Platform Expansion RF Investment Partners actively expands through strategic partnerships and acquisitions, evidenced by recent investments and collaborations (RJ Underground, NSG-Norel recap, Burlington Capital Partners, Prairie Capital). Sales opportunity: position complementary services or add-on solutions that support accelerated integration, portfolio company growth, and platform-building capabilities for lower-middle-market platforms.

Growth Capital Focus With a capital base around $700 million and investment size in the $10-$40 million range for companies generating $10M+ in revenue, RF targets growth-stage software, healthcare services, and business services. Sales opportunity: offer scalable solutions that enable rapid revenue acceleration, improve profitability, and support growth strategies tailored to lower-middle-market winners.

Founder-Friendly RF has been recognized as a founder-friendly investor for multiple years, highlighting a collaborative style with management teams and a commitment to enduring partnerships. Sales opportunity: present tools and services that align with founder priorities, such as governance support, onboarding programs, and leadership development resources to reinforce trust and cooperation.

Portfolio Synergy The firm emphasizes platform-building and value creation across its portfolio, including prior platform investments and cross-portfolio collaborations. Sales opportunity: identify cross-sell and up-sell opportunities within RF’s growing platform to connect portfolio companies with complementary products, services, or regional capabilities.

Industry Exposure Active in software, healthcare services, and business services with a track record of investments in companies like Ally Waste and RJ Underground, indicating broad-sector interest and operational buy-in. Sales opportunity: tailor solutions to core sectors, emphasizing regulatory compliance, operational efficiency, and scalable tech stacks that address common industry pain points.