Over 80 years of deal experience
The Confluence team has completed numerous transactions across a broad range of industries for an aggregate value in excess of $1.5 billion*. The principals of Confluence Advisors have diverse backgrounds and experiences beyond investment banking including financial services, accounting, sourcing and business operations.
Dan brings over 25 years of experience in Corporate Finance, Mergers and Acquisitions, Accounting, Financial Analysis, and Business Strategy. Dan plans, manages and oversees client business transactions including divestitures, management buyouts, balance sheet restructurings, shareholder transactions, and client acquisitions. He has served in senior roles with Fortune 500 Companies and began his career as an accountant at Westinghouse Electric Corporation and was previously with Mellon Financial Corporation, UPMC and Deloitte and Touche. He is a Certified Public Accountant (inactive) in Pennsylvania, and a General Securities Representative licensed (7 and 63) by FINRA. Dan is a board member of The Foundation for IUP and is also a past board member and Treasurer of the Association for Corporate Growth, Pittsburgh Chapter. He has a BS in Finance from Indiana University of Pennsylvania and a Masters of Business Administration from the University of Pittsburgh. Dan is a Registered Representative of and Securities Products are offered through BA Securities, LLC Member FINRA, SIPC.
Dave has over 25 years of diverse experience in Corporate Finance, Mergers and Acquisitions, Business Strategy, Business Advisory and Public Accounting. Dave leads and participates in numerous types of transactions, including management buyouts, acquisitions, shareholder transactions, balance sheet restructurings, growth strategy, senior and subordinated debt placements and divestitures. His industry expertise includes manufacturing, food and beverage, business services and financial services. Dave has also served in senior level roles with commercial and investment banking firms where he gained significant experience in serving large corporations and middle market businesses. He began his career with a big four accounting firm. Dave is a Certified Public Accountant (inactive) in Pennsylvania, and a General Securities Representative licensed (7 and 63) by FINRA. Dave is a Registered Representative of and Securities Products are offered through BA Securities, LLC Member FINRA, SIPC.
Christian has spent 17 years representing businesses seeking to sell, raise capital or make acquisitions. His experience includes advising private business, private equity held business and publicly traded companies. He participates and leads a variety of transactions including cross-Atlantic transactions, acquisitions, sales, staged sales, shareholder transactions, management buyouts and mezzanine debt and equity placements. Christian’s industry expertise includes manufacturing, business service, technology enabled business service, distribution, transportation, metals, energy and packaging. Christian began his career in the securities industry as a Registered Representative where he was primarily responsible for developing new business. He is a General Securities Representative licensed (7 and 63) by FINRA. Christian is a Registered Representative of and Securities Products are offered through BA Securities, LLC Member FINRA, SIPC. He has a BS from Clarion University of Pennsylvania and an MBA from the University of Pittsburgh, graduating with honors in both cases.
Walt has over 25 years of business management and development experience in distribution and manufacturing, including his tenure as President of Fisher Scientific’s Worldwide Strategic Sourcing organization. He was responsible for the corporation’s $2 billion plus global procurement operation, as well as supplier acquisitions and integration strategies. Walt’s unique operational expertise is an asset to Confluence clients. Walt also brings considerable management, strategic sourcing, sales, marketing, merchandising and supply chain experience to client engagements. Walt is currently President of Burrell Reagents, LLC.
Jereme has over five years of experience in Mergers and Acquisitions, Business Development and Corporate Finance. As an integral part of the Confluence team, Jereme is responsible for transaction execution, financial modeling and due diligence. Prior to joining the firm, Jereme worked as the Director of Business Development for Prima Health Care and as an Analyst at EdgePoint Capital. He started his career as an Analyst at Key Bank. These roles have contributed to his extensive experience in leading business operations and transaction advisory. Jereme is a licensed attorney in Ohio and a General Securities Representative licensed (79 and 63) by FINRA.
*Aggregate transaction value is derived from transactions completed by the principals while at Confluence Advisors, LLC, two other Pittsburgh based regional investment banking firms and one corporation. Transactions are closed on a best-efforts basis.