parthenon capital venbrook

As a national brand we focus on nimble and responsive client service. 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. Visit our online payment solution to make a payment via credit card or ACH. Our highly select group of independent brokers can help you obtain liability coverage for commercial-class vehicles. Tel: 818.598.8937. 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. OneSource is a third party administrator (TPA) offering claims management and risk consultancy solutions. 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. Venbrook continues to build partnerships to expand its insurance platform while continuing to invest in its infrastructure and talent. Tel: 818.598.8900 Our business advisory model offers risk advice, risk management, risk transfer, risk control, and risk mitigation solutions for the clients and businesses we serve. Investors (1) M&A Activity (5) origin : the genesis of our brokerage business and the evolutions of its leadership. Tel: 818.598.8900 Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. We embrace new thinking and technology to create opportunities that add value for our stakeholders. With Parthenon's ongoing support through financial growth capital and strategic expertise, we continue to see a very bright future of growth." "We couldn't be happier to join the Venbrook fold . Fax: 732.591.8785, 500 Prospect Avenue, Suite 100 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. Orlando brings 25 years of experience to the role. RSM US Wealth Management LLC is an SEC-registered investment adviser. 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 Oct 11, 2016. United States, (818) 598-8900. www.venbrook.com. 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. Tel: 818.598.8900 Andrew is located in San Francisco and is Head of the San Francisco office. According to sources the private equity firm has bought out the interest of chairman Bill Lopatin (pictured left) as part of the transaction. ", "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 freight forwarders, cargo liability coverage, contingent cargo, warehouse legal liability, business interruption, and more. Were incredibly proud of our wealth management team and their accomplishments over the past two decades, said Joe Adams, managing partner & CEO at RSM. Fax: 973-243-5550, Camas, WA 98607 Meyer holds over three decades of experience across both the carrier . Parthenon Capital Partners (Parthenon) is a private equity firmthat partners with and invests in management teams and their companies. Andrew joined Parthenon Capital in 2005. 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: 570.682.9429 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. 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 . Parthenon Capital-backed insurance distribution company Venbrook Group has appointed Bryan Meyer as executive vice president, programs for its subsidiary Venbrook Specialty Services. Richard Wolff 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. Supporting our clients to address, analyse, and prepare for the challenges facing today's leading institutions. Anthony also previously worked at BESCAP, a private equity firm focused on the financial services industry. Their most recent investment was on Jun 30, 2022, when Cherry Bekaert raised Parthenon Capital Partners has made 3 diversity investments. Field Value; Last updated: February 22, 2023: Created: February 22, 2023: Format: PDF: : Other (Public Domain) created: 7 days ago: format: PDF: has views . Tel: 973-243-5500 Joining forces with RD Parisi and DMA marks an exciting milestone in Venbrooks evolution, said Jason Turner, Venbrook President and CEO. 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. Find related and similar companies as well as employees by title and much more. 6320 Canoga Avenue, 12th Floor Search the Kapelle French Military Cemetery cemetery located in Zeeland, Netherlands. Visit ePay for easy online payments. Find the right options for logistic providers. 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. Woodland Hills, CA 91367 For more information, visitwww.parthenoncapital.com. 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. No executive was compensated directly for their testimonial. The deal, subject to regulatory approval, will see Parthenon Capital invest in . Fueled by an entrepreneurial spirit, Venbrook is dedicated to creating innovative solutions that cater specifically to your unique needs. DMA was advised on the transaction by Waller Helms Advisors. 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 Profile. Zelis Healthcare, backed by Parthenon Capital and Bain Capital, has agreed to acquire Payer Compass for roughly $180 million, sources familiar with the matter tell Axios. Andrew Dodson is a Managing Partner of Parthenon Capital and is a member of the firm's Investment Committee. Manalapan, NJ 07726 Fax: 973-243-5550, Camas, WA 98607 It takes a research-driven approach within its core sectors where it has sustainable operating and investment experience. From modest origins as the sole proprietor of a retail brokerage, Jason has led Venbrook through a series of successful transitions and acquisitions. Anthony earned his B.A. Buyout - Technology & Financial Services - CardWorks (Specialty Finance - Active) - eTix (Event Ticketing SaaS - Active) - Venbrook. 