Halifax Group
Private equityWashington · Growth · 36 people tracked
Also known as Halifax Investment Management, L.L.C.
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.
Team · 36 people
from the firm's website & public directoriesWhat they invest in
from 29 of 75 portfolio companiesHealthtech ×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 pathLargest franchisor of accessibility and mobility equipment dealers in the US and Canada, headquartered in Wilmington, NC (founded 2008).
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
One of the nation's leading pet food and supply distributors, headquartered in Irving, TX.
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
Global biopharmaceutical and medical device development services company (exited by Halifax in May 2014 via sale to ICON plc).
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 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)
Global franchisor of in-home medical and non-medical care services (Interim HealthCare, Bluebird Care, Just Better Care); exited September 2015.
National provider of snow management, landscaping, and exterior facility services to commercial customers, headquartered in North Attleboro, MA (founded 2009).
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
National provider of cardiac PET solutions and radioactive isotope delivery to cardiology practices and hospitals, headquartered in Wexford, PA (founded 2003).
CDL Nuclear provides Cardiac PET/CT and SPECT MPI imaging services and end-to-end solutions for independent cardiologists and hospitals.
Digital HealthHealthtechMedical Devices
Provider of behavioral health, therapy, and education solutions for children and young adults, headquartered in Nashville, TN.
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
Substance abuse treatment provider with centers across multiple states, headquartered in Fort Lauderdale, FL.
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
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.
Global technology and scientific communication company serving pharma, biotech, and medical device firms (exited by Halifax in July 2016).
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
Dental service organization providing affordable dental and orthodontic care to underserved communities, headquartered in Schaumburg, IL (founded 2008).
Overnight delivery services provider in California, Nevada, and Arizona (exited by Halifax in September 2016).
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
Owner and operator of acute care hospitals in high-growth urban and suburban markets, headquartered in Franklin, TN (co-invested with TPG).
Largest integrated provider of diagnostic imaging services in the US, headquartered in Lake Forest, CA.
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
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
One of the largest outsourced industrial services providers in the US, performing cleaning, coating, insulation, scaffolding, and roofing work.
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
One of the largest Orangetheory Fitness franchisees, operating 34 studios in the Dallas-Fort Worth area, headquartered in Frisco, TX.
Provider of comprehensive home healthcare products and services in the Southwest, headquartered in Mesa, AZ (exited November 2007).
Nationwide franchisor of automotive service centers, headquartered in Charlotte, NC (exited June 2005).
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
Provider of software systems and application development for P&C insurers and state government agencies (exited July 2001 to The Innovation Group).
Manufacturer and distributor of corrugated and other packaging materials in the Southeast, headquartered in Raleigh, NC.
International security systems integrator serving casinos, corporations, retail, and financial institutions globally.
Microbial technology company specializing in ruminant livestock nutrition and food safety, based in Kansas City, MO (exited February 2016 to Chr.
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
Leading franchised provider of fluid transfer solutions and on-site hydraulic hose replacement in Europe; exited in 2018.
Franchised provider of fluid transfer solutions and on-site hydraulic hose replacement across Europe (exited by Halifax in November 2018).
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
Parent of Truvant, a global contract manufacturing and packaging provider serving food, consumer, household, and industrial brands (founded 1994).
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
Regional provider of specialty respiratory and infusion-therapy services, headquartered in Clark, NJ (established 1985).
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
Largest independent distributor of light vehicle maintenance parts to oil change shops in North America (exited April 2012 to Snow Phipps).
Service Champ is an online supplier of automotive parts and supplies, offering parts lookup and ordering through its e-commerce site.
E-commerceRetail Tech
Provider of soil remediation solutions for petrochemical contaminated soils, headquartered in Columbia, MD (exited September 2005 to American Capital Strategies).
Soil Safe recycles contaminated soil from construction projects, processing it into an engineered, permitted product with documented recycling.
Circular EconomyCleantechConstruction TechColumbia, US
Installer of siding, roofing, gutters, and other exterior home products in the southeastern US, headquartered in Jackson, GA (founded 2000).
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 portfolioZoomInfoNASDAQ: GTM
Fund performance · per public LP disclosures · 2
as of Jun 2024| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| Halifax Capital Partners III, L.P.LPs: North Carolina Retirement Systems | 2012 | — | 25.8% | 1.97x | 1.97x |
| Halifax Capital Partners IILPs: North Carolina Retirement Systems, Los Angeles City Employees' Retirement System | 2005 | — | 7.3% | 1.32x | 1.32x |
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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