About Us

Collaborating with great teams for 20 years

The Halifax Group is a private investment firm dedicated to partnering with founders and managers of lower middle-market businesses with total enterprise values generally between           $50 million and $300 million. Our principals bring decades of experience and appreciate the unique complexities of emerging businesses.
Years Combined Experience
$ 1.5 bn
Capital Under Management

We are dependable collaborators

Halifax is committed to a personal, collaborative approach to partnering with owners and managers. Halifax supports management through expanded teams that share a common vision for growth.

We bring value-added expertise

The firm’s principals have a wealth of investment and operating experience in business services, franchising, health and wellness, and infrastructure services. Halifax invests not only capital, but also time, resources and relationships to execute a shared growth strategy.

We have a proven track record

Halifax is comprised of 20 professionals with a combined 100+ years of investing experience with global firms. Since 1999, Halifax principals have invested alongside entrepreneurs and managers in 33 platform companies with committed capital from a world-class institutional investor base.

Our partnerships


For Entrepreneurs

The Halifax Group is passionate about partnering with owners and management teams to support their vision for the business. Halifax is dedicated to providing resources and expertise to achieve strategic growth and accomplish shared objectives. In addition to equity, Halifax provides access to human capital, tools and processes to unlock hidden value and help businesses grow.

Solutions for entrepreneurs & management teams
  • Growth capital – “jet fuel” to execute a plan for growth
  • Risk management – liquidity & diversification of a personal/family portfolio
  • Succession planning – talent-pool management and transition to next generation leadership


For Intermediaries

We value and strive to maintain long-term relationships with the intermediaries with whom we work.  Our focus on core industry areas allows us to maintain an efficient underwriting process yielding a consistent and timely review of opportunities.  We take pride in being honest brokers.

Dependable Partners:
  • Efficient, intelligent evaluation of opportunities
  • Consistent process leads to reliable and timely feedback
  • Experienced professionals with committed capital

Please contact Chris Cathcart with investment opportunities: ccathcart@thehalifaxgroup.com

Limited Partners

For Limited Partners

The Halifax Group manages more than $1.5 billion across four funds, and is proud to be supported by a group of blue chip investors from around the country and the world. Our investors include leading university endowments, public and private pensions and corporations. In addition to committing capital to our fund, we believe that our limited partners add evaluative, financial and strategic resources to our investment process and portfolio companies. We value long-term limited partner relationships, and are fortunate that many investors have chosen to participate in successive Halifax funds. We are pleased that such esteemed investors with high performance and ethical standards have entrusted Halifax as stewards of their capital.

Limited partner diversification
What People Say About Us

“Halifax’s extensive financial and operational resources as well as their proven ability to work alongside management teams made them the right partner for our next phase of growth.”

Mike Phelan, CEO, BCI Burke