Agreement Express Appoints Dave O’Brien as CEO

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March 01, 2019
Frontier News

Frontier’s portfolio company Agreement Express recently announced the appointment of Dave O’Brien as Chief Executive Officer. Dave’s strategic mandate will be to lead Agreement Express through its next phase of transformational growth. He succeeds Mike Gardner, founder of Agreement Express, who will become the company’s Chief Strategy Officer and remain on the board of directors.

Under his leadership, Dave 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. Dave was named one of the top SaaS CEOs by the SaaS Report in 2018

I’m privileged to have this opportunity to lead the team of Agreement Express into its next phase of exciting growth and innovation,” said Dave. “The company has an enviable track record of innovation in financial services with an end-to-end client onboarding platform that enables customers to accelerate growth, simplify compliance, and offer a differentiated client experience. I’m excited to lead an exceptionally talented team with a focus on product expansion, broadening the depth of our team, and optimizing sales processes to accelerate business growth.” 

The company also announced that founder Mike Gardner will become Chief Strategy Officer and will continue to serve as a director on the board, enabling Agreement Express to continue to benefit from his leadership. 

Mike was instrumental in securing strategic partnerships with TD Ameritrade Institutional and Fidelity Clearing and Custody Solutions which both offer the company’s seamless onboarding experience to its network of advisors. He will dedicate his time to intensifying the company’s efforts in product innovation, steering the strategic direction of the platform, and sourcing additional strategic alliances and partnerships to further scale the platform.  

“We are very grateful for Mike’s leadership in creating an attractive market opportunity with strong momentum at Agreement Express. Partnering with Dave O’Brien at this stage will strengthen our continued focus on growing our wealth management and payment verticals,” commented Richard Maclean, Managing Partner and co-founder of Frontier. “Dave has an impressive track record scaling vertical SaaS companies and we feel he is a great fit for our next stage of growth. We are excited to welcome Dave to the Frontier and Agreement Express Teams.”  

Click to read the Agreement Express official press release.