Meet Our Experienced Team

Over 100 Years of Experience.

The Confluence team has completed numerous transactions across a broad range of industries for an aggregate value in excess of $2 billion. The principals of Confluence Advisors have diverse backgrounds and experiences beyond investment banking including financial services, accounting, sourcing and business operations.

Dan Sarver, Managing Director

dan@confluenceadvisors.com

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.

Throughout his extensive career, Dan has held senior roles with several major companies where he honed his technical skills in financial reporting and analysis.  He began his career as an accountant at Westinghouse Electric Corporation.

Furthering his expertise at Mellon Financial Corporation, UPMC, and Deloitte & Touche, Dan gained exposure to a diverse range of industries and financial practices.  Dan has successfully facilitated numerous Merger and Acquisition transactions, guiding clients through the complexities of due diligence, valuation, and negotiation. His keen analytical skills and deep understanding of market dynamics have been instrumental in identifying potential acquisition targets and ensuring successful outcomes.

As a Chief Financial Officer for multiple private businesses, Dan has demonstrated a deep understanding of corporate finance and has led organizations through financial transformations, enhancing profitability and stakeholder value.

A Certified Public Accountant (inactive) in Pennsylvania, Dan is also a licensed General Securities Representative (FINRA Series 7 and 63). He is committed to continuous professional development and has served as a board member for The Foundation for IUP as well as Treasurer and Board Member for the Association for Corporate Growth, Pittsburgh.

Dave Eichenlaub, Managing Director

dave@confluenceadvisors.com

Dave is a founding member of Confluence Advisors, LLC.  He has over 35 years diverse experience in investment banking, corporate banking and public accounting.  He has spent his entire career serving middle market companies as they seek to grow and maximize business value.

Dave originates and leads sell-side and capital raise transactions for Confluence.  He has completed numerous complex transactions and has arranged intricate deal structures, including cross-border transactions, management buyouts, subordinated debt placements and the sale of companies owned by an ESOP.  His background, experience and temperament have helped him to advise business owners as they navigate the most important financial transaction of their lifetime.

Dave has also served in senior level roles with commercial and investment banking firms where he gained significant experience in serving middle market businesses. He began his career with a big four accounting firm.

Dave earned his BSBA degree in Accounting from John Carroll University and an MBA in Finance from DePaul University Graduate School of Business.  He is a Certified Public Accountant (inactive) in Pennsylvania and a General Securities Representative licensed (7 and 63) by FINRA

Christian Harsch, Managing Director

chris@confluenceadvisors.com

Chris has spent 24 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.

Walter Rausch, Vice President of Business Development

walt@confluenceadvisors.com

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.

Jereme Frey, Vice President

jereme@confluenceadvisors.com

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.

A Better Perspective

Our experience as operating executives, investors and entrepreneurs contributes to your success. We excel at maximizing value because we've sat at both sides of the table. Let's talk about how we can put our perspective to work for you.
 

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