How to Be an Effective Buyer in This Hyper-Competitive and Ever-Changing Environment

Kerry Klecic is part of the Brown & Brown transaction group, which provides risk consultation and insurance coverage for Mergers & Acquisitions activity. This includes Due Diligence, as well as Representations and Warranties, Litigation and Tax insurance coverages. Kerry has been with the company since Summer of 2016.

David is a Managing Director of Borgman Capital LLC, where he is responsible for deal origination, structuring, and portfolio company governance. Mr. Bartelme previously worked in Shell Oil Company’s corporate M&A practice where he focused on strategy, valuation, deal structuring, and coordination for deals both domestic and international. Mr. Bartelme started his career as a chemical engineer in the chemicals and energy industries where he spent more than a decade leading engineering, operations, and maintenance departments. Mr. Bartelme holds degrees in chemical engineering from the University of Washington and an MBA from the University of Alberta.

Khun has over 20years in industry experience and has held different positions within AIG in Paris, London and Chicago in underwriting and sales with a focus on industry practice (construction, energy and healthcare). After practicing M&A with US law firms in Paris, she joined AIG France to manage and launch the Transactional Insurance practice, marketing and underwriting reps and warranties and loss buy outs for 4 years. She also spent two years in London as Client Director in charge of a portfolio of key multinational accounts. Since 2016, she has been part of the AIG M&A insurance team underwriting representations and warranties insurance and responsible for developing the product in the Midwest region. Khun holds a law degree from University La Sorbonne in Paris, France.

As a Senior Managing Director of Mason Wells Buyout Funds, Mr. Radtke is primarily responsible for supporting the investment activities of those funds. In this capacity, Mr. Radtke is responsible for initiating investment opportunities, negotiating transactions, supervising due diligence, serving on the Board of Directors of portfolio companies, and working with portfolio company management teams.  Mr. Radtke is a Co-Chairman of the Investment Committee of Mason Wells Buyout Fund IV.

Mr. Radtke has over 20 years of private equity investing experience in middle market companies. Prior to joining Mason Wells in 2006, Mr. Radtke worked for Cornerstone Equity Investors, LLC in New York for five years, where he was responsible for the origination, analysis, due diligence and execution of control-oriented investments in middle market companies in the business services and specialty manufacturing industries.  Before Cornerstone Equity Investors, Mr. Radtke worked in Lehman Brothers' New York office for three years, where he was an Investment Banking Analyst in the real estate and mergers and acquisitions groups.

Mr. Radtke is a member of the Board of Directors of L.B. White Company, LLC, Schoeneck Containers, Inc., and Structural Concepts Corporation.  He previously served on the Board of Directors of AWT Labels & Packaging, Charter NEX Films, Coating Excellence International, LLC, MGS Mfg. Group, Inc., Mullinix Packages, Inc., Nelipak Healthcare Packaging, Oliver Products Company, and Pacon Corporation. 

A native of Wisconsin, Mr. Radtke received a Master of Business Administration degree from Columbia Business School and a Bachelor of Arts degree from Vanderbilt University.