Middle-Market Investment Bank | Sell-Side Advisory & MBO Specialists

Jereme, a Confluence Advisors professional with 10+ years in M&A, business development, and corporate finance expertise.

Jereme Frey

Vice President

Jereme has over ten 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.

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With a decade of experience in mergers and acquisitions, coupled with an MBA in finance and a law degree, I am devoted to delivering comprehensive and strategic solutions for our clients. Our multidisciplinary expertise ensures that we are a reliable partner in driving successful sale transactions for your business.

Dan, a finance expert with 30+ years of experience in M&A, corporate finance, and shareholder transactions

Dan Sarver

Managing Director

With over 30 years of experience in Corporate Finance, Mergers and Acquisitions, Accounting, and Financial Analysis, Dan is a highly accomplished finance professional known for his strategic vision and exceptional leadership. He has a proven track record of successfully executing complex business transactions including divestitures, management buyouts, balance sheet restructurings, and shareholder transactions.

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I enjoy working in mergers and acquisitions because it allows me to help family and founder-owned businesses achieve their goals and secure their legacy. Our dedication to personalized service and deep industry expertise ensures that our clients receive the best possible outcomes, making us a trusted partner in their most important transactions.

Dave, a founding member of Confluence Advisors, with 35+ years of experience in investment banking and M&A

Dave Eichenlaub

Managing Director

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.

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With over 25 years of experience as a CPA and in mergers and acquisitions and banking, I take pride in leveraging my extensive knowledge to guide family and founder-owned businesses through successful transactions. Our deep commitment to integrity and precision makes us a trusted partner in securing your business's future.

Chris, a senior advisor at Confluence Advisors, with 24 years of experience in mergers, acquisitions, and capital raising.

Christian Harsch

Managing Director

Chris has spent 25 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 in a variety of transactions including sales, corporate carve-outs, cross-Atlantic transactions, shareholder transactions, management buyouts and mezzanine debt and equity placements. Chris began his career in the securities industry with TD Waterhouse 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. Chris 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.

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Having spent over two decades in mergers and acquisitions, I am dedicated to providing insightful and reliable advice to our clients. My lifelong commitment to this field ensures that you receive expert guidance, making us a dependable choice for navigating complex transactions.

Walt, a Confluence Advisors expert with 25+ years in distribution, manufacturing, and global procurement operations.

Walter Rausch

Vice President of Business Development

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.

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Drawing from my experience managing multi-billion dollar units of publicly traded companies and serving on the boards of privately held businesses, I am passionate about helping family and founder-owned businesses thrive. Our strategic approach and operational expertise make us a trusted ally in achieving your business objectives.

Jereme Frey

Vice President

Jereme has over ten 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.

Learn More

With a decade of experience in mergers and acquisitions, coupled with an MBA in finance and a law degree, I am devoted to delivering comprehensive and strategic solutions for our clients. Our multidisciplinary expertise ensures that we are a reliable partner in driving successful sale transactions for your business.

Dan Sarver

Managing Director

With over 30 years of experience in Corporate Finance, Mergers and Acquisitions, Accounting, and Financial Analysis, Dan is a highly accomplished finance professional known for his strategic vision and exceptional leadership. He has a proven track record of successfully executing complex business transactions including divestitures, management buyouts, balance sheet restructurings, and shareholder transactions.

Learn More

I enjoy working in mergers and acquisitions because it allows me to help family and founder-owned businesses achieve their goals and secure their legacy. Our dedication to personalized service and deep industry expertise ensures that our clients receive the best possible outcomes, making us a trusted partner in their most important transactions.

Dave Eichenlaub

Managing Director

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.

Learn More

With over 25 years of experience as a CPA and in mergers and acquisitions and banking, I take pride in leveraging my extensive knowledge to guide family and founder-owned businesses through successful transactions. Our deep commitment to integrity and precision makes us a trusted partner in securing your business's future.

Christian Harsch

Managing Director

Chris has spent 25 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 in a variety of transactions including sales, corporate carve-outs, cross-Atlantic transactions, shareholder transactions, management buyouts and mezzanine debt and equity placements. Chris began his career in the securities industry with TD Waterhouse 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. Chris 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.

Learn More

Having spent over two decades in mergers and acquisitions, I am dedicated to providing insightful and reliable advice to our clients. My lifelong commitment to this field ensures that you receive expert guidance, making us a dependable choice for navigating complex transactions.

Walter Rausch

Vice President of Business Development

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.

Learn More

Drawing from my experience managing multi-billion dollar units of publicly traded companies and serving on the boards of privately held businesses, I am passionate about helping family and founder-owned businesses thrive. Our strategic approach and operational expertise make us a trusted ally in achieving your business objectives.

Jereme Frey

Vice President

Jereme has over ten 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.

Learn More

With a decade of experience in mergers and acquisitions, coupled with an MBA in finance and a law degree, I am devoted to delivering comprehensive and strategic solutions for our clients. Our multidisciplinary expertise ensures that we are a reliable partner in driving successful sale transactions for your business.

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MeetOur Team

Jereme Frey

Vice President

Dan Sarver

Managing Director

Dave Eichenlaub

Managing Director

Christian Harsch

Managing Director

Walter Rausch

Vice President of Business Development

Jereme Frey

Vice President

Dan Sarver

Managing Director

Dave Eichenlaub

Managing Director

Christian Harsch

Managing Director

Walter Rausch

Vice President of Business Development

Jereme Frey

Vice President

News & Insights

Confluence Advises SAL Chemical in its sale to PVS Chemicals

Confluence Advises LitCon Group in its sale to Vertex

Confluence Advises Fedora Intertech in its capital raise from S&T Bank

Confluence Advisors served as advisor to A.G. Mauro in its sale to Unified Door