Halifax Group

The Halifax Group is a private investment firm established in 1999, specializing in lower middle-market businesses with enterprise values between $30 million and $125 million. The firm comprises 15 professionals with a collective century of experience in investing, primarily in sectors such as business services, franchising, health and wellness, and infrastructure. Halifax has a history of partnering with entrepreneurs, having invested in 20 companies since its inception. The firm manages nearly $1 billion in assets and is committed to a collaborative and personalized investment approach, working closely with management and owner/operators. Its affiliation with TPG and Colony Capital provides portfolio companies with significant access to global capital markets and enhanced sales opportunities.

Allie Atwood

Vice President

David Bard

Managing Director & Partner

Joseph Bolton

Associate

Molly Borowski

VP

Matt Brown

Associate

Benjamin A. Brown

Associate

David Calder

Principal

Christopher C. Cathcart

Managing Partner

Chris Cathcart

Managing Partner

Jamie Cavanaugh

VP

Andrew Chang

Associate

Alessandra Christiani

VP

Corey J. Cialeo

Associate

Kenneth M. Doyle

Senior Partner

Scott Van Duinen

Partner

David Dupree

Senior Partner and Founder

Will Evans

Associate

Molly Fitzpatrick

Vice President

Max Garrett

Associate

Thomas High

Financial Controller

Douglas C. Hill

Partner

A. Judson Hill

MD

Sujin Kay

Associate

Jake Kramer

Associate

Michael Marshall

Senior Partner, Chief Financial Officer and Chief Compliance Officer

David Mcginnis

Tax Director

Scott Plumridge

Managing Partner

Kyle Reeves

Associate

Amit Swaroop

VP

Worth Turner

VP

Alexander Weir

Associate

Brent Williams

Senior Partner

27 past transactions

PromptCare

Acquisition in 2017
PromptCare is a leading regional provider of home-based, specialty respiratory products and infusion therapy services, headquartered in Clark, New Jersey. Established in 1985, PromptCare serves at-home pediatric and adult patients in New Jersey, New York, Pennsylvania, Delaware, Connecticut, and Massachusetts. Operating from nine service locations, we respond to the needs of a large and diverse regional referral network of doctors, hospitals, managed care organizations, and specialized care providers.

StrataTech Education Group

Private Equity Round in 2019
StrataTech Education Group focuses on the acquisition, growth and development of specialized career education schools, particularly skilled-trade programs designed to address the nation’s growing infrastructure needs. The company’s Tulsa Welding School subsidiary was founded in 1949 with campuses in Tulsa, Okla. and Jacksonville, Fla. Tulsa Welding School is accredited by the Accrediting Commission of Career Schools and Colleges (ACCSC) and is a member of the American Welding Society and the Association of Private Schools, Colleges, and Universities. TWS-Jacksonville is a branch campus of Tulsa Welding School, located at 2545 E. 11th St., Tulsa, OK 74104. Licensed by OBPVS and ASBPCE. Licensed by the Florida Commission for Independent Education, License No. 2331.

Case Facilities Management Solutions

Private Equity Round in 2022
Case Facilities Management Solutions is a snow and ice removal company. Case FMS provide innovative, tailor-made, personalized systems that empower our network to build sustainable facilities management programs, promoting public health, safety, environmental awareness, and holistic grounds improvement

Nu-Pak

Private Placement in 2019
Nu-Pak, Inc. operates as a co-packer/co-manufacturer for the food industry in the Southwest Wisconsin River Valley. The company specializes in portion packaging of cheese and ready-to-eat meat products. It also provides contract packaging services for food products and small lot packaging services for various food production companies. In addition, the company offers slicing, scaling, and packaging services for bacon bits, chicken chunks, chicken nuggets, pepperoni, turkey logs, ham logs, sausage logs, chicken logs, frozen and unfrozen products, and gas flushing/purge capabilities. Further, it provides co-manufacturer services, such as reporting, shipping, process engineering, planning and scheduling, purchasing, inventory cost, packaging engineering, and management; and generic contract packager services, including maintenance and warehousing. The company was founded in 1994 and is based in Boscobel, Wisconsin. Nu-Pak, Inc. operates as a subsidiary of Prairie Industries, Inc.

Maverick Fitness Holdings, LLC

Private Placement in 2019
Maverick Fitness Holdings, LLC operates franchisees for Orangetheory Fitness. The company operates 31 fitness studios that offer personalized group sessions designed for 24 participants at a time. The studios provides Orangetheory’s professionally coached full-body workouts, focused on training endurance, strength and power. Orangetheory Fitness classes utilize treadmills, water rowing machines, mini bands and TRX suspension unit systems, as well as free weights and benches. Maverick Fitness Holdings, LLC was incorporated in 2019 is based in Frisco, Texas.

AAMP Global

Merger/Acquisition in 2019
AAMP Global provides the highest quality products and most innovative technologies available anywhere.

Aquestive Therapeutics

Debt Financing in 2008
Aquestive Therapeutics is a specialty pharmaceutical company that advances and commercializes medicines to solve critical healthcare problems and meaningfully improve people’s lives. Aquestive is committed to addressing immediate CNS challenges by furthering its strong pipeline of products. As the undisputed leader in developing and delivering drugs via its proprietary technologies, the Company also collaborates with pharmaceutical partners to bring new molecules to market in differentiated and highly-marketable dosage forms.

