BHMS Investments Mergers and Acquisitions Summary

Private Equity Profile

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

BHMS Investments’ most common sectors for investment are insurance (75%) and business services (25%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and growth capital (50%). In total, BHMS Investments has invested in 3 US states.

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 Activity6
    • M&A Buy Activity4
    • M&A Sell Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.6/yr) # 1 - 1 1 - 1 4
Sell (0.2/yr) # 1 - - - - 1 2
  6

Most Recent M&A

Company Date Value Type
Inszone Insurance Services, Inc. 2020-07-01 - Growth Capital
Rancho Cordova, California · www.inszoneinsurance.com
Peter C. Foy & Associates Insurance Services LLC (PCF) 2020-04-01 - Secondary Buyout
Woodland Hills, California · www.pcfoy.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 (PCF) 2017-03-02 - Growth Capital
Woodland Hills, California · www.pcfoy.com
The Hilb Group LLC 2015-06-25 - Secondary Buyout
Richmond, Vermont · www.hilbgroup.com
The Hilb Group LLC 2011-06-10 - Buyout (LBO, MBO, MBI)
Richmond, Vermont · www.hilbgroup.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Insurance 1 (50%) - 3 (75%) -
Business Services 1 (50%) - 1 (25%) -
Total 2 - 4 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 4 (100%) -
  California 1 (50%) - 2 (50%) -
  New Jersey 1 (50%) - 1 (25%) -
  Vermont - - 1 (25%) -
Total 2 - 4 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (50%) - 2 (50%) -
Growth Capital 1 (50%) - 2 (50%) -
Total 2 - 4 -

Exits by Deal Type

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

M&A Connections

Deals %
Exited to
PE Firm(s)
100%
2 100%

Investor Summary

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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