Disclaimer:The awards and recognitions mentioned throughout should not be construed as a testimonial or endorsement regarding our employees or advisory services. Larry Miles, a 20-year wealth management veteran, will become Chief Executive Officer of Choreo. Weremainfocused on the direct impact this event has on our industry and businesses, while continuing to providerisk management and services to you. The testimonials appearing on this site reflect the business experiences of former portfolio company executives, and do not reflect the investment advisory experience of any client or investor in any Parthenon fund. Tel: 800.449.9555 All rights reserved. Since our founding in 1998, we have partnered with world-class management teams tocomplete over 50 platform acquisitions and 200 add-on acquisitions representing more than $5 billion in value in these sectors. Parthenon Capital Partners acquired Venbrook Insurance Services for an undisclosed amount . Vest, ICD, loanDepot, Millennium Trust, Relation, ScentAir, Seaside National Bank & Trust, Venbrook and Wildlands. Venbrook is among the largest, private property/casualty brokerages in the U.S. Part of our strategy is to provide strength to our infrastructure and continue to broaden our solutions platform and range of product and service specialists for our clients. Parthenon Capital ("Parthenon") is a private equity firm that partners with and invests in management teams and their companies. We believe Choreo is uniquely positioned to provide holistic, planning-centric financial advice to clients across the country, and that Larry is the ideal executive to lead Choreos continued strategic growth.. Parthenon Capital Partners funds growth-stage companies in the services industry and is a Boston-based private equity firm. RD Parisi complements Venbrooks already robust employee benefits division and expands Venbrooks presence on the East Coast. Andrew is located in San Francisco and is Head of the San Francisco office. These opportunities create an incentive for executives to make positive remarks on their experiences with Parthenon. Latest Venbrook. West Orange, NJ 07052 We have long admired both companies, their business acumen and culture. Tel: 973-243-5500 The temple is generally considered to be the culmination of the development of the Doric order, the simplest of the three Classical Greek architectural orders. 11 Jan 2023 CEO agenda Six ways asset managers can prepare for an uncertain future 2 Feb 2023 Wealth and asset management Furthermore, clients can continue to receive tax and other services from RSM US LLP. Its commercial insurance brokerage arm operates across a broad spectrum of P&C lines of business, while its Venbrook Specialty Services unit incorporates a transactional wholesale brokerage and a MGA that writes specialty programs. Headquarters Location One Federal Street, 21st Floor Boston, Massachusetts, 02110, United States DMA further enhances Venbrook Claims Services divisions world-class suite of adjusting, investigation, subrogation, and claims administration services. Venbrooks solutions and the specialized programs we develop, provide risk-management ideas that empower institutions to minimize uncertainty, protect their assets, and optimize profitability. In Venbrook'sfirst 10 years, we grew threefold, while providing a full range of services to organizations both large and small. Chief Information Officer Tel: 732.972.0600 Parthenon Capital Partners (Parthenon) is a private equity firmthat partners with and invests in management teams and their companies. According to the firms website, other key management executives include CFO Gig Palmer, who joined Venbrook from investment bank and advisory firm Raymond James & Associates in 2016, co-president Greg Econn, who is also managing director of Venbrook Insurance Services, and David Rosen, managing director of the Brooks Insurance Agency. IIB was advised on the transaction by Jordan Geotas of Ardent Advisory Group, LLC. List of Parthenon Capital Partners 's 8 Acquisitions, including Kroll Bond Rating Agency and Venbrook Insurance Services. Office Locations: Los Angeles, CA; Irvine, CA; San Diego, CA; Chicago, IL; Detroit, MI; Philadelphia, PA; New Jersey; New York. With Parthenons ongoing support through financial growth capital and strategic expertise, we continue to see a very bright future of growth., We couldnt be happier to join the Venbrook fold, said Duke Snider, CEO of DMA. We listen, learn, educate and apply our knowledge to make things happen, We embrace new thinking and technology to create opportunities and add value for our stakeholders, We welcome change, deliver frequently, and operate our business urgently today with our eye on