Developing Effective M&A Approaches

M&A Forum Dallas

NOVEMBER 6, 2025

Learn About All Access Membership Accounts

3:30 - 4:00pm
Welcome and networking

4:00 - 5:45pm
Discussion on key challenges and innovation in the M&A process

  • Developing key steps in the target identification and development process
  • Crafting clever diligence methods, negotiation techniques, and deal points
  • Designing innovative approaches for retention & cultural alignment
  • Engineering post-close performance improvement

Mark Mennel, Vice President, Corporate Development, Ryan
Dave Shaddick, Partner, Bain & Company
Courtney Roane, Vice President, Deputy General Counsel, and Corporate Secretary, Kimberly-Clark
Jared Sine, Chief Strategy and Legal Officer, GoDaddy
William Jefferson Black, Executive Director, Transaction Advisors Institute (Chair)

5:45 - 7:00pm
Continued discussions and networking over wine & appetizers

M&A Intelligence

Program Materials

Participants will receive both digital and print materials with more than 100 charts with information on recent shifts in deal volume, negotiation points, and best practices, including the selection below

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Total Shareholder Returns CAGR

Analysis from Bain & Co. shows that companies pursuing frequent, strategically sized acquisitions outperform infrequent or inactive buyers, achieving higher total shareholder returns.

Chart 1

Percent of Companies delaying Deals Acquisitions

Analysis from PwC’s Pulse Survey shows that one in three companies delayed or reconsidered pending acquisitions due to tariff and trade uncertainty, with Energy and Utilities firms most affected at 41%.

Chart 2

Total M&A as % of Nominal GDP

Analysis from Bain & Co. shows that total M&A activity as a share of nominal GDP indicates a strong rebound in strategic dealmaking following a cyclical low.

Chart 3

Valuation Multiples Pre- and Post-Spin

Analysis from J.P. Morgan shows that investors continue to prefer focused spin-offs, with pure play entities outperforming parent firms within six months post-spin.

Chart 4

Adoption of Acquisition and Divestiture Playbooks

Survey results from the Transaction Advisors Institute show that while most M&A teams maintain structured playbooks for acquisitions, fewer than half report having equivalent frameworks for divestitures.

Chart 5

CapEx Spending vs. M&A Investment Among S&P 500 Companies

Analysis from Goldman Sachs shows that capex has expanded at a faster rate than M&A activity, with S&P 500 companies doubling CapEx relative to cash-funded acquisitions since 2021.

Chart 6

Expected Enhancements to M&A Strategy and Process from AI

Analysis from Bain & Co. shows that deal teams anticipate generative AI will enhance efficiency and insight at every stage of the M&A lifecycle, from strategy through integration.

Chart 7

Frequency of Virtual M&A Negotiations

Analysis from the Transaction Advisors Institute shows that nearly half of M&A negotiations now take place online, reflecting a lasting shift toward virtual dealmaking.

Chart 8

Primary Reasons for M&A Deal Failure

A practitioners survey from Bain & Co. shows that overestimated revenue synergies and challenges integrating management teams are the leading causes of deal failure.

Chart 9

Percentage of Total Synergies Captured Over Five Years

Analysis from Bain & Company shows that cost synergies are realized earlier than revenue gains, and M&A teams are often considering the value of going faster.

Chart 10

Timing of Cultural Assessments in M&A Transactions

Analysis from the Transaction Advisors Institute and Mercer shows that 80% of corporate M&A teams conduct cultural assessments during due diligence to identify organizational similarities and differences.

Chart 11

Achievement Rates of Post-Close Deal Objectives

A Survey from the Transaction Advisors Institute shows that corporate M&A teams report greater success achieving strategic and operational goals than financial targets following deal completion.

Chart 12

Exclusively for Corporate M&A Teams

M&A Forum Dallas

Tower Club Dallas
1601 Elm St 48th Fl, Dallas, TX 75201

Thursday, November 6, 2025
3:30pm - 7:00pm 

Learn About Membership Accounts

Registration is not open to M&A consultants, advisors, vendors, or members of the media.
Unqualified registrations will be canceled and refunded, less a $100 bank processing fee.

This program is generously underwritten by