The Halifax Group, LLC
Industry: Capital market company
DescriptionFounded: 1999 CFO: Michael Marshall (Senior Partner, CCO) Managing director: David Bard Subsidiary: Halifax Investment Management, L.L.C. VPs: Allie Atwood, David Calder, Jamie Cavanaugh, Davis Hostetter
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The Halifax Group, LLC Employees
Employee
Years
Job
Industry
Sandra Newberg Sandra Newberg's The Halifax Group, LLC Experience March 2012 - May 2013
Job Experienced Office Manager and Executive Assistant
Industry Executive Office
Experience
Twenty Inc. July 2013 - December 2014
The Halifax Group, LLC March 2012 - May 2013
Sourcecorp, Inc. April 2006 - December 2011
Blockbuster 1997 - 2005
Skills
Outlook, Administrative..., Office Management, Microsoft Excel, Customer Service, Human Resources, Spreadsheets, Onboarding, Microsoft Office, Access, Accounts Payable, Lotus Notes, Employee Relations, Training, Data Entry, Time Management, Office Administration, System Administration, PowerPoint, Process Scheduler, PeopleSoft, Microsoft Word, Sales, Travel Arrangements, Administration, Leadership, QuickBooks, Team Building, Software Documentation, Employee Benefits, Administrative..., Budgets, Event Planning, Project Management, Payroll, Executive...
Education
Paschal High School
The University of Texas at Austin
Bachelor of Arts (B.A.), Spanish Language and Literature
The University of Texas at Austin
Bachelor of Arts (B.A.), Spanish, English and Italian
Twenty Inc. July 2013 - December 2014
The Halifax Group, LLC March 2012 - May 2013
Sourcecorp, Inc. April 2006 - December 2011
Blockbuster 1997 - 2005
Skills
Outlook, Administrative..., Office Management, Microsoft Excel, Customer Service, Human Resources, Spreadsheets, Onboarding, Microsoft Office, Access, Accounts Payable, Lotus Notes, Employee Relations, Training, Data Entry, Time Management, Office Administration, System Administration, PowerPoint, Process Scheduler, PeopleSoft, Microsoft Word, Sales, Travel Arrangements, Administration, Leadership, QuickBooks, Team Building, Software Documentation, Employee Benefits, Administrative..., Budgets, Event Planning, Project Management, Payroll, Executive...
Education
Paschal High School
The University of Texas at Austin
Bachelor of Arts (B.A.), Spanish Language and Literature
The University of Texas at Austin
Bachelor of Arts (B.A.), Spanish, English and Italian
Lixuan Erica Zhou Lixuan Erica Zhou's The Halifax Group, LLC Experience March 2014 - May 2015
Job Investment Banking Analyst, Healthcare Group at Deutsche Bank
Industry Banking
Experience
Deutsche Bank July 2015 - Present
The Halifax Group, LLC March 2014 - May 2015
Smart Woman Securities January 2014 - May 2015
BeneShoppe, Inc. April 2013 - May 2015
Deutsche Bank June 2014 - August 2014
Crest Capital Asia May 2014 - June 2014
Georgetown University Student Investment Fund September 2012 - September 2013
Skills
Data Analysis, Financial Market..., Microsoft Excel, Bloomberg, Financial Analysis, Economics, Investments, Corporate Finance, Mergers & Acquisitions, Private Equity, Valuation, Financial Modeling, Bloomberg Terminal, Finance, Social Media, Investment Banking
Education
Georgetown University - The McDonough School of Business 2011 — 2015
BSBA, Finance, Accounting, Minor in Mathematics
연세대학교 / Yonsei University 2012 — 2012
Summer School, Korean Religion, Premodern East Asian History
Foxcroft School 2009 — 2011
交通大学附属中学 High School Affiliated to Shanghai Jiao Tong University 2008 — 2009
Deutsche Bank July 2015 - Present
The Halifax Group, LLC March 2014 - May 2015
Smart Woman Securities January 2014 - May 2015
BeneShoppe, Inc. April 2013 - May 2015
Deutsche Bank June 2014 - August 2014
Crest Capital Asia May 2014 - June 2014
Georgetown University Student Investment Fund September 2012 - September 2013
Skills
Data Analysis, Financial Market..., Microsoft Excel, Bloomberg, Financial Analysis, Economics, Investments, Corporate Finance, Mergers & Acquisitions, Private Equity, Valuation, Financial Modeling, Bloomberg Terminal, Finance, Social Media, Investment Banking
Education
Georgetown University - The McDonough School of Business 2011 — 2015