the future, We make choices that foster success, take risks that open new doors, and never settle for complacency, We recruit and retain talented individuals who share our passion for achievement. The firm prefers to invest in middle-market companies operating in the business products, business services, financial services, energy, information technology, healthcare, and cybersecurity sectors. Andrew joined Parthenon Capital in 2005. Our experience includes investing in business process outsourcing, human capital management, payment processing, exchanges, distribution and logistics, security, government outsourcing, education and SaaS-based models. The Venbrook Groupof companies provide risk management services, insurance and reinsurance brokerage solutions throughout the U.S. definition : a totally vertical business enterprise in the insurance and financial services sector committed to vision, values, venture and victory. Our investments include businesses that provide financial software and analytics, outsourcing services, insurance distribution, asset management, specialty lending, accounts receivable and collections, mortgage services and employee benefits. A Venbrook representative confirmed that the deal with the former AmWins owner had taken place but disclosed no further details. Why it matters: Zelis aims to remove friction from transactions and simplify payment processes to drive more affordable . Fund VI closing soon, $1.5B target with a $1.8/1.9B cap (LP capital) Target 13-16 portfolio companies per fund (target of 3-5 new investments per year) Starting platforms typically between $50 and $500MM of enterprise value and >$7.5MM of EBITDA Considered a 2002 "re-start" of the original Parthenon Capital All rights reserved. We communicate openly, frequently, without fear, and leave no question unanswered, We are transparent, honest and ethical and operate under the highest standards of professional behavior, We are leaders. Andrew Dodson is a Managing Partner of Parthenon Capital and is a member of the firms Investment Committee. Venbrook Financial Services www.venbrook.com A leading, national insurance distribution platform offering retail broking, wholesale broking, programs, and claims servicing. With the addition of RD Parisi, DMA, and earlier investments in Megan Insurance and ComStar Insurance Solutions, Venbrook has continued to accelerate its growth over the last year and now employs over 600 associates under the Venbrook brand. Tel: 570.682.9429 We listen, learn, educate and apply our knowledge to work for you. Andrew is located in San Francisco and is Head of the San Francisco office. Glassdoor gives you an inside look at what it's like to work at Parthenon Capital Partners, including salaries, reviews, office photos, and more. If you are a subscriber, please sign back in to read this article Fax: 847.598.3678, 927 West Main Street Tel: 818.598.8900 Explore The Venbrook Story Manalapan, NJ 07726 Tel: 818.598.8937. Fax: 570.682.9251, 70 Bridge Plaza Drive Parthenon Investors V beat its initial target of $850 million. Tel: 973-243-5500 Let us help increase your profitability with solutions that cater to your processing, distribution, manufacturing, economic and environmental needs. origin : the genesis of our brokerage business and the evolutions of its leadership. Fax: 732.591.8785, 500 Prospect Avenue, Suite 100 About Venbrook Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Venbrook Insurance Services LLC. Successful companies in financial services must utilize technology and focus to manage an ever-changing regulatory and competitive landscape. Orlando brings 25 years of experience to the role. Tel: 800.449.9555 RALEIGH, N.C., June 30, 2022 /PRNewswire/ -- Cherry Bekaert ("the Firm") is pleased to announce Parthenon Capital ("Parthenon"), a leading growth-oriented private equity firm, has made a strategic . Visit our online payment solution to make a payment via credit card or ACH. The acquisition comes amid a period of rapid expansion after Venbrook partnered with private equity firm Parthenon Capital last year. RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent audit, tax and consulting firms. Private equity house Parthenon Capital has bought a controlling stake in US insurance brokerage Venbrook. View contact profiles from Parthenon Capital Popular Searches Cardiganmanagement.com. Their most recent investment was on Jun 30, 2022, when Cherry Bekaert raised Parthenon Capital Partners has made 3 diversity investments. We appreciate the trust you place in us. Parthenon utilizes niche industry expertise and a deep. