XPX Philadelphia - The Fine Print That Bites: Managing Risk Through Reps, Warranties, and Indemnities

While headline price grabs attention, it’s the legal fine print that decides whether a seller truly walks away clean. This session pulls back the curtain on representations and warranties, indemnities, escrows, and insurance—showing how “done deals” can unravel long after closing and how smart advisors help clients spot hidden risks, avoid post‑closing surprises, and exit with confidence.

Our Speakers:

Rebecca Guzman
Partner, Co-Chair of M&A Division
Duane Morris LLP

Rebecca serves as the global co-lead of the Private Equity industry group and Co-Chair of its Mergers and Acquisitions Division. She advises private equity sponsors, venture capital funds, and founder- and sponsor-backed companies across the full investment lifecycle, with a focus on control and minority investments, leveraged buyouts, growth equity, carve-outs, and exits under Delaware law. Rebecca brings deep expertise in life sciences, healthcare, and high-growth technology, and has advised on transactions exceeding $25B. She is widely recognized for excellence in dealmaking, leadership, and negotiation. Rebecca earned her JD at UC Berkeley and her undergraduate degree at Lehigh University.

Ally Lamson
Vice President, Client Management
Willis Towers Watson

Ally is an insurance broker licensed in both Employee Benefits and Commercial Lines, serving as the primary point of contact and project manager for middle market companies, professional services firms, and private equity companies. A former attorney, Ally brings a legal minded, detail oriented approach to insurance strategy, due diligence, and risk evaluation. Known for her candor, energy and diverse network, Ally partners closely with clients and advisors to present thoughtful and creative insurance solutions. Ally focuses on healthcare, tech, education, and home services companies. Ally earned her JD and Master’s in Psychology from Duke and her undergraduate degree at Wesleyan University.

Andrew Zimmerman
Senior Director
Willis Towers Watson

Andrew joined WTW in 2014, after practicing as an insurance coverage litigator focused exclusively on representing commercial policyholders. His prior experience includes disputed claims, coverage litigation, insurance counseling, risk management, and complex commercial litigation, including environmental, products liability, and construction matters. In his current role, Andrew has successfully placed hundreds of representations and warranties and other transactional risk insurance policies. He was named a Risk & Insurance “Power Broker” in M&A in 2025. Andrew earned his B.A., with high honors, from Rutgers University and his J.D. from Rutgers University–Newark, where he served on the Rutgers Law Review.

Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for building security access and headcount purposes. Join our membership today and enjoy the benefits!

XPX Chapter Network Members: $55.00
XPX Chapter Network Members Walk-In/Same Day Fee: $65.00

Non-members: $75.00
Same Day/Walk-In: $85.00

BRING A FIRST-TIME GUEST TO XPX!

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  A Philadelphia member referral is required. The XPX member (not the guest) must email angie@exitplanningexchange.com to register their first-time guest.

This offer is valid only for individuals who have never attended an XPX Chapter event. Guests who have previously attended any XPX event, whether paid or complimentary, are not eligible.

Regular Monthly Educational Events Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

Thank you to our event host sponsor:

Armanino Advisory LLC

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