Investing

We focus on the sectors that we have significant experience in, on companies that operate in markets that can be disrupted, where the transaction has a significant degree of complexity, and where we can provide further capital to back up our initial investment

We leverage our current infrastructure and our India team to provide our companies with services normally reserved for Fortune 500 companies. We couple that with our industry-leading experience to build teams and companies that outperform

High Quality Opportunities Where We Can Add Value

Halifax West employs a thematic, sector-based approach with a focus on lower middle market companies that can benefit from our operational expertise, deep sector knowledge and strong partnership mentality. These types of investments are difficult to source and even more difficult to execute an appropriately structured transaction given the nature of the businesses involved and the lack of resources available to operators in this size bracket.

We provide a mixture of market understanding, access to additional management and service providers, strategic vision, and an in-depth appreciation of commercial lending to ensure that further capital will be available to drive an investment to a successful exit.

How We Approach Investing

We focus on the sectors that we have significant experience in, on companies that operate in markets that can be disrupted, where the transaction has a significant degree of complexity, and we can provide further capital to back up our initial investment.

Current Investment Thesis

Geography

Headquartered in the United States or Canada

Playbook

Strong operational focus and commitment to outcome-based execution is achieved through our Advisory experience serving some of the largest and prominent organizations in the world

Strong Opportunities

Take advantage of strong value opportunities where we can buy low and are non-cyclical in nature – never reach or stretch outside of focus

Management

Team

We are able to take as active a role as needed to ensure the success of the acquisition but also can bring managerial talent for our vast network of operators

Turnaround & Value Enhancement

Distressed opportunities and turnarounds are a core part of our Advisory DNA and these types of situations do not scare us – we employ our methodologies to quickly put the company back on the fast track to growth and prosperity

Target

Size

EBITDA: Negative to $15mm

REVENUE: Up to $200mm