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RFE Investment Partners selects PEF Services for Fund Administration

RFE Investment Partners (RFE), a growth-oriented private equity investor with a history of partnering with small businesses, has selected PEF Services to provide fund administration services. 

Founded in 1979, RFE’s team of business owners partner with entrepreneurial management teams seeking to grow their businesses in the lower middle market.

“PEF’s reputation in the market for its fund administration expertise, providing exceptional service to clients, and their purpose-built investor portal were all factors in our selection process,” says Don Juricic, Managing Director and Chief Financial Officer of RFE. “Partnering with PEF Services will enable us to gain operational efficiencies that allow us to focus on the strategic growth of our business.”

Since 2002, PEF has been at the forefront of fund administration. PEF enables its clients and their investors to increase operational efficiency while reducing risks, improve focus on core capabilities, and gain access to experts in private capital back office operations—all while stepping onto a technology platform designed for private capital funds and their investors.

“As a private equity firm with a long-standing heritage and a time-tested strategy for growing small buyout businesses in partnership with management, we’re delighted that RFE has chosen to outsource their private equity and SBIC fund administration to PEF,” says Anne Anquillare, CFA, Head of CSC US Fund Services. “We look forward to supporting their endeavours to achieve greater efficiencies, enable scale, and provide a technology lift while focusing on strategic initiatives.”

Since 2002, PEF has been at the forefront of fund administration. PEF enables its clients and their investors to increase operational efficiency while reducing risks, improve focus on core capabilities, and gain access to experts in private capital back office operations—all while stepping onto a technology platform designed for private capital funds and their investors.

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