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Grand Ballroom 3 + 4 Session B

Getting to the Close: How to ensure a smoother sell-side deal

Presented By: Aon / Confluence Advisors

Unlock the secrets of a seamless sell-side deal in today’s complex M&A environment! Join our expert panel of executives, investors, and M&A advisors as they share insights on reducing escrow costs with strategic reps and warranties, exploring advanced de-risking techniques, and offering real-world tips from successful case studies—all designed to result in a cleaner deal for all parties of a transaction.


William Coleman
Senior Vice President

Bill Coleman is a Senior Vice President on Aon's Transaction Solutions team. Bill is responsible for the development and implementation of transactional-based risk solutions, including the deployment of insurance capital for M&A transactions through representations and warranties, litigation, tax and other contingent liabilities insurance. Bill is based in Pittsburgh and is further supported by a New York-based team of professionals in North America and colleagues in London, Hong Kong, Sydney and Bermuda who focus exclusively on transactional risk transfer. Prior to joining the Aon Team, Bill was an attorney at Sidley Austin LLP, where he specialized in mergers and acquisitions and private equity transactions, with a significant focus in the energy sector.


Dan Broudy
Clayton Kendall

Dan Broudy is co-founder and Chief Executive Officer of Clayton Kendall Inc., a Pittsburgh-based marketing supply chain company. With his extensive experience in the industry, Dan has successfully led the company to new heights, focusing on innovation, customer satisfaction, and strategic partnerships. His strong leadership and vision have made Clayton Kendall a trusted partner for businesses throughout the USA and Canada


Kristine Carpenter
Vice President, Legal, Global M&A and Corporate Governance

Kristine is an experienced senior leader with strong business acumen leading transformational and bolt-on acquisitions and complex commercial transactions. She led inorganic growth initiatives for in-house industrial and transportation company, Wabtec (NYSE: WAB and Fortune 300) and for private equity clients across diverse industries. Kristine is experience working with public company boards, executive leadership teams, and operational teams to drive legal and commercial strategy. Diversity and inclusion advocate with a passion for equity in the workplace and leader of the Asia Pacific Forum - Americas, Employee Resource Group.

David Eichenlaub
Managing Director
Confluence Advisors, LLC

Confluence Advisors is a middle market investment banking firm focused on representing families, founders, corporations, and private equity firms in business sale and capital raise transactions. Since the inception of the company in 2009, Confluence has transacted more than $2B in transaction volume across a variety of industries including distribution, chemical, testing/measurement, manufacturing, healthcare, industrial services, software and business services.

Andrew Wiechkoske
Managing Director
PNC Riverarch

Andrew joined PNC Riverarch Capital in 2011 from PNC Equity Partners. Prior to PNC, Andrew worked within the investment bank at JPMorgan. Andrew received a bachelor of business administration in finance and economics, magna cum laude, from the University of Notre Dame and an MBA, with honors, from the Wharton School of the University of Pennsylvania. He was previously a director of Authority Brands, Carbon's Golden Malted, Feeders Supply, Fire & Life Safety America, Global Claims Services, Goldco, Midway Dental Supply, North American Breaker Company, Painters Supply & Equipment Co., Pirtek Europe, Radiance Holdings, Shearer Supply and Steelite International. He is currently a director of APA Industries, Costanzo’s Bakery and Messenger.


Conference Location

600 Commonwealth Place
Pittsburgh, PA 15222
Tel: (412) 391-4600