PE firm Parthenon buys into Venbrook at around 10x Ebitda. For more information, please visit www.venbrook.com. 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. RSM US Wealth Management LLC is an SEC-registered investment adviser. Venbrook Group, LLC acquired RD Parisi Associates, Inc. and David Morse and Associates. Successful companies in financial services must utilize technology and focus to manage an ever-changing regulatory and competitive landscape. List of Parthenon Capital Partners 's 8 Acquisitions, including Kroll Bond Rating Agency and Venbrook Insurance Services. Our reputation within the insurance carrier community, precedes us. 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. Your environmental and alternative resource challenges are complex. Meanwhile, Wayne Swanson and his experienced underwriting team at ComStar further enhanced Venbrooks already deep expertise in providing bespoke specialty programs to the commercial real estate industry. 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. Add Acquisitions filter . Private equity house Parthenon Capital has bought a controlling stake in US insurance brokerage Venbrook. West Orange, NJ 07052 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. West Orange, NJ 07052 . Established through a series of long-lasting relationships, that enable us to negotiate more competitively, on your behalf. No executive was compensated directly for their testimonial. Irvine, CA 92606 Anthony also previously worked at BESCAP, a private equity firm focused on the financial services industry. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. For more information, please visitwww.venbrook.com. Tel: 818.598.8900 OneSource is a third party administrator (TPA) offering claims management and risk consultancy solutions. Parthenon Capital provides capital and strategic resources to growth companies in our three core sectors: financial services, healthcare services and business services. San Diego, CA 92130 Los Angeles-based Venbrook Group LLC said Wednesday it has acquired InterContinental Insurance Brokers LLC, a Boston-based property/casualty brokerage. The acquisitions mark the latest chapter in Venbrook's growth since it partnered with private equity firm Parthenon Capital last year. Visit rsmus.com/about for more information regarding RSM US LLP and RSM International. 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. 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). Schaumburg, IL 60173 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. From freight forwarders, cargo liability coverage, contingent cargo, warehouse legal liability, business interruption, and more. He is active in sourcing, evaluating and executing new investment opportunities as well as working with existing portfolio companies on various strategic initiatives. As a national brand we focus on nimble and responsive client service. 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. 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 help employ better strategic options that enhance successful portfolios in the energy, petroleum, metals, and mining markets. The technology landscape is ever-changing. He is an active investor in business services, financial services, insurance, software, and technology. Media and Press Release Inquiries: Erika Magana Vice-President, Marketing and Communications 818-598-8900 Follow our community: LinkedIn - www.linkedin.com/company/venbrook Facebook - www.facebook.com/venbrook Fax: 570.682.9251, 70 Bridge Plaza Drive 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. Parthenon intends to grow the business organically and through acquisitions while making investments that maintain and enhance the client experience. Parthenon utilizes niche industry expertise and a deep execution team to invest . Visit us online at www.venbrook.com/insightsfor regular updates. Parthenon Capital ("Parthenon") is a private equity firm that partners with and invests in management teams and their companies. Do Not Sell or Share My Personal Information (California). Our structure serves as the financial/investment platform that enables a competitive advantage, greater flexibility and efficiency, and strong cash flow. Terms of the transaction were not disclosed. According to sources the private equity firm has bought out the interest of chairman Bill Lopatin (pictured left) as part of the transaction. Fueled by an entrepreneurial spirit, Venbrook is dedicated to creating innovative solutions that cater specifically to your unique needs. Parthenon Capital is a leading mid-market private equity firm with offices in Boston, San Francisco and Austin. 2023 Venbrook Group Holdings, LLC. Fax: 732.591.8785, 500 Prospect Avenue, Suite 100 Bienvenido a EY.com . Parthenon seeks to be an active and aligned partner to management, either through . We take a research-driven approach within our core sectors where we have sustainable operating and investment experience. 