Parthenon utilizes niche industry expertise and a deep execution team to. InterContinental Insurance Brokers, LLC ("IIB"). Brian Golson is a Managing Partner and Co-CEO of Parthenon Capital and is a member of the firm's Investment Committee. Parthenon utilizes niche industry expertise and a deep execution team to invest in growth companies in service and technology industries. 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. Private equity house Parthenon Capital has bought a controlling stake in US insurance brokerage Venbrook. 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. We are closely monitoring the ongoing COVID-19 Coronavirus outbreak according to the guidelines and recommendations of the CDC. Fueled by an entrepreneurial spirit, Venbrook is dedicated to creating innovative solutions that cater specifically to your unique needs. RSM and Parthenon are dedicated to ensuring a smooth transition for RSMs wealth management people and clients. We invest in companies that use technology, knowledge-based solutions and business intelligence to help customers improve productivity, innovation, and time to market while reducing asset-intensity and cost of distribution. Private equity firm Parthenon Capital . Venbrook Insurance Services LLC. Jun. Andrew Dodson is a Managing Partner of Parthenon Capital and is a member of the firm's Investment Committee. Completion of the acquisition is expected in the first quarter of 2022, with a target date of Feb. 18, pending satisfaction of customary conditions. 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. Visit us online at www.venbrook.com/insightsfor regular updates. 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. All rights reserved. We take a research-driven approach within our core sectors where we have sustainable operating and investment experience. Fax: 818.598.8910, 11512 El Camino Real, Suite 120 Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. We also have programs for dealerships, insurers, manufacturers and more. 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 . Venbrook has a stellar team starting with Jason., Venbrook has an outstanding industry reputation and leadership team. 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. Our structure serves as the financial/investment platform that enables a competitive advantage, greater flexibility and efficiency, and strong cash flow. Search the Kapelle French Military Cemetery cemetery located in Zeeland, Netherlands. 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. Terms of the transaction were not disclosed. List of Parthenon Capital Partners 's 8 Acquisitions, including Kroll Bond Rating Agency and Venbrook Insurance Services. From modest origins as the sole proprietor of a retail brokerage, Jason has led Venbrook through a series of successful transitions and acquisitions. We provide specialized Surety expertise for License and Permit Bonds, Directors & Officers/Management Liability, Professional Liability / Errors & Omissions. Andreia DeVries,National Public Relations Manager,[email protected],954.449.8096 Tel: 818.598.8900 Why it matters: Zelis aims to remove friction from transactions and simplify payment processes to drive more affordable . 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. 399 Boylston Street, 13th Floor Boston, MA 02116, Four Embarcadero Center, Suite 3610 San Francisco, CA 94111, 1400 Lavaca Street, Suite 1300 Austin, TX 78701. LinkedIn. "We could not be more thrilled to join the Venbrook team through this transformative partnership," saidThomas E. Sleeper, IIB's founder who will continue to lead IIB's business and become Managing Director, Venbrook Insurance Services Northeast Real Estate. Tel: 818.598.8937. San Diego, CA 92130 Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. Fax: 818.598.8910, 1320 Tower Road, Suite 149 RALEIGH, N.C., June 30, 2022 /PRNewswire/ -- Cherry Bekaert ("the Firm") is pleased to announce Parthenon Capital ("Parthenon"), a leading growth-oriented private equity . Since partnering with Parthenon Capital, a leading growth-oriented private equity firm, in 2020, the company has experienced a year of rapid growth. Explore our latest programs to insure your services, supply chain, warehouses, shipping structures, self-storage facilities, distribution centers, inventory, business continuity, and more. All rights reserved. 2023 Venbrook Group Holdings, LLC. Tel: 732.972.0600 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. Parthenon seeks to be an active and aligned partner to management, either through . 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 . Tel: 732.972.0600 When it comes to property that is mobile or being transported via water, rely on our specialists to advise you about the best ways to reduce associated risks and mitigate losses. RSM US Wealth Management LLC is an SEC-registered investment adviser. Tel: 973-243-5500 Certain executives have received compensation for their services to Parthenon portfolio companies, including equity grants, profits interests, board of directors fees, consulting fees and other advisory fees, as well as co-investment opportunities. 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. Were impressed with RSM US Wealth Management LLCs success in the industry as reflected in its most recent placement amongBarrons 2021 Top 100 RIA Firms. He is an active investor in business services, financial services, insurance, software, and technology. IIB further builds on Venbrook's nationwide geographic presence with a seasoned team of risk management professionals based in New England. 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 Investors V beat its initial target of $850 million. 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. We are leaders. Tel: 847.598.3677 We take pride in our services and aim to add value by helping to improve transparency, trust and consistency of our business practices. 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. We appreciate the trust you place in us. Andrew joined Parthenon Capital in 2005. West Orange, NJ 07052 PE firm Parthenon buys into Venbrook at around 10x Ebitda. Office Locations: Los Angeles, CA; Irvine, CA; San Diego, CA; Chicago, IL; Detroit, MI; Philadelphia, PA; New Jersey; New York. 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. Fueled by an entrepreneurial spirit, Venbrook is dedicated to creating innovative solutions that cater specifically to your unique needs. Past performance is not indicative of future performance. We look forward to building upon the culture that has contributed to a strong wealth management team, and were excited to drive growth that will create new opportunities for our professionals and unlock added value for clients. "Venbrook has built an outstanding culture and reputation that aligns perfectly with IIB's approach to providing clients with superior service and risk management solutions. 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. Visit our online payment solution to make a payment via credit card or ACH. Anthony also previously worked at BESCAP, a private equity firm focused on the financial services industry. Investors (1) M&A Activity (5) Venbrook Group, LLC acquired RD Parisi Associates, Inc. and David Morse and Associates. 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. Prior to Enron, he worked for Trilogy, Inc., an enterprise software company in Austin, Texas. Parthenon Capital 2015 - 20216 years San Francisco Bay Area Received Principal promotion offer. 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. Irvine, CA 92606 From freight forwarders, cargo liability coverage, contingent cargo, warehouse legal liability, business interruption, and more. While at Bain, he focused on mergers and acquisitions, cost control, and corporate strategy for middle market technology companies. ", "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. Venbrook caters to a national client base across myriad industries with divergent needs. Andrew is located in San Francisco and is Head of the San Francisco office. 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. He is responsible for corporate leadership of the risk management, insurance and reinsurance brokingfirms, as well as developing and implementing core strategy, building infrastructure, and establishing the Venbrook vision and values systems. We are committed to maintaining a safe and healthy workplace for our employees and our clients. The acquisition comes amid a period of rapid expansion after Venbrook partnered with private equity firm Parthenon Capital last year. Since joining Parthenon, Andrew has been actively involved with the firms investments in Allworth Financial, AmWINS Group, ASG, Bryant & Stratton, Cherry Bekaert, Choreo, Coastal Credit, EdgeCo Holdings, Envysion, H.D. Parthenon utilizes niche industry expertise and a deep. Our teams collective experience, makes them experts in customized risk management. 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. Prior to joining Parthenon, Andrew was a Consultant with Bain & Co. The Company invests in business services, financial, healthcare, distribution, and technology companies. We are pleased to continue to support that plan with these acquisitions and remain extremely optimistic about Venbrooks growth trajectory.. 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. Latest Venbrook. Deep expertise is needed to navigate the ever changing healthcare landscape. 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. IIB was advised on the transaction by Jordan Geotas of Ardent Advisory Group, LLC. It takes a research-driven approach within its core sectors where it has sustainable operating and investment experience. The acquisitions mark the latest chapter in Venbrook's growth since it partnered with private equity firm Parthenon Capital last year. 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. . Registration as an investment adviser does not imply any skillset of the wealth manager and/or its advisors. Visit ePay for easy online payments. Aug 21, 2016. DMA Investigations. Explore The Venbrook Story According to sources the private equity firm has bought out the interest of chairman Bill Lopatin (pictured left) as part of the transaction. Parthenon, temple that dominates the hill of the Acropolis at Athens. For more information, visitwww.parthenoncapital.com. 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. The acquisition comes amid a period of rapid expansion after Venbrook partnered with private equity firm Parthenon Capital last year. Earlier this month Venbrook added to its management team with the appointment of Sonia Ahuja as COO from Farmers Financial Solutions. In these changing times, we have remained decidedly old school, with service at a customers fingertips and always with a human touch. Parthenon . 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. Parthenon seeks to be an active and aligned partner to management, either through . Visit rsmus.com/about for more information regarding RSM US LLP and RSM International. Anthony J. Orazio Partner Anthony Orazio joined Parthenon Capital in 2014 and is a Partner in the firm's Boston office. Tel: 847.598.3677 Their most recent investment was on Jun 30, 2022, when Cherry Bekaert raised Parthenon Capital Partners has made 3 diversity investments. Parthenon Capital, a prolific healthcare and fintech investor, is back in market with its sixth flagship fund, targeting $1.5 billion, two LPs told Buyouts. Oct 11, 2016. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. 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. Woodland Hills, CA 91367 Fax: 818.598.8910, 11512 El Camino Real, Suite 120 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. West Orange, NJ 07052 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. About Venbrook Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. In this role, he structured multiyear swaps with companies in multiple industries to hedge their energy exposure. Andrew is located in San Francisco and is Head of the San Francisco office. Visit our online payment solution to make a payment via credit card or ACH. Announced Date Apr 23, 2020 Acquisition Type Leveraged Buyout Acquisition Status Complete Disposition of Acquired Organization Separate Entity Recent News News Apr 23, 2020 Find related and similar companies as well as employees by title and much more. Parthenon Capital, LLC operates as a private equity firm. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. Assurance Capital Group. A Venbrook representative confirmed that the deal with the former AmWins owner had taken place but disclosed no further details. 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. Parthenon Capital ("Parthenon") is a private equity firm that partners with and invests in management teams and their companies. Vest, ICD, loanDepot, Millennium Trust, Relation, ScentAir, Seaside National Bank & Trust, Venbrook and Wildlands. 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. Let us help increase your profitability with solutions that cater to your processing, distribution, manufacturing, economic and environmental needs. Parthenon has particular expertise in healthcare, financial and insurance services, and technology services, but seeks any service, technology or delivery business with a strong value proposition and proprietary know-how. Cardiganmanagement.com. minimum capital and contributed surplus required of an insurance RD Parisi was advised on the transaction by Kenneth Helfer, President and Managing Partner of Helfer & Associates LLC. We embrace new thinking and technology to create opportunities that add value for our stakeholders. Contract Performance Bonds. From residential life to campus security, to operations and intellectual property, we make sure you are fully prepared. LinkedIn, Justin Slaten Anthony earned his B.A. Led by recognized industry leaders, we understand the concerns of trucking companies (including bulk and hazardous), long-haul, remediation, environmental, energy and waste. As a national brand we focus on nimble and responsive client service. 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. 6320 Canoga Avenue, 12th Floor 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. Prior to joining Parthenon, Anthony was an investment professional at Oak Hill Capital Partners, where he worked in the business & financial services industry group. 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. for media use only. 6320 Canoga Avenue, 12th Floor 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. Weremainfocused on the direct impact this event has on our industry and businesses, while continuing to providerisk management and services to you. For more information about the Barrons 2021 Top 100 RIA Firms List, please visit Barronswebsite. 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. Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Venbrook is headquartered inLos Angeleswith various locations across the country. Parthenon utilizes niche industry expertise and a deep execution team to invest . We believe the combination of the experienced wealth management team with the vision of Parthenon and Larry Miles puts Choreo in a strong position for the future. LinkedIn, Jack Reddy Find the right options for logistic providers. Fax: 973-243-5550, Camas, WA 98607 Profile. Parthenon Capital Partners ("Parthenon") is a private equity firm that partners with and invests in management teams and their companies. Search Crunchbase. 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. Jason D. Turner is the Founder, President, and Chief Executive Officer of Venbrook Group, LLC. Fax: 570.682.9251, 70 Bridge Plaza Drive At the time it said it was targeting what it saw as opportunities for further consolidation in the wholesale space, and to build out its MGA platform. View contact profiles from Parthenon Capital Popular Searches My team and I will continue to provide the same customer-centric service they have come to know and trust from IIB over the last three decades. Jason has led Venbrook through a series of successful transitions and acquisitions healthy workplace for our stakeholders list, visit... Team with the appointment of Sonia Ahuja as COO from Farmers financial solutions Founder, President, and technology.! 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