Patrick O'Hara

Vice President

Patrick has over seven years of investment banking experience, focused primarily on mergers and acquisitions in the insurance industry.  Prior to joining StoneRidge in 2011, Patrick worked in the underwriting department of Bankers Life and Casualty Insurance Company, the main subsidiary of CNO Financial Group.

Patrick received his Bachelor of Science in Finance from Indiana University with a minor in mathematics and holds Series 79 and 63 licenses.

Selected Transactions:

  • Sale of Professional Warranty Service Corporation to Kingsway Financial Services

  • Blue Cross Blue Shield of Illinois’ subsidiary Dearborn National’s sale of Colorado Bankers Life Insurance Company to Southland National Insurance Company

  • Global Liberty Insurance Company of New York’s sale to Atlas Financial Holdings

  • Aquiline Capital Partners’ acquisition of Worley Claims Services, LLC

  • The Hanover Insurance Company’s sale of Citizens Management Inc. to York Risk Services Group

  • Alamo Claims Service and KD Consulting & Appraisal Group’s sale to CIS Group


StoneRidge Advisors, LLC

120 South LaSalle Street, Suite 1910

Chicago, IL 60603

Call: 312-854-2913