Rf Investment Partners (“RF”), a leading provider of structured growth capital, has announced the launch of its new brand identity. This rebranding initiative underscores the firm’s ongoing dedication to delivering innovative, structured capital solutions for visionary founders aiming to build exceptional businesses. Alongside this brand evolution, RF Investment Partners also revealed the strategic hiring of four new team members, marking a significant phase of growth and expansion following the successful closing of its second fund in June 2022.
With offices strategically located in New York, Chicago, and Dallas, RF Investment Partners operates as a distinguished private investment management firm. Boasting a diverse portfolio of 30 investments, the firm specializes in offering creative debt and structured equity solutions tailored for growth-focused companies. The refreshed brand identity of RF Investment Partners highlights the firm’s expertise in crafting bespoke capital solutions and its deep-seated commitment to fostering strong, collaborative relationships. Notably, RF Investment Partners concentrates its investment activities within the software, healthcare services, and business services sectors, leveraging its specialized knowledge to drive value creation.
“Since the inception of RF Investment Partners, our foundational values have been central to our operations, manifesting in the robust partnerships we are privileged to maintain. We measure our success by the strength of our relationships and pride ourselves on injecting a human dimension into sophisticated, innovative transactions,” stated Peter Rothschild, Co-Founder and Managing Partner at RF Investment Partners. “Our new brand identity comprehensively embodies and showcases our mission, reinforcing our steadfast commitment to prioritize relationships and deliver tangible value by ‘Thinking like founders. Acting like partners.’” This philosophy positions RF Investment Partners as more than just a capital provider, but as a true ally in their portfolio companies’ journeys.
Reinforcing its commitment to investing in top-tier talent and further developing its expanding software platform, RF Investment Partners is pleased to announce the appointment of Collin Abert as Managing Director and Zach Friedman as Vice President. Additionally, Max Rothstein and Luke Chandra have joined the firm as Associates, further strengthening the team’s capabilities.
Collin Abert, based in Chicago, joins RF Investment Partners as Managing Director and will spearhead sourcing investment opportunities, evaluating and structuring new transactions, and collaborating closely with RF’s management team partners to facilitate business expansion. Prior to joining RF Investment Partners, Abert held the position of Principal at Lake Capital, where he focused on investment origination and assessment, transaction structuring, leading due diligence processes, and partnering with portfolio companies. His background also includes experience in the investment banking division of JPMorgan Chase & Co. Abert holds a B.S. in Accountancy with a concentration in Finance from the University of Illinois Urbana-Champaign.
Zach Friedman assumes the role of Vice President in RF Investment Partners’ New York office, bringing substantial expertise in the technology sector. His responsibilities include sourcing and evaluating new investment opportunities, conducting investment due diligence, and actively monitoring portfolio companies. Previously, Friedman served as Vice President at TriplePoint Capital, where he was involved in underwriting and structuring credit transactions for technology businesses. Prior to TriplePoint, he was with Level Equity, overseeing all stages of the investment process for software and technology enterprises. He began his career as an investment banking Analyst at Jefferies and holds a B.A. in Business Administration in Finance from the University of Texas.
Max Rothstein, operating from the Chicago office as an Associate, is tasked with evaluating new investment prospects, performing investment due diligence, and monitoring portfolio companies. He transitioned to RF Investment Partners from Balmoral Advisors, where he served as an Associate. Rothstein’s career commenced as a commercial banking Analyst at JPMorgan Chase & Co. He earned a B.S. in Accounting from Ohio State University.
Luke Chandra joins RF Investment Partners in New York as an Associate and is responsible for assessing new investment opportunities, conducting investment due diligence, and monitoring portfolio companies. Before joining RF Investment Partners, Chandra completed a summer analyst internship with Lincoln International and subsequently became a full-time investment banking Analyst. He holds a B.B.A. from the University of Michigan with concentrations in Finance, Accounting, and Business Law.
“We are delighted to welcome such an exceptional group of professionals to RF Investment Partners. Their arrival aligns seamlessly with our new brand identity and reinforces our dedication to supporting founders in scaling their businesses to new heights,” commented Peter Fidler, Co-Founder and Managing Partner at RF Investment Partners. “Our core values are integral to every strategic decision we undertake, from our hiring practices to our partnership approach with portfolio companies. RF Investment Partners is proud to expand our team and introduce a new brand that not only reflects our current identity but also signifies a promising future of growth and success for our partners and portfolio companies.”
About RF Investment Partners
RF Investment Partners is a private investment firm providing structured growth capital to support leading domestic, lower-middle-market companies. With investment sizes ranging from $10 million to $40 million, RF Investment Partners collaborates with family-owned and private businesses across various scenarios, including acquisition financing, growth capital investments, recapitalizations, refinancings, and management buyouts. The firm’s investment professionals possess extensive experience across the capital structure and offer the flexibility to structure deals that meet the unique requirements of each company and situation. RF Investment Partners invests across unitranche, second lien, and subordinated debt, alongside preferred and common equity, offering a comprehensive suite of financial solutions.
