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Global Capital Markets Announces the Recapitalization of a Highly Profitable Document Preparation and Filing Tech Company by RFE Investment Partners

Global Capital Markets, Inc. (“Global Capital”) is pleased to announce the Recapitalization of a Highly Profitable Document Preparation and Filing Tech Company (“Company”) by RFE Investment Partners (“RFE”), a Connecticut-based private equity firm.

Company assists organizations (both businesses and nonprofit organizations) with dependable, timely and affordable filing and registered agent services that keep them compliant.

> RFE Investment Partners is a private equity firm focused on making control investments in established small market companies located in the United States. RFE is a long-standing firm founded in 1980 with over 40 years of experience investing in the lower middle market.

> RFE’s investment strategy is to transform its portfolio companies from the lower end of the market to fully professionalized and market-leading middle-market companies. RFE is currently investing out of Fund IX. For more information, visit

>The terms of the transaction have not been disclosed.

“Shawn Flynn and the Global Capital team were an invaluable resource on this transaction.  We welcome the opportunity to work with Global Capital on future projects.”

Michael Rubel - Managing Director, RFE Investment Partners

Global Capital remains active in the B2B Tech-Enabled Services Verticals where there continues to be substantial capital looking for outstanding companies. We welcome your input on transaction dynamics in general as well as specific opportunities in particular.

For More Information


Shawn Flynn is a Principal at Global Capital Markets, a premier middle-market investment bank with a global presence. Shawn has expertise in mergers and acquisitions, capital markets, financial restructuring, and secondaries. He speaks Mandarin and is the host of the award-winning Podcast The Silicon Valley Podcast.

Shawn Flynn, Principal

Tel: (415) 578-1445 x4

About Global Capital


As a middle market investment banking boutique, Global Capital provides mergers and acquisition advisory services, access to corporate debt and equity capital, and strategic advisory services to successful middle market companies. For over twenty five years, our team has offered companies a unique blend of sophisticated financial expertise and access to the global marketplace of buyers, sellers and financiers.

Catalysts for Corporate Finance Worldwide ©2024 Global Capital Markets, Inc. All Rights Reserved.

Securities offered through GCMI Securities Corp., member FINRA and SIPC, and a subsidiary of Global Capital Markets. Please reference GCMI Securities Corp. and its team at


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