BSBA, Finance, Accounting, Minor in Mathematics
연세대학교 / Yonsei University 2012 — 2012
Summer School, Korean Religion, Premodern East Asian History
Foxcroft School 2009 — 2011
交通大学附属中学 High School Affiliated to Shanghai Jiao Tong University 2008 — 2009
Brent Williams Brent Williams's The Halifax Group, LLC Experience October 1999 - Present
Job Private Equity Investor Managing Director, The Halifax Group, LLC
Industry Venture Capital & Private Equity
Experience
Golden State Overnight 2013 - Present
Animal Supply Co. 2010 - Present
Nutrition Physiology Corporation September 2008 - Present
The Halifax Group, LLC October 1999 - Present
PolyPipe, Inc 2005 - 2012
Taylor Logistics September 2006 - May 2010
Maverick Healthcare 2004 - 2007
Universal Hospital Services 2003 - 2007
PaineWebber 1998 - 1999
PaineWebber 1995 - 1998
Skills
Partnering with..., Strategic development,..., Building, chairing, and..., Business performance..., Private equity investing, Leveraged..., Mergers and acquisitions, Debt and equity..., Strategic Planning, Buyouts, Executive Management, Entrepreneurship, Investments, Finance, Mergers, Leveraged Finance, Performance Improvement, Private Equity, Strategy, Team Management, Venture Capital, Mergers & Acquisitions, mergers and acquisitions, Business Planning, Portfolio Management, Growth Capital, Due Diligence, Management, Investment Banking, Financial Modeling, Corporate Finance, Valuation, Capital
Education
Rice University 1992 — 1994
MBA, Finance
The University of Texas at Austin 1985 — 1989
BBA, Finance
Golden State Overnight 2013 - Present
Animal Supply Co. 2010 - Present
Nutrition Physiology Corporation September 2008 - Present
The Halifax Group, LLC October 1999 - Present
PolyPipe, Inc 2005 - 2012
Taylor Logistics September 2006 - May 2010
Maverick Healthcare 2004 - 2007
Universal Hospital Services 2003 - 2007
PaineWebber 1998 - 1999
PaineWebber 1995 - 1998
Skills
Partnering with..., Strategic development,..., Building, chairing, and..., Business performance..., Private equity investing, Leveraged..., Mergers and acquisitions, Debt and equity..., Strategic Planning, Buyouts, Executive Management, Entrepreneurship, Investments, Finance, Mergers, Leveraged Finance, Performance Improvement, Private Equity, Strategy, Team Management, Venture Capital, Mergers & Acquisitions, mergers and acquisitions, Business Planning, Portfolio Management, Growth Capital, Due Diligence, Management, Investment Banking, Financial Modeling, Corporate Finance, Valuation, Capital
Education
Rice University 1992 — 1994
MBA, Finance
The University of Texas at Austin 1985 — 1989
BBA, Finance
Matthew Wade Matthew Wade's The Halifax Group, LLC Experience August 2012 - May 2013
Job Summer Analyst at AGI Pristine Environments Inc.
Industry Venture Capital & Private Equity
Experience
Electric Vehicle Institute July 2010 - Present
The Halifax Group, LLC August 2012 - May 2013
AGI - Pristine Environments Inc. May 2012 - August 2012
Empresas Bern SA May 2007 - July 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Private Equity, Due Diligence, Corporate Finance, Corporate Development, Emerging Markets, Investments, Management, Business Development, Strategy, Competitive Analysis, Venture Capital, Entrepreneurship
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Master of Business Administration (MBA), Business Administration, Management and Operations
The George Washington University 2003 — 2007
Bachelor of Arts (B.A.)
Electric Vehicle Institute July 2010 - Present
The Halifax Group, LLC August 2012 - May 2013
AGI - Pristine Environments Inc. May 2012 - August 2012
Empresas Bern SA May 2007 - July 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Private Equity, Due Diligence, Corporate Finance, Corporate Development, Emerging Markets, Investments, Management, Business Development, Strategy, Competitive Analysis, Venture Capital, Entrepreneurship
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Master of Business Administration (MBA), Business Administration, Management and Operations
The George Washington University 2003 — 2007
Bachelor of Arts (B.A.)
