Tracked deals
8
8 tracked deals across 2019-2025.
Westport, Connecticut, United States
BHMS Investments, LP is a private investment firm focused on the North American middle market. The firm invests in a wide variety of control and structured equity opportunities, including consolidation strategies and conventional leveraged buyouts, with a focus on industries where it has deep experience and relationships, including business & insurance services.
Tracked deals
8
8 tracked deals across 2019-2025.
Recent pace
1
1 tracked deal announced in the last 12 months.
Deal mix
Growth capital
5 growth capital · 3 addon
Last 5 years
Supporting Data
Exscape Group, a Cleveland-based landscape services platform backed by BHMS Investments, announced add-on acquisitions of three Columbus-area companies — WinnScapes, Pony Lawncare and Landscaping, and Shearer Patio & Landscape Services / Polaris Pools — to expand into the Columbus, Ohio market. Each founding owner will join Exscape Group as operating leaders, preserving continuity of teams and client relationships as part of the platform expansion.
BHMS Investments made a significant growth investment to support the combination of Cleveland-area landscape firms Exscape Designs and Green Impressions into a new parent, Exscape Group. The capital will fund geographic expansion across the Great Lakes–Midwest region through organic growth and a focused acquisition strategy while founders remain in leadership roles.
Lightyear Capital completed a growth investment in King Risk Partners alongside existing shareholder BHMS Investments, with King’s management rolling equity and participating. The capital will support King’s continued geographic and end-market expansion as the retail insurance brokerage pursues organic growth and additional acquisitions.
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.
King Insurance, a Gainesville, Florida-based full-service insurance brokerage, acquired Piedmont Insurance Associates, an independent insurance agency with offices in Covington and Newnan, Georgia. The acquisition is King's first expansion outside Florida and continues its roll-up strategy following a partnership with investor BHMS Investments, LP.
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.
BHMS Investments, LP completed a material growth investment in Inszone Insurance Services to fund the Company's continued acquisition-driven expansion. In conjunction with the equity investment, Inszone completed a financing with Madison Capital Funding; Norm Hudson remains CEO and a significant shareholder.
PCF Insurance Services has completed the acquisition of Grosslight Insurance, Inc., a long-established insurance agency headquartered in the Westwood neighborhood of Los Angeles, California. The deal expands PCF's Southern California presence and combines Grosslight's property & casualty expertise with PCF's employee benefits capabilities; PCF is backed by BHMS Investments, LP which has supported the firm's roll-up strategy.
Turn tracked acquisition activity into an outreach-ready buyer list.