Halmos Capital Partners
Halmos Capital Partners is a boutique private equity firm. We strive to generate attractive returns through opportunistic situations with an operational focus. Our goal is to transform small capitalization, entrepreneurial businesses into institutional platforms positioned for continued growth.
PURSUING OPPORTUNITY
WITHOUT CONSTRAINTS
Halmos is uniquely positioned to capitalize on the opportunities created by market cycles, emerging themes, new technologies, and valuation disruptions because the firm is unconstrained by fundraising mandates, capital deployment timelines and structuring restrictions.
OPERATIONAL EXPERTISE
Our core team, operating partners and advisors provide ongoing strategic and operational support to portfolio companies. We partner with seasoned industry operators and advisors and remain active at the board level and in the areas of acquisitions, business strategy, financial planning, lender negotiations and recruiting. Our core team has experience operating as the CEO and CFO of companies, and can provide hands on help when needed. In addition, our close relationships on-the-ground grant us access to differentiated, off-market opportunities.
INVESTMENT PARAMETERS
structure
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Halmos seeks to make a small number of quality, concentrated direct investments across the capital structure with a preference for majority control equity investments. We have the ability to consider hybrid instruments and creative financing solutions.
- Buyouts of private companies, or divisions of larger companies
- Management buyouts, where key executives acquire companies from existing owners
- Recapitalizations of family or founder owned companies
- Bolt-on acquisition to an existing platform
- Growth capital investments (majority and minority equity)
When structuring the balance sheet, we endeavor to ensure capital is readily available to management for investment to grow their businesses. This ensures that leverage, when used, is applied in a prudent manner that allows for a margin of safety.
criteria
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Our focus is on high quality, profitable companies that can benefit from an active partnership with us and where management has a meaningful financial participation going forward. We are looking for portfolio companies that exhibit the following characteristics:
- Headquartered in North America
- Growing businesses with attractive fundamentals
- Revenue of $10 million to $100 million
- EBITDA of $2 million to $30 million
CAPITAL PARTNERS
We maintain long-term partnerships with high-net-worth individuals, family offices, private foundations, institutions, private equity, private debt funds and other accredited investors who view opportunistic investing as an important part of their portfolios. Halmos has an open-minded approach to structure and we take pride in tailoring investments to the needs of our capital partners.
EXPERIENCED MANAGEMENT
Our team has significant prior investment and operating experience
Previously, Andrew worked at Perry Capital, a multi-strategy, multi-billion dollar hedge fund headquartered in New York City. While at Perry, Andrew was a member of a six-person illiquid special situations investment team where he focused on a variety of private investments across industries.
Prior to working on illiquid investments, Andrew held primary responsibility for investing in healthcare products companies on Perry’s long/short equities team including biotechnology, pharmaceuticals, specialty pharmaceuticals, medical technology and equipment. Specifically, he engaged in strategies including long/short equities, merger arbitrage, credit and private equity.
Before joining Perry, Andrew was a member of the biotechnology team in the equity research division at Goldman Sachs & Co. At Goldman, he worked for an Institutional Investor #2 ranked biotechnology team.
Prior to Goldman, Andrew worked in the healthcare investment banking group at Merrill Lynch. He executed over $27 billion of transactions while at Merrill Lynch, including mergers & acquisitions, debt/equity financings and IPOs.
Andrew earned a Bachelor of Science in Biochemistry from the University of Virginia, where he was an Echols Scholar and graduated Phi Beta Kappa.
Prior to Halmos, Dan was Director of Research in the Fundamental Strategies group at Magnetar Capital, a $14 billion hedge fund, where he focused his time investing across the capital structure in a variety of sectors.
Before joining Magnetar, Dan was a portfolio manager and Managing Director at Perry Capital, a $10 billion hedge fund, where he executed over $2 billion in investments across a variety of asset classes and strategies.
Dan began his career within the Investment Banking Division at Goldman Sachs & Co., where he advised corporate management teams within the Industrials, Business Services and Energy sector.
Dan graduated Summa Cum Laude from the Warrington College of Business at the University of Florida with a B.S. degree in Finance.
Dan sits on the Board of Trustees at KIPP NJ and KIPP Miami, a Charter School Management Organization, where he chairs the Finance Committee.
Our advisors consist of former CEOs, senior management, current and former board members of leading public and private companies in their respective sectors and successful entrepreneurs.
PORTFOLIO
Halmos’ portfolio currently consists of five companies
Our Name Is Our Philosophy
In both mathematics and philosophy, the Halmos symbol, a simple black square, represents the concept of Quod erat demonstrandum, Latin for “which is what had to be proven.” At Halmos Capital Partners, we put our name only behind opportunities we have thoroughly analyzed and vetted.
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CONTACT US
Halmos encourages interest from advisors, business owners, managers and potential investors. Please contact us at info@halmoscapital.com if you have a potential transaction or talented manager to discuss.