Fundraising Fox

Halifax Group

Private equity

Washington · Growth · 36 people tracked

Also known as Halifax Investment Management, L.L.C.

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Investment thesis

The Halifax Group invests patient, long-term capital in the lower middle market, partnering alongside owners and managers of industry-leading, growing, and profitable companies. The firm emphasizes discipline by focusing on sectors it knows well and takes an entrepreneurial approach to help build industry-leading businesses. It works to understand the complexities of smaller enterprises and applies its expertise, relationships, and capital to help develop a company's strategic plan.

Source: firm website, verified Aug 11, 2026.

Stage
Growth
Check
$40M – $80M
HQ
Washington, District of Columbia, US
Instruments
Equity
Founded
1999
AUM
$1.9B
Tracked investments
75

Team · 36 people

from the firm's website & public directories
Charlie A. Alutto· Operating Executive
David Dupree· Senior Advisor
Ken Doyle· Senior Advisor
Ken Walker· Council of Executives
Michael Marshall· Senior Advisor

What they invest in

from 29 of 75 portfolio companies

Healthtech ×10Advanced Manufacturing ×7Consumer ×6Digital Health ×5Wellness & Fitness ×5Logistics & Supply Chain ×4AI & Machine Learning ×3Construction Tech ×3

HQs:United States×15

Investments · 75 tracked

founders shown can be your intro path
ZoomInfozoominfo.comin𝕏NASDAQ: GTM
101 Mobility

Largest franchisor of accessibility and mobility equipment dealers in the US and Canada, headquartered in Wilmington, NC (founded 2008).

101Mobility101mobility.comin

101 Mobility sells and installs home mobility and accessibility products such as stairlifts, home elevators, modular ramps, platform lifts, grab bars, and bathroom safety and pool/spa lifts.

ConsumerHealthtechMobility & Transportation

Aampglobalaampglobal.com
Animal Supply Company

One of the nation's leading pet food and supply distributors, headquartered in Irving, TX.

Animalsupplyanimalsupply.comin

Pet Food Experts (PFX) is a national distributor serving independent pet specialty retailers across the United States, from Washington State to Maine.

B2B MarketplacesConsumerLogistics & Supply Chain

Aptiv Solutions

Global biopharmaceutical and medical device development services company (exited by Halifax in May 2014 via sale to ICON plc).

Aptivsolutionsaptivsolutions.comin𝕏

The site presents ICON, a clinical research organization providing full-service drug development outsourcing, regulatory strategy, and clinical trial solutions for pharmaceutical and biotech sponsors.

AI & Machine LearningBiotechHealthtech

BCI Burkebciburke.comin𝕏

BCI Burke designs and manufactures commercial playground equipment, outdoor fitness gear, and site amenities, using proprietary KoreKonnect and EZKonnect connection systems.

Advanced ManufacturingHardwareSports TechFond Du Lac, US

Wali Bacdayan(Director)Anuj Singh(Director)Terry Schadeberg(Director)Timothy Ahern(Director)Jess Ball(Director)Michael Phelan(Executive Officer, Director)

Caring Brands International

Global franchisor of in-home medical and non-medical care services (Interim HealthCare, Bluebird Care, Just Better Care); exited September 2015.

Case Facilities Management Solutions

National provider of snow management, landscaping, and exterior facility services to commercial customers, headquartered in North Attleboro, MA (founded 2009).

Casefmscasefms.comin

Case FMS provides exterior maintenance services—such as snow clearing and grass cutting—for multi-site operators across North America, using proprietary in-house technology for real-time service validation and data-driven pricing.

Enterprise SoftwarePropTechSaaSNorth Attleboro, US

CDL Nuclear Technologies

National provider of cardiac PET solutions and radioactive isotope delivery to cardiology practices and hospitals, headquartered in Wexford, PA (founded 2003).

Cdlnuclearcdlnuclear.comin

CDL Nuclear provides Cardiac PET/CT and SPECT MPI imaging services and end-to-end solutions for independent cardiologists and hospitals.

Digital HealthHealthtechMedical Devices

Chancelightchancelight.com
ChanceLight Behavioral Health, Therapy, & Education

Provider of behavioral health, therapy, and education solutions for children and young adults, headquartered in Nashville, TN.

