2023 Venbrook Group Holdings, LLC. Anthony also previously worked at BESCAP, a private equity firm focused on the financial services industry. We take a research-driven approach within our core sectors where we have sustainable operating and investment experience. "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. 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. Andrew is located in San Francisco and is Head of the San Francisco office. Office Locations: Los Angeles, CA; Irvine, CA; San Diego, CA; Chicago, IL; Detroit, MI; Philadelphia, PA; New Jersey; New York. Tel: 818.598.8900 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. Tel: 973-243-5500 Each member firm is responsible only for its own acts and omissions, and not those of any other party. Tel: 732.972.0600 Furthermore, clients can continue to receive tax and other services from RSM US LLP. Fax: 847.598.3678, 927 West Main Street 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. Add Acquisitions filter . Venbrook continues to build partnerships to expand its insurance platform while continuing to invest in its infrastructure and talent. Anthony J. Orazio Partner Anthony Orazio joined Parthenon Capital in 2014 and is a Partner in the firm's Boston office. Our business advisory model offers risk advice, risk management, risk transfer, risk control, and risk mitigation solutions for the clients and businesses we serve. About Venbrook Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. View Venbrook Group (www.venbrook.com) location in California, United States , revenue, industry and description. 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. Investors (1) M&A Activity (5) 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). Parthenon Capital has taken a majority stake in privately held US broker Venbrook Group, The Insurer can reveal. In this role, he structured multiyear swaps with companies in multiple industries to hedge their energy exposure. Sourced and performed diligence on growth and platform investments in middle market software and. We are leaders. Tel: 818.598.8900 LinkedIn. Fax: 847.598.3678, 927 West Main Street Were incredibly proud of our wealth management team and their accomplishments over the past two decades, said Joe Adams, managing partner & CEO at RSM. We are closely monitoring the ongoing COVID-19 Coronavirus outbreak according to the guidelines and recommendations of the CDC. 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 is currently investing out of Parthenon Fund VI, a $2.3 billion fund. 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. 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. Schaumburg, IL 60173 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. Parthenon Capital Partners has made 42 investments. IIB further builds on Venbrook's nationwide geographic presence with a seasoned team of risk management professionals based in New England. Tel: 800.449.9555 Parthenon utilizes niche industry expertise and a deep execution team to invest . From residential life to campus security, to operations and intellectual property, we make sure you are fully prepared. It has utilized debt financing previously on acquisitions, including a $42mn capital raise from New York Life subsidiary Madison Capital Funding in 2016 when it bought New Jersey-based wholesale broker and MGA Brooks Insurance Group. origin : the genesis of our brokerage business and the evolutions of its leadership. 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. Oct 20, 2016, 10:00 ET. RSM US Wealth Management LLC is an SEC-registered investment adviser. Parthenon has been continually invested in the wealth management sector for over a decade, added Anthony Orazio, partner at Parthenon Capital. Save Search . Well continue delivering the same level of personalized customer service our clients have always valued and now with more capability and resources. Weremainfocused on the direct impact this event has on our industry and businesses, while continuing to providerisk management and services to you. . All rights reserved. We listen, learn, educate and apply our knowledge to make things happen, We embrace new thinking and technology to create opportunities and add value for our stakeholders, We welcome change, deliver frequently, and operate our business urgently today with our eye on the future, We make choices that foster success, take risks that open new doors, and never settle for complacency, We recruit and retain talented individuals who share our passion for achievement. 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. San Diego, CA 92130 Venbrook is headquartered inLos Angeleswith various locations across the country. The group also has a private client services division targeting high net worth individuals and a claims management unit. For more information about the Barrons 2021 Top 100 RIA Firms List, please visit Barronswebsite. Find related and similar companies as well as employees by title and much more. Companies Contacts Investors Funding Rounds Acquisitions People Events Schools Hubs Saved . Tel: 732.972.0600 Manalapan, NJ 07726 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 will guide you and your business, towards better results. Parthenon Capital is a leading mid-market private equity firm with offices in Boston, San Francisco and Austin. These opportunities create an incentive for executives to make positive remarks on their experiences with Parthenon. Parthenon intends to grow the business organically and through acquisitions while making investments that maintain and enhance the client experience. 