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


How Strategic and Financial Buyers are Competing on Deal Terms

Mark Legaspi, Associate General Counsel and Director of Corporate Strategy, M&A, investments and Emerging Technology, Intel
Brett Shawn, Senior Vice President, Assistant General Counsel, Warburg Pincus
Matthew Gemello, Corporate Partner in the M&A and Private Equity, Orrick



Adjusting Due Diligence and Integration for the New Deal Environment

Katie Nicoletti, Senior Director, Qualcomm
Jeremy Segal, Senior Vice President of Corporate Development, Progress
Christen Morand, Partner - Forensic & Integrity Services, EY



Critical Steps for Managing Information in an M&A Process

Siran Tanielyan, Vice President, Corporate Development, ViacomCBS
Nichelle Maynard-Elliott, Director, Element Solutions
Connie Chen, Senior Associate General Counsel and Head of M&A, Broadcom
Didier Vandenbroeck, Director of M&A Security, Salesforce
Shahzia Rahman, Counsel Lead for Governance and Securities, Square
Richard Davies, Global Chief Compliance Officer, Avon



Tailored Human Capital Diligence to Identify Operational Risks

Dustin Intihar, Corporate Development, Strategy and M&A, Lubrizol
Abdou Gueye, Global HR Operations and HR M&A, Zebra Technologies
Jeff Black, Partner and Global M&A Advisory Services Leader, Mercer



Negotiating Protections into Merger Agreements

John Ingrassia, Senior Counsel in the Corporate Department, Proskauer Rose



Negotiating Risk Allocation with Insurers in Times of Uncertainty

Hans Grong, Senior Counsel of M&A, 3M
Jay Rittberg, Managing Principal, Euclid Transactional
Bill Monat, Executive Vice President in the M&A, Willis Towers Watson
Aly El Hamamsy, Partner, Freshfields



Tariff and Trade Risks During an Acquisition

George Zaharatos, Principal in the Trade and Customs Practice, KPMG
Stephen Sangillo, Jr., Partner in the Deal Advisory Practice, KPMG
Elizabeth Shingler, Manager in the Trade and Customs Practice, KPMG



How to Mitigate Antitrust Risks Before They Capsize Deals

Morgan Frontczak, Senior Antitrust Counsel, Shell
Chuck Webb, Senior Antitrust Attorney, FedEx
Matthew Readings, Global Antitrust Practice Group Leader, Shearman & Sterling



Closing Mechanisms to Improve Deal Performance and Reduce Risks

Mark Legaspi, Associate General Counsel and Director of Corporate Strategy, M&A, Investments, and Emerging Technology, Intel
John O’Brien, Vice President of Corporate Development, Neuberger Berman
Jelena Guzenko, Vice President, Mergers & Acquisitions, Americas, Siemens
Mohit Singh, Senior Vice President, BP



How to Structure a Joint Venture

Maria Green, Independent Director, Littlefuse, WEC Energy and Tennant Company
Marie Quintero-Johnson, Vice President and Director of Global Mergers and Acquisitions, The Coca-Cola Company
Andrew Gratz, Associate General Counsel for Commercial and Strategic Transactions, LyondellBasell
George Casey, Global Managing Partner and Global Mergers & Acquisitions Practice Group Leader, Shearman & Sterling



A Conversation with Al Ansari on “Unraveling the Mystery of M&A Integration and Divestiture Success”

Al Ansari, Sr M&A Divestiture Advisor, Cisco


M&A Conferences

The cross-disciplinary agenda draws on experienced M&A professionals from various industries and regions to share first-hand experiences, best practices, and recommendations for navigating deals through both internal and external challenges.
Transaction Advisors Institute M&A Conference Series