BHMS Investments Mergers and Acquisitions Summary

Private Equity Firm 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 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

355 Riverside Avenue, Suite 205,
Westport, Connecticut 06880
United States
(646) 397-4422
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 ≤ '18 '19 '20 '21 '22 '23 T
Buy (0.4/yr) # 3 - 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 Sale
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 Sale
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

Blake Geoffrion

Managing Director, Business Development

Anthony Recine

Managing Director, Investments

David Hansen

Managing Director, Investments

FAQ

When was BHMS Investments founded?

BHMS Investments was founded in 2010.

What type of investor is BHMS Investments?

BHMS Investments is a private equity firm.

Where is BHMS Investments headquartered?

BHMS Investments is headquartered in Westport, Connecticut.

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