BHMS Investments Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, BHMS Investments has acquired 2 companies. It has also invested in 1 other.

BHMS Investments’ most common sectors for investment areinsurance (80%) and business services (20%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (40%) and growth capital (40%). In total, BHMS Investments has invested in 3 US states and 2 different countries.

In the last 3 years, BHMS Investments has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity5
    • M&A Sell Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 1

BHMS Investments

126 East 56th Street, 19th Floor,
New York, New York 10022
United States
(646) 481-0506
www.bhmsinvestments.com
contact@bhmsinvestments.com

BHMS Investments is a middle-market private investment firm. BHMS targets a vareity of control investment situations, from distressed to traditional leveraged buyouts. Key characteristics of prospective transactions/businesses include sustainable competitive advantages, strong customer value proposition, strong free cash flow, 'favorable long-term prospects', and 'rational industry dynamics'. BHMS was formed in 2010 and is based in New York City.


Investment Criteria

Sectors of Interest: Business Services, Distribution, Manufacturing

Target Transaction Types: Buyout (LBO, MBO, MBI), Special Situations/Distressed, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.8/yr) # 1 1 1 - 1 1 5
Sell (0.2/yr) # 1 - - - 1 - 2
  7

Most Recent M&A

Company Date Value Type
Innovisk Capital Partners LLP 2021-09-09 - Divestiture
London , United Kingdom · www.innovisk.com
Inszone Insurance Services, Inc. 2020-07-01 - Growth Capital
Rancho Cordova, California · www.inszoneinsurance.com
Peter C. Foy & Associates Insurance Services LLC 2020-04-01 - Secondary Buyout
Woodland Hills, California · www.pcfinsuranceservices.com
Advanced Service Solutions, Inc. 2018-01-18 - Buyout (LBO, MBO, MBI)
Hammonton, New Jersey · www.4advancedservices.com
Peter C. Foy & Associates Insurance Services LLC 2017-03-02 - Growth Capital
Woodland Hills, California · www.pcfinsuranceservices.com
The Hilb Group LLC 2015-06-25 - Secondary Buyout
Richmond, Virginia · www.hilbgroup.com
The Hilb Group LLC 2011-06-10 - Buyout (LBO, MBO, MBI)
Richmond, Virginia · www.hilbgroup.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Insurance 2 (67%) - 4 (80%) -
Business Services 1 (33%) - 1 (20%) -
Total 3 - 5 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (67%) - 4 (80%) -
  California 1 (33%) - 2 (40%) -
  New Jersey 1 (33%) - 1 (20%) -
  Virginia - - 1 (20%) -
United Kingdom 1 (33%) - 1 (20%) -
Domestic 2 (67%) - 4 (80%) -
Cross-border 1 (33%) - 1 (20%) -
Total 3 - 5 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (33%) - 2 (40%) -
Growth Capital 1 (33%) - 2 (40%) -
Divestiture 1 (33%) - 1 (20%) -
Total 3 - 5 -

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (100%) -
Total 2 -

M&A Connections

Deals
Acquired from
Strategic(s)
20%
1 (20%)
Exited to
Investor(s)
100%
2 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2010

Specialist/Generalist

Generalist

Leadership

Kevin Angelis

Co-Founder & Managing Partner

Robert Salamon

Co-Founder & Managing Partner

Jason Perlroth

Principal

Kevin Suhey

Vice President

Anthony Recine

Vice President

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