Comfortkeeperscomfortkeepers.comin

Comfort Keepers provides in-home care services for seniors and other adults, including companionship, personal care, transportation, medication reminders, respite care, and Alzheimer's and dementia care.

Digital HealthHealthtechWellness & Fitness

Delphi Behavioral Health Group

Substance abuse treatment provider with centers across multiple states, headquartered in Fort Lauderdale, FL.

Delphihealthgroupdelphihealthgroup.com

Delphi Health Group operates a nationwide family of addiction and mental health treatment facilities offering a continuum of care including detox, residential, PHP, IOP, and outpatient programs.

HealthtechMental HealthWellness & FitnessFort Lauderdale, US

Elevate Care International

Franchisor and operator of non-medical personal care and complex care services across the US, Europe, and Brazil (d/b/a Comfort Keepers in US/Ireland), headquartered in Irvine, CA.

Envision Pharma Group

Global technology and scientific communication company serving pharma, biotech, and medical device firms (exited by Halifax in July 2016).

Envisionpharmagroupenvisionpharmagroup.comin

Envision Pharma Group provides medical, commercial, and strategic services combined with AI-powered technology to life sciences organizations, spanning evidence and medical affairs, commercialization, market access, revenue management, and compliance.

AI & Machine LearningBiotechHealthtech

Familia Dental

Dental service organization providing affordable dental and orthodontic care to underserved communities, headquartered in Schaumburg, IL (founded 2008).

Familiadentalfamiliadental.com
Golden State Overnight

Overnight delivery services provider in California, Nevada, and Arizona (exited by Halifax in September 2016).

Gsogso.com

GSO, part of GLS Group, is a regional parcel and shipping carrier offering package delivery with fast transit times and customer shipment tracking.

Logistics & Supply Chain

Harmarharmar.comin𝕏

Harmar manufactures mobility and accessibility products such as stair lifts, elevators, and vehicle modification equipment, distributed through a dealer network.

Advanced ManufacturingHardwareHealthtechWellness & Fitness

IASIS Healthcare

Owner and operator of acute care hospitals in high-growth urban and suburban markets, headquartered in Franklin, TN (co-invested with TPG).

Iasishealthcareiasishealthcare.com
InSight Health Services Corp, Inc.

Largest integrated provider of diagnostic imaging services in the US, headquartered in Lake Forest, CA.

Insighthealthinsighthealth.comin𝕏

RAYUS Radiology (formerly Insight Imaging) provides advanced diagnostic and interventional radiology, including full-service mobile imaging and staffing solutions for hospitals, clinics, and health care organizations across the U.S. and Canada.

Digital HealthHealthtechMedical Devices

Interimhealthcareinterimhealthcare.comin

Interim HealthCare is a franchise network of locally owned home health agencies providing home care, skilled nursing, hospice, palliative, and personal care services to individuals in their homes.

Digital HealthHealthtechWellness & Fitness

K2 Industrial Services

One of the largest outsourced industrial services providers in the US, performing cleaning, coating, insulation, scaffolding, and roofing work.

K2Industrialk2industrial.comin

K2 Industrial Services provides industrial cleaning and related critical support services to clients across major industry sectors from a network of facilities in the United States.

Advanced Manufacturing

Maverick Fitness

One of the largest Orangetheory Fitness franchisees, operating 34 studios in the Dallas-Fort Worth area, headquartered in Frisco, TX.

Maverick Healthcare

Provider of comprehensive home healthcare products and services in the Southwest, headquartered in Mesa, AZ (exited November 2007).

Meinekemeineke.com𝕏

Meineke provides automotive repair and maintenance services including oil changes, exhaust and muffler work, brakes, tires, A/C, and steering and suspension.

Consumer

Meineke Car Care Centers

Nationwide franchisor of automotive service centers, headquartered in Charlotte, NC (exited June 2005).

Milestonemilestone.techin𝕏

Milestone Technologies is a global IT services and digital solutions provider offering application services, AI and automation, platform engineering, cloud and infrastructure, digital workplace, and business process services to enterprise companies.

AI & Machine LearningCloud ComputingEnterprise Software

MTW Corporation

Provider of software systems and application development for P&C insurers and state government agencies (exited July 2001 to The Innovation Group).

National Packaging Solutions Group, Inc.