Delphi Behavioral Health Group

Merger/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.

Familia Dental

Merger/Acquisition in 2016
Familia Dental, LLC offers both general dentistry and orthodontic services, as well as pediatric dentistry services. Its services include exams and x-rays, cleanings and check-ups, fillings, root canals, crowns, extractions, dentures and bridges, orthodontic treatment and braces, periodontal or gum disease care, whitening, veneers, mouth guards, and night guards. The company was founded in 2008 and is based in Peoria, Illinois.

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.

Envision Pharma Group

Acquisition in 2013
The Envision Pharma Group, an innovative scientific communications and technology company, focused on the life science industry. We are an industry leader in medical publication planning, execution, consultancy, and technology. We work with clients, authors, and the medical publishing community to develop and execute evidence-based communication programs in a transparent and compliant manner. Our team members are sought-after industry leaders who are often consulted in publications policy, process, metrics, change management, and technology. To match the needs of our clients, we are flexible in our approach to business – be it in team design and make up, payment models, offering whole solutions or key components, transfer of knowledge, or project timescales.

StrataTech Education Group

Acquisition in 2019
StrataTech Education Group focuses on the acquisition, growth and development of specialized career education schools, particularly skilled-trade programs designed to address the nation’s growing infrastructure needs. The company’s Tulsa Welding School subsidiary was founded in 1949 with campuses in Tulsa, Okla. and Jacksonville, Fla. Tulsa Welding School is accredited by the Accrediting Commission of Career Schools and Colleges (ACCSC) and is a member of the American Welding Society and the Association of Private Schools, Colleges, and Universities. TWS-Jacksonville is a branch campus of Tulsa Welding School, located at 2545 E. 11th St., Tulsa, OK 74104. Licensed by OBPVS and ASBPCE. Licensed by the Florida Commission for Independent Education, License No. 2331.

TriMech

Private Equity Round in 2020
TriMech provides thousands of engineering teams with a range of 3D design and rapid prototyping solutions that work hand-in-hand from sketch to manufacturing. TriMech offer the entire SOLIDWORKS product portfolio, Stratasys 3D printers, rapid prototyping services and other engineering solutions servicing the East Coast from Maine to Florida. TriMech boast the largest and most knowledgeable engineering team in the country, providing world-class technical support, robust training, consulting and implementation services to their clients.

PJ United

Merger/Acquisition in 2020
PJ United, Inc. owns and operates Papa John's International pizza restaurants in Alabama, Louisiana, Texas, Ohio, Tennessee, Illinois, Missouri, Mississippi, and Virginia. The company offers franchising opportunities. PJ United, Inc. was formerly known as PJ America, Inc. The company was founded in 1991 and is based in Birmingham, Alabama.

Pirtek Europe Holdings Ltd

Merger/Acquisition in 2015
Pirtek Europe Holdings Ltd distributes fluid transfer solutions. The company was founded in 1988 and is based in London, United Kingdom.

ChanceLight Behavioral Health

Private Equity Round in 2018
ChanceLight® is the nation’s leading provider of behavioral health, therapy and education solutions for children and young adults. They change the direction of children’s lives by offering them the opportunity to create successful, independent futures.

AAMP Global

Private Placement in 2019
AAMP Global provides the highest quality products and most innovative technologies available anywhere.
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.

TriMech

Merger/Acquisition in 2020
TriMech provides thousands of engineering teams with a range of 3D design and rapid prototyping solutions that work hand-in-hand from sketch to manufacturing. TriMech offer the entire SOLIDWORKS product portfolio, Stratasys 3D printers, rapid prototyping services and other engineering solutions servicing the East Coast from Maine to Florida. TriMech boast the largest and most knowledgeable engineering team in the country, providing world-class technical support, robust training, consulting and implementation services to their clients.

BCI Burke Company

Merger/Acquisition 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.

AAMP Global

Private Equity Round in 2019
AAMP Global provides the highest quality products and most innovative technologies available anywhere.

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.

Familia Dental

Acquisition in 2016
Familia Dental, LLC offers both general dentistry and orthodontic services, as well as pediatric dentistry services. Its services include exams and x-rays, cleanings and check-ups, fillings, root canals, crowns, extractions, dentures and bridges, orthodontic treatment and braces, periodontal or gum disease care, whitening, veneers, mouth guards, and night guards. The company was founded in 2008 and is based in Peoria, Illinois.
ChanceLight Behavioral Health and Education provides behavioral health and education solutions for children and young adults. Its services include an alternative education Ombudsman program, which partners with school districts to serve at-risk students; and Spectrum Center Schools and Programs, which partners with school districts to operate schools and programs for students with special needs. The company serves those with autism spectrum and other behavioral disorders, and pediatric developmental delays and physical challenges. ChanceLight Behavioral Health and Education was formerly known as Educational Services of America, Inc. and changed its name to ChanceLight Behavioral Health and Education in September 2015. The company was founded in 1999 and is based in Nashville, Tennessee.

StrataTech Education Group

Private Placement in 2019
StrataTech Education Group acquires, develops, and operates educational institutions and vocational schools. The company was formerly known as Beam Reach Education Limited Liability Company and changed its name to StrataTech Education Group in June 2012. The company is based in Phoenix, Arizona.