HALIFAX INVESTMENT MANAGEMENT, L.L.C.

HALIFAX INVESTMENT MANAGEMENT, L.L.C. is a Series C+ and buyout fund in the US writing $10M–$40M checks into Healthcare, health-wellness, outsourced-business-services, franchising, behavioral-health, dental, physician-practices, urgent-care, outsourced-provider-services, payor-services, pharma-services, post-acute-care, dme-hme, home-health, hospice, infusion-therapies, respiratory-therapies, bpo, specialty-consulting, education-products-services, facility-services, government-services, it-services, supply-chain-services, automotive, industrial-services, qsr, repair-maintenance-services, nuclear-services, pet-food-supplies, logistics and pharmaceutical-services.

Stages: Series C+, buyout
Sectors: Healthcare, health-wellness, outsourced-business-services, franchising, behavioral-health, dental, physician-practices, urgent-care, outsourced-provider-services, payor-services, pharma-services, post-acute-care, dme-hme, home-health, hospice, infusion-therapies, respiratory-therapies, bpo, specialty-consulting, education-products-services, facility-services, government-services, it-services, supply-chain-services, automotive, industrial-services, qsr, repair-maintenance-services, nuclear-services, pet-food-supplies, logistics, pharmaceutical-services
Check size: $10M–$40M
Invests in: US-wide
Round role: Leads rounds
Actively investing: Yes
Founded: 1999
Assets under management: $2.2B+

Thesis

Halifax Investment Management is a private equity firm that focuses on acquiring and growing established, profitable companies in the lower middle market. They target companies with an EBITDA between $8 million and $30 million and a total enterprise value (TEV) between $50 million and $300 million. The firm has a strong interest in the Health & Wellness, Outsourced Business Services, and Franchising sectors, with specific sub-sector interests detailed in their focus areas. Halifax emphasizes a 'strategy first' approach, empowering management teams with tools and expertise for growth, and also provides growth capital, risk management, and succession planning services. For add-on acquisitions, there is no minimum investment. The firm was founded in 1999 and is legally known as The Halifax Group, LLC, headquartered in Washington, D.C.

Common questions

Does HALIFAX INVESTMENT MANAGEMENT, L.L.C. invest at the Series C+ stage?

Yes. HALIFAX INVESTMENT MANAGEMENT, L.L.C. lists Series C+ and buyout among the stages it invests in.

What check size does HALIFAX INVESTMENT MANAGEMENT, L.L.C. write?

HALIFAX INVESTMENT MANAGEMENT, L.L.C. writes $10M–$40M checks.

Where does HALIFAX INVESTMENT MANAGEMENT, L.L.C. invest?

HALIFAX INVESTMENT MANAGEMENT, L.L.C. invests in the US.