Manufacturer and distributor of corrugated and other packaging materials in the Southeast, headquartered in Raleigh, NC.

Navcctvnavcctv.com
North American Video

International security systems integrator serving casinos, corporations, retail, and financial institutions globally.

Nutrition Physiology Company, LLC

Microbial technology company specializing in ruminant livestock nutrition and food safety, based in Kansas City, MO (exited February 2016 to Chr.

Orangetheoryfitnessorangetheoryfitness.comin𝕏

Orangetheory Fitness operates a chain of boutique fitness studios offering group workouts combining full-body strength training and cardio, guided by coaches and OTconnect technology that adapts to each member's level.

ConsumerSports TechWellness & Fitness

Pirtek

Leading franchised provider of fluid transfer solutions and on-site hydraulic hose replacement in Europe; exited in 2018.

Pirtek Europepirtek-europe.com

Franchised provider of fluid transfer solutions and on-site hydraulic hose replacement across Europe (exited by Halifax in November 2018).

PJ Unitedmypapajohns.com
PolyPipepolypipe.com

Polypipe, part of the Genuit Group, designs and manufactures plumbing, drainage, underfloor heating, and surface water management systems for residential, commercial, and civil infrastructure projects.

Advanced ManufacturingCleantechConstruction Tech

Prairie Industries Holdings

Parent of Truvant, a global contract manufacturing and packaging provider serving food, consumer, household, and industrial brands (founded 1994).

Preferredhomecarepreferredhomecare.com

Preferred Homecare provides in-home clinical services and durable medical equipment (DME), including wheelchairs and hospital beds, along with related therapies and products.

Digital HealthHealthtechMedical Devices

Promptcarepromptcare.net
PromptCare Companies

Regional provider of specialty respiratory and infusion-therapy services, headquartered in Clark, NJ (established 1985).

Q Mationq-mation.com

Q-mation is a reseller and integrator of AVEVA industrial software, providing SCADA/HMI monitoring and control, manufacturing execution systems (MES), enterprise asset management (CMMS/EAM), and engineering design tools.

Advanced ManufacturingEnterprise SoftwareIoT

Service Champ

Largest independent distributor of light vehicle maintenance parts to oil change shops in North America (exited April 2012 to Snow Phipps).

Servicechampservicechamp.comin

Service Champ is an online supplier of automotive parts and supplies, offering parts lookup and ordering through its e-commerce site.

E-commerceRetail Tech

Soil Safe Inc.

Provider of soil remediation solutions for petrochemical contaminated soils, headquartered in Columbia, MD (exited September 2005 to American Capital Strategies).

Soilsafesoilsafe.com

Soil Safe recycles contaminated soil from construction projects, processing it into an engineered, permitted product with documented recycling.

Circular EconomyCleantechConstruction TechColumbia, US

Southern Exteriors

Installer of siding, roofing, gutters, and other exterior home products in the southeastern US, headquartered in Jackson, GA (founded 2000).

Southernexteriorssouthernexteriors.coin𝕏

Southern Exteriors is a residential exterior remodeling contractor that installs roofing, fiber cement siding, windows, and doors for homeowners and works with builders on new-home exterior work.

Construction TechConsumerPropTech

Exits · 1

IPOs and acquisitions across the tracked portfolio

ZoomInfoNASDAQ: GTM

Fund performance · per public LP disclosures · 2

as of Jun 2024
FundVintageCommittedNet IRRTVPIDPI
Halifax Capital Partners III, L.P.LPs: North Carolina Retirement Systems201225.8%1.97x1.97x
Halifax Capital Partners IILPs: North Carolina Retirement Systems, Los Angeles City Employees' Retirement System20057.3%1.32x1.32x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

What stage does Halifax Group invest at?
Halifax Group invests at the Growth stage.
What is Halifax Group's typical check size?
Halifax Group typically writes checks of $40M – $80M.
What sectors does Halifax Group focus on?
Halifax Group focuses on Advanced Manufacturing, Cleantech, Consumer, EdTech, Energy, Enterprise Software, Healthtech, HR Tech, Logistics & Supply Chain, Medical Devices, Mobility & Transportation, Retail Tech, Wellness & Fitness.
Where is Halifax Group located?
Halifax Group is headquartered in Washington, US.

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