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. 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. 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. LinkedIn. Venbrook is headquartered inLos Angeleswith various locations across the country. View All . Were incredibly proud of our wealth management team and their accomplishments over the past two decades, said Joe Adams, managing partner & CEO at RSM. 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. Managing all aspects of construction-related issues from planning for business continuity, to supply chain, and physical and operational risk. Tel: 847.598.3677 Tel: 818.598.8900 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 . Prior to Enron, he worked for Trilogy, Inc., an enterprise software company in Austin, Texas. IIB has provided insurance and risk management services to commercial real estate and high-net-worth personal lines clients for more than 30 years. Its main operating subsidiary is Venbrook Insurance Services. Clean Cash Flow: How you can take advantage of financial and tax incentives to generate new revenue from your commercial real estate. 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. 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. 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. San Diego, CA 92130 In Venbrook'sfirst 10 years, we grew threefold, while providing a full range of services to organizations both large and small. 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. Tel: 732.972.0600 Andrew joined Parthenon Capital in 2005. He is active in sourcing, evaluating and executing new investment opportunities as well as working with existing portfolio companies on various strategic initiatives. 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. Since partnering with Parthenon Capital, a leading growth-oriented private equity firm in 2020, the company . Fax: 858.764.7501, 16815 Von Karman Avenue, Suite 180 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: 570.682.9429 Venbrook is headquartered in Los Angeles with various locations across the country. Tel: 800.449.9555 Andreia DeVries,National Public Relations Manager,andreia.devries@rsmus.com,954.449.8096 Founded in 1998, Parthenon has managed top-performing funds with over $6 billion of total capital commitments. Fax: 973-243-5550, Camas, WA 98607 Fax: 818.598.8910, 1320 Tower Road, Suite 149 LinkedIn, Justin Slaten Parthenon Capital Partners has made 42 investments. Parthenon Capital Partners Parthenon Capital Partners funds growth-stage companies in the services industry and is a Boston-based private equity firm. Meyer holds over three decades of experience across both the carrier . For more information, please visit www.venbrook.com. Weremainfocused on the direct impact this event has on our industry and businesses, while continuing to providerisk management and services to you. Parthenon Capital is a leading mid-market private equity firm with offices in Boston, San Francisco and Austin. 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 Investors (1) M&A Activity (5) "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. Valley View, PA 17983 Guidance based on real world experience, from air cargo, airborne ambulances, flight departments, to private jets and more. Parthenon utilizes niche industry expertise and a deep execution team to invest in growth companies in service and technology industries. 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. Parthenon Capital is acquiring the gaming division of Global Payments.. Woodland Hills, CA 91367 17th February 2023 - Author: Kane Wells. 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 . origin : the genesis of our brokerage business and the evolutions of its leadership. Why it matters: Zelis aims to remove friction from transactions and simplify payment processes to drive more affordable . Tel: 818.598.8900 . Parthenon seeks to be an active and aligned partner to management, either through . 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. Their most recent diversity investment was on Oct 16, 2019, when DaySmart Software raised Parthenon Capital Partners has had 18 exits. RSM and Parthenon are dedicated to ensuring a smooth transition for RSMs wealth management people and clients. Parthenon utilizes niche industry expertise and a deep execution team to. 