Phyllis Marie Salas Phyllis Marie Salas's The Halifax Group, LLC Experience 1998 - 1998
Job Training Specialist at University of CalgaryQatar
Industry Higher Education
Experience
University of Calgary-Qatar November 2013 - Present
COLLEGE OF THE NORTH ATLANTIC-QATAR 2010 - 2012
Training Trainers International, L.L.C. 2002 - 2002
AJJA Information Technology Consultants 1999 - 2002
The Halifax Group, LLC 1998 - 1998
Algonquin College 1991 - 1998
Skills
Adult Education, Higher Education, Curriculum Development, Staff Development, Curriculum Design, Educational Technology, Instructional Design, E-Learning, Teaching, Classroom, Educational Leadership, Leadership Development, ESL, Program Development, Public Speaking, Teacher Training, Training, Program Management, Student Affairs, Classroom Management, Research, Tutoring, Non-profits, International Education, Coaching, Distance Learning
Education
Capella University 2010 — 2013
PhD (in progress), Training and Performance Improvement
Mount Saint Vincent University 2004 — 2006
M.Ed., English; Literacy
Memorial University of Newfoundland
Bachelor of Arts (B.A.); B.Ed.
University of Calgary-Qatar November 2013 - Present
COLLEGE OF THE NORTH ATLANTIC-QATAR 2010 - 2012
Training Trainers International, L.L.C. 2002 - 2002
AJJA Information Technology Consultants 1999 - 2002
The Halifax Group, LLC 1998 - 1998
Algonquin College 1991 - 1998
Skills
Adult Education, Higher Education, Curriculum Development, Staff Development, Curriculum Design, Educational Technology, Instructional Design, E-Learning, Teaching, Classroom, Educational Leadership, Leadership Development, ESL, Program Development, Public Speaking, Teacher Training, Training, Program Management, Student Affairs, Classroom Management, Research, Tutoring, Non-profits, International Education, Coaching, Distance Learning
Education
Capella University 2010 — 2013
PhD (in progress), Training and Performance Improvement
Mount Saint Vincent University 2004 — 2006
M.Ed., English; Literacy
Memorial University of Newfoundland
Bachelor of Arts (B.A.); B.Ed.
Daniel Bronson Daniel Bronson's The Halifax Group, LLC Experience March 2015 - Present
Job Vice President at The Halifax Group, LLC
Industry Venture Capital & Private Equity
Experience
The Halifax Group, LLC March 2015 - Present
Bain & Company October 2013 - February 2015
Bain & Company June 2012 - August 2012
CHS Capital LLC (FKA Code Hennessy & Simmons) January 2010 - July 2011
William Blair & Company July 2008 - December 2009
William Blair & Company July 2006 - June 2008
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Mergers, LBO, Investments, Venture Capital, Financial Analysis, Investment Banking, M&A experience, Private Placements, Corporate Finance, Equities, Capital Markets, Entrepreneurship, Finance, Business Strategy, Corporate Development, Hedge Funds, Emerging Markets, Alternative Investments, Leveraged Finance, Market Entry, Management Consulting, Strategic Consulting, Mergers
Education
Kellogg School of Management 2011 — 2013
MBA
Northwestern University 2001 — 2005
BA, Economics, International Studies
Southwest High School (Minneapolis)
The Halifax Group, LLC March 2015 - Present
Bain & Company October 2013 - February 2015
Bain & Company June 2012 - August 2012
CHS Capital LLC (FKA Code Hennessy & Simmons) January 2010 - July 2011
William Blair & Company July 2008 - December 2009
William Blair & Company July 2006 - June 2008
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Mergers, LBO, Investments, Venture Capital, Financial Analysis, Investment Banking, M&A experience, Private Placements, Corporate Finance, Equities, Capital Markets, Entrepreneurship, Finance, Business Strategy, Corporate Development, Hedge Funds, Emerging Markets, Alternative Investments, Leveraged Finance, Market Entry, Management Consulting, Strategic Consulting, Mergers
Education
Kellogg School of Management 2011 — 2013
MBA
Northwestern University 2001 — 2005
BA, Economics, International Studies
Southwest High School (Minneapolis)
Scott Van Duinen Scott Van Duinen's The Halifax Group, LLC Experience February 2004 - Present
Job Principal with The Halifax Group LLC
Industry Venture Capital & Private Equity
