Patrick O’Meara is the Chairman and CEO of Inveniam Capital Partners. In addition to directing the firm’s overarching mission and strategy, Mr. O’Meara plays a central role in the development and delivery of the firm’s proprietary technology platform and business development functions.
Throughout his 20+ year career, Mr. O’Meara has been directly responsible for over $2 billion in new debt financings and $1 billion in equity financings. He has also restructured over $1 billion of debt and advised on over $800 million in M&A transactions. Mr. O’Meara began his finance career at Raymond James and Bear Stearns & Co before creating his own financial advisory firm from his dining room table and building it into a leader within its niche for more than 14 years, employing over 80 finance professionals. As founder and President of O’Meara, Ferguson, Whelan & Conway he oversaw the firm’s advisory services as well as the structuring and execution of transactions for 42 Catholic dioceses in the U.S. and countless smaller faith-based, donation driven non-profits. Prior to founding Inveniam Capital, Mr. O’Meara also served as Chief Investment Officer for the University of Mary.
Mr. O’Meara has gained recognition for his innovative approach to financing and capital planning for the Catholic institutional market. He advised on the largest, longest term and lowest cost borrowings for a Catholic diocese. This includes the Diocese of Austin on its ground-breaking sale of $79.8 million in tax-exempt revenue bonds, marking the first time that ratings agencies and banks regarded donations as a reliable recurring source of revenue and changing the nature of the non-profit lending space for faith-based organizations. The deal was nominated for Deal of the Year in 2005 by Bond Buyer Magazine. Mr. O’Meara also advised on a $150 million financing for the Archdiocese of Chicago which achieved a higher rating than the state of Illinois and the city of Chicago, as well as a $110 million financing for the Diocese of Oakland, California – each unique and groundbreaking at their time.
As an internationally recognized thought leader on the functioning of the Capital Markets, Mr. O’Meara is frequently called upon to provide insight on the subjects of finance, strategic planning and the intersection of the capital markets with underserved market segments. He has delivered talks for numerous civic and non-profit organizations in more than 45 states and provinces in the U.S. & Canada and several other countries around the world including regular lecturing at the Vatican on the connections between canon and civil law on Church financings and addressing over 600 economists from five continents, discussing a more robust understanding of risk and the allocation of capital.
Mr. O’Meara has regularly appeared on EWTN, Fox, CBS and ABC affiliates and Catholic Answers Live. He has been quoted and profiled on the front page of the Wall Street Journal as well as in Bloomberg, TIME, The Chicago Tribune, The Bond Buyer, The National Catholic Register, and many others.
Mr. O’Meara earned a Bachelor of Arts in Philosophy and Theology from Franciscan University of Steubenville.