Middle market private equity firm
The Halifax Group
- HeadquartersWashington, DC S7
- Founded1999 S4
- Websitethehalifaxgroup.com
- Last verifiedOctober 19, 2026
At a glance
| EBITDA range | $8M to $30M S2 |
|---|---|
| Check size | $40M to $80M S2 |
| Deal types | Platform, Add-on S2 |
| Sectors | Healthcare Services, IT Services & MSP, Distribution, Industrial & Manufacturing, Landscaping, Education, Consumer & Food |
What The Halifax Group buys
Halifax is a Washington, D.C. private equity firm founded in 1999 that buys control of established, profitable companies in three areas: health and wellness, outsourced business services, and franchising. For a new platform it looks for $8 million to $30 million of EBITDA and an enterprise value of $50 million to $300 million, and it puts in $40 million to $80 million of equity. Typical deals are management buyouts, recapitalizations that leave founders with a stake, corporate carve-outs and take-private transactions. The firm reports $2.2 billion of capital raised, 43 platform investments and 121 acquisitions.
Most smaller companies will meet Halifax as an add-on, since it sets no minimum size for add-ons. Each current platform publishes what it wants to buy. Milestone Technologies looks for IT application and infrastructure services firms, Case FMS looks for commercial exterior facility services providers, and PJ United buys other Papa John's franchisees.
Recent deals
Announced in the 24 months before October 19, 2026.
| Date | Company | Type | Sector | Source |
|---|---|---|---|---|
| Aug 2026 | Multi-Pak PackagingWest Caldwell, New Jersey packager of supplements and over-the-counter products added to Truvant | Add-on | Industrial & Manufacturing | Source |
| May 2026 | UTV StereoFounder-built off-road vehicle audio brand added to Stinger | Add-on | Distribution | Source |
| Dec 2024 | Q-mationIndustrial automation software and services partner in Horsham, PA; the CEO and founders reinvested and management stayed on | Platform | IT Services & MSP | Source |
| Nov 2024 | Universal Air ConditionerFirst institutional capital for the Mansfield, TX maker of aftermarket vehicle air conditioning parts; the co-CEOs kept a significant stake | Platform | Distribution | Source |
Portfolio by sector
From the firm's portfolio page S3.
Franchising
- 101 Mobility
- PJ United
Health & Wellness
- Elevate Care International (Comfort Keepers)
- Harmar
- CDL Nuclear Technologies
- ChanceLight Behavioral Health, Therapy & Education
Outsourced Business Services
- Q-mation
- Universal Air Conditioner
- Milestone Technologies
- The Liberty Group
- Case Facilities Management Solutions
- Truvant (Prairie Industries Holdings)
- Stinger
- StrataTech Education Group
- XLA
Greymont’s take
How The Halifax Group fits a seller
Halifax is built for founders of larger companies, generally $8 million of EBITDA or more, who want to sell control but keep a real stake and stay in charge. In both of its newest platform deals, management kept running the business: the UAC co-CEOs held on to a significant share and Halifax was the first outside institutional investor, while Q-mation's CEO and founders put money in alongside the firm. Owners of smaller IT services, commercial landscaping and snow removal, home care or multifamily staffing businesses are better placed as add-ons, because Halifax sets no minimum size for those.
Halifax has announced only two new platforms in the past two years, and several current holdings date from 2019 or earlier. An owner should ask which platform the business would join, how much equity they would be expected to roll, and when that platform is likely to be sold.
Questions owners ask
What size company does Halifax look for?
For a new platform, Halifax wants $8 million to $30 million of EBITDA and an enterprise value between $50 million and $300 million, and it invests $40 million to $80 million of equity. It sets no minimum for add-on acquisitions.
Does Halifax buy IT services companies?
Yes. Halifax calls IT services a key focus area. It has owned Milestone Technologies, an IT services firm, since December 2022, and Milestone looks for add-ons in application and infrastructure services with no minimum EBITDA. In December 2024 it also backed Q-mation, an industrial automation software partner.
Do owners stay on after Halifax invests?
Usually. In the November 2024 Universal Air Conditioner deal the co-CEOs kept leading the company and retained a significant stake, and in the December 2024 Q-mation deal the CEO and founders invested alongside Halifax while existing management stayed in charge.
Does Halifax buy commercial landscaping or snow removal companies?
Through Case Facilities Management Solutions, a national snow management and commercial landscaping provider it backed in January 2022, Halifax seeks add-ons among commercial exterior facility services providers in the US and Canada, with no minimum EBITDA.
Sources
- S1Halifax Group home page Accessed October 19, 2026
- S2Halifax Group: Focus and Investment Criteria Accessed October 19, 2026
- S3Halifax Group: Companies Accessed October 19, 2026
- S4The Halifax Group Celebrates 25th Anniversary (July 24, 2024) Accessed October 19, 2026
- S5Halifax Invests in Q-mation (December 19, 2024) Accessed October 19, 2026
- S6Halifax Group Invests in Universal Air Conditioner (November 13, 2024) Accessed October 19, 2026
- S7Halifax Group: Contact Us Accessed October 19, 2026
- S8Halifax Group: News Accessed October 19, 2026
Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with The Halifax Group. Figures are as reported on the dates shown and may have changed. Request a correction