Investment Summary |
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---|---|
Date | 2020-07-01 |
Target | Inszone Insurance Services |
Sector | Insurance |
Investor(s) |
BHMS Investments
Lightyear Capital |
Deal Type | Growth Capital |
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Category | Private Equity Firm |
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Founded | 2010 |
Size | Small |
Type | Sector Agnostic |
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.
DEAL STATS | # |
---|---|
Overall | 4 of 5 |
Sector (Insurance) | 3 of 3 |
Type (Growth Capital) | 2 of 2 |
State (California) | 2 of 2 |
Country (United States) | 4 of 4 |
Year (2020) | 1 of 1 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2020-04-01 |
PCF Insurance
Woodland Hills, California, United States PCF Insurance is a full-service insurance brokerage firm that provides complete risk management solutions with a broad array of property & casualty, life and health, employee benefits, and workers' compensation insurance products. PCF was formed in 1987 and is based in Woodland Hills, California. |
Sell | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2021-09-09 |
Innovisk
London , United Kingdom Innovisk seeds develops and grows MGAs using data and analytics to aid product development and pricing, as well as improving efficiencies in underwriting operations and distribution. Innovisk was founded in 2017 and is based in London, England. |
Buy | - |
Category | Private Equity Firm |
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Founded | 2000 |
PE ASSETS | 4.1B USD |
Size | Large |
Type | Sector Focused |
Lightyear Capital is a specialist private equity firm that pursues brand-name businesses in the financial services sector. Lightyear looks for companies with stable, recurring revenues that operate in growing markets. Transaction strategies include leveraged buyouts, recapitalizations, restructurings and consolidations. Lightyear Capital was formed in 2000 and is based in New York City.
DEAL STATS | # |
---|---|
Overall | 38 of 45 |
Sector (Insurance) | 7 of 7 |
Type (Growth Capital) | 6 of 8 |
State (California) | 5 of 7 |
Country (United States) | 33 of 39 |
Year (2020) | 4 of 5 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2020-06-22 |
HealthPlanOne
Trumbull, Connecticut, United States HealthPlanOne is a technology-enabled platform and online marketplace delivering end-to-end, direct-to-consumer enrollment solutions focused exclusively on the high-growth Medicare insurance market. HPOne is a fast-growing, independent digital insurance broker that uses proprietary technology solutions coupled with deep industry knowledge, the Company provides an online marketplace for consumers purchasing Medicare plans, along with a range of outsourced sales, marketing, and contact services for national and regional health plans including MedicareUSA.com, the Company's online Medicare enrollment portal. HPOne's core differentiation is its exclusive focus on the Medicare health insurance industry, bringing innovative and performance-based solutions that benefit from the increasing digitization of insurance distribution. With state-of-the-art online marketing, multiple US-based contact centers, expertise in home-based workforce management, and an experienced management team, HPOne provides consumers with online tools to compare and purchase Medicare plans and its clients with the solutions they need to profitably grow and manage their businesses. HealthPlanOne was formed in 2006 and is based in Trumbull, Connecticut. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2020-10-20 |
Allworth Financial
Sacramento, California, United States Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. The company delivers long- and short-term investment planning solutions and advice to help clients achieve goals and plan strategically for retirement. Allworth Financial was formed in 1993 and is based in Sacramento, California. |
Buy | - |