Halifax West was founded in 2016 primarily as an Advisory firm focused on four main service lines: Capital Advisory, M&A Advisory, Operating Advisory and Restructuring Advisory. The firm continues to hold those focuses today and since that time evolved into making principal investments into entrepreneurial companies and making co-investments alongside other investment partners.Halifax West advises companies and stakeholders on their most urgent and critical initiatives. We are a group of professionals from some of world’s most prestigious Advisory firms that have come together to re-make the Advisory industry. We are investment bankers, restructuring professionals, lawyers, CPAs, and operators all in one shop. In addition, we have access to over 100+ analysts in India so we can scale up.Our engagements typically start as advisory engagements and then can move to Board Director appointments. As an Advisor or Board Director, Halifax West does not trade hours for dollars but instead participates through profit share, royalties, contingency & success fees and equity upside.As a principal investor, we are continually seeking to invest in entrepreneurial companies where we can make an outsized cash return on Day 1. These companies are typically low-touch and low overhead. Through our relationships with banks, lawyers, attorneys, and other intermediaries, we enable our co-investors to gain access to attractive investment opportunities that they might otherwise not be aware of. We provide curated deal flow across a variety of sectors and structures – all tailored to the known, specified preferences of our co-investors.Halifax West has a valid California Finance Law license pursuant to Financial Code section 22151(a). Halifax West® is a registered trademark. Halifax West is not a legal entity. Halifax West is a group of separate and independent legal entities.

Abacus is an investment firm that focuses on providing capital, resources, and expertise to support founders/owners in the lower middle market. We want to partner with management teams who can benefit from our unique combination of investing expertise and entrepreneurial experience of owning multiple companies for 10+ years. At its core, our differentiation is a relentless focus on a customer-centric operating model creating a sustainable competitive advantage for our investments.

Merion Investment Partners is a private investment firm that specializes in providing mezzanine capital to middle market companies. As a firm, Merion Investment Partners focuses on businesses that require capital for growth, acquisitions, buyouts, or recapitalizations. Their investments are usually in the range of a few million dollars, targeting companies with strong management teams, stable cash flows, and significant growth potential.Merion typically seeks to invest in a variety of industries, avoiding market trends and instead focusing on fundamental business strengths. They provide not only capital but also strategic guidance, leveraging their expertise and network to help businesses grow and succeed.

Ames Watson is a private holding company with over $2 billion in revenue that purchases, transforms and partners with companies to create long term value. Our strategy is based on bringing more than just capital to companies. We bring know-how, problem solving, deep resources and experience to grow companies and move them past “inflection points.” Ames Watson is a permanent capital holding company with committed capital and the resources to move quickly and the capabilities to help businesses reach long term success.

• Participated in the preparation and execution stages of M&A and debt/equity financing transactions in various verticals including diversified industrials, aerospace & defense, and automotive

GPAQ is a special purpose acquisition company formed by Mr. James Dolan. GPAQ raised $125 million in its initial public offering in January of 2018.

Investment Banking Summer Associate Internship

Healthcare IT Consulting

Healthcare IT Consulting