Investment Summary

Long Ridge Equity Partners Invests In RFG Advisory

On August 2, 2023, growth capital firm Long Ridge Equity Partners invested in business services company RFG Advisory

Investment Highlights
  • This is Long Ridge Equity Partners’ 3rd transaction in the Business Services sector.
  • This is Long Ridge Equity Partners’ 21st transaction in the United States.
  • This is Long Ridge Equity Partners’ 1st transaction in Alabama.

Investment Summary
Date 2023-08-02
Target RFG Advisory
Sector Business Services
Investor(s) Long Ridge Equity Partners
Deal Type Growth Capital

Target

RFG Advisory

Vestavia Hills, Alabama, United States
RFG Advisory provides a turn-key integrated platform that provides independent wealth management advisors with tools and resources to manage and grow their practices. The platform includes cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. RFG Advisory was founded in 2003 and is based in Vestavia Hills, Alabama.

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Investor(S) 1

Investor

Long Ridge Equity Partners

New York, New York, United States

Investor Investor Investor Investor Investor

Category Growth Capital Firm
Founded 2007
PE ASSETS 1.8B USD
Size Large
Type Sector Focused
DESCRIPTION

Long Ridge Equity Partners is a private investment firm focused on the financial services sector. The Firm seeks growth capital and special situation investments. Specific areas of interest include financial technology, specialty finance, securities and trading, asset management, payments, and exchanges. Long Ridge was formed in 2007 and is based in New York City.

DEAL STATS #
Overall 24 of 25
Sector (Business Services) 3 of 4
Type (Growth Capital) 17 of 18
State (Alabama) 1 of 1
Country (United States) 21 of 21
Year (2023) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-25 Acqueon

Irving, Texas, United States

Acqueon is a provider of omnichannel customer engagement software that allows enterprises to proactively connect with customers for outbound sales, service, and revenue capture opportunities using customers’ preferred communication channels. Acqueon was founded in 2019 and is based in Irving, Texas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-12-14 Ametros Financial

Burlington, Massachusetts, United States

Ametros Financial offers a broad set of financial and medical management tools and technology, including medical administration reporting, automated payment technology, and access to significant healthcare discounts for pharmaceuticals, provider visits, and medical equipment. Ametros Financial was founded in 2010 and is based in Burlington, Massachusetts.

Sell $350M
Mergr

Product

Company

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