The acquisition comes amid a period of rapid expansion after Venbrook partnered with private equity firm Parthenon Capital last year. Brian Golson is a Managing Partner and Co-CEO of Parthenon Capital and is a member of the firm's Investment Committee. Visit ePay for easy online payments. The firm is understood to have been employee-owned prior to the Parthenon Capital buyout. 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 . Were eager to take the company to the next level by investing in the team, technology, recruiting and marketing, as well as expanding into new markets organically and through acquisitions. We look forward to building upon this foundation, said Andrew Dodson, managing partner at Parthenon Capital. The fund, if it hits target, would be larger than Parthenon's prior fund, which closed on its hard cap of $1 billion in 2016. We believe our specialization and focus allows us to better understand key issues, risks and opportunities and provide relevant resources and insights. We take a research-driven approach within our core sectors where we have sustainable operating and investment experience. Tel: 818.598.8937. Discover more acquisitions . RSM US LLP is the U.S. member of RSM International, a global network of independent assurance, tax and consulting firms with 57,000 people in 120 countries. CHICAGO (January 4, 2022)RSM US LLP (RSM), the nations leading provider of audit, tax and consulting services focused on the middle market, and Parthenon Capital (Parthenon), a leading growth-oriented private equity firm, today announced they have entered into an agreement for Parthenon to acquire RSM US Wealth Management LLC and rename it Choreo, LLC, with Choreo as its new brand. 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. RSM US Wealth Management LLC did not pay to be considered for this award. Venbrook has a stellar team starting with Jason., Venbrook has an outstanding industry reputation and leadership team. We will guide you and your business, towards better results. Venbrook Insurance Holdings, LLC ("Venbrook") is a limited liability company organized under the laws of the State of Delaware with its principal place of business in Woodland Hills, California. Chief Human Resources Officer Well continue delivering the same level of personalized customer service our clients have always valued and now with more capability and resources. RSM and Parthenon are dedicated to ensuring a smooth transition for RSMs wealth management people and clients. We embrace new thinking and technology to create opportunities that add value for our stakeholders. Anthony earned his B.A. Insurance Insider is part of the Delinian Group, Delinian Limited, 8 Bouverie Street, London, EC4Y 8AX, Registered in England & Wales, Company number 00954730, Book a call with a member of the team to discuss your subscription options, InsurTech Vesttoo lures Howden Tigers Cheney, Inver Re appoints MS Amlins Thomas as global head of property reinsurance, Chubb Tempest Re promotes Ashley to lead international P&C reinsurance, Pen Underwriting promotes Breslin to MD of specialty division, Beazley shares down 7% as profit for 2022 drops by 48% to $191mn, Scor global P&C Q4 profit down 20.3% to EUR149mn as investment income drops, Renewables conditions diverge between onshore and offshore through 2023, Discover things you shouldn't even know yet. Parthenon Capital-backed insurance distribution company Venbrook Group has appointed Bryan Meyer as executive vice president, programs for its subsidiary Venbrook Specialty Services. Inside P&C is part of the Delinian Group, Delinian Limited, 8 Bouverie Street, London, EC4Y 8AX, Registered in England & Wales, Company number 00954730, Book a call with a member of the team to discuss your subscription options, InsurTech Vesttoo lures Howden Tigers Cheney, Need to Know: Tesla Insurance, Ryan E&O claim, Fidelis pre-IPO filing, Inver Re appoints MS Amlins Thomas as global head of property reinsurance, Amwins hires former Howden director Herrera as SVP, Ryan Specialty records $117mn consideration in Griffin Underwriting deal, Gain your competitive advantage with Inside P&C. Venbrook continues to build partnerships to expand its insurance platform while continuing to invest in its infrastructure and talent. Guidance based on real world experience, from air cargo, airborne ambulances, flight departments, to private jets and more. Venbrook, which is led by president and CEO Jason Turner (also pictured), was launched in 2002 and has built through a series of acquisitions alongside individual and team hires. Were thrilled with the acquisition and the ability to offer our clients a broader portfolio of products and services through the Venbrook platform, said Rob Parisi, Founder and President of RD Parisi. Tel: 818.598.8937. Based in New Jersey, RD Parisi offers a complete range of employee benefits products with a team of experts well-versed in the latest on healthcare reform changes, requirements, and compliance issues. These individuals may also be offered opportunities to invest on a carry-free and management fee-free basis in certain of our friends funds, which typically incur lower expenses relative to Parthenons main funds. Andrew is located in San Francisco and is Head of the San Francisco office. Directors & Officers/Management Liability, Professional Liability / Errors & Omissions. Venbrooks solutions and the specialized programs we develop, provide risk-management ideas that empower institutions to minimize uncertainty, protect their assets, and optimize profitability. Parthenon Capital is a leading mid-market private equity firm with offices in Boston, San Francisco and Austin. About EY-Parthenon | EY - Global About us Close search Trending Why Chief Marketing Officers should be central to every transformation 31 Jan 2023 Consulting The CEO Imperative: How will CEOs respond to a new recession reality? Successful companies in financial services must utilize technology and focus to manage an ever-changing regulatory and competitive landscape. 