Our History
In 1999 David W. Dupree, a former managing director and partner at The Carlyle Group and William L. Rogers, a founding partner of Colony Investors, along with David Bonderman, founder of TPG Capital, and Thomas J. Barrack, founder and chairman of Colony Capital, identified a growing opportunity to invest in mid-sized businesses and assist entrepreneurs with growing their enterprises. As the private equity industry matured and evolved, larger firms vacated the lower middle market to focus on more sizeable investments, and very few investment professionals, with global experience and relationships, remained focused on the lower middle market.

Seeing this opportunity, Halifax's founders and principals set about to apply their expertise gained with such global firms as PaineWebber (Brent Williams), GE Capital (Ken Doyle) and the Carlyle Group, to investing with a growing number of owner-operated businesses seeking a partner for growth or liquidity. Halifax identified and applied a vital blend of "large cap know-how" with a focus on the unique issues that accompany transactions with family-owned and entrepreneurial businesses.

It was with these principles in mind that The Halifax Group received its name. The Halifax Group is named for Halifax, North Carolina, a small town in the northeast part of the state. It was the birthplace of The Halifax Resolves, which was a forerunner to the Declaration of Independence and articulated the terms around which the colony would secede from British rule. In much the same way, Halifax's founders believed their approach to investing would be a declaration of independence from the traditional "large firm" approach.

Our Founders

• Thomas J. Barrack, Jr., Chairman & CEO, Colony Capital
• David Bonderman, Founder & Principal, TPG
• David W. Dupree, Managing Director & CEO, The Halifax Group
• William L. Rogers, Founder & Chairman, The Halifax Group