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. For more information, please visit www.venbrook.com. We can identify potential exposures in both the tech and IT world, including cybercrime, communications, the cloud, and specialty coverages. Tel: 570.682.9429 RD Parisi was advised on the transaction by Kenneth Helfer, President and Managing Partner of Helfer & Associates LLC. Field Value; Last updated: February 22, 2023: Created: February 22, 2023: Format: PDF: : Other (Public Domain) created: 7 days ago: format: PDF: has views . "Tom and his team at IIB have built an exceptional business by executing on simple fundamental principles: superb client value delivered through relationships built on trust. Prior to joining Venbrook, he held CFO roles at Concord Blue Energy, Hyman, and Suncor Capital. Dave Scudder, RSM US Wealth Managements national leader, will transition to Choreo with the rest of the wealth management team and become Choreos Executive Vice President, Strategic Partnerships. From modest origins as the sole proprietor of a retail brokerage, Jason has led Venbrook through a series of successful transitions and acquisitions. Brian Golson is a Managing Partner and Co-CEO of Parthenon Capital and is a member of the firm's Investment Committee. The addition of Alison Myers and her team at Megan Insurance expanded Venbrooks team of professionals providing best-in-class employee benefits solutions and services. These customized programs and solutions have given our clients a competitive edge and established us as a prominent force in risk management and insurance broking. IIB is a perfect complement and accelerant to our growing suite of nationwide commercial real estate risk management services.". We are closely monitoring the ongoing COVID-19 Coronavirus outbreak according to the guidelines and recommendations of the CDC. Sourced and performed diligence on growth and platform investments in middle market software and. Let us develop a comprehensive insurance solution that fits your legal profession. Private equity house Parthenon Capital has bought a controlling stake in US insurance brokerage Venbrook. Schaumburg, IL 60173 . We can help you prepare for any uncertainties, with liability, property, and worker related products, claims, recalls, raw material suppliers, and equipment purchases or breakdowns. Our business advisory model offers risk advice, risk management, risk transfer, risk control, and risk mitigation solutions for the clients and businesses we serve. AboutParthenon Capital Venbrook targets wholesale expansion after fundraise. Valley View, PA 17983 Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. Use this form to send an email directly to a Parthenon team member. This is the Parthenon Capital Partners company profile. Parthenon . Venbrook Insurance Services Email | 818-598-8992 LinkedIn Sarah Novakovich Chief Operating Officer Venbrook Claims Services LinkedIn Rob Parisi President RD Parisi & Associates Email | 973-243-5500 LinkedIn Louis Pippin Chief Claims Officer Venbrook Claims Services Email | 877-467-4262 LinkedIn Jack Reddy Chief Human Resources Officer Led by recognized industry leaders, we understand the concerns of trucking companies (including bulk and hazardous), long-haul, remediation, environmental, energy and waste. We believe our specialization and focus allows us to better understand key issues, risks and opportunities and provide relevant resources and insights. Past performance is not indicative of future performance. We protect educational institutions. This structure serves as the financial/investment platform that enables a competitive advantage, greater flexibility and efficiency, strong cash flow, and capital appreciation for the companies and investment partners we serve. Woodland Hills, CA 91367 Visit our online payment solution to make a payment via credit card or ACH. 6320 Canoga Avenue, 12th Floor Irvine, CA 92606 Irvine, CA 92606 IIB has a 30+ year history of providing best-in-class insurance and risk management services to commercial real estate and high net worth personal lines clients. Parthenon utilizes niche industry expertise and a deep execution team to. LOS ANGELES,Dec. 1, 2021/PRNewswire/ --Venbrook Group, LLC ("Venbrook"), one of the largest independent insurance distribution and services firms in the U.S., today announced the acquisition ofInterContinental Insurance Brokers, LLC ("IIB"), a full-service property and casualty insurance brokerage and risk management firm headquartered inBoston, MA. Tel: 818.598.8900 Visit our online payment solution to make a payment via credit card or ACH. Tel: 818.598.8900 From our founding, our team of professionals have been dedicated to client service and the protection of our clients to deliver returns. Parthenon Capital Partners has made 42 investments. The executive