Investment Summary

BHMS Investments and Lightyear Capital Invest In Inszone Insurance Services

On July 1, 2020, private equity firms BHMS Investments and Lightyear Capital invested in insurance company Inszone Insurance Services

Investment Highlights
  • This is BHMS Investments’ 3rd and Lightyear Capital’s 7th transaction in the Insurance sector.
  • This is BHMS Investments’ 4th and Lightyear Capital’s 33rd transaction in the United States.
  • This is BHMS Investments’ 2nd and Lightyear Capital’s 5th transaction in California.

Investment Summary
Date 2020-07-01
Target Inszone Insurance Services
Sector Insurance
Investor(s) BHMS Investments
Lightyear Capital
Deal Type Growth Capital

Target

Inszone Insurance Services

Rancho Cordova, California, United States
Inszone Insurance Services is a full-service insurance brokerage firm that provides a broad array of property & casualty and employee benefits solutions. Inszone Insurance Services was founded in 2002 and is based in Rancho Cordova, California.

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Investor(S) 2

Investor

BHMS Investments

Westport, Connecticut, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2010
Size Small
Type Sector Agnostic
DESCRIPTION

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
PREVIOUS DEAL
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 -
FOLLOWING DEAL
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 -
Investor

Lightyear Capital

New York, New York, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2000
PE ASSETS 4.1B USD
Size Large
Type Sector Focused
DESCRIPTION

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
PREVIOUS DEAL
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 -
FOLLOWING DEAL
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 -
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