News

2022

11/16/2022

Choreo to Partner with Cherry Bekaert and Acquire Cherry Bekaert Wealth Management

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11/03/2022

Choreo Announces Acquisition of Enso Wealth Management

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10/06/2022

Smart Data Solutions Announces Shashi Yadiki as Chief Executive Officer

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06/30/2022

Cherry Bekaert Announces Strategic Investment from Parthenon Capital

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06/07/2022

Millennium Trust Company Completes Acquisition of PayFlex®

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04/05/2022

Millennium Trust to Acquire PayFlex from CVS Health

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03/01/2022

Parthenon 2021 Year in Review

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02/23/2022

Oasis Financial Becomes Libra Solutions as Offerings Grow

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02/22/2022

Newly Independent Advisory Firm Choreo Announces the Closing of Previously Announced Transaction

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02/22/2022

Clinical Data Release Leader MRO Announces Acquisition of MediCopy

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02/15/2022

Parthenon Makes Additional Investment in CardWorks

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02/09/2022

MRO Announces Jason Brown as Chief Executive Officer

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01/27/2022

BirchStreet Systems Announces Investment from Parthenon Capital

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01/05/2022

Parthenon Capital to Acquire RSM’s Wealth Management Practice

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01/03/2022

Parthenon Capital Announces Latest Promotions, Anthony Orazio Promoted to Partner

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Testimonials

Parthenon has been a tremendous partner in working with our family business to institute professional policies, processes and practices as we worked together to manage our growth, and execute our strategic plan.

Jack Lavin President and CEOArrow Financial Services

Notice Regarding Testimonials

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. No executive was compensated directly for their testimonial. Certain executives have received compensation for their services to Parthenon portfolio companies, including equity grants, profits interests, board of directors’ fees, consulting fees and other advisory fees, as well as co-investment opportunities. These individuals may also be offered opportunities to invest on a carry-free and management fee-free basis in certain of our “friends” funds, which typically incur lower expenses relative to Parthenon’s main funds. These opportunities create an incentive for executives to make positive remarks on their experiences with Parthenon.

News

2022

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