JD Merit advises Conscious Leadership on minority recapitalization and partnership with RF Investment Partners

JD Merit & Co., a leading middle-market investment bank, is honored to have served as exclusive financial advisor to Conscious Leadership on its minority recapitalization through and in partnership with RF Investment Partners.

SEATTLE, April 7, 2022 /PRNewswire-PRWeb/ — Headquarters near Salt Lake City, Conscious Leadership is a leading provider of global leadership services, development, assessments and certifications. A true breakthrough among 360-degree leadership profiles, his Leadership Circle platform allows Conscious Leadership to go to the source of behavior for greater leverage of meaningful change. Using this platform, they can provide critical solutions and insights to companies and institutions worldwide.

Nick DeVaneyPresident of JD Merit & Co., commented, “We were beyond thrilled to represent Conscious Leadership and its exceptional team in its minority recapitalization by RF Investment Partners. The cultural fit between RF and the Company will cement Conscious Leadership as a leader in this space .” He continued, “The Conscious Leadership Team operates at such a high level of integrity and authenticity and is a globally recognized and respected leader. This foundation combined with the RF team’s shared values, vision and resources is sure to become supreme achieve impactful results for their clients. It will be fun to watch.”

JD Merit used his intimate and deep knowledge of Conscious Leadership to connect with RF Investment Partners for his suitability, network, focus on growth and unique presence in the industry. Through the application of a thorough process and careful negotiation, JD Merit was able to achieve a superior-to-market result for Conscious Leadership.

Bill AdamsCEO and co-founder of Conscious Leadership, stated: “RF Investment Partners is the ideal team to achieve our goals and expand our vision. With his industry reach, integrity and expert advice, we expect to accelerate our growth and achieve great success in the future. RF has already created significant added value in a short period of time.”

He offered: “I wanted to work with an investment bank that would be able to understand our business, get to know me and my team and not only help us find the investor but help us find the right investor find understood what we really needed. We got that and more with JD Merit. His strategic leadership, patience and diligence were critical in completing this transaction and made the difference throughout the process.”

Legal advice was provided by Ben Beasley and the team at Freeman Lovell of Sandy, Utah.

About RF Investment Partners

Currently managed by RF Investment Partners (“RF”) $328 million through multiple investment vehicles, including a Small Business Investment Company (“SBIC”) fund dedicated to using flexible financing solutions to support exceptional management teams in lower-middle companies $2 to 10 million dollars of EBITDA. For more information on RF, visit http://www.rf-partners.com.

About conscious leadership

Conscious Leadership, based nearby Salt Lake City, is a premier provider of leadership services, development, assessments and certifications. Conscious Leadership leverages its Leadership Circle platform and provides critical solutions to corporations and institutions worldwide.

About JD Merit & Company

JD Merit is a leading boutique investment bank focused on middle-market, technology-enabled companies. JD Merit performs sell-side M&A, buy-side M&A, and capital advisory services with a particular focus on the technology, software, tech-enabled, consumer, telecom/wireless, and manufacturing/industry 4.0 sectors. In addition, JD Merit offers other investment banking services such as debt and equity raising, restructuring consulting, business valuation and project finance. JD Merit Securities, a member of FINRA/SIPC, is a full service broker-dealer licensed in 50 states.

Learn more at http://www.JDMerit.com.

media contact

Jodi RobertsJD Merit & Company, 5159886648, [email protected]


SOURCE JD Merit & Company

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