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Transaction Experiences Bigelow Advises Case Facilities Management Solutions on its Recapitalization by The Halifax Group

Transaction Experience

Bigelow Advises Case Facilities Management Solutions on its Recapitalization by The Halifax Group

Case Facilities Management Solutions (“Case FMS”) announced it has partnered with The Halifax Group (“Halifax”) for the next phase of its growth.  Case FMS is a leading technology-enabled provider of snow & ice management and commercial landscaping services across the United States. The Halifax Group is a Washington, D.C.-based private equity investor that partners with managers and entrepreneurs to recapitalize and invest in middle-market businesses. This transaction is the successful culmination of an initiative led by Bigelow LLC.

Founded by Jason Case in 2009 and headquartered in North Attleboro, MA, Case FMS ( has grown rapidly to become a leading tech-enabled service provider for snow & ice management, landscaping, sweeping, and janitorial services to over 10,000 customer sites. Case FMS utilizes a proprietary technology platform and unique hybrid service delivery model to provide services to healthcare, financial services, grocery, convenience store, transportation, and retail industries. Jason Case will continue in his role as CEO and will retain significant ownership in partnership with Halifax.

“I am proud of everything we have been able to achieve over the past decade and believe we are at a unique inflection point in the maturation of our organization. We selected Halifax as our financial partner because its resources, industry knowledge, and relationships will help us accelerate our growth strategy. With additional capital we can increase the pace of investments in our team and our business to further establish Case FMS as a leading provider of exterior facility services.” Jason Case, Founder & CEO Case Facilities Management Solutions

Founded in 1999, Halifax ( specializes in equity recapitalizations, corporate carve-outs, and management buyouts and invests across a variety of industries, including health and wellness, outsourced business services, and franchising. The firm is headquartered in Washington, D.C. and maintains an office in Raleigh, NC.

“We are very excited to partner with Jason and the talented Case FMS management team. The Company has experienced strong growth and developed an excellent reputation for service over the last decade. We look forward to supporting the Case FMS team in achieving the next phase of growth and success.” Doug Hill, Senior Partner The Halifax Group

Originally established in 1935, Bigelow LLC is widely known as the M+A Advisory Boutique that deals exclusively with private Entrepreneur Owner-Managers. Bigelow has a reputation for having a unique understanding of the special requirements of the owner-managed, entrepreneurial operating company in building and ultimately capturing Enterprise Value.

North Attleboro, Massachusetts

has been recapitalized by

Washington, District of Columbia

The undersigned initiated this transaction
and acted as M&A advisor to
Case Facilities Management Solutions

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