Developing Effective M&A Approaches

M&A Forum New York

FEBRUARY 27, 2025

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

Siran Tanielyan, Senior Vice President Corporate Development, Paramount
Rohit Dave, Head of Corporate Development, Block
Roopa Unnikrishnan, Chief Strategy & Innovation Officer, IDEX Corporation
Mike Ross, US Consumer Markets Deals Leader, PwC
William Jefferson Black, Executive Director, Transaction Advisors Institute (Chair)

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

DIGITAL & PRINT

Program Materials

Participants in the M&A Forum will receive both digital and print copies of the following charts with information on recent shifts in deal volume, negotiation points, and best practices

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Global M&A Value as a Percentage of GDP

A 30-year breakdown of total deal value with overlays that show total M&A as a percentage of global GDP

Chart 1

Buy v. Build Analysis

A trend chart that displays M&A v. CapEx for S&P 500 constituents with CAGRs for each

Chart 2

Buyer Initiated Approaches

A breakdown of friendly deals for a U.S. public target with a transaction value greater than $1B with market checks

Chart 3

Share of Total US Imports

Data on Canada, China, and Mexico since 2020 from the J.P. Morgan M&A Outlook

Chart 4

New HSR Obligations for Corporate M&A Teams

A table with key changes from the new HSR Pre-Merger Notification Form

Chart 5

Corporate M&A Approaches for Diligence

Survey of public and large private corporate acquirers by Transaction Advisors Institute

Chart 6

Revenue and Cost Synergy Capture

Data from the PwC M&A Integration Survey on high-performing M&A teams

Chart 7

Human Capital Considerations in the Deal Theses

Survey of public and large private corporate acquirers by Transaction Advisors Institute

Chart 8

M&A Integration Frameworkd by Deal Intent and Complexity

M&A Integration Master Class materials that map approaches by deal type and operational relatedness

Chart 9

M&A Performance by Deal Thesis

Survey of public and large private corporate acquirers by Transaction Advisors Institute

Chart 10

Key Revenue and Cost Metrics

M&A KPIs to measure deal success from the PwC M&A Integration Survey

Chart 11

M&A Performance by Experience Level

Data on transformational, adsorption, tuck-in, and stand-alone acquisitions from the PwC M&A Integration Survey

Chart 12

Exclusively for Corporate M&A Professionals

M&A Forum New York

Hosted at 1515 Broadway, New York, New York 10036


Thursday February 27, 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