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. Since partnering with Parthenon Capital, a leading growth-oriented private equity firm, in 2020, the company has experienced a year of rapid growth. Fax: 847.598.3678, 927 West Main Street Parthenon Capital 2015 - 20216 years San Francisco Bay Area Received Principal promotion offer. 28 Ocak 2022 tarafndan Gareth Fraser 3 dakikalk okuma. We take a research-driven approach within our core sectors where we have sustainable operating and investment experience. Valley View, PA 17983 Prior to joining Parthenon, Andrew was a Consultant with Bain & Co. 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. 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 . 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). From residential life to campus security, to operations and intellectual property, we make sure you are fully prepared. 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. Fax: 858.764.7501, 16815 Von Karman Avenue, Suite 180 Irvine, CA 92606 Parthenon utilizes niche industry expertise and a deep execution team to invest in growth companies in service and technology industries. Tel: 570.682.9429 Orlando brings 25 years of experience to the role. IIB has provided insurance and risk management services to commercial real estate and high-net-worth personal lines clients for more than 30 years. Parthenon utilizes niche industry expertise and a deep execution team to invest in growth companies in service and technology industries. We are closely monitoring the ongoing COVID-19 Coronavirus outbreak according to the guidelines and recommendations of the CDC. Search Crunchbase. Since partnering with Parthenon Capital, a leading growth-oriented private equity firm in 2020, the company . Add a memorial, flowers or photo. Parthenon Capital provides capital and strategic resources to growth companies in our three core sectors: financial services, healthcare services and business services. 6320 Canoga Avenue, 12th Floor 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. View Venbrook Group (www.venbrook.com) location in California, United States , revenue, industry and description. Use this form to send an email directly to a Parthenon team member. "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. Discover what makes RSM the first choice advisor to middle market leaders, globally. The private equity firm said in a Monday (Feb. 13) press release that it has entered into a definitive agreement to acquire . Profile. Anthony J. Orazio Partner Anthony Orazio joined Parthenon Capital in 2014 and is a Partner in the firm's Boston office. 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. 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. From modest origins as the sole proprietor of a retail brokerage, Jason has led Venbrook through a series of successful transitions and acquisitions. Manalapan, NJ 07726 includes any. Led by recognized industry leaders, we understand the concerns of trucking companies (including bulk and hazardous), long-haul, remediation, environmental, energy and waste. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. He is active in sourcing, evaluating and executing new investment opportunities as well as working with existing portfolio companies on various strategic initiatives. 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. Save Search . He is an active investor in business services, financial services, insurance, software, and technology. RSM US Wealth Management LLC is an SEC-registered investment adviser. Parthenon Capital has taken a majority stake in privately held US broker Venbrook Group, The Insurer can reveal. Prior to joining Parthenon, Anthony was an investment professional at Oak Hill Capital Partners, where he worked in the business & financial services industry group. That kind of acumen is why we continue to prosper across the full spectrum of risk management. Valley View, PA 17983 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. Fax: 847.598.3678, 927 West Main Street Tel: 818.598.8937. Let us help increase your profitability with solutions that cater to your processing, distribution, manufacturing, economic and environmental needs. 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. Venbrook continues to build partnerships to expand its insurance platform while continuing to invest in its infrastructure and talent. Find the right options for logistic providers. Chief Financial Officer Parthenon Capital Partners acquired Venbrook Insurance Services for an undisclosed amount . Venbrook Group, LLC ("Venbrook Group") is a limited liability company . Sourced and performed diligence on growth and platform investments in middle market software and. View contact profiles from Parthenon Capital Popular Searches Aug 21, 2016. 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. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. 6320 Canoga Avenue Suite 1200, Woodland Hills, California 91367. Manalapan, NJ 07726 Venbrook is headquartered in Los Angeles with various locations across the country. Visit us online at www.venbrook.com/insightsfor regular updates. 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. 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. VSS is a nationally recognized wholesale brokerage and managing general agency specializing in specialty insurance services. Buyout - Technology & Financial Services - CardWorks (Specialty Finance - Active) - eTix (Event Ticketing SaaS - Active) - Venbrook. Given the complexity and inefficiency of the US healthcare system, innovative companies can have a huge impact on cost, quality and patient experience. 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. LinkedIn, Justin Slaten Schaumburg, IL 60173 Jun. 