About Us

Collaborating with great teams for over 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.

Our Mission

We aim to deliver consistently superior returns for all stakeholders by humbly employing a dynamic, collaborative, and values-driven investment approach. We empower management teams to build excellent and sustainable businesses, our teammates to experience fulfilling careers and our investors to realize their mandates for the communities they serve.

Our Values

We work in teams where a diversity of perspectives is always valued.
We are committed to ethical and compassionate business practices, aligning the interests of all stakeholders.
We devote our heart, spirit, and expertise to each investment, aiming for excellence.
We honor our stakeholder commitments, come rain or shine.
We challenge the status quo, always searching for a new way forward.
Years Combined Experience
$ 1.5 bn
Capital Under Management

Our Partnerships


For Entrepreneurs

At Halifax, we are passionate about partnering with owners and management teams to support their vision for the business. We serve as a dedicated partner, providing resources in the form of human capital, tools, process and other expertise to achieve strategic growth and accomplish shared objectives.

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