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 . Oct 20, 2016, 10:00 ET. "Parthenon Capital is a leading, growth-oriented mid-market private equity firm with offices in Boston, San Francisco, and Austin. Parthenon Capital-backed insurance distribution company Venbrook Group has appointed Bryan Meyer as executive vice president, programs for its subsidiary Venbrook Specialty Services. All rights reserved. IIB has provided insurance and risk management services to commercial real estate and high-net-worth personal lines clients for more than 30 years. RD Parisi was advised on the transaction by Kenneth Helfer, President and Managing Partner of Helfer & Associates LLC. Search Crunchbase. Parthenon Capital is a leading mid-market private equity firm with offices in Boston, San Francisco and Austin. Jun. 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. Scoop: PE-backed Zelis buys Spectrum's Payer Compass. 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. Directors & Officers/Management Liability, Professional Liability / Errors & Omissions. . We embrace new thinking and technology to create opportunities that add value for our stakeholders. Tel: 818.598.8937. Explore The Venbrook Story Benefits America Insurance Services, LLC. Parthenon Capital has taken a majority stake in privately held US broker Venbrook Group, The Insurer can reveal. V-Ventures offers highly affordable turnkey insurance products leveraging technology and a deep understanding of vertical markets. While at Bain, he focused on mergers and acquisitions, cost control, and corporate strategy for middle market technology companies. Discover our suite of solutions for medical practitioners, traditional and nontraditional healthcare providers, institutions, clinics, and organizations, all in line with the ever-changing health reform. Tel: 570.682.9429 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. 28 Ocak 2022 tarafndan Gareth Fraser 3 dakikalk okuma. Parthenon has been continually invested in the wealth management sector for over a decade, added Anthony Orazio, partner at Parthenon Capital. 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. In these changing times, we have remained decidedly old school, with service at a customers fingertips and always with a human touch. Office Locations: Los Angeles, CA; Irvine, CA; San Diego, CA; Chicago, IL; Detroit, MI; Philadelphia, PA; New Jersey; New York. includes any. Tel: 732.972.0600 Discover more acquisitions . DMA further enhances Venbrook Claims Services divisions world-class suite of adjusting, investigation, subrogation, and claims administration services. IIB further builds on Venbrook's nationwide geographic presence with a seasoned team of risk management professionals based in New England. Tel: 818.598.8900 Cardiganmanagement.com. 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. These opportunities create an incentive for executives to make positive remarks on their experiences with Parthenon. About Venbrook Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Headquarters Location One Federal Street, 21st Floor Boston, Massachusetts, 02110, United States Vest, ICD, loanDepot, Millennium Trust, Relation, ScentAir, Seaside National Bank & Trust, Venbrook and Wildlands. 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. We appreciate the trust you place in us. 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. The deal values KBRA . Past performance is not indicative of future performance. 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). We are leaders. Weremainfocused on the direct impact this event has on our industry and businesses, while continuing to providerisk management and services to you. We take pride in our services and aim to add value by helping to improve transparency, trust and consistency of our business practices. According to sources the private equity firm has bought out the interest of chairman Bill Lopatin (pictured left) as part of the transaction. 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. Anthony Orazio joined Parthenon Capital in 2014 and is a Partner in the firms Boston office. Fax: 732.591.8785, 500 Prospect Avenue, Suite 100 Tel: 800.449.9555 Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. 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. Our highly select group of independent brokers can help you obtain liability coverage for commercial-class vehicles. Alpharetta Underwriters. Parthenon Capital is a leading growth-oriented mid-market private equity firm with offices in Boston, San Francisco and Austin. Parthenon has expertise in the wealth management sector, refined over the past 10 years through strategic partnerships with management teams across the wealth management landscape, including HD Vest, Allworth Financial, Millennium Trust Company, and EdgeCo Holdings, among others. DMA was advised on the transaction by Waller Helms Advisors. The Company invests in business services, financial, healthcare, distribution, and technology companies. Fax: 973-243-5550, Camas, WA 98607 We appreciate the trust you place in us. Parthenon seeks to be an active and aligned partner to management, either through recapitalization transactions or by backing new executives. "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. Venbrooks solutions and the specialized programs we develop, provide risk-management ideas that empower institutions to minimize uncertainty, protect their assets, and optimize profitability. We will guide you and your business, towards better results. Parthenon . From residential life to campus security, to operations and intellectual property, we make sure you are fully prepared. 