XPX Philadelphia Bucks & Montgomery County - 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.

Daniel Moncaleano
Senior Director
Willis Towers Watson

Daniel leads the LATAM practice for the US within the AAIS group at WTW, structuring transactional insurance risk solutions for placements. Prior to WTW, Daniel practiced law at Willkie Farr & Gallagher in New York after practicing at two Colombian law firms. Daniel earned his law degree from Pontificia Universidad Javeriana and then LLM degrees from UC Berkeley and Queen Mary University of London. Relying on his prior work as an attorney, Daniel effectively advises clients throughout the entire representations and warranties insurance policy placement process.

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.

Event Registration 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 pr credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

Thank you to our Venue Host: 

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