Dave O’Brien

Advisory Partner

Bio

Dave O’Brien is an advisory partner at IA Capital Group Dave was the CEO of Agreement Express, a digital onboarding and process automation platform for wealth management firms and payment service providers. Prior to joining Agreement Express, he significantly scaled Zywave, a well known provider of solutions for the insurance industry, and was integral in the adoption of a SaaS platform which rocketed the company to become a premier leader in the industry generating almost 100 million in annual revenue As a founding member of the Zywave team, he was promoted to CEO in 2013 and successfully oversaw double digit organic revenue growth while overseeing four acquisitions as well as two exits for its private equity investors. O’Brien was named one of the top SaaS CEOs by the SaaS Report in 2018. Dave holds a BBA in Marketing from the University of Iowa.

OUR office locations

New York, NY

122 E 42nd St Suite 2120
New York, NY 10168

Westport, CT

55 Post Road West
Westport, CT 06880

Miami, FL

3401 N Miami Ave Ste 230
Miami, FL 33127