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 an 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 Lender and Broker 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.

Business Development

Consulting

Venture Capital

Halifax West

Halifax West's headquarters in Los Angeles, United States

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People (4)

Ramesh Swamy

Madison Hopkins

Ross Wakefield

Carson Overfield

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