Peter C. Foy and BHMS Investments

April 2018

Madison Capital Funding closed a senior debt facility to finance the Add-on Acquisitions of Peter C. Foy & Associates Insurance Services by BHMS Investments.  Madison Capital Funding was the Sole Lead Arranger and Administrative Agent.  Further terms were not disclosed.

Peter C. Foy & Associates Insurance Services is a regional, retail broker of employee benefits (“EB”) and commercial property & casualty (“P&C”) insurance products, specializing in providing group health benefits and worker’s compensation.

Founded in 2001, Madison Capital Funding is a market leader in supporting middle market private equity sponsors with cash-flow based corporate finance products. Since inception, Madison Capital Funding has invested $29.2 billion in 1,075 middle market transactions with more than 285 private equity sponsors.

The loan discussed does not represent an account’s entire portfolio and in the aggregate, may represent only a small percentage of an account’s portfolio holdings. A complete list of all holdings is available upon request; please contact media@mcfllc.com. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the loans mentioned herein. MCF #1774069