The Halifax Group

The Halifax Group is a private investment firm based in Washington, DC, founded in 1999. It focuses on lower middle-market businesses with total enterprise values ranging from $30 million to $125 million, specifically targeting sectors such as consumer products and services, business services, energy, and healthcare. Halifax consists of 15 professionals who collectively possess over 100 years of investment experience with prominent global firms. The firm has partnered with entrepreneurs in 20 companies since its inception and emphasizes a collaborative and personal approach to investing, working closely with management and owner/operators. Its historical connections with TPG and Colony Capital provide portfolio companies with valuable access to global capital markets and enhanced sales channels.

David Bard

Managing Director and Partner

Tom Cassidy

Vice President

Fitzpatrick, Molly

Investor

Hill, Douglas C.

Senior Partner

Plumridge, Scott S.

Partner

Shawn Xiao

Vice President

18 past transactions

Q-mation

Private Equity Round in 2024
Q-mation is an exclusive sales, support, and training organization for Wonderware, the market leader in real-time operations management.

UAC

Private Equity Round in 2024
UAC is a distributor that supplies a broad range of components for automotive air conditioning, such as compressors and condensers.

Sodexo

Acquisition in 2023
Sodexo is a global leader in Quality of Life services, operating in over 80 countries with a workforce of nearly 420,000 employees. The company specializes in providing a broad range of services, including on-site food services, facilities management, and personal and home services, aiming to enhance the Quality of Life for its clients. While food services account for the largest share of its revenue, Sodexo has diversified its business model to include facilities management, which now represents a significant portion of its operations. Through initiatives like Sodexo Live! Accelerator, the company supports startups in developing innovative solutions tailored to specific market needs. This program offers mentorship and access to Sodexo's extensive client base, fostering collaboration and innovation within the industry. With a commitment to integrating diverse talents and expertise, Sodexo continues to deliver comprehensive services designed to meet the evolving needs of its clients.

Milestone Technologies

Acquisition in 2022
Milestone Technologies, Inc. is a global provider of information technology solutions, specializing in IT managed services, digital workplace services, and data center operations. Founded in 1997 and headquartered in Fremont, California, the company serves a diverse clientele, including major organizations in technology, media, pharmaceuticals, life sciences, automotive, and retail sectors. Milestone offers a range of services that encompass IT infrastructure support, logistics, desktop support, application services, and consulting. The company also focuses on digital transformation initiatives, providing professional services such as IT roadmap development, network engineering, and business process improvement. Additionally, Milestone operates as a reseller of IT products and emphasizes an employee-first culture, fostering an environment that encourages learning and innovation. With offices in Dublin, Ireland, and facilities in Chico, California, and Phoenix, Arizona, Milestone Technologies is dedicated to enhancing operational efficiencies and driving value for its clients.

The Liberty Group

Private Equity Round in 2022
The Liberty Group is a specialized staffing agency that focuses on the multifamily and commercial real estate sectors, providing a range of staffing solutions tailored to various industries including real estate, information technology, accounting, and construction. The agency offers services such as temporary staffing, executive search, and contract employment, allowing clients to meet their diverse recruitment needs. Additionally, The Liberty Group provides candidate onboarding services, including pre-employment screening, drug testing, and background checks, enabling employers to efficiently hire both short-term and long-term employees with the necessary experience.

Case Facilities Management Solutions

Private Equity Round in 2022
Case Facilities Management Solutions specializes in snow and ice removal, as well as landscaping services for both commercial and residential clients. The company offers a range of services including weekly maintenance, seasonal clean-ups, weeding, and landscape installations. By providing customized solutions, Case Facilities Management Solutions aims to enhance the effectiveness of facilities management programs while promoting public health and safety. Their focus on sustainable practices and environmental awareness contributes to holistic grounds improvement, enabling clients to reduce costs and achieve better results, even on large properties.

