Capital · Advisory · Partnership
BHS Capital Group invests in, advises, and connects capital to businesses where owner-operators are building something that endures.
BHS Capital Group was founded on a simple conviction: the best businesses in the lower middle market deserve a partner who thinks in decades, not fund cycles. We invest our own capital alongside our partners, and we measure success by the strength of the cash flows we build together — not by the speed of our exit.
We believe in honoring and upholding the legacy of business owners. Our approach extends beyond the transactional aspect of acquisitions. When we invest, we view it as a commitment to preserve and enhance what the seller has built, ensuring a seamless transition and sustained success for the company, its employees, and its stakeholders.
Where we don't invest directly, we serve as a bridge — connecting businesses to the right capital, the right advisors, and the right partners to grow on their own terms.
We operate at the intersection of principal investing and advisory — flexible enough to meet business owners wherever they are in their journey.
We deploy permanent capital into businesses we want to own and operate for the long term. Our investments are structured around cash flow generation and distribution, not financial engineering or forced timelines.
We raise and structure debt and equity for acquisitions, recapitalizations, and growth initiatives. Whether you're buying a competitor or refinancing for flexibility, we connect you to the right capital at the right terms.
We work with owner-operators who are preparing to sell or raising capital to grow. From financial positioning to operational readiness, we help businesses present their best story to the market.
We are building a curated community of owner-operators, investors, tax and financial advisors, and subject matter experts. The lower middle market deserves the same ecosystem that venture-backed companies take for granted.
We invest in essential services businesses with strong cash flow characteristics and defensible market positions. We're flexible on structure and patient on timeline — the right partnership matters more than the perfect deal.
We underwrite to distributable cash flow, not a future exit multiple. Our success is measured by the dividend, not the markup.
We invest meaningful personal capital alongside every transaction. Our interests are aligned because our money is in the deal.
We bring the financial infrastructure of a large platform — treasury, capital markets, strategy — to businesses that have never had access to it.
BHS Capital Group is led by partners whose careers span principal investing, capital markets, strategy consulting, and operational leadership at leading global institutions.
Financial executive with deep experience in private equity portfolio company management, capital markets, and corporate treasury. Herbert has led treasury operations at Advent International and Bain Capital portfolio companies, managing multi-billion dollar debt structures, rating agency relationships, and global banking operations across 10+ countries. Earlier in his career, he covered private equity clients at JPMorgan Chase and helped establish the Financial Services Office treasury practice at Ernst & Young.
Senior strategy and operational leader with extensive experience across top-tier consulting firms and financial institutions. Ben served as Partner at both Boston Consulting Group and Bain & Company, and spent a decade at Oliver Wyman leading capital markets and market infrastructure practices across North America and EMEA. He served as Head of Strategy at Fifth Third Bank, directing corporate strategy and business line transformation, and has executed multiple acquisitions including commercial due diligence, post-merger integration, and portfolio strategy.
We believe the best partnerships are built on trust, transparency, and permanently aligned incentives. We invest our own capital in every transaction because we believe the people deploying the capital should share in every outcome — good and bad — alongside the business owners they partner with.
Whether you're considering a sale, raising capital, or looking for a long-term partner, we'd welcome the opportunity to listen.
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