Experience
The Halifax Group LLC February 2004 - Present
Skills
Private Equity, Corporate Finance, Strategic Planning, Leveraged Lending, Financial Modeling, Valuation, Due Diligence, Middle Market, Buyouts, M&A experience, Leveraged Finance, Financial Structuring, Capital Structure, Financial Analysis, Deal Sourcing, Strategy, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance, Strategy, Entrepreneurship
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Accounting
Catholic High School for Boys 1985 — 1989
The Halifax Group LLC February 2004 - Present
Skills
Private Equity, Corporate Finance, Strategic Planning, Leveraged Lending, Financial Modeling, Valuation, Due Diligence, Middle Market, Buyouts, M&A experience, Leveraged Finance, Financial Structuring, Capital Structure, Financial Analysis, Deal Sourcing, Strategy, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance, Strategy, Entrepreneurship
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Accounting
Catholic High School for Boys 1985 — 1989
Nichole Hamrick Nichole Hamrick's The Halifax Group, LLC Experience December 2006 - Present
Job Administrative Assistant at The Halifax Group, LLC
Industry Venture Capital & Private Equity
Experience
The Halifax Group, LLC December 2006 - Present
Traci Lynn Jewelry 2014 - 2014
Skills
Heavy Calendaring, Calendaring, Concur, High Level Of..., Expense Reports, Executive Support, Travel Arrangements, Calendars, Executive Level..., Meeting Scheduling, Private Equity, Dictaphone, Calendar Planning, Executive Calendar..., Ordering Office Supplies, Administrative...
Education
Anne Arundel Community College 1992 — 1994
Administrative Assistant and Secretarial Science, General
Prince George's Community College
Hospitality Administration/Management
The Halifax Group, LLC December 2006 - Present
Traci Lynn Jewelry 2014 - 2014
Skills
Heavy Calendaring, Calendaring, Concur, High Level Of..., Expense Reports, Executive Support, Travel Arrangements, Calendars, Executive Level..., Meeting Scheduling, Private Equity, Dictaphone, Calendar Planning, Executive Calendar..., Ordering Office Supplies, Administrative...
Education
Anne Arundel Community College 1992 — 1994
Administrative Assistant and Secretarial Science, General
Prince George's Community College
Hospitality Administration/Management
Robert B. Munroe's The Halifax Group, LLC Experience May 2015 - Present
Job Private Equity Intern at The Halifax Group, LLC
Industry Financial Services
Experience
The Halifax Group, LLC May 2015 - Present
Georgetown Collegiate Investors, LLC September 2014 - Present
Kennedy Institute of Ethics October 2014 - Present
Education
Georgetown University - The McDonough School of Business 2014 — 2017
Finance
University of Maryland - Robert H. Smith School of Business 2013 — 2014
Finance
Bolton High School 2008 — 2013
High School Diploma
The Halifax Group, LLC May 2015 - Present
Georgetown Collegiate Investors, LLC September 2014 - Present
Kennedy Institute of Ethics October 2014 - Present
Education
Georgetown University - The McDonough School of Business 2014 — 2017
Finance
University of Maryland - Robert H. Smith School of Business 2013 — 2014
Finance
Bolton High School 2008 — 2013
High School Diploma
Kyle Adkins's The Halifax Group, LLC Experience June 2014 - Present
Job Associate at The Halifax Group
Industry Venture Capital & Private Equity
Experience
The Halifax Group, LLC June 2014 - Present
Golden Gate Capital August 2012 - May 2014
J.P. Morgan June 2010 - June 2012
Signal Lake (Venture Capital) November 2009 - March 2010
J.P. Morgan June 2009 - August 2009
MIT Investment Management Company June 2008 - August 2008
Lehman Brothers January 2008 - February 2008
Booz Allen Hamilton May 2007 - November 2007
Education
Massachusetts Institute of Technology 2006 — 2010
B.S., Electical Engineering and Computer Science, Double Minor in Management and Political Science
The Halifax Group, LLC June 2014 - Present
Golden Gate Capital August 2012 - May 2014
J.P. Morgan June 2010 - June 2012
Signal Lake (Venture Capital) November 2009 - March 2010
J.P. Morgan June 2009 - August 2009
MIT Investment Management Company June 2008 - August 2008