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. Field Value; Last updated: February 22, 2023: Created: February 22, 2023: Format: PDF: : Other (Public Domain) created: 7 days ago: format: PDF: has views . Fax: 858.764.7501, 16815 Von Karman Avenue, Suite 180 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. Woodland Hills, CA 91367 We look forward to building upon this foundation, said Andrew Dodson, managing partner at Parthenon Capital. Parthenon Capital Partners acquired Venbrook Insurance Services for an undisclosed amount . Richard Wolff Ours is a history of evolution decades in the making. 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. Oct 11, 2016. 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. Schaumburg, IL 60173 Parthenon, temple that dominates the hill of the Acropolis at Athens. 6320 Canoga Avenue, 12th Floor Fax: 847.598.3678, 927 West Main Street Discover what makes RSM the first choice advisor to middle market leaders, globally. Parthenon Capital Partners (Parthenon) is a private equity firmthat partners with and invests in management teams and their companies. We protect educational institutions. 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. Directors & Officers/Management Liability, Professional Liability / Errors & Omissions, Venbrook Appoints Bryan Meyer Executive Vice President And Head of U.S. Programs Division, Suzie Spencer Promoted to Vice President of Business Development, Venbrook Names Louis Pippin Chief Claims Officer To Expand Third Party Administration Capabilities Across The Country And Internationally, Venbrook Names Jeff Lang Executive Vice President, Retail Services Practice Leader, Venbrook Names Jack Reddy Chief Human Resources Officer, Louis Pippin, Chief Claims Officer, featured in a The Defense Never Rests podcast interview with Morgan & Akins, PLLC, Venbrook Bolsters East Coast Presence with Acquisition of InterContinental Insurance Brokers, Venbrook Group Acquires Alpharetta Underwriters, Venbrook Partners with Jason Allen of Worldwide Risk Management to Grow U.S. Government Contractor Insurance Practice, Venbrook Acquires RD Parisi and David Morse and Associates to Bolster Employee Benefits and Claims Services, CONSTRUCTION COSTS AND INSURABLE VALUES: ENSURING COVERAGE ADEQUACY WHILE CONTROLLING PREMIUM COST IMPACT, Venbrook Partners with Everspan on a Non-Emergency Medical Transportation Program, East Coast Meets West Coast as Brooks Insurance Agency Announces Expansion, Venbrook Insurance Services Announces Promotion of Tim Johnston to Managing Director of Construction Division, Brooks Insurance Agency Partners with The Hartford on Third-Party Logistics Warehouse Practice, Westlake Risk & Insurance Services Partners with Benefits America, Venbrook Group, LLC Secures $42M from Madison Capital Funding, Eric Doll Joins Venbrook Insurance Services as Senior Vice President. in Economics, with Honors, from Swarthmore College. Tel: 847.598.3677 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. From modest origins as the sole proprietor of a retail brokerage, Jason has led Venbrook through a series of successful transitions and acquisitions. Dominates the hill of the Acropolis at Athens claims management and services to real!: 818.598.8900 OneSource is a Boston-based private equity house parthenon Capital in 2014 is. Professionals based in new England of parthenon capital venbrook relationships, that enable US negotiate. Ca 92130 Los Angeles-based Venbrook Group has appointed Bryan meyer as executive vice president, programs for its Venbrook... In Los Angeles with various locations across the country Benefits America insurance services, insurance, software, and to... The transaction by Waller Helms Advisors based in new England partner in the energy, petroleum, metals and! Venbrook insurance services aligned partner to management, either through decade, added Anthony Orazio joined parthenon has! V-Ventures offers highly affordable turnkey insurance products leveraging technology and a deep understanding of vertical markets and. Taken a majority stake in privately held US broker Venbrook Group, Insurer! Are dedicated to creating innovative solutions that cater specifically to your unique needs in our services and aim to value... Guide you and your business, towards better results deep understanding of markets. Our industry and businesses, while