BHMS Investments

BHMS Investments is a private investment firm focused on the North American lower middle market. The firm was founded in 2010 and is based in New York City. BHMS will consider investing in a wide variety of control opportunities ranging from acquiring companies in financial distress to conventional leveraged buyouts. The BHMS mandate and Partner experience includes investing across all sectors of the economy. The firm is managed by two Partners that share extensive finance experience, including: private equity, distressed and opportunistic investing. Most recently, the Partners worked at Kohlberg Kravis Roberts & Co., JPMorgan Securities, Morgan Stanley and The Carlyle Group.

4 past transactions

Inszone Insurance Services

Private Equity Round in 2020
Inszone is a full-service insurance brokerage firm which provides a broad array of property & casualty and employee benefits solutions.

Advanced Service Solutions

Venture Round in 2018
Advanced Service Solutions started primarily as a snow removal company in 2007 but quickly evolved into a full service facility maintenance company with the capabilities of managing all exterior and interior services. Their philosophy is to exceed the expectations of their clients by creating new and customized solutions providing them with one vendor that can effectively manage their entire portfolio of properties. The visionary leadership coupled with the 50 plus years of industry experience amongst their senior management team has resulted in a solid foundation for who our company is today. As they continue to grow their service capabilities along with their client base their first priority is providing the best service within our industry. Advanced is nationally recognized as a “Top 100 Snow Removal Contractor” as well as one of the most dynamic and customer focused facility maintenance companies in North America.Because of their rapid growth they have recently acquired a new and larger location for their Corporate Headquarters located in Hammonton, NJ. In addition to our Corporate Headquarters they have multiple satellite offices located throughout the country to help sustain their growth and service capabilities. Whether it’s one location or 1,000, our clients will deal with a dedicated account manager or team for every service from start to finish. Advanced Service Solutions is the nationwide solution to your facility maintenance needs.

Peter C. Foy & Associates

Private Equity Round in 2017
Since 1987, Peter C. Foy & Associates has been a leading business services and insurance brokerage firm, dedicated to providing integrated business solutions to a diverse clientele, nationally as well as globally. Our consultants, marketing department, and support teams average two decades of experience. By studying your company’s unique needs and the industry in which you compete, we are able to design customized programs that meet your expectations.

The Hilb Group

Acquisition in 2011
The Hilb Group is a prominent middle market insurance agency based in Richmond, Virginia, focused on serving small to medium-sized businesses along the East Coast of the United States. As a portfolio company of ABRY Partners, the agency has expanded its reach through targeted acquisitions and currently operates 35 offices across states including Florida, Georgia, Kentucky, Maryland, New York, North Carolina, Tennessee, Texas, Virginia, and West Virginia. The Hilb Group offers a range of insurance services, including risk management, employee benefits consulting, and specialized coverage for various sectors such as restaurants, education, and transportation. Through these services, the agency aims to help organizations safeguard their assets and ensure the well-being of their employees.
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