Lehman Brothers January 2008 - February 2008
Booz Allen Hamilton May 2007 - November 2007
Education
Massachusetts Institute of Technology 2006 — 2010
B.S., Electical Engineering and Computer Science, Double Minor in Management and Political Science
Eric Crawford Eric Crawford's The Halifax Group, LLC Experience 2014 - 2014
Job Vice President at Platte River Equity
Industry Venture Capital & Private Equity
Experience
Platte River Equity 2015 - Present
The Halifax Group, LLC 2014 - 2014
Platte River Equity 2010 - 2013
Jefferies & Company 2008 - 2010
Goldman Sachs 2007 - 2007
Vestar Capital Partners 2006 - 2006
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Dartmouth College 2004 — 2008
Bachelor’s Degree
Platte River Equity 2015 - Present
The Halifax Group, LLC 2014 - 2014
Platte River Equity 2010 - 2013
Jefferies & Company 2008 - 2010
Goldman Sachs 2007 - 2007
Vestar Capital Partners 2006 - 2006
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Dartmouth College 2004 — 2008
Bachelor’s Degree
Patrick Clancy Patrick Clancy's The Halifax Group, LLC Experience September 2011 - February 2012
Job Associate at KKR
Industry Financial Services
Experience
KKR July 2015 - Present
Morgan Stanley June 2013 - July 2015
Georgetown Collegiate Investors, LLC January 2012 - January 2013
Morgan Stanley June 2012 - August 2012
The Halifax Group, LLC September 2011 - February 2012
Georgetown Collegiate Investors, LLC January 2011 - January 2012
Cantor Fitzgerald May 2011 - August 2011
Merrill Lynch & Co January 2011 - May 2011
Skills
Investments, Private Equity, Financial Modeling, Investment Banking, Capital Markets, Equities, Financial Analysis, Valuation, Equity Research, Bloomberg Terminal, Portfolio Management, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2009 — 2013
University of Oxford, Trinity College
International Finance and Strategic Management
KKR July 2015 - Present
Morgan Stanley June 2013 - July 2015
Georgetown Collegiate Investors, LLC January 2012 - January 2013
Morgan Stanley June 2012 - August 2012
The Halifax Group, LLC September 2011 - February 2012
Georgetown Collegiate Investors, LLC January 2011 - January 2012
Cantor Fitzgerald May 2011 - August 2011
Merrill Lynch & Co January 2011 - May 2011
Skills
Investments, Private Equity, Financial Modeling, Investment Banking, Capital Markets, Equities, Financial Analysis, Valuation, Equity Research, Bloomberg Terminal, Portfolio Management, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2009 — 2013
University of Oxford, Trinity College
International Finance and Strategic Management
Tim Stefanou's The Halifax Group, LLC Experience June 2013 - August 2013
Job Investment Banking Associate
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
The Kenan-Flagler Private Equity Fund December 2012 - May 2014
The Halifax Group, LLC June 2013 - August 2013
Navigant Consulting 2010 - 2012
PwC 2007 - 2010
PwC 2006 - 2006
Skills
Financial Modeling, Data Analysis, Project Management, Analytical Skills, Close Attention to..., Financial Statement..., Financial Investigation, Client Facing Skills, Data Collection, Oral & Written..., High Pressure..., Private Equity, Financial Accounting, Accounting, Financial Services, Corporate Finance, Valuation, Financial Analysis, Assurance, Business Valuation, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Corporate Finance, Entrepreneurship
Georgetown University 2003 — 2007
Bachelors of Science in Business Administration, Accounting and Finance
Langley High School 1999 — 2003
Robert W. Baird & Co. July 2014 - Present
The Kenan-Flagler Private Equity Fund December 2012 - May 2014
The Halifax Group, LLC June 2013 - August 2013
Navigant Consulting 2010 - 2012
PwC 2007 - 2010
PwC 2006 - 2006
Skills
Financial Modeling, Data Analysis, Project Management, Analytical Skills, Close Attention to..., Financial Statement..., Financial Investigation, Client Facing Skills, Data Collection, Oral & Written..., High Pressure..., Private Equity, Financial Accounting, Accounting, Financial Services, Corporate Finance, Valuation, Financial Analysis, Assurance, Business Valuation, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Corporate Finance, Entrepreneurship
