Principal - Head Of Business Development
CurrentBHMS Investments is a private investment firm based in Westport, CT, dedicated to fostering growth and creating value in the North American middle market. Since our founding in 2010, BHMS has specialized in control and structured equity investments, focusing on opportunities in insurance, financial services, and recurring service-oriented businesses, broadly: professional, commercial, and consumer services. Our approach is distinguished by deep industry expertise and a high-engagement, partnership-driven model. We prioritize conservative leverage, ensuring sustainable growth and robust returns. At BHMS, we maintain a concentrated portfolio, typically managing 5-7 investments per fund, which allows us to dedicate significant resources and attention to each platform. We emphasize a collaborative partnership approach, engaging closely with management teams to drive operational excellence and strategic growth. Our entrepreneurial spirit, combined with institutional rigor, enables us to transform businesses into market leaders. Our track record of value creation and success is built on transparency, mutual respect, and a hands-on methodology. We actively seek equity investments in the range of $25-$100 million and are currently deploying capital from our most recent dedicated fund. Our investment strategy is focused on sectors where we have substantial experience and relationships, leveraging our network to create preeminent platforms that thrive post-exit. At BHMS Investments, we are passionate about building enduring value and long-term partnerships that benefit all stakeholders.