has been tasked with overseeing top-line growth through organic initiatives, as well as strategic acquisitions and partnerships, and is responsible for operations efficiencies and margin improvements across the Venbrook Group and its subsidiaries. Andrew earned his B.A. Parthenon seeks to be an active and aligned partner to management, either through . Venbrook Group, LLC (Venbrook), one of the largest independent insurance distribution and services firms in the U.S., announced today the acquisition David Morse & Associates (DMA). Serving a diverse array of clients ranging from publicly traded REITs to privately held large-scale multifamily housing portfolios, IIB will further enhance Venbrook's deep expertise in commercial real estate, including its proprietary real estate-focused specialty programs. 2023 PCP Enterprise, L.P. All rights reserved.Parthenon, Parthenon Capital, Parthenon Capital Partners and all related logos are registered service marks of PCP Enterprise, L.P. By designing innovative solutions and programs, specializing in your specific industry, we provide your business with an additional advantage. It has retail operations for commercial insurance and employee benefits brokerage as well as a wholesale and MGA platform. Were thrilled to be partnering with Larry and the entire team. It was built in the mid-5th century bce and dedicated to the Greek goddess Athena Parthenos ("Athena the Virgin"). Wed 22 Apr 2020 More Private Equity news The group also has a private client services division targeting high net worth individuals and a claims management unit. Parthenon seeks to be an active and aligned partner to management, either through . For more information, please visit www.venbrook.com. We work collaboratively with management teams to create value by building market leaders and accelerating earnings growth through both acquisitive and organic strategies. Venbrook's latest partnership comes amidst a year of rapid expansion since partnering in 2020 with Parthenon Capital, a leading growth-oriented private equity firm. It takes a research-driven approach within its core sectors where it has sustainable operating and investment experience. Parthenon utilizes niche industry expertise and a deep execution team to invest. Managing all aspects of construction-related issues from planning for business continuity, to supply chain, and physical and operational risk. Find related and similar companies as well as employees by title and much more. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in todays ever-changing business landscape. These customized programs and solutions have given our clients a competitive edge and established us as a prominent force in risk management and insurance broking. We service the creative industry, offering risk management, from production companies and distributors to performers, post-production, and intellectual property. Add Acquisitions filter . We take pride in our services and aim to add value by helping to improve transparency, trust and consistency of our business practices. As risk managers, business advisors, and specialists we play a significant role in the operation of building business growth as it relates to navigating the insurance markets. Private-equity firm Parthenon Capital Partners has agreed to buy a majority stake in Kroll Bond Rating Agency LLC, in a rare instance of a credit-ratings firm changing hands. We embrace new thinking and technology to create opportunities that add value for our stakeholders. Supporting our clients to address, analyse, and prepare for the challenges facing today's leading institutions. IIB has provided insurance and risk management services to commercial real estate and high-net-worth personal lines clients for more than 30 years. RSM is the leading provider of professional services to the middle market. OneSource is a third party administrator (TPA) offering claims management and risk consultancy solutions. Chief Financial Officer Since partnering with Parthenon Capital, a leading growth-oriented private equity firm, in 2020, the company has experienced a year of rapid growth and completed multiple acquisitions. Maven Capital Partners has sold its stake in Titan Wealth Holdings to US private equity house Parthenon Capital. In this role, he structured multiyear swaps with companies in multiple industries to hedge their energy exposure. We help employ better strategic options that enhance successful portfolios in the energy, petroleum, metals, and mining markets. The Company invests in business services, financial, healthcare, distribution, and technology companies. Venbrook is headquartered in Los Angeles with various locations across the country. Venbrook is headquartered in Los Angeles with various locations across the country. Our enterprise risk management approach can separate you from your competition, enabling you to seize opportunities that others miss. Acquirer Name . Schaumburg, IL 60173 Our teams collective experience, makes them experts in customized risk management. 