FOCUS

Collaborating with remarkable teams for over 25 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 greater than $50 million. Our principals bring decades of experience and understand 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

Teamwork

We work in teams where a diversity of perspectives is always valued.

Integrity

We are committed to ethical and compassionate business practices, aligning the interests of all stakeholders.

Excellence

We devote our heart, spirit, and expertise to each investment, aiming for excellence.

Reliability

We honor our stakeholder commitments, come rain or shine.

Innovation

We challenge the status quo, always searching for a new way forward

OUR INVESTMENT Criteria

Investment Parameters

$8 mm – $30 mm EBITDA
$40 mm – $80 mm equity
$50 mm – $300 mm TEV
No minimum for add-ons

Transaction Types

Management Buyouts
Recapitalizations
Corporate Divestitures
Go-Private Transactions

INDUSTRY FOCUS

Health & Wellness

Outsourced Business Services

Franchising

Our Partnerships

Entrepreneurs

Intermediaries

Limited Partners

Entrepreneurs

For Entrepreneurs

At Halifax, we are passionate about supplying management teams with valuable tools, proven processes, human capital, and expertise to encourage transformative growth and support their vision for the business.

Solutions for entrepreneurs and management teams

Strategy first approach – A fresh look at the future of the
business, capitalizing on our time-tested strategic planning
approach
ValuFactors toolkit for growth – Capabilities that can help
businesses realize their strategic plans, reducing timeframes and
risk
Growth capital – “Jet fuel” to execute a plan for growth
Risk management – Liquidity and diversification of a
personal/family portfolio
Succession planning – Talent-pool management and transition
to next generation leadership

Intermediaries

For Intermediaries

We strive to maintain long-term relationships with the intermediaries with whom we work. Staying focused on core industry areas allows us to maintain an efficient underwriting process yielding a consistent and timely review of opportunities. Halifax specializes in partnering with founder-owned businesses, corporate carve-outs, and management-led recapitalizations, taking pride in doing business the right way in every engagement.

Dependable Partners:

Thoughtful – Efficient, intelligent evaluation of opportunities
Consistent – Reliable and timely feedback
Experienced – Long-tenured professionals with committed

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

Limited Partners

For Limited Partners

Halifax manages commitments of more than $2.2 billion, supported by a group of blue chip institutional and private investors from around the world. Our investors include leading university endowments, public and private pensions, and corporations. 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 standards of excellence entrust Halifax to be 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