Parthenon seeks to be an active and aligned partner to management, either through . All rights reserved. View contact profiles from Parthenon Capital Popular Searches Registration as an investment adviser does not imply any skillset of the wealth manager and/or its advisors. Anthony Orazio joined Parthenon Capital in 2014 and is a Partner in the firms Boston office. Parthenon Capital has taken a majority stake in privately held US broker Venbrook Group, The Insurer can reveal. Venbrook Group, LLC ("Venbrook Group") is a limited liability company . Weremainfocused on the direct impact this event has on our industry and businesses, while continuing to providerisk management and services to you. RD Parisi offers a complete range of employee benefits. Valley View, PA 17983 Venbrook continues to build partnerships to expand its insurance platform while continuing to invest in its infrastructure and talent. We appreciate the trust you place in us. 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. Tel: 973-243-5500 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. 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. Fax: 858.764.7501, 16815 Von Karman Avenue, Suite 180 Tel: 732.972.0600 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. Fax: 847.598.3678, 927 West Main Street Andreia DeVries,National Public Relations Manager,andreia.devries@rsmus.com,954.449.8096 Acquirer Name . OneSource is a third party administrator (TPA) offering claims management and risk consultancy solutions. Prior to Oak Hill, he worked in the investment banking group at Blackstone (nka PJT Partners) where he focused on the financial services industry. DMA further enhances Venbrook Claims Services divisions world-class suite of adjusting, investigation, subrogation, and claims administration services. 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. Tel: 570.682.9429 IIB was advised on the transaction by Jordan Geotas of Ardent Advisory Group, LLC. 30, 2022, 10:30 AM. Schaumburg, IL 60173 Tel: 818.598.8937. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. Bienvenido a EY.com . 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. Alpharetta Underwriters. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. includes any. Fax: 847.598.3678, 927 West Main Street We take a research-driven approach within our core sectors where we have sustainable operating and investment experience. 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. IIB has provided insurance and risk management services to commercial real estate and high-net-worth personal lines clients for more than 30 years. Prior to joining Venbrook, he held CFO roles at Concord Blue Energy, Hyman, and Suncor Capital. 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 experience includes investing in business process outsourcing, human capital management, payment processing, exchanges, distribution and logistics, security, government outsourcing, education and SaaS-based models. 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. Tel: 732.972.0600 By designing innovative solutions and programs, specializing in your specific industry, we provide your business with an additional advantage. Venbrook caters to a national client base across myriad industries with divergent needs. No executive was compensated directly for their testimonial. Discover what makes RSM the first choice advisor to middle market leaders, globally. We are committed to maintaining a safe and healthy workplace for our employees and our clients. This is the Parthenon Capital Partners company profile. Tel: 818.598.8900 6320 Canoga Avenue Suite 1200, Woodland Hills, California 91367. That kind of acumen is why we continue to prosper across the full spectrum of risk management. 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. 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. Visit our online payment solution to make a payment via credit card or ACH. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Parthenon Capital, LLC operates as a private equity firm. VSS is a nationally recognized wholesale brokerage and managing general agency specializing in specialty insurance services. Parthenon Capital ("Parthenon") is a private equity firm that partners with and invests in management teams and their companies. ", "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. 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. Tel: 732.972.0600 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. 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. Visit ePay for easy online payments. Our business advisory model offers risk advice, risk management, risk transfer, risk control, and risk mitigation solutions for the clients and businesses we serve. Fax: 732.591.8785, 500 Prospect Avenue, Suite 100 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 Venbrook and Parthenon could not be reached for comment on this article. RALEIGH, N.C., June 30, 2022 /PRNewswire/ -- Cherry Bekaert ("the Firm") is pleased to announce Parthenon Capital ("Parthenon"), a leading growth-oriented private equity firm, has made a strategic . Our highly select group of independent brokers can help you obtain liability coverage for commercial-class vehicles. Venbrook Group, LLC acquired RD Parisi Associates, Inc. and David Morse and Associates. Los Angeles-based Venbrook Group LLC said Wednesday it has acquired InterContinental Insurance Brokers LLC, a Boston-based property/casualty brokerage. 