2023 Venbrook Group Holdings, LLC. Venbrook targets wholesale expansion after fundraise. He is an active investor in business services, financial services, insurance, software, and technology. Schaumburg, IL 60173 We are closely monitoring the ongoing COVID-19 Coronavirus outbreak according to the guidelines and recommendations of the CDC. "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. Andrew joined Parthenon Capital in 2005. That kind of acumen is why we continue to prosper across the full spectrum of risk management. Manalapan, NJ 07726 Visit ePay for easy online payments. 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. Tel: 732.972.0600 Richard Wolff We provide specialized Surety expertise for License and Permit Bonds,Probate and Court Bonds. 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 utilizes niche industry expertise and a deep execution team to invest in growth companies in service and technology industries. Given the complexity and inefficiency of the US healthcare system, innovative companies can have a huge impact on cost, quality and patient experience. Our reputation within the insurance carrier community, precedes us. Venbrook caters to a national client base across myriad industries with divergent needs. Our structure serves as the financial/investment platform that enables a competitive advantage, greater flexibility and efficiency, and strong cash flow. 6320 Canoga Avenue Suite 1200, Woodland Hills, California 91367. We appreciate the trust you place in us. Anthony serves or has served on the Board of Directors of Allworth Financial, Cherry Bekaert, Choreo, EdgeCo Holdings, Libra Solutions, Millennium Trust Company, MRO, and Venbrook Group. Parthenon Capital-backed insurance distribution company Venbrook Group has appointed Bryan Meyer as executive vice president, programs for its subsidiary Venbrook Specialty Services. 2023 Venbrook Group Holdings, LLC. Parthenon Capital Partners ("Parthenon") is a private equity firm that partners with and invests in management teams and their companies. The acquisitions mark the latest chapter in Venbrook's growth since it partnered with private equity firm Parthenon Capital last year. Search Crunchbase. Fax: 973-243-5550, Camas, WA 98607 RD Parisi complements Venbrooks already robust employee benefits division and expands Venbrooks presence on the East Coast. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. 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. Assurance Capital Group. We have long admired both companies, their business acumen and culture. Your environmental and alternative resource challenges are complex. 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. Visit us online at www.venbrook.com/insightsfor regular updates. . In these changing times, we have remained decidedly old school, with service at a customers fingertips and always with a human touch. 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. We look forward to building upon the culture that has contributed to a strong wealth management team, and were excited to drive growth that will create new opportunities for our professionals and unlock added value for clients. From modest origins as the sole proprietor of a retail brokerage, Jason has led Venbrook through a series of successful transitions and acquisitions. "Parthenon Capital is a leading, growth-oriented mid-market private equity firm with offices in Boston, San Francisco, and Austin. Prior to joining Parthenon, Anthony was an investment professional at Oak Hill Capital Partners, where he worked in the business & financial services industry group. Ours is a history of evolution decades in the making. Parthenon Capital, a prolific healthcare and fintech investor, is back in market with its sixth flagship fund, targeting $1.5 billion, two LPs told Buyouts. Tel: 847.598.3677 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. The acquisition comes amid a period of rapid expansion after Venbrook partnered with private equity firm Parthenon Capital last year. 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. AboutParthenon Capital 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. PE firm Parthenon buys into Venbrook at around 10x Ebitda. At the time it said it was targeting what it saw as opportunities for further consolidation in the wholesale space, and to build out its MGA platform. , added anthony Orazio, partner at parthenon Capital is a leading mid-market equity. Online payments confidence in a world of change, empowering our clients have always valued and now more... 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