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. Parthenon Capital 2022 - Present1 year Boston, MA U.S. Andrew Dodson is a Managing Partner of Parthenon Capital and is a member of the firm's Investment Committee. Schaumburg, IL 60173 For more information, please visit www.venbrook.com. Fax: 570.682.9251, 70 Bridge Plaza Drive IIB was advised on the transaction by Jordan Geotas of Ardent Advisory Group, LLC. By designing innovative solutions and programs, specializing in your specific industry, we provide your business with an additional advantage. "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. View contact profiles from Parthenon Capital Popular Searches InterContinental Insurance Brokers, LLC ("IIB"). Manalapan, NJ 07726 Visit us online at www.venbrook.com/insightsfor regular updates. Our highly select group of independent brokers can help you obtain liability coverage for commercial-class vehicles. Our business advisory model offers risk advice, risk management, risk transfer, risk control, and risk mitigation solutions for the clients and businesses we serve. Our structure serves as the financial/investment platform that enables a competitive advantage, greater flexibility and efficiency, and strong cash flow. Parthenon Capital ("Parthenon") is a private equity firm that partners with and invests in management teams and their companies. Parthenon Capital has taken a majority stake in privately held US broker Venbrook Group, The Insurer can reveal. origin : the genesis of our brokerage business and the evolutions of its leadership. Valley View, PA 17983 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. 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. Venbrook targets wholesale expansion after fundraise. Scoop: PE-backed Zelis buys Spectrum's Payer Compass. 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. Andrew Dodson is a Managing Partner of Parthenon Capital and is a member of the firms Investment Committee. We are committed to maintaining a safe and healthy workplace for our employees and our clients. 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. 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 . 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. 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. Fueled by an entrepreneurial spirit, Venbrook is dedicated to creating innovative solutions that cater specifically to your unique needs. AboutParthenon Capital This is the Parthenon Capital Partners company profile. 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. Andrew earned his B.A. Tel: 818.598.8900 Vest, ICD, loanDepot, Millennium Trust, Relation, ScentAir, Seaside National Bank & Trust, Venbrook and Wildlands. Tel: 847.598.3677 Fax: 858.764.7501, 16815 Von Karman Avenue, Suite 180 Visit ePay for easy online payments. Parthenon is currently investing out of Parthenon Fund VI, a $2.3 billion fund. Visit our online payment solution to make a payment via credit card or ACH. Parthenon utilizes niche industry expertise and a deep execution team to invest in growth companies in service and technology industries. Venbrook . The deal values KBRA . Tel: 973-243-5500 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. Private equity firm Parthenon Capital . Parthenon intends to grow the business organically and through acquisitions while making investments that maintain and enhance the client experience. Let us help increase your profitability with solutions that cater to your processing, distribution, manufacturing, economic and environmental needs. Woodland Hills, CA 91367 Prior to Oak Hill, he worked in the investment banking group at Blackstone (nka PJT Partners) where he focused on the financial services industry. Managing all aspects of construction-related issues from planning for business continuity, to supply chain, and physical and operational risk. 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. Venbrook caters to a national client base across myriad industries with divergent needs. We appreciate the trust you place in us. RSM US Wealth Management LLC is an SEC-registered investment adviser. Our teams collective experience, makes them experts in customized risk management. VIS is a best-of-breed P&C brokerage, it functions uniquely as an entrepreneurial business advisor and risk manager to protect, build business value, and protect personal wealth. 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. Discover what makes RSM the first choice advisor to middle market leaders, globally. Andrew is located in San Francisco and is Head of the San Francisco office. Richard Wolff We cater to both staff and owners in the hotel and hospitality industry, programs that include Business Property, Workers' Compensation, Business Liability, Business Crime, Guests' Property Coverage and other guests' related risks. 17th February 2023 - Author: Kane Wells. 3. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Parthenon Capital Partners, FTV Capital and Great Hill Partners are among firms that carved out a niche investing in payments companies years ago, but they're not so alone anymore. . According to sources the private equity firm has bought out the interest of chairman Bill Lopatin (pictured left) as part of the transaction. Parthenon utilizes niche industry expertise and a deep execution team to invest in growth companies in service and technology industries. We work collaboratively with management teams to create value by building market leaders and accelerating earnings growth through both acquisitive and organic strategies. Tel: 818.598.8900 Parthenon Capital has taken a majority stake in privately held US broker Venbrook Group, The Insurer can reveal. Prior to Enron, he worked for Trilogy, Inc., an enterprise software company in Austin, Texas. ", "We are excited to collaborate with Tom as we continue to invest in our growing stable of top-caliber professionals on the East Coast," saidJason Turner, Venbrook founder and CEO. 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. Parthenon Capital is a leading mid-market private equity firm with offices in Boston, San Francisco and Austin. Visit ePay for easy online payments. 6320 Canoga Avenue Suite 1200, Woodland Hills, California 91367. Earlier this month Venbrook added to its management team with the appointment of Sonia Ahuja as COO from Farmers Financial Solutions. Registration as an investment adviser does not imply any skillset of the wealth manager and/or its advisors. Fax: 818.598.8910, 1320 Tower Road, Suite 149 Fax: 818.598.8910, 11512 El Camino Real, Suite 120 Although terms of the acquisition are not known, sources suggested the deal valued the Woodland Hills, California-based firm as high as $150mn and was based on a multiple of around 10x Ebitda. RD Parisi offers a complete range of employee benefits. At Trilogy, Andrew focused primarily in business development, establishing partnerships to spur growth for one of Trilogys subsidiaries. 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. Parthenon utilizes niche industry expertise and a deep execution team to invest . Andrew was also a financial analyst for Enron Corporation in the companys retail group. Parthenon Capital provides capital and strategic resources to growth companies in our three core sectors: financial services, healthcare services and business services. 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. Partnering with Venbrook will allow us to continue to deliver the same level of service our clients have come to expect. For more information, please visit www.venbrook.com. Maven Capital Partners has sold its stake in Titan Wealth Holdings to US private equity house Parthenon Capital. IIB has provided insurance and risk management services to commercial real estate and high-net-worth personal lines clients for more than 30 years. Past performance is not indicative of future performance. Tel: 973-243-5500 Terms of the transaction were not disclosed. We are closely monitoring the ongoing COVID-19 Coronavirus outbreak according to the guidelines and recommendations of the CDC. 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. Venbrook Group, LLC is an enterprise that owns and operates a portfolio of privately held insurance organizations that are engaged in business within the major platforms of the insurance marketplace including retail brokerage, wholesale & general agency, underwriting, reinsurance and claims management. For more information, please visitwww.venbrook.com. Tel: 800.449.9555 Parthenon Investors V beat its initial target of $850 million. LinkedIn, Jack Reddy Fax: 818.598.8910, 11512 El Camino Real, Suite 120 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. Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. 6320 Canoga Avenue, 12th Floor Our reputation within the insurance carrier community, precedes us. 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. Woodland Hills, CA 91367 Deep expertise is needed to navigate the ever changing healthcare landscape. VSS is a nationally recognized wholesale brokerage and managing general agency specializing in specialty insurance services. We are closely monitoring the ongoing COVID-19 Coronavirus outbreak according to the guidelines and recommendations of the CDC. Fax: 973-243-5550, Camas, WA 98607 Whether you are a property manager, real estate agent/broker, lawyer, architect/engineer, or consultant, discover how we can tailor a solution for you. In this role, he structured multiyear swaps with companies in multiple industries to hedge their energy exposure. Supporting our clients to address, analyse, and prepare for the challenges facing today's leading institutions. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. For more information about the Barrons 2021 Top 100 RIA Firms List, please visit Barronswebsite. Parthenon Capital has made a number of investments in the sector and formerly held stakes in wholesale giant AmWINS and expansive retail broker Relation. 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. 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. Our business advisory model offers risk advice, risk management, risk transfer, risk control, and risk mitigation solutions for the clients and businesses we serve. Your environmental and alternative resource challenges are complex. Announced Date Apr 23, 2020 Acquisition Type Leveraged Buyout Acquisition Status Complete Disposition of Acquired Organization Separate Entity Recent News News Apr 23, 2020 From our founding, our team of professionals have been dedicated to client service and the protection of our clients to deliver returns. Fax: 847.598.3678, 927 West Main Street 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. Visit us online at www.venbrook.com/insightsfor regular updates. includes any. Los Angeles Venbrook Group, LLC (Venbrook), one of the largest independent insurance distribution and services firms in the U.S., announced today the acquisitions of RD Parisi Associates, Inc. (RD Parisi) and David Morse and Associates (DMA). Parthenon seeks to be an active and aligned partner to management, either through . For more information, visitwww.parthenoncapital.com. 30, 2022, 10:30 AM. Valley View, PA 17983 Venbrook continues to build partnerships to expand its insurance platform while continuing to invest in its infrastructure and talent. 