BHMS Investments Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 11

Professionals

  • Investments
  • 380

  • Portfolio
  • 6

  • Exits
  • 7

Exits

BHMS Investments General Information

Company Description

Founded in 2010, BHMS Investments is a private equity firm based in Westport, Connecticut. The firm seeks to invest in North American middle-market companies operating in the business services, healthcare services, and insurance services sectors. This firm is a Registered Investment Adviser (RIA).

Business Details

Website
www.bhmsinvestments.com
Year Founded
2010
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Corporate Office
  • 285 Riverside Avenue
  • Suite 300
  • Westport, CT 06880
  • United States
+1 (646)

BHMS Investments Investments & Acquisitions (380)

BHMS Investments’s most recent investment was a with Lott & Gaylor Insurance. The deal was made on 10-Nov-2026.

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Lott & Gaylor Insurance 10-Nov-2026 Insurance Brokers Generating Revenue
Raisley Insurance 10-Nov-2026 Insurance Brokers Generating Revenue
Advantage Service Insurance 05-Nov-2026 Insurance Brokers Generating Revenue
Assistance Insurance Agency 04-Nov-2026 Insurance Brokers Generating Revenue
Whitman & Samuelson Insurance Services 03-Nov-2026 Buyout/LBO Insurance Brokers Generating Revenue
You’re viewing 5 of 380 investments and acquisitions. Get the full list »

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BHMS Investments Exits (7)

BHMS Investments has made a total of 7 exits. Its latest exit was from Staff Boom on 19-Sep-2025. The exit was categorized as .

Company Name Exit Date Exit Type Exit Size
Staff Boom 19-Sep-2025
Innovisk Capital Partners 04-Nov-2024
Veridikal Technologies 01-Feb-2023
Advanced Service Solutions 25-Jan-2022
Trucordia 01-Nov-2021 Buyout/LBO
You’re viewing 5 of 7 exits. Get the full list »

BHMS Investments Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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BHMS Investments FAQs

  • What is BHMS Investments?

    Founded in 2010, BHMS Investments is a private equity firm based in Westport, Connecticut.

  • When was BHMS Investments founded?

    BHMS Investments was founded in 2010.

  • Where is BHMS Investments headquartered?

    BHMS Investments is headquartered in Westport, CT.

  • What is BHMS Investments's total asset value?

    BHMS Investments has around in total assets under management.

  • How many investments has BHMS Investments made?

    BHMS Investments has made 380 investments.

  • What has BHMS Investments invested in?

    BHMS Investments has made numerous investments in companies like Lott & Gaylor Insurance, Raisley Insurance, and Advantage Service Insurance within the Insurance Brokers industry.

  • What has BHMS Investments invested in recently?

    BHMS Investments's latest investment was on 10-Nov-2026 in Lott & Gaylor Insurance, a company within the Insurance Brokers industry.

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