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. Richard Wolff 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. Visit us online at www.venbrook.com/insightsfor regular updates. Their most recent investment was on Jun 30, 2022, when Cherry Bekaert raised Parthenon Capital Partners has made 3 diversity investments. 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. Prior to joining Venbrook, he held CFO roles at Concord Blue Energy, Hyman, and Suncor Capital. 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. RD Parisi was advised on the transaction by Kenneth Helfer, President and Managing Partner of Helfer & Associates LLC. We provide specialized Surety expertise for License and Permit Bonds,Probate and Court Bonds. Explore our latest programs to insure your services, supply chain, warehouses, shipping structures, self-storage facilities, distribution centers, inventory, business continuity, and more. BirchStreet'in dikey olarak uzmanlam tedarikten demeye yazlmlarn lider salaycs olarak bymesini hzlandracak ilem. Woodland Hills, CA 91367 Your environmental and alternative resource challenges are complex. Acquirer Name . Directors & Officers/Management Liability, Professional Liability / Errors & Omissions. Tel: 818.598.8937. 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. For more information, please visit www.venbrook.com. The deal, subject to regulatory approval, will see Parthenon Capital invest in . AboutParthenon Capital Contract Performance Bonds. Anthony Orazio joined Parthenon Capital in 2014 and is a Partner in the firms Boston office. According to sources the private equity firm has bought out the interest of chairman Bill Lopatin (pictured left) as part of the transaction. For more information, visit rsmus.com, like us onFacebook, follow us onTwitterand/or connect with us onLinkedIn. Ours is a history of evolution decades in the making. Visit ePay for easy online payments. We look forward to building upon this foundation, said Andrew Dodson, managing partner at Parthenon Capital. Andreia DeVries,National Public Relations Manager,andreia.devries@rsmus.com,954.449.8096 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. Parthenon utilizes niche industry expertise and a deep execution team to invest in growth companies in service and technology industries. 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. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Alpharetta Underwriters. It was built in the mid-5th century bce and dedicated to the Greek goddess Athena Parthenos ("Athena the Virgin"). 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 work collaboratively with management teams to create value by building market leaders and accelerating earnings growth through both acquisitive and organic strategies. 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. Venbrook Group, a large independent insurance distribution and services firm in the US, has announced the appointment of Bryan Meyer as Executive Vice President, Programs for Venbrook Specialty Services, LLC, a wholly-owned subsidiary. For more information, please visit www.venbrook.com. for media use only. Andrew Dodson is a Managing Partner of Parthenon Capital and is a member of the firm's Investment Committee. "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. 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. Andrew is located in San Francisco and is Head of the San Francisco office. RD Parisi offers a complete range of employee benefits. Parthenon Capital ("Parthenon") is a private equity firm that partners with and invests in management teams and their companies. 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. We are closely monitoring the ongoing COVID-19 Coronavirus outbreak according to the guidelines and recommendations of the CDC. Venbrook continues to build partnerships to expand its insurance platform while continuing to invest in its infrastructure and talent. Tel: 973-243-5500 Tel: 973-243-5500 Andrew joined Parthenon Capital in 2005. 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. Tel: 570.682.9429 Parthenon utilizes niche industry expertise and a deep execution team to invest in growth companies in service and technology industries. Our structure serves as the financial/investment platform that enables a competitive advantage, greater flexibility and efficiency, and strong cash flow. Parthenon seeks to be an active and aligned partner to management, either through recapitalization transactions or by backing new executives. Venbrook has a stellar team starting with Jason., Venbrook has an outstanding industry reputation and leadership team. West Orange, NJ 07052 Completion of the acquisition is expected in the first quarter of 2022, with a target date of Feb. 18, pending satisfaction of customary conditions. Tel: 818.598.8900 InterContinental Insurance Brokers, LLC ("IIB"). Andrew earned his B.A. We appreciate the trust you place in us. Earlier this month Venbrook added to its management team with the appointment of Sonia Ahuja as COO from Farmers Financial Solutions. Guidance based on real world experience, from air cargo, airborne ambulances, flight departments, to private jets and more. 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. Office Locations: Los Angeles, CA; Irvine, CA; San Diego, CA; Chicago, IL; Detroit, MI; Philadelphia, PA; New Jersey; New York. LinkedIn, Jack Reddy The deal values KBRA . . We embrace new thinking and technology to create opportunities that add value for our stakeholders. 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. Our enterprise risk management approach can separate you from your competition, enabling you to seize opportunities that others miss. Parthenon utilizes niche industry expertise and a deep execution team to. About EY-Parthenon | EY - Global About us Close search Trending Why Chief Marketing Officers should be central to every transformation 31 Jan 2023 Consulting The CEO Imperative: How will CEOs respond to a new recession reality? 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