TriMech

Private Equity Round in 2020
TriMech is a provider of 3D design and rapid prototyping solutions, catering to engineering teams across the East Coast from Maine to Florida. The company specializes in offering the complete SOLIDWORKS product portfolio and Stratasys 3D printers, along with a variety of engineering services. TriMech's extensive offerings include computer-aided design software, additive and subtractive manufacturing products, and comprehensive training, consulting, and implementation services. With a focus on enhancing productivity and performance, the company supports clients in areas such as data management, product lifecycle management, and enterprise resource planning. TriMech is recognized for having one of the largest and most knowledgeable engineering teams in the country, providing exceptional technical support to help clients succeed in their projects.

AAMP Global

Private Equity Round in 2019
AAMP Global is a prominent developer and producer of vehicle technology, specializing in mobile audio and video products, OEM integration solutions, and accessories for mobile devices. Founded in Clearwater, Florida in 1987, the company initially served as a distributor of car audio installation supplies before rapidly expanding its product offerings and brand portfolio. AAMP is known for its proprietary brands, including Stinger, Peripheral, Sound Quest, and iSimple, which focus on innovative connectivity solutions for automotive applications. The company has pursued aggressive growth through strategic acquisitions, such as Pacific Accessory Corporation and American International, enhancing its capabilities in OEM integration. AAMP Global also emphasizes technology innovation and has established itself as a leader in the automotive electronics market, consistently adapting to new retail opportunities and consumer demands.

StrataTech Education Group

Acquisition in 2019
StrataTech Education Group is dedicated to the acquisition, growth, and development of specialized career education institutions that emphasize skilled-trade programs. The company aims to meet the increasing infrastructure demands of the nation by offering facility-based post-secondary education in technical fields such as refrigeration, air conditioning, heating technologies, electro-mechanical technologies, mechanical maintenance engineering, and welding. Its notable subsidiary, Tulsa Welding School, established in 1949, has campuses in Tulsa, Oklahoma, and Jacksonville, Florida. Tulsa Welding School is accredited by the Accrediting Commission of Career Schools and Colleges and holds memberships in relevant professional organizations. Through its programs, StrataTech Education Group trains students to acquire essential technical skills, enabling them to achieve their highest academic potential and develop leadership capabilities in their respective fields.

ChanceLight Behavioral Health

Private Equity Round in 2018
ChanceLight Behavioral Health is a leading provider of behavioral health, therapy, and education solutions tailored for children and young adults. The organization focuses on intervening academically, behaviorally, and socially, assisting school districts and families in addressing the needs of vulnerable students. ChanceLight offers a range of programs, including K-12 and post-secondary alternative education, behavioral support, and special education services. Their expertise extends to supporting students with autism spectrum disorders, behavioral challenges, pediatric developmental delays, and physical disabilities. By providing these comprehensive services, ChanceLight aims to create opportunities for children to develop successful, independent futures and effectively catch up with their peers.

Delphi Behavioral Health Group

Acquisition in 2017
Delphi Behavioral Health Group was created with the goal of treating addiction at its essential core through comfortably appointed facilities. We offer those suffering from substance abuse the tools to turn their lives around. We understand how difficult it can be to battle addiction alone and how hard it can be to choose the treatment center for you. Our staff is ready to help you through this time. We operate a variety of detox and treatment programs to assist you with your individual needs. Our staff is trained to address the challenges that arise during addiction treatment. Each treatment center is equipped with licensed professionals who follow our philosophy on addiction care. All of our facilities have a high clinician to low client ratio, along with comprehensive treatment solutions including cognitive and behavioral therapies, aftercare services, and relapse prevention. Delphi offers the clinical treatment necessary to combat subsequent relapse and improve clinical outcomes while also providing a comfortable and relaxing environment.

BCI Burke Company

Venture Round in 2017
BCI Burke Company, LLC has always been known for quality playground equipment, personal service and our commitment to safety. Since 1920, Burke has been leading the way with exciting and innovative playgrounds, park and site amenities and sport products. Burke is a family owned business operating with optimum efficiency, current technology and the following set of core values to give our customers the best Total Cost of Ownership Package™ possible for your playground.

