BHMS Investments

BHMS Investments is a private investment firm focused on the North American lower middle market. Founded in 2010, the firm seeks control investments across a broad set of sectors, including business services, healthcare services, and insurance services, with opportunities in the United States and Canada. Its capital strategies encompass leveraged buyouts, industry consolidation, recapitalizations, growth capital, and distressed financing. The firm maintains a flexible mandate to pursue both traditional buyouts and distressed or opportunistic transactions, targeting companies with solid fundamentals and potential for operational improvement. Leadership draws on experience from major financial institutions, positioning BHMS to partner with management teams to drive growth and create value in portfolio companies. The firm operates as a professional investment adviser with a focus on the lower middle market, aiming to build durable, long-term value for stakeholders.

Kevin Angelis

Co-Founder and Managing Partner

David Hansen

Managing Director, Investments

Colin Knox

Vice President, Investments

Nicholas Luzzo

Analyst

Matthew Mendenhall

Vice President, Investments

Anthony Recine

Managing Director, Investments

Robert Salamon

Co-Founder and Managing Partner

7 past transactions

King Insurance

Private Equity Round in 2025
King Insurance is a full-service insurance brokerage firm that provides a variety of property & casualty as well as employee benefits solutions.

Boost

Acquisition in 2024
Boost Insurance USA, Inc. specializes in providing a comprehensive platform for insurtech startups in the property and casualty insurance sector. Established in 2017 and headquartered in New York, Boost offers an infrastructure-as-a-service solution that simplifies the creation and management of insurance products. The platform enables technology companies and emerging startups to seamlessly embed insurance offerings into their existing systems, significantly reducing costs associated with operational, compliance, and capital requirements through straightforward API integration. Boost automates essential processes such as policy administration, claims management, and regulatory compliance, allowing partners to concentrate on enhancing customer experiences and innovating their insurance products. The company is licensed to produce both commercial and personal lines of insurance across all 50 states, delivering modern, 'A'-rated insurance solutions that are backed by leading industry players.

Inszone Insurance Services

Private Equity Round in 2023
Inszone Insurance Services is a full-service insurance brokerage firm that caters to both individual and commercial clients. The company provides a comprehensive range of insurance products, including vehicle insurance, home insurance, umbrella insurance, group health insurance, and commercial property insurance. By offering tailored plans and policies, Inszone aims to meet the unique personal and professional needs of its clients. The firm is dedicated to delivering effective insurance solutions that enhance the financial security and well-being of its customers.

Inszone Insurance Services

Private Equity Round in 2020
Inszone Insurance Services is a full-service insurance brokerage firm that caters to both individual and commercial clients. The company provides a comprehensive range of insurance products, including vehicle insurance, home insurance, umbrella insurance, group health insurance, and commercial property insurance. By offering tailored plans and policies, Inszone aims to meet the unique personal and professional needs of its clients. The firm is dedicated to delivering effective insurance solutions that enhance the financial security and well-being of its customers.

Advanced Service Solutions

Venture Round in 2018
Advanced Service Solutions, founded in 2007, is a full-service facility maintenance company based in Hammonton, New Jersey. Initially starting as a snow removal company, it has expanded its capabilities to include both exterior and interior services such as landscaping and parking lot sweeping. The company's philosophy centers on exceeding client expectations by providing customized solutions that allow clients to manage their entire portfolio of properties through a single vendor. With over 50 years of industry experience among its senior management team, Advanced Service Solutions is recognized for its dynamic and customer-focused approach, serving multi-site retail, grocery, and commercial property managers efficiently and cost-effectively. The company operates multiple satellite offices across the country to support its growth and service capabilities, ensuring that clients receive dedicated account management from start to finish.

Peter C. Foy & Associates

Private Equity Round in 2017
Peter C. Foy & Associates, established in 1987, is a prominent business services and insurance brokerage firm that offers integrated solutions to a wide range of clients, both nationally and internationally. With a team of consultants, marketing professionals, and support staff boasting an average of two decades of experience, the company focuses on understanding each client's specific needs and industry challenges to create tailored programs that align with their objectives.

The Hilb Group

Acquisition in 2011
The Hilb Group is a property and casualty insurance provider and employee benefits broker focused on serving small and medium-sized businesses, primarily along the East Coast of the United States. The company offers a range of risk management and insurance services, including general lines and specialty niches such as cosmetic protection, passenger transportation, restaurants, education, and habitational insurance. By providing tailored insurance solutions, The Hilb Group enables organizations to safeguard their assets, protect their employees, and secure their future.
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