All-Weather Investment Strategy Focused on the Middle Market

ha·lo / hālō/
verb: to surround with

Partnering with great management teams by surrounding them with Halo's network of resources to deliver lasting value creation.

HALO PARTNERS

At a Glance

75+

Years of Combined Team Experience

Platform
Investments

Full & Partial
Exits

$40 billion+

of Transaction Value Experience

INVESTMENT FOCUS

What We Look For

Sectors

Industrials, technology and related services.

Situations

Family and founder-owned businesses, second-time institutional ownership, corporate carve-outs and complex situations where scale, capital or simplicity unlock value.

Companies

Established businesses that are fundamentally sound with exceptional upside we can accelerate with Aura operational value-add.

Ownership

Control investments in companies across North America.

Full Criteria

HOW WE PARTNER

We Surround a Company With What it Needs

Partnership should add something every year. We bring operators who have run businesses like the ones we partner with. We bring capital for people, investments, and acquisitions. And we bring the patience to do it right.

How We Work

WHY HALO

What Makes Us Different

The market doesn't need another middle market private equity firm: it needs a challenger firm like Halo.

Our Strategy

The market doesn't need another middle market private equity firm: it needs a challenger firm like Halo.

Information Advantage

We underwrite the company, not the deal. The structure follows the business, never the other way around.

Operational Intensity with Alignment

Aura is our operating method: six areas of work, three or four priorities per company, real people behind each.

Executive Network

Aura Intelligence is our AI implementation team. It works inside Halo and inside every company we partner with.

Offense & Technology

We chose companies this size because hands-on ownership changes their outcomes. That is the whole point.

Culture is Our Edge

We judge people by how they lift the people around them. We hold ourselves to the same test.

Relationships, Not Transactions

Owners, management, employees, advisors, investors. We plan to work together for decades, so we act like it.

Our Strategy

BUILT TOGETHER

One Cohesive & Integrated Team

Nate and Dil invested side by side for more than a decade before founding Halo. Today, they lead an integrated team of investors, operators and industry specialists.

Meet Our Team