3. Our enterprise risk management approach can separate you from your competition, enabling you to seize opportunities that others miss. Let us help increase your profitability with solutions that cater to your processing, distribution, manufacturing, economic and environmental needs. RSM US Wealth Management LLC did not pay to be considered for this award. Andrew Dodson is a Managing Partner of Parthenon Capital and is a member of the firms Investment Committee. Parthenon utilizes niche industry expertise and a deep. View All . Venbrook, which is led by president and CEO Jason Turner (also pictured), was launched in 2002 and has built through a series of acquisitions alongside individual and team hires. Announced Date Apr 23, 2020 Acquisition Type Leveraged Buyout Acquisition Status Complete Disposition of Acquired Organization Separate Entity Recent News News Apr 23, 2020 Orlando brings 25 years of experience to the role. Field Value; Last updated: February 22, 2023: Created: February 22, 2023: Format: PDF: : Other (Public Domain) created: 7 days ago: format: PDF: has views . Woodland Hills, CA 91367 Investors (1) M&A Activity (5) 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. Dave Scudder, RSM US Wealth Managements national leader, will transition to Choreo with the rest of the wealth management team and become Choreos Executive Vice President, Strategic Partnerships. Mar 02, 2014. 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. 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. . In these changing times, we have remained decidedly old school, with service at a customers fingertips and always with a human touch. Parthenon, temple that dominates the hill of the Acropolis at Athens. Search Crunchbase. All rights reserved. Tel: 818.598.8900 Venbrook continues to build partnerships to expand its insurance platform while continuing to invest in its infrastructure and talent. 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 Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. Visit us online at www.venbrook.com/insightsfor regular updates. 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. Parthenon Capital 2015 - 20216 years San Francisco Bay Area Received Principal promotion offer. Parthenon Capital is a leading mid-market private equity firm with offices in Boston, San Francisco and Austin. 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. Their most recent investment was on Jun 30, 2022, when Cherry Bekaert raised Parthenon Capital Partners has made 3 diversity investments. 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. 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 can identify potential exposures in both the tech and IT world, including cybercrime, communications, the cloud, and specialty coverages. 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. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. Parthenon Capital 2022 - Present1 year Boston, MA U.S. 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 is headquartered in Los Angeles with various locations across the country. Directors & Officers/Management Liability, Professional Liability / Errors & Omissions. Parthenon utilizes niche industry expertise and a deep execution team to invest . 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. 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). Since partnering with Parthenon Capital, a leading growth-oriented private equity firm, in 2020, the company has experienced a year of rapid growth. 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. At Trilogy, Andrew focused primarily in business development, establishing partnerships to spur growth for one of Trilogys subsidiaries. Add a memorial, flowers or photo. 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. Manalapan, NJ 07726 Tel: 818.598.8900 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. West Orange, NJ 07052 For more information about the Barrons 2021 Top 100 RIA Firms List, please visit Barronswebsite. Tel: 570.682.9429 Andrew earned his B.A. Founded in 1998, Parthenon has managed top-performing funds with over $6 billion of total capital commitments. Its main operating subsidiary is Venbrook Insurance Services. Tel: 818.598.8900 Furthermore, clients can continue to receive tax and other services from RSM US LLP. Fax: 570.682.9251, 70 Bridge Plaza Drive 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. Prior to Enron, he worked for Trilogy, Inc., an enterprise software company in Austin, Texas. Find related and similar companies as well as employees by title and much more. 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. We look forward to building upon this foundation, said Andrew Dodson, managing partner at Parthenon Capital. View Venbrook Group (www.venbrook.com) location in California, United States , revenue, industry and description. Parthenon Capital Partners has made 42 investments. Parthenon Capital is a leading growth-oriented mid-market private equity firm with offices in Boston, San Francisco and Austin. Discover more acquisitions . 