Vest, ICD, loanDepot, Millennium Trust, Relation, ScentAir, Seaside National Bank & Trust, Venbrook and Wildlands. 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. Fax: 818.598.8910, 11512 El Camino Real, Suite 120 Woodland Hills, CA 91367 If you are a subscriber, please sign back in to read this article Parthenon Capital 2022 - Present1 year Boston, MA U.S. origin : the genesis of our brokerage business and the evolutions of its leadership. Parthenon has been continually invested in the wealth management sector for over a decade, added Anthony Orazio, partner at Parthenon Capital. 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. For more information, please visitwww.venbrook.com. The deal values KBRA . Latest Venbrook. For more information, visitwww.parthenoncapital.com. The private equity firm said in a Monday (Feb. 13) press release that it has entered into a definitive agreement to acquire . Completion of the acquisition is expected in the first quarter of 2022, with a target date of Feb. 18, pending satisfaction of customary conditions. Add Acquisitions filter . We are pleased to continue to support that plan with these acquisitions and remain extremely optimistic about Venbrooks growth trajectory.. Headquarters Location One Federal Street, 21st Floor Boston, Massachusetts, 02110, United States Office Locations: Los Angeles, CA; Irvine, CA; San Diego, CA; Chicago, IL; Detroit, MI; Philadelphia, PA; New Jersey; New York. From our founding, our team of professionals have been dedicated to client service and the protection of our clients to deliver returns. Use this form to send an email directly to a Parthenon team member. We communicate openly, frequently, without fear, and leave no question unanswered, We are transparent, honest and ethical and operate under the highest standards of professional behavior, We are leaders. for media use only. In Venbrook'sfirst 10 years, we grew threefold, while providing a full range of services to organizations both large and small. He is an active investor in business services, financial services, insurance, software, and technology. Richard Wolff Benefits America Insurance Services, LLC. Parthenon Capital Partners (Parthenon) is a private equity firmthat partners with and invests in management teams and their companies. Registration as an investment adviser does not imply any skillset of the wealth manager and/or its advisors. Led by recognized industry leaders, we understand the concerns of trucking companies (including bulk and hazardous), long-haul, remediation, environmental, energy and waste. Prior to joining Parthenon, Anthony was an investment professional at Oak Hill Capital Partners, where he worked in the business & financial services industry group. Parthenon Capital has taken a majority stake in privately held US broker Venbrook Group, The Insurer can reveal. Kimberly Bartok, NationalPublic Relations Leader,kim.bartok@rsmus.com,212.372.1239 All rights reserved. Parthenon Capital is a leading mid-market private equity firm with offices in Boston, San Francisco and Austin. We are committed to maintaining a safe and healthy workplace for our employees and our clients. Fax: 732.591.8785, 500 Prospect Avenue, Suite 100 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. Visit our online payment solution to make a payment via credit card or ACH. Venbrook is headquartered in Los Angeles with various locations across the country. Valley View, PA 17983 "Parthenon Capital is a leading, growth-oriented mid-market private equity firm with offices in Boston, San Francisco, and Austin. Clean Cash Flow: How you can take advantage of financial and tax incentives to generate new revenue from your commercial real estate. Meyer holds over three decades of experience across both the carrier . Parthenon Capital has made a number of investments in the sector and formerly held stakes in wholesale giant AmWINS and expansive retail broker Relation. Tel: 973-243-5500 Parthenon intends to grow the business organically and through acquisitions while making investments that maintain and enhance the client experience. 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. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. In these changing times, we have remained decidedly old school, with service at a customers fingertips and always with a human touch. Tel: 800.449.9555 Parthenon seeks to be an active and aligned partner to management, either through recapitalization transactions or by backing new executives. We believe our specialization and focus allows us to better understand key issues, risks and opportunities and provide relevant resources and insights. 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 . 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. He is active in sourcing, evaluating and executing new investment opportunities as well as working with existing portfolio companies on various strategic initiatives. Tel: 973-243-5500 Andrew is located in San Francisco and is Head of the San Francisco office. 2023 Venbrook Group Holdings, LLC. Venbrook Financial Services www.venbrook.com A leading, national insurance distribution platform offering retail broking, wholesale broking, programs, and claims servicing. Sourced and performed diligence on growth and platform investments in middle market software and. Parthenon Capital Partners funds growth-stage companies in the services industry and is a Boston-based private equity firm. Orlando brings 25 years of experience to the role. Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Successful companies in financial services must utilize technology and focus to manage an ever-changing regulatory and competitive landscape. 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. 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 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 Anthony J. Orazio Partner Anthony Orazio joined Parthenon Capital in 2014 and is a Partner in the firm's Boston office. 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. Parthenon seeks to be an active and aligned partner to management, either through . 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. 30, 2022, 10:30 AM. We also have programs for dealerships, insurers, manufacturers and more. Andrew is located in San Francisco and is Head of the San Francisco office. Parthenon Capital is a leading growth-oriented mid-market private equity firm with offices in Boston, San Francisco and Austin. 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. For more information, visit rsmus.com, like us onFacebook, follow us onTwitterand/or connect with us onLinkedIn. OneSource is a third party administrator (TPA) offering claims management and risk consultancy solutions. Were thrilled to be partnering with Larry and the entire team. 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. Prior to joining Parthenon, Andrew was a Consultant with Bain & Co. 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. Fax: 732.591.8785, 500 Prospect Avenue, Suite 100 VSS is a nationally recognized wholesale brokerage and managing general agency specializing in specialty insurance services. Parthenon utilizes niche industry expertise and a deep execution team to invest in growth companies in service and technology industries. As a national brand we focus on nimble and responsive client service. 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. 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. Andrew joined Parthenon Capital in 2005. "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. 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. 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