Transaction Advisors Institute

Thursday's M&A Forum in Dallas featured a dynamic discussion on managing current challenges, refinements in the deal process, and best practices for post-close integration. Thanks for the support from Bain & Company, and to our insightful panelists. Gina Sandon, Director, Corporate Development, IBM Whit Keuer, M&A Partner, Bain & Co. Jack Wankowski, Senior Vice President, Corporate Development, NTT DATA Americas Guylando Moreno, Vice President, Corporate Services, Progress Rail, A Caterpillar Co. William Jefferson Black, Executive Director, Transaction Advisors Institute (Chair) #mergersacquisitionsdivestitures #corporatedevelopment #mergersandacquisitions

This Friday, Professor Emilie R. Feldman will be leading the M&A Integration Master Class featuring M&A Integration expert James Harris. 🔗Register Exclusively for in-house M&A professionals https://lnkd.in/gFmCpUfS #mergersacquisitionsdivestitures #mergersandacquisitions #corporatedevelopment

Emilie R. Feldman, renowned Professor of Management at the Wharton School of the University of Pennsylvania, will lead the Institute's M&A Integration Master Class on Friday. 🔗Register today (exclusively for in-house M&A professionals): https://lnkd.in/gFmCpUfS ✓ Develop methods for delivering the deal thesis and expected synergies ✓ Head-off inconsistent integration methods to ensure an optimal and repeatable process ✓ Assess integration risks and properly design and apply mitigation techniques to deliver deal value #mergersacquisitionsdivestitures #mergersandacquisitions #corporatedevelopment

The M&A Forum in Dallas will unpack some of the most pressing current challgenges and consider approaches for engineering high performing transactions. This is a must attend for corporate M&A professionals.

The M&A Forum in Dallas is a week away. Join this roundtable and discuss tactics for retention and post-close performance improvement. 🔗Complimentary Registration (corporate M&A professionals only): https://hubs.li/Q02W2NdK0 #mergersacquisitionsdivestitures #mergersandacquisitions #corporatedevelopment

Another exceptional Master Class from the Transaction Advisors Institute! A big thank you to Shermin Kruse for sharing her expertise and insights. This session offered invaluable guidance on structuring earnouts, aligning them with strategic goals🎯, and exploring retention agreements💼. Highly recommended for M&A professionals looking to sharpen their skills and drive impactful results🚀. #MergersandAcquisitions #CorporateFinance #Valuation #CorporateDevelopment #Earnouts #MergersandAcquisitionsAgreements #RetentionAgreements #DealStructuring #IntegrationPlanning

The upcoming M&A Forum in Dallas on November 21st will cover the most pressing issues in the deal process and consider approaches for delivering high-performing transactions. There is limited space to join this roundtable discussion. 🔗Complimentary Registration (Corporate M&A professionals only): https://hubs.li/Q02W2_9N0 #mergersacquisitionsdivestitures #mergersandacquisitions #corporatedevelopment

Yesterday's M&A Forum in Boston featured some of the most pressing challenges facing corporate M&A teams as they pursue high-performing transactions. Thanks for the support from Mercer, and to our insightful panelists. Sylvia Jacob, Senior Director, Worldwide Business Development, Pfizer Charles Burckmyer, Vice President Corporate Development, Culligan Holly Costa, MBA, Senior Director, M&A People Strategy & Integration, Workday Alla Lagniatinskaia, Senior Principal M&A Advisory Services, Mercer William Jefferson Black, Executive Director, Transaction Advisors Institute (Chair) #mergersacquisitionsdivestitures #corporatedevelopment #mergersandacquisitions

The M&A Earnouts and Retention Agreements Master Class takes place tomorrow at 10:00am CT. Join Professor Shermin Kruse and Matthew Brown, PMP, CPMI, CDCP: - Conceive and produce earnout structures that align with the deal objectives - Engineer retention agreements for key talent on both sides of the transaction - Produce an environment that drives integration milestones and value creation Register: https://hubs.li/Q02XqHv30

The M&A Forum Dallas is two weeks away. Seating is limited. 🔗Exclusively for corporate M&A professionals: https://hubs.li/Q02V_tVX0