Tom O'leary
About Tom O'leary
Tom O'Leary serves as the Senior Vice President at CAC Specialty, where he has worked since 2022. He specializes in transactional liability products and has extensive experience advising on private equity transactions.
Work at CAC Specialty
Tom O'Leary serves as Senior Vice President at CAC Specialty, a position he has held since 2022. Based in Dallas, TX, he specializes in placing transactional liability products, including representations and warranties, tax, and contingent liability. His role involves facilitating post-close insurance brokerage services for portfolio companies, which enhances the risk management strategies of clients within the private equity sector.
Previous Experience in Consulting and Advisory
Prior to his current role, Tom O'Leary worked as a Business Consultant in the Advisory division at Grant Thornton LLP from 2014 to 2016. During this time, he advised on over 500 private equity transactions, concentrating on insurance and employee benefit due diligence. His experience in this role laid a strong foundation for his subsequent positions in the insurance and advisory sectors.
Career Progression in Insurance and M&A Advisory
Tom O'Leary's career includes significant roles at Lockton Companies and WTW. At Lockton, he served as a Producer from 2016 to 2019, where he further developed his expertise in insurance brokerage services. He then transitioned to WTW as part of the M&A Insurance Advisory team from 2019 to 2022, where he continued to focus on insurance solutions for mergers and acquisitions.
Educational Background
Tom O'Leary studied at The University of Kansas, where he earned a Bachelor of Science degree in Finance with Honors. His educational background provided him with a solid foundation in financial principles, which he has applied throughout his career in various roles within the finance and insurance industries. He also attended Rockhurst High School prior to his university studies.
Focus on Private Equity Community
Tom O'Leary has a strong focus on serving the private equity community in Dallas, TX. His extensive experience in advising on private equity transactions and his specialization in transactional liability products position him as a key resource for firms seeking to navigate complex insurance needs in this sector.