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BHMS INVESTMENTS LP

HQ - Westport, CT

Summary

BHMS Investments is a private investment firm based in Westport, CT, specializing in control and structured equity investments in the North American lower middle-market, with a focus on business and insurance services.

Deals Overview

Total Deals5

Valued Deals1

Total Value£ 20 M

Avg. Deal Size£ 20 M

Market Context

Senior Management

Kevin Angelis
Managing Partner
Justin Gaines
Communications Director

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01 Apr 2020|United States|Insurance Brokers

Target: PCF INSURANCE SERVICES

Bidder: HGGC LLC

7 Service Providers

3 Target | 3 Bidder | 1 Vendor

6 Dealmakers

1 Target | 3 Bidder | 2 Vendor

n/a

Value

08 Sep 2021|United Kingdom|Asset Managers and Custodians

Target: INNOVISK CAPITAL PARTNERS

Bidder: ABRY PARTNERS LLC

5 Service Providers

1 Target | 2 Bidder | 2 Vendor

9 Dealmakers

1 Target | 2 Bidder | 6 Vendor

£ 20 M

Value

27 Nov 2023|United States|Insurance Brokers

Target: INSZONE INSURANCE SERVICES

Bidder: LIGHTYEAR CAPITAL LLC

7 Service Providers

2 Target | 4 Bidder | 1 Vendor

15 Dealmakers

1 Target | 13 Bidder | 1 Vendor

n/a

Value

31 Jul 2024|United States|FinTech

Target: BOOST INSURANCE HOLDINGS INC

Bidder: BHMS INVESTMENTS LP

3 Service Providers

2 Target | 1 Bidder

5 Dealmakers

4 Target | 1 Bidder

n/a

Value

30 Oct 2024|United Kingdom|Asset Managers and Custodians

Target: INNOVISK CAPITAL PARTNERS

Bidder: RYAN SPECIALTY GROUP LLC

9 Service Providers

4 Target | 2 Bidder | 3 Vendor

7 Dealmakers

1 Target | 2 Bidder | 4 Vendor

n/a

Value

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