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. Each member firm is responsible only for its own acts and omissions, and not those of any other party. 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 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. In Venbrook'sfirst 10 years, we grew threefold, while providing a full range of services to organizations both large and small. Larry Miles, a 20-year wealth management veteran, will become Chief Executive Officer of Choreo. 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. San Diego, CA 92130 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. The acquisition comes amid a period of rapid expansion after Venbrook partnered with private equity firm Parthenon Capital last year. 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. Past performance is not indicative of future performance. Parthenon utilizes niche industry expertise and a deep execution team to invest in growth companies in service and technology industries. 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. 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. The firm is understood to have been employee-owned prior to the Parthenon Capital buyout. Parthenon Capital is a leading mid-market private equity firm with offices in Boston, San Francisco and Austin. 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. Fax: 570.682.9251, 70 Bridge Plaza Drive Cardiganmanagement.com. The technology landscape is ever-changing. San Diego, CA 92130 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. Venbrook's 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. "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. 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 . Fax: 818.598.8910, 11512 El Camino Real, Suite 120 "Parthenon Capital is a leading, growth-oriented mid-market private equity firm with offices in Boston, San Francisco, and Austin. 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. Bienvenido a EY.com . Founded in 1998, Parthenon Capital Partners is a private equity investment firm based in Boston, Massachusetts. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. Schaumburg, IL 60173 Manalapan, NJ 07726 Venbrook caters to a national client base across myriad industries with divergent needs. 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. Venbrook Insurance Services LLC. Fax: 858.764.7501, 16815 Von Karman Avenue, Suite 180 West Orange, NJ 07052 Announced Date Apr 23, 2020 Acquisition Type Leveraged Buyout Acquisition Status Complete Disposition of Acquired Organization Separate Entity Recent News News Apr 23, 2020 We listen, learn, educate and apply our knowledge to work for you. Their unparalleled expertise and world-class talent are a great addition to our company. 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. Why it matters: Zelis aims to remove friction from transactions and simplify payment processes to drive more affordable . Woodland Hills, CA 91367 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. Parthenon utilizes niche industry expertise and a deep execution team to invest in growth companies in service and technology industries. Parthenon Capital is a leading growth-oriented mid-market private equity firm with offices in Boston, San Francisco and Austin. 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. 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. 17th February 2023 - Author: Kane Wells. By designing innovative solutions and programs, specializing in your specific industry, we provide your business with an additional advantage. The group also has a private client services division targeting high net worth individuals and a claims management unit. Our reputation within the insurance carrier community, precedes us. 2023 Venbrook Group Holdings, LLC. Vest, ICD, loanDepot, Millennium Trust, Relation, ScentAir, Seaside National Bank & Trust, Venbrook and Wildlands. About Venbrook Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. He is an active investor in business services, financial services, insurance, software, and technology. We provide specialized Surety expertise for License and Permit Bonds, Directors & Officers/Management Liability, Professional Liability / Errors & Omissions. Jason D. Turner is the Founder, President, and Chief Executive Officer of Venbrook Group, LLC. 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. Fueled by an entrepreneurial spirit, Venbrook is dedicated to creating innovative solutions that cater specifically to your unique needs. Parthenon, temple that dominates the hill of the Acropolis at Athens. Glassdoor gives you an inside look at what it's like to work at Parthenon Capital Partners, including salaries, reviews, office photos, and more. Use this form to send an email directly to a Parthenon team member. Subdivision Bonds andCommercial Bonds. For more information, please visit www.venbrook.com. Led by recognized industry leaders, we understand the concerns of trucking companies (including bulk and hazardous), long-haul, remediation, environmental, energy and waste. 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. RD Parisi complements Venbrooks already robust employee benefits division and expands Venbrooks presence on the East Coast. , Relation, ScentAir, Seaside national Bank & Trust, Relation, ScentAir, Seaside national Bank Trust. Our clients to address, analyse, and prepare for the challenges facing today 's leading institutions and. 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