Brady, Chapman, Holland & Associates, Inc.

Business services / Insurance agencies brokerage· Houston, TXbch-insurance.com
NAICS 524210
As of · 3 sources, 31 observations, 1 event; scored 3 days ago
Contact decision makerFind capital
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Borrowers in this sector

What matters now

  1. $1.5M to $6.1M
    probable EBITDA

    Probable EBITDA $1.5M to $6.1M on revenue of $10.2M to $20.4M, estimated from 68 employees.

    Inside the $1M to $15M EBITDA range most independent sponsors state they buy.

    InferenceDFX estimate from headcount on Form 5500, 55% confidence
  2. 95
    dealability of 100

    Why it fits: operating tenure +20, 43 years since founding; ownership +10, founder owned (from research); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior).

    The largest contributions to its dealability score, each with the fact it rests on.

    DerivedDFX score, 26 Sep 2026
  3. 96
    data confidence of 100

    How sure the record is: 3 independent sources; latest effective observation 13 Sep 2026; size estimate at 55% confidence.

    How much of this page rests on independent sources rather than on our estimates.

    Measuredcount of sources and dates on the record
Dealability
95
high
Sponsor fit
95
high
Transition readiness
10
low
Data confidence
96
high
Opportunity
39
ranking only
What is it

Since 1983, Brady, Chapman, Holland & Associates (BCH) has proudly put our expertise to work, helping clients assess and address their individual risk management and insurance needs. With nearly 100 employees, our Houston insurance company ranks among the largest privately held independent insurance agencies in the Southwest United States.

Why does it fit
  • +40Size band fit
    Estimate
  • +20Operating tenure
    Fact43 years since founding
  • +10Workforce stability
    Inference
  • +15Sector demand
    Inference
  • +10Ownership type
    Factfounder owned (from research)
Why now
  • +10Market pullMarket pull
    Inference
What its own filings say
  1. 1985 to 2026Long establishedmoderate weightFact
    Has run a benefit plan since 1985, at least 41 years, so the business is older than that.
    Form 5500 · read Sep 17, 2026
  2. 2022 to 2024Workforce on the planflatcontext weightFact
    Covered headcount has been within 15% of 102 people since 2022, at 91 on the latest filing.
    Form 5500 · read Sep 17, 2026
How large is it
Probable revenue
$10.2M to $20.4M Estimate
Probable EBITDA
$1.5M to $6.1M Estimate
Workforce proxy
91 plan participants
Estimate computed on
68 employees, the headcount the size estimate used
Method
employees x sector revenue/employee band x sector EBITDA margin band
Confidence
55%
How certain are we
  • +40Source breadth
    Fact3 independent sources
  • +29.5Freshness
    Factlatest effective observation 2026-09-13
  • +16.5Size estimate quality
    Estimate
What changed
  1. Sep 13, 2026Succession language on websiteFactSuccession
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) bch-insurance.com
Decision makers
Profile
Founded
1983 (43 years)
Ownership
Founder owned
Plans on file
1
What is the evidence
FactValueClassEffectiveSourceEvidence
Active participants68Fact2024-01-01DOL EFAST2 Form 5500 datasets
EBITDA band$3.8MEstimate2026-09-13DFX model output (scores, estimates, matches)
no URL
EBITDA band$3.8MEstimate2026-09-12DFX model output (scores, estimates, matches)
no URL
EBITDA band$3.8MEstimate2026-09-11DFX model output (scores, estimates, matches)
no URL
Founded year1983FactCompany websites (about, team, news pages)
no URL
Founded year1983Fact2026-09-13Company websites (about, team, news pages)
no URL
HQ locationHouston, TXFact2024-01-01DOL EFAST2 Form 5500 datasets
NAICS code524210Fact2024-01-01DOL EFAST2 Form 5500 datasets
Ownership typeFounder ownedFactCompany websites (about, team, news pages)
no URL
Ownership typeFounder ownedFact2026-09-13Company websites (about, team, news pages)
no URL
Plan assets eoy$30.8MFact2024-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy$32.8MFact2023-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy$30.0MFact2022-01-01DOL EFAST2 Form 5500 datasets
Plan count1Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan effective date earliestJan 1, 1985Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants91Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants96Fact2023-01-01DOL EFAST2 Form 5500 datasets
Plan participants102Fact2022-01-01DOL EFAST2 Form 5500 datasets
SubsectorInsurance agencies brokerageFact2024-01-01DOL EFAST2 Form 5500 datasets
Succession languageretirementFactCompany websites (about, team, news pages)
no URL
Succession languageretirementFact2026-09-13Company websites (about, team, news pages)
no URL
VerticalBusiness servicesFact2024-01-01DOL EFAST2 Form 5500 datasets

Investors it fits

15 scored matches, best firstas of
  • score 83confidence 90%
    Why: observed vertical; direct propensity; classification; geography
    Watch: no check size
  • score 78confidence 90%
    Why: observed vertical; direct propensity; recent deployment; classification
    Watch: no check size
  • score 75confidence 90%
    Why: observed vertical; direct propensity; classification; transition signal
    Watch: no check size

+12 more investors it fits

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Scored by DFX match engines from the record's observed portfolio, stage, geography and recent activity. A fit is a reason to look, not a mandate; the blockers say what the model could not confirm. Names and the evidence sentences show with the names on this page.

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