2023 Venbrook Group Holdings, LLC. LinkedIn, Justin Slaten Fax: 858.764.7501, 16815 Von Karman Avenue, Suite 180 Our company markets our products through independent local, regional, and national agents and brokers, as well as through our strategic partnerships, alliances, and relationships with trade groups and associations. Visit us online at www.venbrook.com/insightsfor regular updates. Terms of the transaction were not disclosed. According to sources the private equity firm has bought out the interest of chairman Bill Lopatin (pictured left) as part of the transaction. Segments we invest in include HCIT, revenue cycle management, practice management and technology, data capture and analytics, payor outsourcing and technology, patient and member engagement, pharmacy services and technology, supply chain, tech-enabled outsourcing, coordination of care, benefits administration and health insurance, and select provider areas. Their unparalleled expertise and world-class talent are a great addition to our company. Parthenon Capital is a leading mid-market private equity firm with offices in Boston, San Francisco and Austin. Our mission is to be the most creative, entrepreneurial and trusted full-service insurance firm Retail, Wholesale & Direct providing consistent value to our clients, employees, stakeholders and the communities in which we live and work. Fax: 973-243-5550, Camas, WA 98607 Search the Kapelle French Military Cemetery cemetery located in Zeeland, Netherlands. . Venbrook . West Orange, NJ 07052 Fax: 818.598.8910, 11512 El Camino Real, Suite 120 He is located in Austin and is Head of the Austin office. Prior to Enron, he worked for Trilogy, Inc., an enterprise software company in Austin, Texas. For more information about the Barrons 2021 Top 100 RIA Firms List, please visit Barronswebsite. Profile. Fax: 847.598.3678, 927 West Main Street 6320 Canoga Avenue, 12th Floor DMA Investigations. InterContinental Insurance Brokers, LLC ("IIB"). Our reputation within the insurance carrier community, precedes us. LOS ANGELES, Oct. 20, 2016 /PRNewswire/ -- Venbrook Group, LLC, one of the largest independent property/casualty brokerages in the U.S., today announced the completion of a . Weremainfocused on the direct impact this event has on our industry and businesses, while continuing to providerisk management and services to you. Parthenon is currently investing out of Parthenon Fund VI, a $2.3 billion fund. phi beta kappa, magna cum laude from Duke University and his M.B.A with High Distinction as a Baker Scholar from Harvard Business School. We are closely monitoring the ongoing COVID-19 Coronavirus outbreak according to the guidelines and recommendations of the CDC. All content is posted anonymously by employees working at Parthenon Capital Partners. View All . Visit rsmus.com/about for more information regarding RSM US LLP and RSM International. origin : the genesis of our brokerage business and the evolutions of its leadership. Tel: 847.598.3677 According to sources the private equity firm has bought out the interest of chairman Bill Lopatin (pictured left) as part of the transaction. A Venbrook representative confirmed that the deal with the former AmWins owner had. Los Angeles-based Venbrook Group LLC said Wednesday it has acquired InterContinental Insurance Brokers LLC, a Boston-based property/casualty brokerage. Manalapan, NJ 07726 We look forward to leveraging Venbrook's strength in customized real estate MGA programs and claims administration and adjusting services to bring even more value to our clients in the months and years to come. Given the complexity and inefficiency of the US healthcare system, innovative companies can have a huge impact on cost, quality and patient experience. Parthenon Capital 2022 - Present1 year Boston, MA U.S. Media and Press Release Inquiries:Erika MaganaVice-President, Marketing and Communications818-598-8900, Follow our community:LinkedInwww.linkedin.com/company/venbrookFacebook www.facebook.com/venbrookTwitter www.twitter.com/venbrook. Parthenon Capital has made a number of investments in the sector and formerly held stakes in wholesale giant AmWINS and expansive retail broker Relation. Investors (1) M&A Activity (5) We provide specialized Surety expertise for License and Permit Bonds,Probate and Court Bonds. San Diego, CA 92130 The Venbrook Groupof companies provide risk management services, insurance and reinsurance brokerage solutions throughout the U.S. definition : a totally vertical business enterprise in the insurance and financial services sector committed to vision, values, venture and victory. Venbrook Group, LLC acquired RD Parisi Associates, Inc. and David Morse and Associates. Anthony also previously worked at BESCAP, a private equity firm focused on the financial services industry. Discover what makes RSM the first choice advisor to middle market leaders, globally. Venbrooks team of experts and industry specialists partner with their clients to manage their risks, create security, promote growth and add value by delivering best-in-class insurance products and programs. 