Georgetown University 2003 — 2007
Bachelors of Science in Business Administration, Accounting and Finance
Langley High School 1999 — 2003
Kimberly Henneberg's The Halifax Group, LLC Experience June 2013 - Present
Job Enterprise Resource Manager at The Halifax Group, LLC
Industry Investment Management
Experience
The Halifax Group, LLC June 2013 - Present
The Halifax Group, LLC September 2006 - June 2013
JPMorgan Chase September 2005 - September 2006
Skills
Microsoft Office, Strategic Planning, Private Equity, High Organizational..., Investments, Office Management, Salesforce.com, Human Resources, Leadership
Education
University of Florida
Bachelor of Science (B.S.), Human Resources Development (specialization in Organizational Leadership)
The Halifax Group, LLC June 2013 - Present
The Halifax Group, LLC September 2006 - June 2013
JPMorgan Chase September 2005 - September 2006
Skills
Microsoft Office, Strategic Planning, Private Equity, High Organizational..., Investments, Office Management, Salesforce.com, Human Resources, Leadership
Education
University of Florida
Bachelor of Science (B.S.), Human Resources Development (specialization in Organizational Leadership)
Molly Fitzpatrick's The Halifax Group, LLC Experience July 2015 - Present
Job Vice President at The Halifax Group, LLC
Industry Financial Services
Experience
The Halifax Group, LLC July 2015 - Present
LeapFrog Investments June 2013 - August 2013
The Halifax Group, LLC September 2011 - June 2013
Robert W. Baird & Co. August 2009 - September 2011
Wachovia Securities, LLC June 2008 - July 2009
Skills
Financial Modeling, Financial Analysis, Teamwork, Business Analysis, Business Valuation, Business Strategy, Private Equity, Mergers & Acquisitions, Due Diligence, Valuation, Portfolio Management, Finance, Investment Banking, Strategy, Capital Markets, Investments, Corporate Finance
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2008
Bachelor of Business Administration, Finance
Central High School
The Halifax Group, LLC July 2015 - Present
LeapFrog Investments June 2013 - August 2013
The Halifax Group, LLC September 2011 - June 2013
Robert W. Baird & Co. August 2009 - September 2011
Wachovia Securities, LLC June 2008 - July 2009
Skills
Financial Modeling, Financial Analysis, Teamwork, Business Analysis, Business Valuation, Business Strategy, Private Equity, Mergers & Acquisitions, Due Diligence, Valuation, Portfolio Management, Finance, Investment Banking, Strategy, Capital Markets, Investments, Corporate Finance
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2008
Bachelor of Business Administration, Finance
Central High School
Josh Dennis's The Halifax Group, LLC Experience September 2011 - June 2014
Job MBA Candidate, Class of 2016 at The University of Chicago Booth School of Business
Industry Venture Capital & Private Equity
Experience
Little Sprouts, LLC June 2015 - August 2015
PSP Capital Partners February 2015 - May 2015
The Halifax Group, LLC September 2011 - June 2014
Tudor Pickering & Holt July 2010 - August 2011
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Texas Christian University - M.J. Neeley School of Business 2007 — 2010
BBA, Finance and Real Estate
Little Sprouts, LLC June 2015 - August 2015
PSP Capital Partners February 2015 - May 2015
The Halifax Group, LLC September 2011 - June 2014
Tudor Pickering & Holt July 2010 - August 2011
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Texas Christian University - M.J. Neeley School of Business 2007 — 2010
BBA, Finance and Real Estate
Carter Brenneman's The Halifax Group, LLC Experience May 2011 - August 2011
Job Associate at Brookwood Associates
Industry Investment Banking
Experience
Brookwood Associates 2013 - Present
Kenan-Flagler Business School July 2010 - May 2012
The Halifax Group, LLC May 2011 - August 2011
Stock Building Supply 2006 - 2010
Skills
Financial Modeling, Budgets, Financial Analysis, Strategic Planning, Due Diligence, Investments, Valuation, Finance, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Private Equity, Bloomberg, Investment Banking, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Corporate Finance, Sustainable Enterprise
