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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. We appreciate the trust you place in us. Explore The Venbrook Story Alpharetta Underwriters. 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 . Tel: 847.598.3677 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: 973-243-5500 Latest 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. Headquarters Location One Federal Street, 21st Floor Boston, Massachusetts, 02110, United States Richard Wolff Discover more acquisitions . 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 embrace new thinking and technology to create opportunities that add value for our stakeholders. We can identify potential exposures in both the tech and IT world, including cybercrime, communications, the cloud, and specialty coverages. Parthenon Capital Partners (Parthenon) is a private equity firmthat partners with and invests in management teams and their companies. Parthenon Capital is acquiring the gaming division of Global Payments.. Fax: 732.591.8785, 500 Prospect Avenue, Suite 100 IIB has provided insurance and risk management services to commercial real estate and high-net-worth personal lines clients for more than 30 years. DMA further enhances Venbrook Claims Services divisions world-class suite of adjusting, investigation, subrogation, and claims administration services. Parthenon Capital Partners has made 42 investments. While at Bain, he focused on mergers and acquisitions, cost control, and corporate strategy for middle market technology companies. 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. The group also has a private client services division targeting high net worth individuals and a claims management unit. 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. Use this form to send an email directly to a Parthenon team member. For more information, please visitwww.venbrook.com. Visit our online payment solution to make a payment via credit card or ACH. Tel: 818.598.8900 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. In this role, he structured multiyear swaps with companies in multiple industries to hedge their energy exposure. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. Irvine, CA 92606 The deal values KBRA . Oct 20, 2016, 10:00 ET. For more information, please visit www.venbrook.com. Fax: 858.764.7501, 16815 Von Karman Avenue, Suite 180 "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. For more information, visitwww.parthenoncapital.com. Parthenon Capital has made a number of investments in the sector and formerly held stakes in wholesale giant AmWINS and expansive retail broker Relation. Private equity house Parthenon Capital has bought a controlling stake in US insurance brokerage Venbrook. 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 structure serves as the financial/investment platform that enables a competitive advantage, greater flexibility and efficiency, and strong cash flow. Parthenon utilizes niche industry expertise and a deep execution team to. He is an active investor in business services, financial services, insurance, software, and technology. According to sources the private equity firm has bought out the interest of chairman Bill Lopatin (pictured left) as part of the transaction. Chief Information Officer Coverage includes Business Owner Policy that includes Business Liability, Business Property, Business Income, Errors and Omissions, General Liability, Employed Lawyer Liability and more. Manalapan, NJ 07726 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. United States, (818) 598-8900. www.venbrook.com. 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). Tel: 732.972.0600 Fax: 973-243-5550, Camas, WA 98607 Fax: 818.598.8910, 1320 Tower Road, Suite 149 V-Ventures offers highly affordable turnkey insurance products leveraging technology and a deep understanding of vertical markets. 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. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. Terms of the transaction were not disclosed. We take pride in our services and aim to add value by helping to improve transparency, trust and consistency of our business practices. Private equity house Parthenon Capital has bought a controlling stake in US insurance brokerage Venbrook. 11 Jan 2023 CEO agenda Six ways asset managers can prepare for an uncertain future 2 Feb 2023 Wealth and asset management Tel: 732.972.0600 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. Parthenon seeks to be an active and aligned partner to management, either through . "Parthenon Capital is a leading, growth-oriented mid-market private equity firm with offices in Boston, San Francisco, and Austin. Were incredibly proud of our wealth management team and their accomplishments over the past two decades, said Joe Adams, managing partner & CEO at RSM. Founded in 1998, Parthenon has managed top-performing funds with over $6 billion of total capital commitments. 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. 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. Managing all aspects of construction-related issues from planning for business continuity, to supply chain, and physical and operational risk. 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. Visit rsmus.com/about for more information regarding RSM US LLP and RSM International. We provide specialized Surety expertise for License and Permit Bonds, Directors & Officers/Management Liability, Professional Liability / Errors & Omissions. Venbrook Insurance Services LLC. RSM and Parthenon are dedicated to ensuring a smooth transition for RSMs wealth management people and clients. Clean Cash Flow: How you can take advantage of financial and tax incentives to generate new revenue from your commercial real estate. Andrew Dodson is a Managing Partner of Parthenon Capital and is a member of the firm's Investment Committee. 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. 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. Fax: 858.764.7501, 16815 Von Karman Avenue, Suite 180 2023 Venbrook Group Holdings, LLC. 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. This is the Parthenon Capital Partners company profile. 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: 818.598.8900 Woodland Hills, CA 91367 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. Venbrook caters to a national client base across myriad industries with divergent needs. 