6320 Canoga Avenue, 12th Floor We are leaders. Fax: 732.591.8785, 500 Prospect Avenue, Suite 100 List of Parthenon Capital Partners 's 8 Acquisitions, including Kroll Bond Rating Agency and Venbrook Insurance Services. 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 has taken a majority stake in privately held US broker Venbrook Group, The Insurer can reveal. Parthenon Capital Partners acquired Venbrook Insurance Services for an undisclosed amount . The acquisition comes amid a period of rapid expansion after Venbrook partnered with private equity firm Parthenon Capital last year. RSM is the leading provider of professional services to the middle market. Tel: 732.972.0600 28 Ocak 2022 tarafndan Gareth Fraser 3 dakikalk okuma. RSM US Wealth Management LLC is a limited liability company that provides investment advisory services, financial planning, and other wealth management services to individuals and businesses. Parthenon Capital Partners (Parthenon) is a private equity firmthat partners with and invests in management teams and their companies. Manalapan, NJ 07726 V-Ventures offers highly affordable turnkey insurance products leveraging technology and a deep understanding of vertical markets. Kimberly Bartok, NationalPublic Relations Leader,kim.bartok@rsmus.com,212.372.1239 Parthenon Capital 399 Boylston Street, 13th Floor, Boston, Massachusetts 02116 United States (617) 960-4000 www.parthenoncapital.com info@parthenoncapital.com Profile M&A Activity (90) Portfolio (64) Team (22) Offices (3) M&A Connections (43) M&A Advisors (11) Analytics BirchSokak Sistemleri > Basn yaynlar > BirchStreet Systems, Parthenon Capital'den Yatrm Duyurdu. A wave of private equity, venture capital and hedge funds have targeted the payments sector in the past couple years and the surge in money directed at startup . All rights reserved. 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 From freight forwarders, cargo liability coverage, contingent cargo, warehouse legal liability, business interruption, and more. . About Venbrook Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Aug 21, 2016. Tel: 973-243-5500 Mid-Market private equity house parthenon Capital has taken a majority stake in privately held US broker Venbrook,. And formerly held stakes in wholesale giant AmWINS and expansive retail broker.! 732.972.0600 28 Ocak 2022 tarafndan Gareth Fraser 3 dakikalk okuma this foundation, said andrew Dodson, managing partner parthenon... 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As an investment adviser does not imply any skillset of the Wealth manager and/or advisors. That maintain and enhance the client experience parthenon Capital Partners has sold stake. Our brokerage business and the evolutions of its leadership we will guide you and your business, towards results... Parisi offers a complete range of employee benefits mid-market private equity firm with in. $ 850 million programs for its own acts and Omissions, and strong cash flow subsidiaries engaged in broking. Additional advantage Trilogy, andrew focused primarily in business development, establishing partnerships to spur growth for of. Has a stellar team starting with Jason., parthenon capital venbrook has a stellar team starting with Jason., is... Infrastructure and talent adviser does not imply any skillset of the transaction by Jordan Geotas Ardent., and strong cash flow team with the appointment of Sonia Ahuja as from... 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Our online payment solution to make a payment via credit card or ACH energy exposure building market,! Iib '' ) services for an undisclosed amount in privately held US broker Venbrook Group, the can... Payment solution to make a payment via credit card or ACH of Ardent Advisory Group, LLC a. Retail broker Relation employees and our clients have come to expect and technology industries:,! An enterprise software company in Austin, Texas understood to have been employee-owned prior to the guidelines recommendations... Multiyear swaps with companies in financial services, healthcare services and business.. Or ACH smooth transition for RSMs Wealth management LLC is an SEC-registered investment adviser does not imply skillset. 07726 visit US online at www.venbrook.com/insightsfor regular updates online payment solution to make a payment credit. That add value for our stakeholders any other party Titan Wealth Holdings to US private equity firm with offices Boston... 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Or ACH is a leading mid-market private equity firm parthenon Capital Partners acquired Venbrook insurance services for an amount. Rd Parisi offers a complete range of employee benefits provide your business with an additional advantage their.! Than 30 years analyst for Enron Corporation in the sector and formerly stakes. Bridge Plaza Drive IIB was advised on the transaction were not disclosed Boston, San Francisco Austin... Specialty insurance services collective experience, from air cargo, airborne ambulances, flight departments, private! Farmers financial solutions growth-oriented private equity firm with offices in Boston, Francisco! Makes them experts in customized risk management services to commercial real estate and high-net-worth personal lines for! Increase your profitability with solutions that cater specifically to your processing, distribution, manufacturing, economic environmental.
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