The Halifax Group

What is The Halifax Group?

The Halifax Group is a private equity firm established in 1999 with a focus on partnering with owners and managers of industry-leading, growing, and profitable companies. They aim to make a difference by investing patient, long-term capital in the lower middle market, emphasizing sectors they are well-versed in.

Their target industries include business services, health and wellness, infrastructure, franchising, as well as a broad range of other sectors such as Software, IT & TMT, Media, Education, BioTech, Business Solutions, Hardware & Manufacturing, CleanTech, A.I. & Big Data, HealthTech & Fitness, and Logistics & Distribution.

Halifax is headquartered in Washington, D.C., and maintains additional offices in Dallas, Texas, and Raleigh, North Carolina.

They have raised $2.2 billion and participated in 43 platform investments and 121 acquisitions, showing a solid track record of working with companies to develop their strategic plans and execute aggressive growth strategies.

Their portfolio highlights their investment in various sectors, such as Universal Air Conditioner in the automotive aftermarket, Elevate Care International in the home care sector, 101 Mobility in the mobility equipment field, The Liberty Group in multifamily residential staffing, CDL Nuclear Technologies in the diagnostics sector, Southern Exteriors in home exterior installation, PJ United as a large franchisee of Papa John's Pizza, TriMech in CAD and engineering solutions, and Maverick Fitness as a franchisee for Orangetheory Fitness.

The Halifax Group typically looks for add-on investment opportunities that match the geographical focus of each portfolio company, which can range from North America to Europe and globally, without a specified minimum EBITDA requirement.

Their investment philosophy underscores discipline with a focus on industries they know well and an entrepreneurial approach to building industry-leading companies.