BHMS Investments Makes Material Investment in Inszone Insurance Services

Lightyear Capital and BHMS Invest in Inszone Insurance Services

November 28, 2023

Insurance

Lightyear Capital has agreed to make a strategic growth investment in Inszone Insurance Services with existing investor BHMS Investments retaining a substantial stake and investing additional capital alongside Lightyear. The capital infusion is intended to fund Inszone's next phase of growth — the deal is expected to close in Q4 2023 and will add Lightyear operating partner Martin Sullivan to Inszone's board of managers.

BHMS Investments Makes Material Investment in King Insurance

July 12, 2021

Insurance

BHMS Investments, LP completed a material growth investment in King Insurance, a full-service property & casualty and employee benefits brokerage founded in 1974 and headquartered in Gainesville, Florida. The capital will be used to accelerate King's acquisition-driven rollup across the southeastern United States and beyond, with CEO Chad King remaining a significant shareholder and partner.

Inszone Insurance Services Acquires Boelzner & Associates Insurance Services Inc.

May 28, 2025

Insurance

Inszone Insurance Services has acquired Boelzner & Associates Insurance Services Inc., a California-based benefits-focused agency founded in 1993. The acquisition strengthens Inszone’s employee benefits division and expands its Medicare, health and life insurance capabilities for small-group, large-group and individual clients.

Inszone Insurance Services Acquires Insurance Matters, Inc.

March 16, 2022

Insurance

Inszone Insurance Services, a Sacramento-based full-service insurance brokerage, has acquired Insurance Matters, Inc., a Colorado Springs insurance agency founded by Steve Lohrig in 2003. The acquisition expands Inszone’s presence in Colorado — Insurance Matters’ employees will remain in the Colorado Springs office and continue servicing customers under the Inszone brand.

Inszone Insurance Services Acquires Business Insurance Solutions

February 9, 2023

Insurance

Inszone Insurance Services acquired Business Insurance Solutions, a Springfield, Oregon insurance agency founded in 1997, marking Inszone’s first physical location in Oregon and its 10th state presence. Inszone will retain the target’s employees and location as it expands its Pacific Northwest footprint and continues its national roll-up strategy.

Inszone Insurance Services Acquires B-W Insurance Agency, LLC

July 21, 2022

Insurance

Inszone Insurance Services, a Sacramento-based insurance brokerage, has acquired B-W Insurance Agency, LLC, a family-owned Colorado insurance agency founded in 1984. The deal expands Inszone’s presence in Colorado and brings B-W’s commercial and personal lines book and local client relationships into Inszone’s nationwide platform; terms were not disclosed.