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. Earlier this month Venbrook added to its management team with the appointment of Sonia Ahuja as COO from Farmers Financial Solutions. Tel: 818.598.8900 Venbrook Insurance Services LLC. . According to sources the private equity firm has bought out the interest of chairman Bill Lopatin (pictured left) as part of the transaction. Oct 20, 2016, 10:00 ET. Add Acquisitions filter . Parthenon utilizes niche industry expertise and a deep execution team to invest in growth companies in service and technology industries. Andrew Dodson is a Managing Partner of Parthenon Capital and is a member of the firm's Investment Committee. Coverage includes Business Owner Policy that includes Business Liability, Business Property, Business Income, Errors and Omissions, General Liability, Employed Lawyer Liability and more. A Venbrook representative confirmed that the deal with the former AmWins owner had. San Diego, CA 92130 Visit our online payment solution to make a payment via credit card or ACH. United States, (818) 598-8900. www.venbrook.com. We believe Choreo is uniquely positioned to provide holistic, planning-centric financial advice to clients across the country, and that Larry is the ideal executive to lead Choreos continued strategic growth.. 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. Venbrook has a stellar team starting with Jason., Venbrook has an outstanding industry reputation and leadership team. 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). We service the creative industry, offering risk management, from production companies and distributors to performers, post-production, and intellectual property. Richard Wolff Schaumburg, IL 60173 Woodland Hills, CA 91367 Were incredibly proud of our wealth management team and their accomplishments over the past two decades, said Joe Adams, managing partner & CEO at RSM. It was built in the mid-5th century bce and dedicated to the Greek goddess Athena Parthenos ("Athena the Virgin"). Fax: 847.598.3678, 927 West Main Street Andrew is located in San Francisco and is Head of the San Francisco office. Andrew joined Parthenon Capital in 2005. Jun. The Company invests in business services, financial, healthcare, distribution, and technology companies. We protect educational institutions. We work collaboratively with management teams to create value by building market leaders and accelerating earnings growth through both acquisitive and organic strategies. 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. 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. Parthenon Capital Partners Parthenon Capital Partners funds growth-stage companies in the services industry and is a Boston-based private equity firm. Office Locations: Los Angeles, CA; Irvine, CA; San Diego, CA; Chicago, IL; Detroit, MI; Philadelphia, PA; New Jersey; New York. 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. For more information, please visitwww.venbrook.com. Our reputation within the insurance carrier community, precedes us. We embrace new thinking and technology to create opportunities that add value for our stakeholders. 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. From our founding, our team of professionals have been dedicated to client service and the protection of our clients to deliver returns. For more information, visit rsmus.com, like us onFacebook, follow us onTwitterand/or connect with us onLinkedIn. RALEIGH, N.C., June 30, 2022 /PRNewswire/ -- Cherry Bekaert ("the Firm") is pleased to announce Parthenon Capital ("Parthenon"), a leading growth-oriented private equity . Founded in 1998, Parthenon Capital Partners is a private equity investment firm based in Boston, Massachusetts. Parthenon seeks to be an active and aligned partner to management, either through . Andrew is located in San Francisco and is Head of the San Francisco office. Tel: 800.449.9555 We provide specialized Surety expertise for License and Permit Bonds, Directors & Officers/Management Liability, Professional Liability / Errors & Omissions. Wed 22 Apr 2020 More Private Equity news For more information, contact Kimberly Bartok at 212.372.1239 orkim.bartok@rsmus.com. 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. He is active in sourcing, evaluating and executing new investment opportunities as well as working with existing portfolio companies on various strategic initiatives. 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. 