Halifax Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Halifax Group has acquired 8 companies. It has also invested in 2 others.

Halifax Group’s most common sectors for investment arehealthcare services (16%) and business services (12%) . The Firm’s most common investment types include secondary buyout (36%) and recapitalization (23%). In total, Halifax Group has invested in 18 US states and 3 different countries. Its largest (disclosed) acquisition occurred in 2004 when it acquired IASIS Healthcare for $1.4B.

In the last 3 years, Halifax Group has exited 3 companies. The Firm’s most common exit type is secondary buyout (57%). Halifax Group’s largest (disclosed) exit occurred in 2015 when it sold Envision Pharmaceutical Services for $2.0B.

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M&A Summary

  • M&A Total Activity67
    • M&A Buy Activity44
    • M&A Sell Activity23
  • Total Sectors Invested 22
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 24
  • M&A Advisors 9

Halifax Group

The Halifax Group, LLC

1133 Connecticut Avenue, Northwest Suite 700,
Washington, District of Columbia 20036
United States
(202) 530-8300
www.thehalifaxgroup.com
inquiry@thehalifaxgroup.com

The Halifax Group is a private equity firm focused on investing in established, profitable, and growing companies. The Firm prefers completing transactions in partnership with management and typically looks to invest $40 to $80 million per acquisition. Prospective companies generally have revenues of at least $20 million and EBITDA greater than $8 million. Sectors of interest include business services, healthcare services, infrastructure services, and 'wellness' products and services. Halifax prefers opportunities located in North America. The Halifax Group was formed in 1999 and is based in Washington, DC, with additional offices in Dallas, Texas and Raleigh, North Carolina.


Investment Criteria

Sectors of Interest: Agriculture, Automotive, Business Services, Consumer Products, Consumer Services, Distribution, Education, Electronics, Environmental, Franchising, Healthcare Services, Information Services, Information Technology, Life Science, Manufacturing, Medical Products, Packaging, Plastics, Renewable Energy, Restaurants, Safety/Security, Software, Staffing

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Going Private, Growth Capital, Recapitalization, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue 20 -
Target EBITDA 8 30
Investment Size 40 80
Enterprise Value 50 300
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.2/yr) # 33 2 2 5 2 - 44
vol $2.0B $2.0B
Sell (0.6/yr) # 20 - 2 1 - - 23
vol $3.4B $3.4B
  67

Most Recent M&A

Company Date Value Type
Worldwide Home Care 2023-09-29 - Divestiture
Marseille, France
CK Franchising, Inc. 2023-09-29 - Divestiture
Dayton, Ohio · www.comfortkeepers.com
Harmar Mobility LLC 2022-12-31 - Secondary Buyout
Sarasota, Florida · www.harmar.com
101 Mobility LLC 2022-12-31 - Recapitalization
Wilmington, North Carolina · www.101mobility.com
Milestone Technologies, Inc. 2022-12-13 - Secondary Buyout
Fremont, California · www.milestonepowered.com
The Liberty Group 2022-06-23 - Secondary Buyout
Houston, Texas · www.thelibertygroup.com
TriMech Solutions LLC 2022-03-14 - Secondary Sale
Glen Allen, Virginia · www.trimech.com
Case Facilities Management Solutions 2022-01-19 - Growth Capital
North Attleborough, Massachusetts · www.casefms.com
BCI Burke Co. 2021-12-15 - Secondary Sale
Fond du Lac, Wisconsin · www.bciburke.com
CDL Nuclear Technologies 2021-12-01 - Stake Purchase
Wexford, Pennsylvania · www.cdlnuclear.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
The Liberty Group 2022-06-23 Full House Marketing - Staffing Division 2023-04-11 2
Houston, Texas · www.thelibertygroup.com Livonia, Michigan
TriMech Solutions LLC 2022-03-14 Solid Solutions Management Ltd. 2022-06-27 1
Glen Allen, Virginia · www.trimech.com Warwickshire, United Kingdom · www.solidsolutions.co.uk

