The Halifax Group

The Halifax Group, established in 1999, is a Washington, D.C.-based private investment firm focusing on lower middle-market businesses valued between $30 million and $125 million. With a team of 15 professionals boasting over 100 years of combined investing experience, the firm specializes in business services, franchising, health and wellness, and infrastructure sectors. Halifax partners with entrepreneurs and management teams, providing capital and operational support to drive growth and profitability. Since its inception, the firm has invested in 20 companies, leveraging its historical affiliations with TPG and Colony Capital to offer portfolio companies access to global resources and networks.

David Bard

Managing Director and Partner

Taylor Bryan

Associate

Tom Cassidy

Vice President

Chris Cathcart

Managing Partner and Member of Management and Investment Committees

Jamie Cavanaugh

Principal

Thomas High

CFO and CCO

Doug Hill

Senior Partner

Scott Plumridge

Partner

Brendan Rennie

Associate

Amit Swaroop

Principal

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, established in 1966, is a global leader in Quality of Life services, operating in over 80 countries with annual revenues exceeding EUR 20 billion. The company specializes in on-site services, including food and facilities management, catering to diverse sectors like schools, universities, hospitals, and senior living communities. Sodexo's unique expertise lies in its ability to integrate a wide range of services, from over 100 professions, to enhance the Quality of Life for its clients. The company's venture capital arm, Sodexo Ventures, invests in innovative startups in the food product, healthcare, and information technology sectors to foster growth and collaboration.

Milestone Technologies

Acquisition in 2022
Milestone Technologies, Inc. is a global provider of information technology solutions, specializing in managed services, contact center operations, and IT infrastructure support for Fortune 100 companies across various sectors, including technology, media, pharmaceuticals, life sciences, automotive, and retail. Founded in 1997 and based in Fremont, California, with additional offices in Dublin, Ireland, and facilities in Chico, California, and Phoenix, Arizona, the company focuses on enhancing clients' technology capabilities through digital workplace services, application services, and private cloud and data center operations. Milestone offers a range of services, including IT support, workforce solutions, professional consulting, network engineering, and product reselling. Its commitment to innovation is reflected in its emphasis on automation and cognitive solutions, aimed at driving digital transformation and operational efficiency for its clients. The company prides itself on fostering an employee-first culture that values engagement, diversity, and continuous learning.

The Liberty Group

Private Equity Round in 2022
The Liberty Group is a specialized staffing agency that focuses on providing temporary employment and executive search services primarily within the multifamily and commercial real estate sectors. The company caters to various industries, including real estate, information technology, accounting, construction, and human resources. It offers a range of recruiting solutions, including temporary staffing, contract employment, and executive search services. Additionally, The Liberty Group assists clients with comprehensive candidate onboarding services, such as pre-employment screenings, drug testing, and background checks. This diversified approach enables clients to efficiently address their recruitment needs and hire qualified employees for both short-term and long-term positions.

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 Solutions, LLC, established in 1996 and headquartered in Glen Allen, Virginia, specializes in providing mechanical engineering software solutions and related services to clients along the East Coast, from Maine to Florida. The company offers a comprehensive suite of products, including CAD, CAE, PDM, FEA, and CAM software, along with 3D printers and design automation solutions. TriMech's services encompass full-time and temporary staffing, contract design, analysis, and drafting services, rapid prototyping, custom programming, implementation services, and technical support. The company's expertise lies in assisting engineering teams from sketch to manufacturing, with a focus on the entire SOLIDWORKS product portfolio and Stratasys 3D printers. TriMech's large and knowledgeable engineering team ensures world-class technical support, robust training, and consulting services to enhance clients' productivity and performance.

AAMP Global

Private Equity Round in 2019
AAMP Global is a prominent producer and developer of vehicle integration solutions, specializing in mobile audio and video products, OEM integration, and accessories. Founded in Clearwater, Florida, in 1987, the company initially operated as a distributor of car audio installation supplies. It has since expanded its portfolio to include several proprietary brands, such as Stinger, Peripheral, Sound Quest, and iSimple, which focus on technology-driven connectivity solutions for vehicles. AAMP has pursued an aggressive growth strategy through multiple acquisitions, including Pacific Accessory Corporation and American International, enhancing its position as a leader in OEM integration solutions. The company emphasizes innovation and has continually penetrated new retail markets, establishing itself as a key player in the automotive technology sector.

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 operates a network of substance abuse treatment centers focused on fostering long-term recovery for individuals struggling with addiction and chemical dependence. The organization provides a range of clinically proven treatment options, including detoxification, residential care, partial hospitalization, and intensive outpatient services, tailored to meet the unique needs of each patient. Delphi's facilities are staffed by licensed professionals who are trained to navigate the challenges of addiction treatment, ensuring a high clinician-to-client ratio and comprehensive care. Their treatment philosophy emphasizes cognitive and behavioral therapies, aftercare services, and relapse prevention strategies, all within a comfortable and supportive environment. By equipping patients with essential tools and resources, Delphi aims to help individuals reclaim their lives and achieve lasting recovery.

BCI Burke Company

Venture Round in 2017
BCI Burke Company, LLC is a manufacturer of playground equipment based in Fond Du Lac, Wisconsin, with a history dating back to 1920. The company specializes in a wide range of products, including themed and inclusive playground equipment, fitness playground products, modular play systems, and various site amenities for parks and recreational areas. BCI Burke offers a variety of components such as slides, tubes, climbing walls, and safety surfacing solutions, ensuring a comprehensive selection for public parks, educational institutions, and commercial developments. Known for its commitment to quality and safety, BCI Burke emphasizes personalized service and innovative designs tailored to meet diverse customer needs. The company markets its products through representatives both in the United States and internationally, maintaining a focus on providing a superior customer experience.

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) is a provider of a wide range of industrial, environmental, and maritime services primarily in the Gulf South region. The company specializes in routine in-plant cleaning, maintenance, emergency hazardous material release responses, and oil spill management. Additionally, USES offers services such as in-tank cleaning, chemical cleaning, and hydro blasting, catering to diverse industries including transportation, exploration, refining, utilities, and manufacturing. By consolidating multiple services under one company, USES provides clients with the convenience of a single point of contact while helping them mitigate environmental, financial, and safety risks. The company prioritizes safety and health in all operations, which is reflected in its commitment to hiring qualified personnel, providing extensive training, and maintaining industry certifications. This approach fosters trust and reliability among clients, enhancing their confidence in the services provided.

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 leading provider of home healthcare products and services in the Western United States, catering to over 103,500 patients monthly across 83 facilities in states such as Arizona, California, Colorado, Oklahoma, New Mexico, Nevada, Texas, Utah, and Washington. The company offers a diverse range of services, including home respiratory therapy, durable medical equipment, rehabilitation equipment, home infusion therapy, and sleep diagnostic testing. Additionally, Preferred Homecare specializes in cardiac monitoring, enteral therapy, and home INR testing, emphasizing the importance of support, education, and prompt service in delivering quality healthcare solutions to its patients.
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