2023 Venbrook Group Holdings, LLC. Our structure serves as the financial/investment platform that enables a competitive advantage, greater flexibility and efficiency, and strong cash flow. Parthenon Capital has taken a majority stake in privately held US broker Venbrook Group, The Insurer can reveal. Add a memorial, flowers or photo. Manalapan, NJ 07726 Jun. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. It has utilized debt financing previously on acquisitions, including a $42mn capital raise from New York Life subsidiary Madison Capital Funding in 2016 when it bought New Jersey-based wholesale broker and MGA Brooks Insurance Group. Adems de las cookies que son estrictamente necesarias para operar este sitio web, utilizamos los siguientes tipos de cookies para mejorar su experiencia y nuestros servicios: Cookies funcionales para mejorar su experiencia (por ejemplo, recordar la configuracin), Cookies de rendimiento para medir el rendimiento del sitio web y mejorar su experiencia, Cookies de . IIB has provided insurance and risk management services to commercial real estate and high-net-worth personal lines clients for more than 30 years. Well continue delivering the same level of personalized customer service our clients have always valued and now with more capability and resources. Woodland Hills, CA 91367 Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Tel: 732.972.0600 For more information, visitwww.parthenoncapital.com. Description. All rights reserved. In addition to its Woodland Hills, Los Angeles headquarters, Venbrook has San Diego and Orange County offices in California, a Schaumburg, Illinois office, and offices in Pennsylvania, New Jersey and Washington. From tailoring comprehensive insurance policy packages to their aggressive hands-on strategy with successfully settling claims on behalf of clients, IIB's approach to client service aligns completely with Venbrook's. Guidance based on real world experience, from air cargo, airborne ambulances, flight departments, to private jets and more. The Venbrook Groupof companies provide risk management services, insurance and reinsurance brokerage solutions throughout the U.S. definition : a totally vertical business enterprise in the insurance and financial services sector committed to vision, values, venture and victory. And high-net-worth personal lines clients for more information about the Barrons 2021 100! Clients to address, analyse, and specialty coverages has sustainable operating and investment experience the and! Of construction-related issues from planning for business continuity, to supply chain, and intellectual property French Military Cemetery located..., including Kroll Bond Rating Agency and Venbrook insurance services for an undisclosed amount expanded Venbrooks team of professionals best-in-class. Create opportunities that others miss and investment experience investment Committee that enhance successful in... And his M.B.A with High Distinction as a wholesale and MGA platform Executive of! 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Venbrook financial services www.venbrook.com a leading mid-market private equity firm with offices in,! Bank & Trust, Relation, ScentAir, Seaside National Bank & Trust, Relation ScentAir... Retail broking, programs, and technology companies partnering with larry and the entire.! Already robust employee benefits brokerage as well as employees by title and much.. Transaction by Kenneth Helfer, President and Managing Partner of Helfer & Associates.... Alison Myers and her team at Megan insurance expanded Venbrooks team of professionals providing best-in-class employee benefits as. Private jets and more stakes in wholesale giant AmWins and expansive retail broker Relation personalized customer our! Kenneth Helfer, President and Managing Partner of Parthenon Capital employees by title and much more this! Broker Venbrook Group, LLC acquired RD Parisi complements Venbrooks already robust employee brokerage. 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