Capital Solutions & Advisory

BMS Capital Solutions & Advisory empower insurance carriers and insurance service companies to achieve their strategic and capital management objectives.

BMS Capital Solutions & Advisory provide strategic expertise in various areas including Mergers and Acquisitions (M&A), Legacy Solutions, Private Capital Raising and Insurance Linked Securities (ILS).

The team adopts a holistic, solutions orientated approach, leveraging the extensive knowledge, experience and expertise of our analytics, rating advisory and brokerage experts to deliver specialised and in-depth solutions. With our presence in the US, Bermuda, and UK we provide access to deep pools of capital on an international basis.

Our services

Strategic Advisory

When you choose BMS, you gain access to a team of experts dedicated to your financial objectives. We provide holistic advice and a deep understanding of your balance sheet needs. Whether you seek pure advisory services or assistance with strategic project execution, we offer flexible support. Our specialisation in M&A, balanced with expertise in balance sheet analysis and peer benchmarking, ensures you receive comprehensive guidance. Our highly experienced ratings advisory team assists clients in achieving ratings, upgrades, and rating defense. Additionally, we offer private debt advisory services for both loan and letter of credit facilities.

Legacy Solutions

Our Legacy Solutions focus on non-core lines or prior-year portfolios. Benefit from BMS's extensive relationships in all key legacy markets. We offer comprehensive advisory, actuarial, and investment banking services, ensuring seamless project management and data solutions. You'll gain access to a variety of capital management solutions to enhance returns or expedite capital release.

Private Capital Raising

Our dedicated team of specialists helps you structure and execute private market transactions, such as direct private equity, credit, or hybrid financing solutions. We have vast experience in:

  • Acquisition-related private equity or debt financing
  • Growth capital
  • Equity recapitalisations / debt refinancings
  • New formation capital
  • Addressing other scenarios that demand innovative private capital financing solutions

Insurance-Linked Securities

We have deep expertise in structuring and placing ILS for (re)insurance clients, governments, and corporations. Our focus includes catastrophe bonds, sidecars, and other synthetic placements. With extensive experience in property, casualty, life, and health insurance, we cover a wide spectrum of risks, from natural disasters and pandemics to cyber or terrorism events.

BMS Capital Solutions & Advisory integrate the broader expertise of the group across ratings advisory, actuarial and data analysis. Our team gains valuable insights from the BMS broking distribution network, providing a deep understanding of reinsurance market dynamics and cost of capital. This unified approach enables us to harness a wide and diverse range of skills and knowledge, ensuring our clients benefit from comprehensive and well-informed guidance for their financial strategies.

Andras Bohmv 2 1200x1200

Andras Bohm

Managing Director, Head of U.S. Capital Solutions & Advisory

M: +1 917 972 5476
Email Me

Ferris James

James Ferris

Managing Director, Head of Bermuda Capital Solutions & Advisory

M: +1 441 599 7470
Email Me

Josh Curry 1200x1200

Josh Curry

Managing Director

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Matthieu Horlander 1200x1200

Matthieu Horlander

Associate Director

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Ben Moore 1200x1200

Ben Moore

Associate Director

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Charles Mc Erlean 1200x1200

Charles McErlean

Vice President

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Ian O Kelley 1200x1200

Ian O’Kelly

Associate

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Select Transaction Experience

Fractal Re Tombstone
Insurate Tombstone
Brotherhood Mutual Tombstone
Best Practices Tombstone
Obsidian Tombstone

Securities are offered in the United States through BMS Capital Advisory, Inc., a U.S. registered broker-dealer and member of the Financial Industry Regulatory Authority (“FINRA”), and the Securities Investor Protection Corporation (“SIPC”). OSJ: 757 Third Avenue, 22ND Floor, New York, NY 10017, USA.

BMS Capital Solutions & Advisory is a trade name of BMS Capital & Risk Advisory Limited. BMS Capital & Risk Advisory Limited (company registration number 13816548) whose registered office is at One America Square, 17 Crosswall, London, United Kingdom, EC3N 2LS, is authorised and regulated by the Financial Conduct Authority (No. 973945).

Financial services may be offered in Bermuda by BMS Capital & Risk Advisory Bermuda Limited, registered in Bermuda 2022000888. Corporate address: 19 Par-La-Ville Road, 3rd Floor, Hamilton HM11, Bermuda.

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