Tracked deals
16
16 tracked deals across 2019-2024.
Washington, District of Columbia, United States
Private investment firm dedicated to partnering with founders and managers of lower middle-market businesses (generally $50M–$300M enterprise value).
Tracked deals
16
16 tracked deals across 2019-2024.
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Recapitalization
8 recapitalization · 4 buyout · 3 addon
Last 6 years
Supporting Data
Showing the 12 most recent of 16 tracked deals for The Halifax Group.
Halifax Group completed an investment in Q-mation, a Horsham, Pennsylvania-based industrial automation software and hardware distributor and services provider. Q-mation’s CEO and founders are investing alongside Halifax and existing management will continue to lead the business; financial terms were not disclosed.
Halifax Group completed a growth investment in Universal Air Conditioner, LLC (UAC), a Mansfield, Texas–based designer and distributor of aftermarket HVAC components for cars, trucks and heavy-duty equipment. Co-CEOs Francisco Coll and Sophia Coll Crowley will remain in leadership and retain a significant ownership stake as Halifax provides the company’s first institutional capital to support expansion and platform-building in the automotive aftermarket.
Case Facilities Management Solutions and Canada-based Landscape Effects Property Management have completed a merger to form a cross-border exterior facility services platform backed by private equity firm The Halifax Group. The combined company will leverage Case FMS's proprietary technology and LFX's Canadian operations to offer landscaping, snow management and other exterior services across more than 21,000 sites in the U.S. and Canada.
The Halifax Group has agreed to acquire the Worldwide Home Care division of Sodexo, a global franchised and company-owned in-home care business operating across eight countries. The division — headquartered in Irvine, California and operating brands including Comfort Keepers — employs about 12,000 people and will remain led by CEO Natalie Black as Halifax looks to accelerate growth and expand the business.
TriMech, a Halifax Group portfolio company, has acquired Adaptive Corporation and Forward Vision to expand its Dassault Systèmes enterprise offerings. The deals bolster TriMech’s capabilities in CAD, simulation, PLM, metrology, robotics and discrete-event simulation to better serve automotive, aerospace & defense, and industrial equipment clients.
The Halifax Group completed a control investment to acquire a majority interest in Milestone Technologies from H.I.G. Capital, with H.I.G. retaining a minority stake. Two Sigma Impact made a minority investment alongside Halifax, and Milestone's existing management team, led by CEO Sameer Kishore, will remain invested and continue to lead the company as it pursues further global growth in IT managed services.
The Liberty Group, a portfolio company of The Halifax Group, has acquired Apartment Advantage, a Pacific Northwest apartment staffing and training provider. The deal expands Liberty's multifamily staffing footprint into the Portland, Oregon market and strengthens its presence in the Seattle area; terms were not disclosed.
The Halifax Group completed an investment in The Liberty Group, a Houston-based provider of specialty temporary staffing, executive search, and employee screening services serving the multifamily residential real estate industry. The company, founded in 1977 and operating in 30 markets across 23 states, was previously owned by Merit Capital Partners and Six Pillars Partners; terms were not disclosed.
The Halifax Group completed an investment in Case Facilities Management Solutions, a provider of snow & ice management and commercial landscaping services, with founder and CEO Jason Case retaining a significant ownership stake and continuing to lead the company. The capital injection is intended to accelerate growth, support investments in the team and technology, and help Case FMS expand market share across its national and regional commercial customers.
The Halifax Group has completed an investment in Southern Siding & Gutters, a Jackson, Georgia-based installer and distributor of siding, roofing, gutters and other exterior home products. Founder and CEO Aaron Kuhn will remain in place as Halifax provides capital and operational support to expand the business geographically and accelerate growth across the southeastern U.S.
Private equity firm The Halifax Group completed an investment to recapitalize PJU Holdings, Inc. ("PJ United"), the largest Papa John’s franchisee. Halifax partnered with CEO Doug Stephens and PJ United's existing management team to support growth and operational expansion across the company's 194 stores.
The Halifax Group completed a recapitalization of TriMech, a Richmond, Virginia–based provider of CAD and engineering design solutions, 3D printing systems, and related training, consulting, and staffing services. Halifax partnered with founder Steve Pelham and TriMech’s management team; prior owner McCarthy Capital exited its portfolio position. Terms were not disclosed.
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