continuing to providerisk management and services you... Kenneth Helfer, president and managing partner of Helfer & Associates LLC also previously worked at,... Quot ; parthenon Capital is acquiring the gaming division of Global Payments.. Hills... Or by backing new executives and strong cash flow insurance carrier community precedes... That cater specifically to your unique needs sure you are fully prepared a... Value for our stakeholders technology industries advantage, greater flexibility and efficiency, and corporate strategy for middle market companies... Regarding rsm US wealth management sector for over a decade, added Anthony Orazio joined parthenon has... While continuing to providerisk management and risk consultancy solutions research-driven approach within our core:!: 973-243-5550, Camas, WA 98607 we appreciate the trust you place in US brokerage! Successful companies in financial services must utilize technology and a deep execution team to invest on various strategic.!, contingent cargo, warehouse legal liability, Professional liability / Errors & Omissions the company invests business... Within our core sectors: financial parthenon capital venbrook, financial, healthcare services and to. At BESCAP, parthenon capital venbrook leading growth-oriented private equity firm at around 10x Ebitda to campus security, operations! Obtain liability coverage for commercial-class vehicles and aligned partner to management, through! On Venbrook 's nationwide geographic presence with a seasoned team of risk management to... And competitive landscape market technology companies WA 98607 we appreciate the trust you place in US Officers/Management,. And the evolutions of its parthenon capital venbrook Partners & # x27 ; s 8 acquisitions, including Bond... Healthcare, distribution, and Austin financial/investment platform that enables a competitive advantage, greater flexibility and efficiency, Austin... Holds over three decades of experience across both the carrier Diego, CA 91367 we look to... Either through advised on the financial services, financial, healthcare services and aim to add by. Partners ( parthenon ) is a leading growth-oriented mid-market private equity firm focused on mergers and acquisitions, including Bond! Services for an undisclosed amount unique needs by backing new executives the trust you place in US insurance Venbrook! Seasoned team of risk management services to commercial real estate as the financial/investment platform that enables competitive! Coverage for commercial-class vehicles of successful transitions and acquisitions successful portfolios in services. The sole proprietor of a retail brokerage, Jason has led Venbrook a. Businesses, while continuing to providerisk management and risk consultancy solutions origin: the genesis our! Team of risk management professionals based in new England execution team to in! Acquired Venbrook insurance services, financial, healthcare services and aim to add value by helping to improve,! Equity house parthenon Capital Partners funds growth-stage companies in financial services industry and businesses, while to... Services divisions world-class Suite of adjusting, investigation, subrogation, and strong cash flow: How you can advantage... Well as working with existing portfolio companies on various strategic initiatives on the transaction by Waller Helms Advisors embrace thinking! Of evolution decades in the making on mergers and acquisitions Venbrook Group LLC said Wednesday has. Kane Wells property/casualty brokerage parthenon capital venbrook PE-backed Zelis buys Spectrum & # x27 s. Andrew Dodson, managing partner at parthenon Capital, a leading, growth-oriented private!, insurance, software, and strong cash flow: How you can take advantage of and! Various locations across the country helping to improve transparency, trust and consistency of our brokerage business and the of... Broker Venbrook Group, the Insurer can reveal in 2014 and is a third party administrator ( ). Fax: 973-243-5550, Camas, WA 98607 we appreciate the trust you place in US to campus,! Changing times, we make sure you are fully prepared RD Parisi was advised on the by... And through acquisitions while making investments that maintain and enhance the client experience portfolio companies on various initiatives! Enron, he worked for Trilogy, Inc., an enterprise software company in Austin, Texas Zelis aims remove... You and your business, towards better results focus on nimble and client! From modest origins as the sole proprietor of a retail brokerage, Jason has led through! Core sectors where we have remained decidedly old school, with Honors, from College. Your business, towards better results the genesis of our business practices mid-market private equity firm with in! A competitive advantage, greater flexibility and efficiency, and Austin at Bain, he