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 2 (11%) - 7 (16%) 1.5B (73%)
Business Services 4 (22%) - 5 (11%) -
Consumer Products 1 (6%) - 3 (7%) -
Consumer Services 2 (11%) - 3 (7%) -
Medical Products 1 (6%) - 3 (7%) -
Software 1 (6%) - 3 (7%) -
Distribution - - 2 (4%) 87M (4%)
Environmental - - 2 (4%) -
Franchising 1 (6%) - 2 (4%) -
Information Technology 1 (6%) - 2 (4%) -
Restaurants 1 (6%) - 2 (4%) -
Plastics - - 1 (2%) 451M (23%)
Construction - - 1 (2%) -
Education 1 (6%) - 1 (2%) -
Electronics 1 (6%) - 1 (2%) -
Food - - 1 (2%) -
Life Science - - 1 (2%) -
Manufacturing - - 1 (2%) -
Packaging 1 (6%) - 1 (2%) -
Safety/Security - - 1 (2%) -
Staffing 1 (6%) - 1 (2%) -
Transportation - - 1 (2%) -
Total 18 - 45 $2.0B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 17 (94%) - 40 (89%) 1.5B (77%)
  Texas 2 (11%) - 5 (11%) -
  Virginia 2 (11%) - 4 (9%) -
  Florida 2 (11%) - 4 (9%) -
  Tennessee 2 (11%) - 3 (7%) 1.4B (70%)
  California 1 (6%) - 3 (7%) 54M (3%)
  North Carolina 1 (6%) - 3 (7%) -
  Pennsylvania 1 (6%) - 2 (4%) 87M (4%)
  Wisconsin 1 (6%) - 2 (4%) -
  Ohio 1 (6%) - 2 (4%) -
  Arizona 1 (6%) - 2 (4%) -
  Alabama 1 (6%) - 2 (4%) -
  New Jersey - - 2 (4%) -
  Massachusetts 1 (6%) - 1 (2%) -
  Illinois 1 (6%) - 1 (2%) -
  Oklahoma - - 1 (2%) -
  Minnesota - - 1 (2%) -
  Maryland - - 1 (2%) -
  Louisiana - - 1 (2%) -
United Kingdom - - 4 (9%) 451M (23%)
France 1 (6%) - 1 (2%) -
Domestic 17 (94%) - 40 (89%) 1.5B (77%)
Cross-border 1 (6%) - 5 (11%) 451M (23%)
Total 18 - 45 $2.0B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 6 (33%) - 16 (36%) 1.5B (77%)
Recapitalization 4 (22%) - 10 (22%) -
Buyout (LBO, MBO, MBI) 1 (6%) - 8 (18%) -
Divestiture 2 (11%) - 4 (9%) 451M (23%)
Stake Purchase 2 (11%) - 3 (7%) -
Growth Capital 2 (11%) - 2 (4%) -
Consolidation 1 (6%) - 1 (2%) -
Going Private - - 1 (2%) -
Total 18 - 45 $2.0B

Exits by Deal Type

Type Total # Value
Secondary Sale 13 (57%) 859M (26%)
Trade Sale - Public Company 4 (17%) 2.2B (66%)
Trade Sale 4 (17%) 275M (8%)
Merger 1 (4%) -
Unknown 1 (4%) -
Total 23 $3.4B

Top M&A Advisors

Financial Deals
Edgemont Capital Partners LP
 2
North Point Advisors LLC
 2
William Blair
 2
Legal Deals
DLA Piper
 1
Arnold & Porter LLP
 1
Mayer Brown
 1

Deal Values

buy # Total
> $1B 1 $1.4B
$100M to $1B 1 $451M
< $100M 2 $141M
TOTAL $2.0B
Largest IASIS Healthcare Corp.
$1.4B (2004-06-22)
sell # Total
> $1B 1 $2.0B
$100M to $1B 4 $1.2B
< $100M 2 $175M
TOTAL $3.4B
Largest Envision Pharmaceutical Services, Inc.
$2.0B (2015-06-24)

M&A Connections

Deals
Acquired from
Investor(s)
40%
18 (40%)
Strategic(s)
9%
4 (9%)
Exited to
Investor(s)
57%
13 (57%)
Strategic(s)
43%
10 (43%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

1.5B USD

Established

1999

Specialist/Generalist

Generalist

Leadership

David Dupree

Founder & Senior Partner

Chris Cathcart

Managing Partner

Scott Plumridge

Managing Partner

Brent Williams

Senior Partner

Doug Hill

Senior Partner

FAQ

When was Halifax Group founded?

Halifax Group was founded in 1999.

What type of investor is Halifax Group?

Halifax Group is a private equity firm.

Where is Halifax Group headquartered?

Halifax Group is headquartered in Washington, District of Columbia.

How much capital does Halifax Group have under management?

Halifax Group has 1.5B USD under management.

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