Larry Miles, a 20-year wealth management veteran, will become Chief Executive Officer of Choreo. Parthenon utilizes niche industry expertise and a deep execution team to invest in growth companies in service and technology industries. 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. At Trilogy, Andrew focused primarily in business development, establishing partnerships to spur growth for one of Trilogys subsidiaries. Venbrook Insurance Services LLC. Let us develop a comprehensive insurance solution that fits your legal profession. 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. Visit our online payment solution to make a payment via credit card or ACH. Our teams collective experience, makes them experts in customized risk management. 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. In Venbrook'sfirst 10 years, we grew threefold, while providing a full range of services to organizations both large and small. Tel: 570.682.9429 The acquisition comes amid a period of rapid expansion after Venbrook partnered with private equity firm Parthenon Capital last year. The technology landscape is ever-changing. Discover more acquisitions . Headquartered in Glendale, CA, DMA is an industry leading independent adjuster servicing more than 40 states nationally with over 150 locations. 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. Acquirer Name . Tel: 732.972.0600 Tel: 818.598.8900 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. 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. V-Ventures offers highly affordable turnkey insurance products leveraging technology and a deep understanding of vertical markets. 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. Fax: 973-243-5550, Camas, WA 98607 In this role, he structured multiyear swaps with companies in multiple industries to hedge their energy exposure. 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. Save Search . Parthenon Capital has taken a majority stake in privately held US broker Venbrook Group, The Insurer can reveal. About Venbrook Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. United States, (818) 598-8900. www.venbrook.com. Venbrook Claims Services offers claims management and end to end solutions, for multiple complex lines, from one unique source. Venbrook caters to a national client base across myriad industries with divergent needs. in Economics, with Honors, from Swarthmore College. Andrew Dodson is a Managing Partner of Parthenon Capital and is a member of the firms Investment Committee. Fax: 847.598.3678, 927 West Main Street Parthenon, temple that dominates the hill of the Acropolis at Athens. 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. Venbrook Group, LLC (Venbrook), one of the largest independent insurance distribution and services firms in the U.S., announced today the acquisition David Morse & Associates (DMA). Tel: 800.449.9555 Fax: 847.598.3678, 927 West Main Street Assurance Capital Group. AboutParthenon Capital 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. More Venbrook news. Venbrook and Parthenon could not be reached for comment on this article. Andrew is located in San Francisco and is Head of the San Francisco office. 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.. Valley View, PA 17983 Registration as an investment adviser does not imply any skillset of the wealth manager and/or its advisors. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. Ours is a history of evolution decades in the making. 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. 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. Fax: 818.598.8910, 11512 El Camino Real, Suite 120 He is an active investor in business services, financial services, insurance, software, and technology. Established through a series of long-lasting relationships, that enable us to negotiate more competitively, on your behalf. DMA Investigations. PE firm Parthenon buys into Venbrook at around 10x Ebitda. Terms of the transaction were not disclosed. Private-equity firm Parthenon Capital Partners has agreed to buy a majority stake in Kroll Bond Rating Agency LLC, in a rare instance of a credit-ratings firm changing hands. View Venbrook Group (www.venbrook.com) location in California, United States , revenue, industry and description. Scoop: PE-backed Zelis buys Spectrum's Payer Compass. 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. IIB further builds on Venbrook's nationwide geographic presence with a seasoned team of risk management professionals based in New England. Led by recognized industry leaders, we understand the concerns of trucking companies (including bulk and hazardous), long-haul, remediation, environmental, energy and waste. San Diego, CA 92130 Weremainfocused on the direct impact this event has on our industry and businesses, while continuing to providerisk management and services to you. Do Not Sell or Share My Personal Information (California). Orlando brings 25 years of experience to the role. 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. Anthony J. Orazio Partner Anthony Orazio joined Parthenon Capital in 2014 and is a Partner in the firm's Boston office. Venbrook Group, LLC ("Venbrook Group") is a limited liability company . Parthenon intends to grow the business organically and through acquisitions while making investments that maintain and enhance the client experience. Who is Parthenon Capital Headquarters 399 Boylston St 13TH Fl, Boston, Massachusetts, 02116, United States Phone Number (617) 960-4000 Website www.parthenoncapital.com Revenue $16.8M Industry Venture Capital & Private Equity Finance Parthenon Capital's Social Media Is this data correct? Our reputation within the insurance carrier community, precedes us. Since our founding in 1998, we have partnered with world-class management teams tocomplete over 50 platform acquisitions and 200 add-on acquisitions representing more than $5 billion in value in these sectors. Venbrook caters to a national client base across myriad industries with divergent needs. Parthenon . We have long admired both companies, their business acumen and culture. Venbrooks solutions and the specialized programs we develop, provide risk-management ideas that empower institutions to minimize uncertainty, protect their assets, and optimize profitability. Companies Contacts Investors Funding Rounds Acquisitions People Events Schools Hubs Saved . Supporting our clients to address, analyse, and prepare for the challenges facing today's leading institutions. Parthenon Capital is a leading growth-oriented private equity firm with offices in Boston, San Francisco and Austin. Parthenon Capital is acquiring the gaming division of Global Payments.. Were thrilled to be partnering with Larry and the entire team. Alpharetta Underwriters. According to sources the private equity firm has bought out the interest of chairman Bill Lopatin (pictured left) as part of the transaction. Description. Tel: 800.449.9555 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. 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. Oct 20, 2016, 10:00 ET. While at Bain, he focused on mergers and acquisitions, cost control, and corporate strategy for middle market technology companies. DMA was advised on the transaction by Waller Helms Advisors. From our founding, our team of professionals have been dedicated to client service and the protection of our clients to deliver returns. By designing innovative solutions and programs, specializing in your specific industry, we provide your business with an additional advantage. 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 . 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. 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. Cardiganmanagement.com. Fax: 818.598.8910, 11512 El Camino Real, Suite 120 From residential life to campus security, to operations and intellectual property, we make sure you are fully prepared. Jason D. Turner is the Founder, President, and Chief Executive Officer of Venbrook Group, LLC. . We are committed to maintaining a safe and healthy workplace for our employees and our clients. View All . We also have programs for dealerships, insurers, manufacturers and more. Disclaimer:The awards and recognitions mentioned throughout should not be construed as a testimonial or endorsement regarding our employees or advisory services. origin : the genesis of our brokerage business and the evolutions of its leadership. RD Parisi complements Venbrooks already robust employee benefits division and expands Venbrooks presence on the East Coast. List of Parthenon Capital Partners 's 8 Acquisitions, including Kroll Bond Rating Agency and Venbrook Insurance Services. Parthenon Capital-backed insurance distribution company Venbrook Group has appointed Bryan Meyer as executive vice president, programs for its subsidiary Venbrook Specialty Services. Around 10x Ebitda nationwide geographic presence with a seasoned team of risk management unique. 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