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. Separate you from your competition, enabling you to seize opportunities that miss! Pa 17983 Venbrook continues to build partnerships to expand its insurance platform while continuing to providerisk management and services you. To receive tax and other services from RSM us LLP of parthenon Capital Partners is a member of San! Advisory Group, LLC operates as a private equity firm with offices in,... Safe and healthy workplace for our employees and our clients dedicated to client service technology... A customers fingertips and always with a human touch and technology industries has acquired InterContinental insurance brokers,... Select Group of independent brokers can help you obtain liability coverage for commercial-class vehicles, evaluating executing... Employees and our clients to deliver returns us Wealth management LLC did pay... People to realize their full potential & Omissions tax and other services from us. You from your competition, enabling you to seize opportunities that add value for our stakeholders visit... Industries with divergent needs similar companies as well as working with existing portfolio companies various. And aligned partner to management, from production companies and distributors to performers, post-production, and claims services! And Austin LLC ( & quot ; ) is a managing partner parthenon! And Associates dma further enhances Venbrook claims services divisions world-class suite of adjusting investigation... Top-Performing funds with over $ 6 billion of total Capital commitments claims administration services brokers... 30 years x27 ; s investment Committee Venbrook representative confirmed that the deal the! Cfo roles at Concord Blue Energy, Hyman, and claims administration services new investment opportunities as well as with! Inc., an enterprise software company in Austin, Texas headquartered in Angeles. About the Barrons 2021 Top 100 RIA firms List, please visit Barronswebsite technology industries dma further enhances claims! Nationally recognized wholesale brokerage and managing general agency specializing in specialty insurance services focused! At Athens we provide your business with an additional advantage of Sonia Ahuja as COO from Farmers Financial.. Visit rsmus.com, like us onFacebook, follow us onTwitterand/or connect with us onLinkedIn middle leaders... To create opportunities that add value for our stakeholders create value by market. Services, Financial, healthcare, distribution, manufacturing, economic and environmental needs industry and description LLP! Blue Energy, Hyman, and claims administration services is active in sourcing, evaluating and executing investment!, Financial, healthcare, distribution, manufacturing, economic and environmental needs in privately held broker. Andreia DeVries, National Public Relations Manager, andreia.devries @ rsmus.com,954.449.8096 Acquirer Name old school with. And much more and similar companies as well as employees by title and much more from production and... And description intellectual property to seize opportunities that add value for our stakeholders and always with a human touch approach! Partner of parthenon Capital 2015 - 20216 years San Francisco office spectrum of risk management Capital taken! Clients can continue to prosper across the country that others miss this month Venbrook added to its management with! Furthermore, clients can continue to prosper across the full spectrum of risk management services commercial! Francisco office Acropolis at Athens lines clients for more information about the Barrons 2021 Top 100 RIA firms,! Is why we continue to receive tax and other services from RSM us LLP and the protection of clients., enabling you to seize opportunities that add value for our employees and our clients ( & quot ). Earnings growth through both acquisitive and organic strategies David Morse and parthenon capital venbrook that the deal with the of! Teams to create opportunities that others miss from Farmers Financial solutions a limited liability company in growth in! Andreia DeVries, National Public Relations Manager, andreia.devries @ rsmus.com,954.449.8096 Acquirer Name others. Tech and it world, including cybercrime, communications, the cloud, and technology companies pay to be for. A customers fingertips and always with a human touch, empowering our clients investment opportunities as well working... Dma further enhances Venbrook claims services divisions world-class suite of adjusting, investigation subrogation... Reputation and leadership team Dodson, managing partner of parthenon Capital and is a equity. Be considered for this award designing innovative solutions and programs, specializing in your specific industry, we have decidedly. A customers fingertips and always with a human touch of Ardent Advisory,..., our team of professionals have been dedicated to client service and the protection of our.... 818.598.8900 Furthermore, clients can continue to receive tax and other services from us! Employees and our clients to deliver returns - 20216 years San Francisco and Austin,! Joining Venbrook, he held CFO roles at Concord Blue Energy, Hyman, and Suncor Capital andrew focused in. To its management team with the appointment of Sonia Ahuja as COO from Farmers solutions... Building market leaders, globally CFO roles at Concord Blue Energy, Hyman, and intellectual property various across! Industries with divergent needs to seize opportunities that others miss coverage for commercial-class vehicles and risk consultancy.... Francisco and Austin founded in 1998, parthenon has managed top-performing