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Our mission is to provide Catholic organizations with advice and counsel
on the best possible use of their temporal resources as they work to further
their missions. O'Meara, Ferguson, Whelan, and Conway (O'Meara Ferguson)
integrates specifically crafted financial strategies, unmatched access to
capital financing alternatives, investment management advice, and
stewardship-based fundraising counsel to manage and leverage financial assets to
build our clients' fiscal strength and independence. |
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Since its
inception in 2000, O'Meara Ferguson has established itself as both an
innovator and an authority in Church-related project financing
and financial matters.
We have arranged project financing that has enabled over $1 billion of
construction for 100 separate facilities including cathedrals, convents,
monasteries, parishes, high schools, and Catholic Charities facilities.
Additionally, O'Meara Ferguson has provided counsel on some of the most
successful diocesan fundraising campaigns, raising nearly $1 billion in gifts and
managing the efforts of tens of thousands of campaign volunteers.O'Meara
Ferguson is recognized by major money center banks, international investment
banking firms, and bond rating agencies and insurance companies as the knowledge
leader regarding Church finances. We are viewed as a trusted advisor to Catholic
dioceses, religious institutes, high schools and universities regarding
strategic planning, finance, capital project financing, development counsel, and
stewardship education. |
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Advantages
By lowering capital costs, mitigating risk, and applying appropriate and
tailored financial strategies, O'Meara Ferguson enables its clients to eliminate
chronic liquidity challenges, develop more, and deeper donor relationships, build
needed facilities sooner, accelerate growth, reach a greater audience, and realize
their mission more fully. |
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Dedication
O'Meara Ferguson is dedicated to facilitating clients to more easily manage the
growing financial complexity of their institutions, thereby enabling them to
devote more time to the missions that originally inspired their vocations. |
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Services
O'Meara Ferguson is a highly specialized financial services and development
counseling firm that provides financial and strategic consulting, capital
resource and investment management advisory services, development and
fundraising counsel, and stewardship education to dioceses, Catholic schools and
universities, religious orders, and other organizations related to and part of
the Catholic Church. |
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The O’Meara Ferguson logo features a pelican feeding her young
offspring, a symbol of charity that is part of Catholic liturgical
tradition and stewardship. Legend states that the mother pelican – in
times of famine – wounded herself, striking her breast with the beak to
feed her young with her blood and prevent starvation. |
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 John M. Whelan
Chairman and CEO
John
Whelan joined O'Meara Ferguson, Inc., in July 2004 as Chief
Executive Officer. From l983 until he joined O'Meara
Ferguson, Jack Whelan served as President and Chief
Executive Officer of Golden Rule Insurance Company. He
joined the company in 1979 as President and Chief Operating
Officer.
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 Patrick
O'Meara
President and Founder
Patrick O'Meara is the President and Founder of
O'Meara Ferguson. Mr. O'Meara has responsibility for
business development and corporate strategy. Prior to
founding O'Meara Ferguson, he worked for Bear Stearns & Co.,
and Raymond James Financial. Mr. O'Meara has spoken to
Catholic audiences in 35 states, three European countries,
and four Canadian provinces.
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 Daniel
Conway
President Emeritus,
Mission Advancement Services
Dan Conway joined the staff of Mission Advancement Services,
formerly following 20 years of
consulting with Catholic organizations in the areas of
strategic planning, communications, stewardship education,
and development. He served as chief stewardship and
development officer for St. Meinrad Archabbey and Seminary
(1979-88), the Archdiocese of Louisville (1988-93), the
Archdiocese of Indianapolis (1993-97), and the Archdiocese
of Chicago (1998-99).
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 Frank
Ferguson
Managing Director,
Client Operations
Frank
Ferguson is responsible for the firm's client operations and
engagements involving strategic planning, financial
management, and capital financing. Prior to joining O'Meara
Ferguson, Mr. Ferguson was the Senior Vice President of
Sales Strategy for Marriott International where he was
responsible for the design and implementation of new sales
strategies, processes, and organization structures.
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