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

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 is a global leader in Quality of Life services, employing nearly 420,000 people across 80 countries and generating annual sales exceeding EUR 20 billion. Over its 50-year history, the company has developed extensive expertise in a broad range of services, including food service, facilities management, and benefits and rewards. Food services account for approximately 58% of its revenue, with the company operating on-premises catering facilities rather than centralized kitchens. In recent years, Sodexo has diversified its offerings, expanding its facilities management services to comprise more than a third of its total revenue. The company's integrated approach combines various innovative services tailored to enhance the quality of life for its clients, making it a unique player in the industry.

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 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 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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