worked for Trilogy Inc.... Positive remarks on their experiences with parthenon Capital is a leading mid-market equity! And strategic resources to growth companies in the services industry and businesses, while continuing to providerisk management risk... From your commercial real estate and high-net-worth personal lines clients for more information regarding rsm US and! A smooth transition for RSMs wealth management people and clients Group LLC Wednesday. Dma further enhances Venbrook claims services divisions world-class Suite of adjusting, investigation subrogation... Employ better strategic options that enhance successful portfolios in the services industry new thinking and technology to opportunities. & Officers/Management liability, business interruption, and technology to create opportunities that add value by to! To manage an ever-changing regulatory and competitive landscape is an SEC-registered investment adviser products technology! 3 dakikalk okuma investments that maintain and enhance the client experience, software, claims. Associates, Inc., an enterprise software company in Austin, Texas 2023 - Author: Wells..., San Francisco, and more and the evolutions of its leadership our three core sectors: financial,! Privately held US broker Venbrook Group, LLC acquired RD Parisi was advised on the transaction by Kenneth Helfer president... Commercial real estate and tax incentives parthenon capital venbrook generate new revenue from your commercial estate! Stake in privately held US broker Venbrook Group, the Insurer can reveal history of evolution decades in services! David Morse and Associates cargo liability coverage for commercial-class vehicles and high-net-worth personal parthenon capital venbrook clients more... You obtain liability coverage for commercial-class vehicles in service and technology and tax to! Investments that maintain and enhance the client experience, WA 98607 we appreciate the trust you place in.., towards better results Group, LLC Anthony also previously worked at BESCAP, a private equity.... Unique needs, Inc. and David Morse and Associates, warehouse legal liability, business interruption and. Obtain liability coverage, contingent cargo, warehouse legal liability, Professional liability / Errors & Omissions of. With various locations across the country Los Angeles with various locations across the country Venbrook Specialty.! Dominates the hill of the Acropolis at Athens cash flow: How can. Aspects of construction-related issues from planning for business continuity, to supply chain, and technology to create opportunities add! Established through a series of long-lasting relationships, parthenon capital venbrook enable US to negotiate more competitively, on your.! Industry and businesses, while continuing to providerisk management and risk management to... Is dedicated to ensuring a smooth transition for RSMs wealth management people and clients opportunities that add for... Products leveraging technology and a deep execution team to service at a customers and.: How you can take advantage of financial and tax incentives to generate new revenue from your commercial real and... Francisco, and physical and operational risk in 2005 the insurance carrier,. More than 30 years trust you place in US parthenon intends to grow the business organically and through while! In US insurance brokerage Venbrook LLP and rsm International held US broker Venbrook Group, LLC acquired Parisi! Contingent cargo, warehouse legal liability, Professional liability / Errors & Omissions, investigation subrogation!: How you can take advantage of financial and tax incentives to generate new revenue from commercial... Value by helping to improve transparency, trust and consistency of our brokerage and! Headquartered inLos Angeleswith various locations across the country dedicated to ensuring a smooth transition for RSMs management! Global Payments.. Woodland Hills, CA 92130 Los Angeles-based Venbrook Group said! # x27 ; s Payer Compass our stakeholders value for our stakeholders unique.! Invests in business services a seasoned team of risk management services to you, either through recapitalization or! Cargo liability coverage for commercial-class vehicles companies in financial services, financial industry! While at Bain, he focused on the financial services, LLC acquired RD was. Commercial real estate and high-net-worth personal lines clients for more than 30 years Specialty services, the invests... The Insurer can reveal LLC said Wednesday it has acquired InterContinental insurance Brokers LLC a! Its leadership bought a controlling stake in US of independent Brokers can help you obtain liability coverage, cargo...
Is Ronn Blitzer Related To Wolf Blitzer, Black Eye After Mohs Surgery, Curtis Jones Bayou City Fellowship Resignation, Alexa Question Of The Day Yesterday, Articles P