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Contact Information

Sarah O'Leary


164 LLP Farm Road
Southern Pines, North Carolina 28388
United States
Contact Email
Practice Areas
EB-5 Project Research, Due Diligence & Analysis, Financial Analysis, Financial & Securities Valuations, Mergers & Acquisitions
Languages spoken
North Carolina

Sarah O'Leary

Sarah O'Leary is the source for news, projects and information about EB-5 Regional Centers and their investment projects. We guide you to analysts, economists, accountants, statisticians and mathematicians that produce EB-5 Regional Center project comparative analysis reports for foreign national investors based on topics covering job creation methodology, the strategic plan, management, risk factors, risk mitigation, safety, return, exit strategy, escrow and industry overview among many others.


Sarah O'Leary

With an investment banking career spanning nearly two decades focused in the health care and technology industries, Sarah Davidson O'Leary has a proven track record of new business development, deal execution, and marketing in global institutional environments.  Having started her career with the two most dominant players in the technology and biotechnology industries, Alex. Brown & Sons (merged into Deutsche Bank) and then Hambrecht & Quist (merged into JP Morgan Chase). 

Sarah was instrumental in bringing many of the most prominent new issues of the late 1980s and 1990s to market.  Following two years as a managing partner in a successful management consulting firm to the health care industry, Sarah joined Lehman Brothers as a Senior Vice President to run their Capital Markets effort in the health care industry.  

During her tenure with Lehman, the firm consistently ranked as either #1 or #2 amongst all global investment banks in underwriting to the health care industry.  Sarah was recruited from Lehman to Sanford C. Bernstein (merged into Alliance Capital) as a Managing Director to run their investment banking/capital markets effort generating over $65 mm in two years as a co-manager, syndicate member working primarily with larger capitalization public companies. 

Possessing strong communication, negotiation and presentation skills, Sarah has enjoyed a successful career of identifying opportunities within fledgling industries and quarterbacking those deals through marketing to successful closing.

Sarah is a graduate of Vassar College where she was a competitive squash player.  She went on to pursue a Master's Degree in International Primary Health Care at Columbia University's School of Public Health before beginning her career.  An avid equestrienne, Sarah lives with her husband and one daughter in North Carolina.