University of Virginia 1999 — 2003
BA, Economics
Woodberry Forest 1995 — 1999
Brookwood Associates 2013 - Present
Kenan-Flagler Business School July 2010 - May 2012
The Halifax Group, LLC May 2011 - August 2011
Stock Building Supply 2006 - 2010
Skills
Financial Modeling, Budgets, Financial Analysis, Strategic Planning, Due Diligence, Investments, Valuation, Finance, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Private Equity, Bloomberg, Investment Banking, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Corporate Finance, Sustainable Enterprise
University of Virginia 1999 — 2003
BA, Economics
Woodberry Forest 1995 — 1999
Ryan Osgood's The Halifax Group, LLC Experience August 2010 - May 2011
Job Associate at Juggernaut Capital Partners
Industry Venture Capital & Private Equity
Experience
Juggernaut Capital Partners September 2014 - Present
Barclays Capital August 2011 - August 2014
The Halifax Group, LLC August 2010 - May 2011
U.S. Naval Academy July 2008 - July 2010
Education
Georgetown University - The McDonough School of Business 2008 — 2011
MBA, Finance
United States Naval Academy 2000 — 2004
BS, Economics
Juggernaut Capital Partners September 2014 - Present
Barclays Capital August 2011 - August 2014
The Halifax Group, LLC August 2010 - May 2011
U.S. Naval Academy July 2008 - July 2010
Education
Georgetown University - The McDonough School of Business 2008 — 2011
MBA, Finance
United States Naval Academy 2000 — 2004
BS, Economics
Jeffrey Mullen's The Halifax Group, LLC Experience September 2014 - May 2015
Job Investment Banking Associate Deloitte Corporate Finance LLC
Industry Financial Services
Experience
Deloitte Corporate Finance LLC June 2015 - Present
The Halifax Group, LLC September 2014 - May 2015
Georgetown University's McDonough School of Business September 2013 - May 2015
Novahill Partners January 2014 - June 2014
Bloomberg LP May 2011 - September 2013
Corporate Executive Board July 2008 - May 2011
Skills
Business Development, Strategy, Business Strategy, Analytics, Market Research, Management Consulting, Strategic Partnerships, Mergers & Acquisitions, LBO, Investment Banking, Financial Analysis, Private Equity, Analysis, Strategic Planning, Financial Modeling, Valuation
Education
Georgetown University - The McDonough School of Business
Master of Business Administration (MBA), Finance, Strategy
James Madison University
BA, English & Politcal Science
Deloitte Corporate Finance LLC June 2015 - Present
The Halifax Group, LLC September 2014 - May 2015
Georgetown University's McDonough School of Business September 2013 - May 2015
Novahill Partners January 2014 - June 2014
Bloomberg LP May 2011 - September 2013
Corporate Executive Board July 2008 - May 2011
Skills
Business Development, Strategy, Business Strategy, Analytics, Market Research, Management Consulting, Strategic Partnerships, Mergers & Acquisitions, LBO, Investment Banking, Financial Analysis, Private Equity, Analysis, Strategic Planning, Financial Modeling, Valuation
Education
Georgetown University - The McDonough School of Business
Master of Business Administration (MBA), Finance, Strategy
James Madison University
BA, English & Politcal Science
Chris Cathcart's The Halifax Group, LLC Experience 2007 - Present
Job Principal at The Halifax Group, LLC
Industry Venture Capital & Private Equity
Experience
The Halifax Group, LLC 2007 - Present
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Accounting, Finance, Entrepreneurship
Wake Forest University 1994 — 1998
The Halifax Group, LLC 2007 - Present
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Accounting, Finance, Entrepreneurship
Wake Forest University 1994 — 1998
Luke C. Kline's The Halifax Group, LLC Experience May 2010 - August 2010
Job Analyst at Mill Creek Residential Trust LLC
Industry Real Estate
Experience
Mill Creek Residential Trust LLC March 2012 - Present
Dale Resources, L.L.C. May 2011 - August 2011
The Halifax Group, LLC May 2010 - August 2010
Skills
Private Equity, Venture Capital, Financial Modeling, Valuation, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance
St. Mark's School of Texas 2004 — 2007
High School Diploma
Mill Creek Residential Trust LLC March 2012 - Present
