A roundtable discussion for in-house M&A professionals

  • M&A Strategy

    Considering key steps in the target identification and development process

  • M&A Process

    Sharing clever diligence methods, negotiation techniques, and deal points

  • M&A Integration

    Exploring innovative approaches for retention and post-close performance improvement

Thursday, November 7, 2024

3:30 - 4:00pm
Check-in and networking among members of the Institute and guests

4:00 - 4:15pm 
Welcome remarks on current dynamics in the deal market

4:10 - 5:45pm
Roundtable discussion on key challenges and innovation in the M&A process

Sylvia Jacob, Senior Director, Worldwide Business Development, Pfizer
Charlie Burckmyer, Vice President Corporate Development, Culligan
Holly Costa, Senior Director, M&A People Strategy & Integration, Workday
Alla Iagniatinskaia, Senior Principal M&A Advisory Services, Mercer
William Jefferson Black, Executive Director, Transaction Advisors Institute (Chair)

5:45 - 6:00pm 
Key takeaways for improving M&A performance 

6:00 - 7:00pm 
Continued discussions and networking over wine & appetizers


Federal Reserve Bank

600 Atlantic Avenue, Boston, MA 02210 Montgomery Room, 4th Floor

M&A Forums are exclusively for in-house M&A professionals (max 50)
Seattle M&A Forum | 2023

Who Should Participate

The Institute's programs are exclusively for in-house M&A professionals currently in an active corporate development, legal, finance, integration or private equity roles. Registration is not open to M&A consultants, advisors or vendors. Registrations for individuals who are not in-house M&A professionals will be canceled.


This program is complimentary, thanks to the generous support of