Private Equity Firm Financial Services

BHMS Investments

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.

Focus Areas
Insurance Brokerage, Employee Benefits, 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

BHMS Investments Acquisition Volume by Year

Last 5 years

Acquisition volume by year Annual acquisition counts for the last 5 years for BHMS Investments. 1 2019 1 2020 2 2021 1 2023 3 2025

Supporting Data

Recent Transactions

  • Buyer
    Exscape Group, BHMS Investments, LP
    Target
    WinnScapes, Pony Lawncare and Landscaping, Shearer Patio & Landscape Services / Polaris Pools
    Type
    Addon

    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.

  • Buyer
    BHMS Investments, LP
    Target
    Exscape Designs LLC, Green Impressions, LLC

    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.

  • Buyer
    Lightyear Capital LLC, BHMS Investments, LP, King Risk Partners management
    Target
    King Risk Partners
    Industry
    Insurance

    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.

  • Buyer
    Lightyear Capital LLC, BHMS Investments, LP
    Target
    Inszone Insurance Services
    Industry
    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.

  • Buyer
    King Insurance, BHMS Investments, LP
    Target
    Piedmont Insurance Associates
    Industry
    Insurance
    Type
    Addon

    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.

  • Buyer
    BHMS Investments, LP
    Target
    King Insurance
    Industry
    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.

  • Buyer
    BHMS Investments, LP
    Target
    Inszone Insurance Services, LLC
    Industry
    Insurance

    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.

  • Buyer
    PCF Insurance Services, BHMS Investments, LP
    Target
    Grosslight Insurance, Inc.
    Industry
    Insurance
    Type
    Addon

    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.

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