Dale Resources, L.L.C. May 2011 - August 2011
The Halifax Group, LLC May 2010 - August 2010
Skills
Private Equity, Venture Capital, Financial Modeling, Valuation, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance
St. Mark's School of Texas 2004 — 2007
High School Diploma
Christopher Kozak's The Halifax Group, LLC Experience November 2010 - May 2011
Job Associate at H.I.G. Capital
Industry Investment Management
Experience
H.I.G. Capital July 2014 - Present
Credit Suisse June 2012 - July 2014
Credit Suisse June 2011 - August 2011
The Halifax Group, LLC November 2010 - May 2011
United States House of Representatives August 2009 - May 2010
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Valuation, Financial Analysis, Finance, Corporate Finance, Research, Microsoft Office, Economics, Analysis, Private Equity
Education
Georgetown University 2008 — 2012
BSc, Finance, International Business
H.I.G. Capital July 2014 - Present
Credit Suisse June 2012 - July 2014
Credit Suisse June 2011 - August 2011
The Halifax Group, LLC November 2010 - May 2011
United States House of Representatives August 2009 - May 2010
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Valuation, Financial Analysis, Finance, Corporate Finance, Research, Microsoft Office, Economics, Analysis, Private Equity
Education
Georgetown University 2008 — 2012
BSc, Finance, International Business
Jonathan Karp's The Halifax Group, LLC Experience May 1992 - April 1996
Job Asset Management, Logistics, Procurement, Project Manager
Industry Information Technology and Services
Experience
PDS Tech, Inc. November 2014 - Present
Accenture Services April 2008 - June 2012
Chenega Technology Services Corporation January 2008 - April 2008
Karp Remodeling January 2005 - December 2007
Team Inc May 2006 - October 2006
Dan Sources March 2003 - November 2004
Self Employed December 2001 - February 2003
Alcatel-Lucent February 2000 - November 2001
Newbridge Networks May 1996 - January 2000
The Halifax Group, LLC May 1992 - April 1996
Skills
SAP, Microsoft Office, Access, Visio, Adobe Acrobat, Altiris, Mashups, BMC Remedy, BMC Blade Logic, BMC Atrium, ASTM, QAD, Maximo, Deltek, Autodesk Software, Cisco Technologies, Adobe Creative Suite, Microsoft Technologies, Symantec Endpoint..., Symantec Antivirus, Citrix, Oracle Applications, Quest Spotlight, VMware, Red Hat Linux
Education
Montgomery College 1986 — 1987
No Degree, Business Administration, Management and Operations, B
Walter Johnson High 1982 — 1986
High School Diploma, B
PDS Tech, Inc. November 2014 - Present
Accenture Services April 2008 - June 2012
Chenega Technology Services Corporation January 2008 - April 2008
Karp Remodeling January 2005 - December 2007
Team Inc May 2006 - October 2006
Dan Sources March 2003 - November 2004
Self Employed December 2001 - February 2003
Alcatel-Lucent February 2000 - November 2001
Newbridge Networks May 1996 - January 2000
The Halifax Group, LLC May 1992 - April 1996
Skills
SAP, Microsoft Office, Access, Visio, Adobe Acrobat, Altiris, Mashups, BMC Remedy, BMC Blade Logic, BMC Atrium, ASTM, QAD, Maximo, Deltek, Autodesk Software, Cisco Technologies, Adobe Creative Suite, Microsoft Technologies, Symantec Endpoint..., Symantec Antivirus, Citrix, Oracle Applications, Quest Spotlight, VMware, Red Hat Linux
Education
Montgomery College 1986 — 1987
No Degree, Business Administration, Management and Operations, B
Walter Johnson High 1982 — 1986
High School Diploma, B
Scott Plumridge's The Halifax Group, LLC Experience PrincipalThe Halifax Group, LLCMay 2005 - Present
Job Investor at The Halifax Group, LLC
Industry Venture Capital & Private Equity
Experience
The Halifax Group, LLC PrincipalThe Halifax Group, LLCMay 2005 - Present
Education
Wake Forest University
Bachelor of Science (BS) / Business
Stanford University Graduate School of Business
Master of Business Administration (MBA)
The Halifax Group, LLC PrincipalThe Halifax Group, LLCMay 2005 - Present
Education
Wake Forest University
Bachelor of Science (BS) / Business
Stanford University Graduate School of Business
Master of Business Administration (MBA)
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial