parthenon capital venbrook

Clients will continue working with the same wealth management team they know and trust and will receive the same investment advisory, financial planning, and other wealth management services. Find related and similar companies as well as employees by title and much more. Guidance based on real world experience, from air cargo, airborne ambulances, flight departments, to private jets and more. Fueled by an entrepreneurial spirit, Venbrook is dedicated to creating innovative solutions that cater specifically to your unique needs. 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. Private equity house Parthenon Capital has bought a controlling stake in US insurance brokerage Venbrook. Our reputation within the insurance carrier community, precedes us. 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 is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. We embrace new thinking and technology to create opportunities that add value for our stakeholders. Use this form to send an email directly to a Parthenon team member. Prior to joining Parthenon in 2002, he was the CFO and Vice President of Operations for Everdream, a software company sold to Dell providing outsourced IT . 30, 2022, 10:30 AM. Were thrilled to be partnering with Larry and the entire team. Parthenon Capital is a leading growth-oriented mid-market private equity firm with offices in Boston, San Francisco and Austin. Parthenon utilizes niche industry expertise and a deep execution team to. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. 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 . 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. Completion of the acquisition is expected in the first quarter of 2022, with a target date of Feb. 18, pending satisfaction of customary conditions. Irvine, CA 92606 Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. Description. Valley View, PA 17983 Fax: 973-243-5550, Camas, WA 98607 PE firm Parthenon buys into Venbrook at around 10x Ebitda Parthenon Capital has taken a majority stake in privately held US broker Venbrook Group, The Insurer can reveal. Our highly select group of independent brokers can help you obtain liability coverage for commercial-class vehicles. Schaumburg, IL 60173 We appreciate the trust you place in us. Visit ePay for easy online payments. In Venbrook'sfirst 10 years, we grew threefold, while providing a full range of services to organizations both large and small. Why it matters: Zelis aims to remove friction from transactions and simplify payment processes to drive more affordable . 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. Tel: 800.449.9555 Scoop: PE-backed Zelis buys Spectrum's Payer Compass. Anthony earned his B.A. Irvine, CA 92606 Andrew Dodson is a Managing Partner of Parthenon Capital and is a member of the firms Investment Committee. IIB further builds on Venbrook's nationwide geographic presence with a seasoned team of risk management professionals based in New England. All rights reserved. Weremainfocused on the direct impact this event has on our industry and businesses, while continuing to providerisk management and services to you. We take a research-driven approach within our core sectors where we have sustainable operating and investment experience. 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. OneSource is a third party administrator (TPA) offering claims management and risk consultancy solutions. Use this form to send an email directly to a Parthenon team member. Glassdoor gives you an inside look at what it's like to work at Parthenon Capital Partners, including salaries, reviews, office photos, and more. We are committed to maintaining a safe and healthy workplace for our employees and our clients. 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. Go WE PROVIDE UNIQUE SOLUTIONS AND EXPERTISE IN EVERY MARKET AUTOMOTIVE Our highly select group of independent brokers can help you obtain liability coverage for commercial-class vehicles. For more information, please visitwww.venbrook.com. 3. While at Bain, he focused on mergers and acquisitions, cost control, and corporate strategy for middle market technology companies. Add a memorial, flowers or photo. AboutParthenon Capital Parthenon Capital is a leading mid-market private equity firm with offices in Boston, San Francisco and Austin. Tel: 818.598.8937. Valley View, PA 17983 Weremainfocused on the direct impact this event has on our industry and businesses, while continuing to providerisk management and services to you. RSM US Wealth Management LLC did not pay to be considered for this award. This is the Parthenon Capital Partners company profile. Our business advisory model offers risk advice, risk management, risk transfer, risk control, and risk mitigation solutions for the clients and businesses we serve. 11 Jan 2023 CEO agenda Six ways asset managers can prepare for an uncertain future 2 Feb 2023 Wealth and asset management Parthenon Capital has taken a majority stake in privately held US broker Venbrook Group, The Insurer can reveal. Fax: 818.598.8910, 1320 Tower Road, Suite 149 IIB was advised on the transaction by Jordan Geotas of Ardent Advisory Group, LLC. 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). 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. Oct 20, 2016, 10:00 ET. We are pleased to continue to support that plan with these acquisitions and remain extremely optimistic about Venbrooks growth trajectory.. 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. He is an active investor in business services, financial services, insurance, software, and technology. About Venbrook Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. 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. Parthenon, temple that dominates the hill of the Acropolis at Athens. United States, (818) 598-8900. www.venbrook.com. From freight forwarders, cargo liability coverage, contingent cargo, warehouse legal liability, business interruption, and more. 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. Parthenon Capital Partners acquired Venbrook Insurance Services for an undisclosed amount . View contact profiles from Parthenon Capital Popular Searches Venbrook is headquartered in Los Angeles with various locations across the country. Investors (1) M&A Activity (5) Your environmental and alternative resource challenges are complex. We protect educational institutions. for media use only. Fax: 732.591.8785, 500 Prospect Avenue, Suite 100 Woodland Hills, CA 91367 In this role, he structured multiyear swaps with companies in multiple industries to hedge their energy exposure. 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. The private equity firm said in a Monday (Feb. 13) press release that it has entered into a definitive agreement to acquire . Venbrook Claims Services offers claims management and end to end solutions, for multiple complex lines, from one unique source. 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. 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. Valley View, PA 17983 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. Venbrook Financial Services www.venbrook.com A leading, national insurance distribution platform offering retail broking, wholesale broking, programs, and claims servicing. Tel: 818.598.8900 From modest origins as the sole proprietor of a retail brokerage, Jason has led Venbrook through a series of successful transitions and acquisitions. Parthenon Investors V beat its initial target of $850 million. For more information, please visit www.venbrook.com. DMA Investigations. For more information, contact Kimberly Bartok at 212.372.1239 orkim.bartok@rsmus.com. View Venbrook Group (www.venbrook.com) location in California, United States , revenue, industry and description. 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. Fax: 847.598.3678, 927 West Main Street The group also has a private client services division targeting high net worth individuals and a claims management unit. The acquisition comes amid a period of rapid expansion after Venbrook partnered with private equity firm Parthenon Capital last year. Parthenon Capital Partners (Parthenon) is a private equity firmthat partners with and invests in management teams and their companies. Visit our online payment solution to make a payment via credit card or ACH. LinkedIn, Justin Slaten in Economics, with Honors, from Swarthmore College. Clean Cash Flow: How you can take advantage of financial and tax incentives to generate new revenue from your commercial real estate. 6320 Canoga Avenue Suite 1200, Woodland Hills, California 91367. RD Parisi complements Venbrooks already robust employee benefits division and expands Venbrooks presence on the East Coast. IIB has provided insurance and risk management services to commercial real estate and high-net-worth personal lines clients for more than 30 years. Fax: 818.598.8910, 1320 Tower Road, Suite 149 Private equity house Parthenon Capital has bought a controlling stake in US insurance brokerage Venbrook. Tel: 818.598.8900 Since partnering with Parthenon Capital, a leading growth-oriented private equity firm, in 2020, the company has experienced a year of rapid growth. Our structure serves as the financial/investment platform that enables a competitive advantage, greater flexibility and efficiency, and strong cash flow. View All . Our structure serves as the financial/investment platform that enables a competitive advantage, greater flexibility and efficiency, and strong cash flow. Weremainfocused on the direct impact this event has on our industry and businesses, while continuing to providerisk management and services to you. 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. Andrew joined Parthenon Capital in 2005. Parthenon Capital, LLC operates as a private equity firm. Fax: 570.682.9251, 70 Bridge Plaza Drive 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. Their most recent investment was on Jun 30, 2022, when Cherry Bekaert raised Parthenon Capital Partners has made 3 diversity investments. Andreia DeVries,National Public Relations Manager,andreia.devries@rsmus.com,954.449.8096 Larry Miles, a 20-year wealth management veteran, will become Chief Executive Officer of Choreo. We service the creative industry, offering risk management, from production companies and distributors to performers, post-production, and intellectual property. Field Value; Last updated: February 22, 2023: Created: February 22, 2023: Format: PDF: : Other (Public Domain) created: 7 days ago: format: PDF: has views . "Parthenon Capital is a leading, growth-oriented mid-market private equity firm with offices in Boston, San Francisco, and Austin. 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. Tel: 732.972.0600 Chief Financial Officer 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. He is active in sourcing, evaluating and executing new investment opportunities as well as working with existing portfolio companies on various strategic initiatives. Ours is a history of evolution decades in the making. Visit ePay for easy online payments. Parthenon is currently investing out of Parthenon Fund VI, a $2.3 billion fund. 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. Tel: 847.598.3677 We believe our specialization and focus allows us to better understand key issues, risks and opportunities and provide relevant resources and insights. Fax: 570.682.9251, 70 Bridge Plaza Drive 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. Led by recognized industry leaders, we understand the concerns of trucking companies (including bulk and hazardous), long-haul, remediation, environmental, energy and waste. Our enterprise risk management approach can separate you from your competition, enabling you to seize opportunities that others miss. Profile. 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. San Diego, CA 92130 Fax: 570.682.9251, 70 Bridge Plaza Drive 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. Parthenon Capital has taken a majority stake in privately held US broker Venbrook Group, The Insurer can reveal. Schaumburg, IL 60173 Mar 02, 2014. Our structure serves as the financial/investment platform that enables a competitive advantage, greater flexibility and efficiency, and strong cash flow. Irvine, CA 92606 DMA further enhances Venbrook Claims Services divisions world-class suite of adjusting, investigation, subrogation, and claims administration services. Fax: 858.764.7501, 16815 Von Karman Avenue, Suite 180 We can identify potential exposures in both the tech and IT world, including cybercrime, communications, the cloud, and specialty coverages. West Orange, NJ 07052 Parthenon . No executive was compensated directly for their testimonial. Explore our latest programs to insure your services, supply chain, warehouses, shipping structures, self-storage facilities, distribution centers, inventory, business continuity, and more. 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 residential life to campus security, to operations and intellectual property, we make sure you are fully prepared. 2023 Venbrook Group Holdings, LLC. 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. : Erika MaganaVice-President, Marketing and Communications818-598-8900, Follow our community: LinkedInwww.linkedin.com/company/venbrookFacebook www.facebook.com/venbrookTwitter www.twitter.com/venbrook ) location in,! Release that it has entered into a definitive agreement to acquire Feb. 13 ) Press Release it. 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