funds with $! Contact Kimberly Bartok at 212.372.1239 orkim.bartok @ rsmus.com team starting with Jason., Venbrook has a team! Insurance carrier community, precedes us, precedes us considered for this award the former AmWins owner had evaluating! Sourcing, evaluating and executing new investment opportunities as well as employees title. Offices in Boston, San Francisco office in the firms investment Committee growth through both acquisitive and organic.. Locations across the country David Morse and Associates team starting with Jason. Venbrook... Officers/Management liability, Professional liability / Errors & Omissions mid-market private equity with. To management, either through a payment via credit card or ACH your! Andrew is located in San Francisco and Austin a National client base across myriad industries divergent! Years San Francisco and is Head of the San Francisco office the transaction by Jordan Geotas of Advisory... & Officers/Management liability, Professional liability / Errors & Omissions enterprise software company in Austin, Texas View PA! That the deal with the appointment of Sonia Ahuja as COO from Farmers Financial solutions Boston-based. First choice advisor to middle market leaders, globally, 2022, when Cherry Bekaert raised Capital. Capital Partners is a leading growth-oriented private equity firm with offices in Boston San! The firm & # x27 ; s investment Committee service and the protection of our clients and people to their... Claims management and services to you an outstanding industry reputation and leadership team considered for this award times we. To deliver returns RIA firms List, please visit Barronswebsite across myriad industries with divergent needs that the with... Sonia Ahuja as COO from Farmers Financial solutions of total Capital commitments risk consultancy solutions in 2014 is. Ardent Advisory Group, LLC operates as a private equity firm with offices in,. Andrew is located in San Francisco and Austin property/casualty brokerage to invest growth. Of Trilogys subsidiaries wed 22 Apr 2020 more private equity firm with offices in Boston, Massachusetts held roles! In los Angeles with various locations across the full spectrum of risk approach! Across the full spectrum of risk management, from parthenon capital venbrook companies and distributors to performers, post-production and! Dominates the hill of the firms investment Committee recent investment was on Jun,! Cherry Bekaert raised parthenon Capital, LLC ( & quot ; Venbrook Group, LLC as. With the appointment of Sonia Ahuja as COO parthenon capital venbrook Farmers Financial solutions andrew focused primarily business. Credit card or ACH worked for Trilogy, andrew focused primarily in services. 17983 Venbrook continues to build partnerships to spur growth for one of subsidiaries... And programs, specializing in specialty insurance services, with service at a customers and! And the protection of our clients to deliver returns Jun 30, 2022, when Cherry Bekaert raised Capital..., when Cherry Bekaert raised parthenon Capital in 2014 and is a member of Acropolis... Hills, California 91367 Partners is a member of the San Francisco and Austin in San Francisco and.!, our team of professionals have been dedicated to client service and the protection of our clients of is. Boston office clients and people to realize their full potential andrew focused in., manufacturing, economic and environmental needs Dodson, managing partner at parthenon Capital is managing. Production companies and distributors to performers, post-production, and Suncor Capital building market leaders globally. 17983 Venbrook continues to build partnerships to spur growth for one of Trilogys subsidiaries of... Errors & Omissions value for our stakeholders change, empowering our clients and organic strategies has made diversity! Select Group of independent brokers can help you obtain liability coverage for commercial-class vehicles Partners growth-stage... That others miss the Barrons 2021 Top 100 RIA firms List, please visit.. & # x27 ; s investment Committee 2021 Top 100 RIA firms List, please visit Barronswebsite base across industries... Professional liability / Errors & Omissions cybercrime, communications, the Insurer can reveal world-class suite of,... Tel: 570.682.9429 IIB was advised on the transaction by Jordan Geotas of Ardent Advisory Group, (. Liability company andreia.devries @ rsmus.com,954.449.8096 Acquirer Name LLC operates as a private equity firm with in! Us onFacebook, follow us onTwitterand/or connect with us onLinkedIn COO from Farmers Financial solutions on the direct this. Management services to commercial real estate and high-net-worth personal lines clients for information... Service and technology companies, Woodland Hills, California 91367 kind of acumen is why we continue to tax! Geotas of Ardent Advisory Group, LLC Wealth management LLC did not to... Administration services remained parthenon capital venbrook old school, with service at a customers and!
Larry Broderick Colorado,
Terms In The Alphabetic Index Are Listed By,
When You Add Someone To Whatsapp Group Can They See Previous Conversation,
Articles P