The Halifax Group

The Halifax Group is a private equity firm established in 1999 and based in Washington, DC, focusing on lower middle-market businesses with enterprise values between $30 million and $125 million. With a team of 15 professionals possessing over 100 years of collective investment experience, Halifax specializes in sectors such as business services, franchising, health and wellness, consumer products, and energy. The firm has partnered with entrepreneurs in 20 companies since its inception and manages nearly $1 billion in assets. Halifax is dedicated to a collaborative investment approach, working closely with management and owner/operators to enhance growth and operational success. Its historical connections with global firms provide portfolio companies with valuable access to extensive resources and networks in capital markets and sales channels.

David Bard

Partner

Taylor Bryan

Associate

Tom Cassidy

Vice President

Chris Cathcart

Managing Partner and Member of Management and Investment Committees

Jamie Cavanaugh

Principal

Billie J. Ellis

Managing Director

Molly Fitzpatrick

Principal

Thomas High

CFO and CCO

Douglas C. Hill

Senior Partner

Davis Hostetter

Principal

Markus Jones

Associate

Scott Plumridge

Managing Partner

Brendan Rennie

Associate

William Rogers

Co-Founder

Amit Swaroop

Principal

Shawn Xiao

Vice President

15 past transactions

The Liberty Group

Private Equity Round in 2022
Provider of staffing services intended for real estate, information technology, accounting and construction, and human resource management industries. The company specializes in multifamily and commercial real estate staffing and offers a variety of recruiting solutions which include temporary staffing, executive search, contract employment as well as candidate onboarding services such as pre-employment screening, drug testing, and background checks, enabling clients to meet their recruitment needs and hire employees on a short term or long term basis.

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

TriMech

Private Equity Round in 2020
TriMech Solutions, LLC, based in Glen Allen, Virginia, offers a comprehensive array of mechanical engineering software solutions and services primarily to clients in the East Coast, spanning from Maine to Florida. The company specializes in 3D design and rapid prototyping, providing the entire SOLIDWORKS product portfolio and Stratasys 3D printers. TriMech also delivers engineering services that include staffing, contract design, analysis, drafting, and technical support. Their offerings encompass CAD, CAE, PDM, FEA, and CAM software products, as well as design validation, product documentation, and technical publications. The firm is recognized for its extensive expertise and is equipped to support engineering teams with project planning, mentoring, and training services. Established in 1996, TriMech aims to streamline internal processes for engineering teams and enhance manufacturing capabilities across various industries.

AAMP Global

Private Equity Round in 2019
AAMP Global, based in Clearwater, Florida, is a prominent manufacturer and supplier of mobile audio and video products, OEM integration solutions, and installation supplies. Established in 1987, the company initially focused on car audio installation supplies and has since expanded its offerings to include amplifiers, subwoofers, speakers, and a variety of wiring and audio accessories. AAMP Global is known for its proprietary brands, including Stinger, Peripheral, Sound Quest, and iSimple, which cater to the evolving needs of consumers in the mobile technology space. The company has pursued aggressive growth through strategic acquisitions, including Pacific Accessory Corporation and American International, which have bolstered its position as a leading provider of OEM integration solutions. AAMP Global distributes its products through a network of distributors both in the United States and internationally, while also providing customer and technical support services.

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.

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.

ChanceLight

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.

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 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 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.
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
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.

Aquestive Therapeutics

Debt Financing in 2008
Aquestive Therapeutics, Inc. is a specialty pharmaceutical company focused on developing and commercializing innovative medicines to meet unmet medical needs both in the United States and internationally. The company offers several marketed products, including Sympazan, an oral soluble film for treating Lennox-Gastaut syndrome; Suboxone, a sublingual film for opioid dependence; and Zuplenz, an oral soluble film for nausea and vomiting related to chemotherapy and post-operative recovery. Additionally, Aquestive's proprietary product candidates include Libervant, a buccal film for epileptic seizures, and Exservan, an oral film for Amyotrophic Lateral Sclerosis. The company's pipeline also features AQST-108, a sublingual film for anaphylaxis, AQST-305 for acromegaly, and APL-130277 for Parkinson's disease. Established in 2004 and headquartered in Warren, New Jersey, Aquestive Therapeutics leverages its proprietary technologies to address complex healthcare challenges and partners with other pharmaceutical companies to enhance drug delivery methods.

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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