PromptCare

Acquisition in 2017
PromptCare is a prominent provider of home-based specialty respiratory products and infusion therapy services, with its headquarters in Clark, New Jersey. Founded in 1985, the company caters to both pediatric and adult patients across several states, including New Jersey, New York, Pennsylvania, Delaware, Connecticut, and Massachusetts. Operating from nine service locations, PromptCare collaborates with a broad network of healthcare professionals, including doctors, hospitals, and managed care organizations. The company emphasizes quality patient care through its clinical expertise and continuous support, available 24/7. By integrating advanced equipment with tailored infusion drug therapies, PromptCare aims to enhance patient outcomes, reduce hospital readmissions, and improve overall quality of life.

Familia Dental

Acquisition in 2016
Familia Dental, LLC is a dental care provider that specializes in general dentistry, orthodontics, and pediatric dentistry. Founded in 2008 and headquartered in Peoria, Illinois, the company aims to deliver quality, affordable dental services to underserved populations in smaller markets across five states: Illinois, Indiana, Wisconsin, New Mexico, and Texas. Familia Dental operates 31 clinics, serving over 250,000 patients annually. Its comprehensive range of services includes exams, x-rays, cleanings, fillings, root canals, crowns, extractions, dentures, orthodontic treatments, and cosmetic procedures such as whitening and veneers. The clinics are designed to provide modern care in family-friendly environments, facilitating access to essential dental healthcare for communities with populations as small as 20,000.

United States Environmental Services

Acquisition in 2014
United States Environmental Services (USES) provides the Gulf South region with a comprehensive range of Industrial, Environmental and Maritime services—all from a single company with a proven track record. From routine in-plant cleaning and maintenance to emergency HAZMAT release or oil spill response, our breadth of expertise, equipment and labor resources instills confidence within our customers, As a result, customers enjoy the increased reliability of doing business with a company that knows their personnel and facilities and the convenience of calling one number. Our list of solutions is lengthy. The industries and customers we serve are diverse. Whether we’re responding to an emergency oil spill or providing scheduled plant maintenance, we perform in a way that wins the trust, respect and loyalty of all who are involved. Safety—protecting health and preventing harm—drives our every action. Gaining and growing our customers’ confidence in every aspect of our services comes from hiring and retaining the most qualified personnel for every position, providing them comprehensive training and maintaining industry-leading certification of our expertise and safety.

Envision Pharma Group

Acquisition in 2013
Envision Pharma Group is a scientific communications and technology company that specializes in serving the life sciences sector, including pharmaceutical, biotechnology, and medical device industries. The company collaborates with clients, authors, and the medical publishing community to create and implement evidence-based communication programs in a transparent and compliant manner. Envision provides a comprehensive suite of services that includes artificial intelligence and natural language processing, integrated strategic consulting, scientific communications, health economics and outcomes research, market access, and data analytics. Its software solutions facilitate the development of global medical strategies and support cross-functional teams in managing scientific communications. This enables clients to effectively connect with their audiences and ensures compliance with regulatory standards throughout the product life cycle.

Aquestive Therapeutics

Debt Financing in 2008
Aquestive Therapeutics, Inc. is a specialty pharmaceutical company dedicated to developing and commercializing innovative products that address unmet medical needs both in the United States and internationally. The company's commercial portfolio features several oral soluble film formulations, including Sympazan for Lennox-Gastaut syndrome, Suboxone for opioid dependence, Exservan for Amyotrophic Lateral Sclerosis, and Zuplenz for chemotherapy-induced nausea and vomiting. Its pipeline includes advanced candidates such as Libervant, a buccal film for epileptic seizures, and various sublingual films aimed at treating conditions like anaphylaxis and Parkinson’s disease. Founded in 2004 and headquartered in Warren, New Jersey, Aquestive Therapeutics emphasizes its commitment to addressing critical healthcare challenges, particularly in Central Nervous System disorders, while also collaborating with pharmaceutical partners to enhance its product offerings.

Preferred Homecare

Acquisition in 2005
Preferred Homecare is a diversified provider of home healthcare products and services including home respiratory therapy, durable medical equipment, rehabilitation equipment, home infusion therapy and sleep diagnostic testing services. Preferred is an established leader in the Western U.S. servicing over 103,500 patients per month through 83 facilities in Arizona, California, Colorado, Oklahoma, New Mexico, Nevada, Texas, Utah, and Washington.
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