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Ballroom 3/4 Session A

Anatomy of a Successful Deal

Presented By: Herbein + Co. and Confluence Advisors

An in-depth look at one company’s sale


Beth Bershok
Regional Marketing Director
Herbein + Company Inc.

Beth oversees the marketing and practice development efforts for the firm’s Pittsburgh, Greensburg and Allison Park offices. Prior to her career in professional services marketing, Beth earned a degree in speech communications (radio and TV) from California University of Pennsylvania and went on to a 26-year career in radio. From 1990 to March of 2008, Beth served as co-host and producer of “Gary & Beth in the Morning” on Lite Rock 92.9 FM. In 2005, she was awarded Best Pittsburgh On-Air Personality by the Pittsburgh Radio and Television Club.


Robert Aleksandrovic
General Manager
Element Material Technology

Robert was the COO and Chairman of the Board of Directors for Orbit Industries. Robert developed growth plans to expand Orbit into 5 locations servicing the needs of the aerospace, defense, nuclear and medical markets for nondestructive testing services by utilizing the Toyota Production System methodology. Orbit was recently sold to Element Material Technology.

Thomas L. Bakaitus Jr.
Tax Partner and Operating Officer
Herbein + Company Inc.

Tom is a CPA who serves as tax partner and operating officer of Herbein + Company Inc., a 180-plus person CPA firm with eight offices across Pennsylvania. Over 90 percent of Tom’s clients fall in the category of closely held or family-owned businesses. He provides those clients with accounting and business advisory services as well as tax planning and consulting. Tom spends much of his time structuring complex transactions and acquisitions.

Dan Sarver
Managing Director
Confluence Advisors LLC

Dan is a founding partner of Confluence Advisors, an investment banking firm providing M&A advisory services, capital raise services and business advisory services.  Confluence serves owners of private companies, publicly traded companies seeking to divest non-core businesses as well as private equity-owned businesses.  Dan has over 25 years diverse experience in investment banking, corporate finance and accounting.

Presented By

Herbein + Co. and Confluence Advisors
Herbein + Co. and Confluence Advisors

Conference Location

600 Commonwealth Place
Pittsburgh, PA 15222
Tel: 1.412.391.4600