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, October 26, 2023

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

4:00 - 4:15 pm
Welcome remarks and a brief presentation of recent M&A data / research 

4:15 - 5:15 pm
Roundtable discussion on M&A strategy, process, and integration best practices led by:

Jason Rothstein, Head of Mergers and Acquisitions Integration, Netflix
Adrian Esguerra, Vice President, Corporate Development & Finance Legal, Expedia Group
Katie Riddle, Director, Total Rewards M&A, Microsoft Corporation
Aaron Chaum, Senior Principal, M&A Advisory Services, Mercer
Bani Bedi, Senior Vice President: M&A, Pricing/Packaging, Strategy, and Partnerships, SmartSheet
Chris Evans, M&A Faculty, Transaction Advisors Institute (former Head of Corporate Development Integration at Amazon)

5:15 - 5:30 pm
Q&A and key takeaways for improving the M&A process

5:30 - 7:00 pm
Continued discussions and networking over wine & appetizers

Google Boren - South Lake Union
609 Fairview N, Seattle, WA 98109

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

This program is complimentary, thanks to the generous support of