentiate ourselves by providing flexible capital offerings — RF can provide a company equity, debt, or a mixture of both, which can be less dilutive and controlling than some other financing options.   Learn more about RF’s investment criteria, the new Charlotte office, and the firm’s software sector focus here: https://lnkd.in/ghfwYKNq.   #CBJ #Charlotte #PrivateEquity #Software