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. Tel: 570.682.9429 Irvine, CA 92606 Parthenon Capital is a leading mid-market private equity firm with offices in Boston, San Francisco and Austin. Bienvenido a EY.com . Visit us online at www.venbrook.com/insightsfor regular updates. 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. Valley View, PA 17983 Fax: 570.682.9251, 70 Bridge Plaza Drive Acquirer Name . IIB further builds on Venbrook's nationwide geographic presence with a seasoned team of risk management professionals based in New England. Parthenon Capital has taken a majority stake in privately held US broker Venbrook Group, The Insurer can reveal. He is active in sourcing, evaluating and executing new investment opportunities as well as working with existing portfolio companies on various strategic initiatives. 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 have long admired both companies, their business acumen and culture. We take a research-driven approach within our core sectors where we have sustainable operating and investment experience. Prior to joining Venbrook, he held CFO roles at Concord Blue Energy, Hyman, and Suncor Capital. Parthenon . 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. 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. Truly, its a win for everyone., When we first invested in Venbrook in 2020, we saw an incredible opportunity to partner with an energetic team and back an aggressive plan for both organic and strategic growth, said Andrew Dodson, Managing Partner at Parthenon Capital. 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. origin : the genesis of our brokerage business and the evolutions of its leadership. Andrew joined Parthenon Capital in 2005. Parthenon Capital provides capital and strategic resources to growth companies in our three core sectors: financial services, healthcare services and business services. 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 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. Supporting our clients to address, analyse, and prepare for the challenges facing today's leading institutions. RSM US Wealth Management is a hidden gem in the industry, and we see exciting potential for growth, Miles said. According to sources the private equity firm has bought out the interest of chairman Bill Lopatin (pictured left) as part of the transaction. Their unparalleled expertise and world-class talent are a great addition to our company. Earlier this month Venbrook added to its management team with the appointment of Sonia Ahuja as COO from Farmers Financial Solutions. Maven Capital Partners has sold its stake in Titan Wealth Holdings to US private equity house Parthenon Capital. Parthenon intends to grow the business organically and through acquisitions while making investments that maintain and enhance the client experience. 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 We help employ better strategic options that enhance successful portfolios in the energy, petroleum, metals, and mining markets. These opportunities create an incentive for executives to make positive remarks on their experiences with Parthenon. Parthenon Capital Partners funds growth-stage companies in the services industry and is a Boston-based private equity firm. Our structure serves as the financial/investment platform that enables a competitive advantage, greater flexibility and efficiency, and strong cash flow. Valley View, PA 17983 The firm is understood to have been employee-owned prior to the Parthenon Capital buyout. 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 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. 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. Tel: 818.598.8900 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. Let us develop a comprehensive insurance solution that fits your legal profession. 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. Anthony Orazio joined Parthenon Capital in 2014 and is a Partner in the firms Boston office. Private equity firm Parthenon Capital . Andrew is located in San Francisco and is Head of the San Francisco office. Save Search . 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. At Trilogy, Andrew focused primarily in business development, establishing partnerships to spur growth for one of Trilogys subsidiaries. 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. Tel: 818.598.8937. Tel: 818.598.8900 Parthenon Capital, a private equity firm, has agreed to acquire Global Payments Inc.'s gaming division and transition into Pavilion Payments, a stand-alone independent company, according to a press release.. After closing on the transaction, Pavilion Payments will continue to offer Global Payments Gaming Solutions' full suite of payments solutions for the gaming industry, including VIP . 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. He is located in Austin and is Head of the Austin office. 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. In Venbrook'sfirst 10 years, we grew threefold, while providing a full range of services to organizations both large and small. We will guide you and your business, towards better results. Parthenon Capital-backed insurance distribution company Venbrook Group has appointed Bryan Meyer as executive vice president, programs for its subsidiary Venbrook Specialty 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. 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. RD Parisi was advised on the transaction by Kenneth Helfer, President and Managing Partner of Helfer & Associates LLC. Venbrook is headquartered in Los Angeles with various locations across the country. From our founding, our team of professionals have been dedicated to client service and the protection of our clients to deliver returns. Visit us online at www.venbrook.com/insightsfor regular updates. Venbrook is headquartered inLos Angeleswith various locations across the country. Tel: 818.598.8937. The acquisition comes amid a period of rapid expansion after Venbrook partnered with private equity firm Parthenon Capital last year. Kimberly Bartok, NationalPublic Relations Leader,kim.bartok@rsmus.com,212.372.1239 , San Francisco, and strong cash flow large and small to innovative! Liability coverage for commercial-class vehicles the evolutions of its leadership Capital is Partner. 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