Transaction Advisors Institute

Transaction Advisors provides in-depth information and perspective on M&A strategy and governance, transaction structuring, integration methods, regulation and litigation, valuation and deal-related finance, accounting, and tax considerations through a collection of white papers, technical articles, research studies, and reports from our M&A Conference Series.

TABLE OF CONTENTS

Subtle but Critical Changes to Deal Terms

Peter Anderson, Senior M&A Counsel, IBM
Casarine Chong, Senior Vice President and Associate General Counsel of Transactions, Bristol Myers Squibb
James Wallace, Associate General Counsel of M&A, Raytheon Technologies
Paul Humphreys, Corporate and M&A Partner, Freshfields

Transformational M&A Reconsidered

Renee Scherrer, Senior Director of M&A Integration Strategy, Cisco
Jim Buckley, Vice President of Mergers and Acquisitions Integration, VMWare
Branko Svec, Senior Vice President, Strategy and Corporate Development, American Express
Patrick “Pat” Tucker, Vice President and Head of Global Consumer M&A, Abernathy MacGregor

Methods for Evaluating, Structuring, and Integration: Innovation-driven Acquisitions

Tim McBride, Director of M&A Strategy and Integration, Google Cloud
Sanjay Kacholiya, Vice President of Strategic Business Development, Citrix
Don Dawson, Managing Director, North American M&A Practice Lead, Accenture Strategy

Retaining the Right Talent and Improving Performance Post-Close

Lindsay Seefeldt, Director of Corporate Development Integration, Facebook
Abdou Gueye, Senior Director of HR and HR M&A, Zebra Technologies
Kristin Murphy, Global M&A Strategy Leader, Mercer

Craft for Impact: Acquisition Metrics and Transaction Communications

Will Gabrielski, Senior Vice President of Finance/Investor Relations, AECOM
Pat Belotti, Director of Venture Integration, Microsoft
Diwakar Rao, Vice President of Corporate Development and Strategy, Zynga
Patrick “Pat” Tucker, Senior Managing Director, FTI Consulting

Changes in Transactional Insurance Impacting IP-driven Deals

Julia Papastavridis, Director in the M&A Group, Willis Towers Watson
David Breach, Chief Legal and Operating Officer, Vista Equity Partners
Mike Guo, Deputy General Counsel, TPG Capital

New Study Looks at Variations in M&A Holdback Structures

Variations in holdback structures were considered in detail in a recent M&A escrow study, which looked at variations in the typical components of these important risk mitigation mechanisms.

At a high-level, the study showed 7.7% of the purchase price is placed in escrow on average. But the data, which was compiled from Capital IQ and anonymized by J.P. Morgan escrow services agreements and account data, show meaningful variations across deal types, sectors, and duration, among other factors.

Improving Joint Ventures with Buyout Provisions

Patrick Bombach, Vice President and Associate General Counsel in the Corporate Legal Group, Intel
Nicole Kelsey, General Counsel and Secretary, Amyris
Jonathan Duckles, Director and Senior Counsel, SoftBank
Michael Dorf, Partner, Shearman and Sterling

Key Steps for Executing Carve-out Transactions

Todd Manning, Head of Commercial Strategy, M&A, and Alliances, American Express
Brad Marzullo, Vice President and Group General Counsel, DaVita Venture Group
Yvonne Gyimah, Senior Managing Director of Corporate Finance, FTI Consulting

Regulatory Hurdles Are Shifting Deal Terms

Bob Zapata, Managing Director and Counsel of Corporate Strategy and Development, TIAA
Rob Sieland, Vice President and Associate General Counsel of International, M&A, Securities, and Compliance, R.R. Donnelley & Sons Company
Stephen Diamond, Assistant General Counsel of Business Transactions (M&A/Late Stage Licensing), Pfizer
Aly El Hamamsy, Partner, Freshfields

Cross Border Joint Ventures: Governance

Michael Hartman, Senior Vice President, Assistant General Counsel, AT&T
Doug Barnard, Chief Legal Officer, CF
Scott Petepiece, Partner, Shearman & Sterling