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

Assessing and Closing Innovation-Driven Acquisitions

Kevin Hutchins, Senior Vice President, Strategy and Product Management, Juniper Networks
Albert Lee, Director in Corporate Development, Google
Branko Svec, Vice President, Head of Global Consumer M&A, American Express
Don Dawson, Managing Director, North American M&A Practice Lead, Accenture Strategy

Perspectives on Competition Between Strategic Acquirers, PE Firms, and SPACs

Vishal Dave, Corporate Counsel, Square
Susan Meisel, Senior Vice President, Corporate Deputy General Counsel, Sony Music Entertainment
Claudia Gast, Senior Vice President, Strategy and Corporate Development, AM General
Omar Pringle, Partner in Mergers & Acquisitions and Private Equity Investments and Buyouts, Morrison & Foerster

Disciplined M&A Strategy Through Process Refinements

Vanessa McKenzie, Vice President and Group Leader for Mergers and Acquisitions, Emerson Electric
J. Neely, Managing Director and Global Leader of M&A, Accenture
William Jefferson Black, Managing Director & Publisher, Transaction Advisors Institute

Human Capital Diligence: Mitigating Cultural Risks

Rupa Mehta, Vice President, Head of Corporate Development, Groupon
Marilyne O’Hara, Global M&A Integration Lead, Square
Ashley Rice, Senior Consultant from the HR Acquisitions Team, Cisco
Paul Kibbe, Principal in the M&A Advisory Services Practice, Mercer

Competing on Risk Allocation and Closing Conditions

Alison Heyden, Senior Counsel, Warburg Pincus
Brad West, General Counsel and Chief Compliance  Officer, Pritzker Private Capital
Matt Gemello, Partner, Orrick, Herrington & Sutcliffe

Analyzing the Regulatory Environment

Stacey Doynow, Director, Deputy General Counsel, Intuit
Melissa Scanlan, Vice President of Antitrust and Intellectual Property (IP), T-Mobile
Rob Sieland, Associate General Counsel of M&A, Securities, and Compliance, R.R. Donnelley & Sons
Matt Soran, Partner, Fried, Frank, Harris, Shriver & Jacobson
Barry Nigro Jr., Partner and Chair, Global Antitrust and Competition Department, Fried, Frank, Harris, Shriver & Jacobson

Diligence Methods and Intellectual Property

Jeff Hennig, Senior Director of Corporate Development, Xilinx
Alicia Rosenbaum, Vice President and Associate General Counsel Cybersecurity Technology, Salesforce
Dan Vaughn, Senior Director, Associate General Counsel, M&A, and Equity, PayPal
Amanda Massucci, Americas Transaction Forensics Leader, EY

Carve-Outs: Keys for Effective Structuring

Anders Rajka, Global IT Head of Strategy and Innovations, Acquisitions, and Divestitures, Johnson & Johnson
Noni Ellison, General Counsel, Chief Compliance Officer, and Corporate Secretary President, Carestream Dental
Rhonda Rein, Director of Corporate Development, Thomson Reuters
Stuart Gleichenhaus, Senior Managing Director, FTI Consulting

Embracing ESG in the Deal Process

Ray Cameron, Head of Investment Stewardship, BlackRock
Paul Davies, Partner and Co-Chair of ESG Task Force, Latham & Watkins
Zhenyi Huang, PhD, Research Fellow, M&A Research Center, Bayes Business School, City, University of London
Kamran Khan, Managing Director, Head of ESG for Asia Pacific, Deutsche Bank
Sonalee Parekh, Senior Vice President  of Corporate Development, M&A, and Investor Relations, Hewlett Packard Enterprise
Pat Tucker, Managing Director, Abernathy MacGregor

Examining Recent Changes to Deal Structures

Hans Grong, Director and Assistant General Counsel of M&A and 3M Ventures, 3M
Andrew Gratz, Associate General Counsel for Commercial and Strategic Transactions, LyondellBasell
Zachary Gennett, Corporate Counsel, M&A, Salesforce
Joseph Halloum, Partner in the Corporate and M&A Practice, Freshfields

International Trade and Tariffs: Staying Nimble Amid Regulatory Changes

Jennafer Watson, Director of Ethics & Compliance, Managing Counsel, Oxy
Leigh Avsec, Vice President, Associate General Counsel, Fortune Brands Home & Security
Nabeel Yousef, Disputes, Litigation, and Arbitration of Global Investigations Partner, Freshfields

Acquisition Metrics and Transaction Communications

Todd Manley, Senior Director, M&A Integration & Business Transformation, Marvell Semiconductor
Sonalee Parekh, Senior Vice President of Corporate Development, M&A, and Investor Relations, Hewlett Packard Enterprise
Bashar Nejdawi, Chief Strategy Officer and Head of M&A and e-Commerce, PCS Wireless
David Roady, Senior Managing Director of Strategic Communications, FTI Consulting

Integration and Change Management: Cultural Assimilation

Kimberly Baird, Corporate Development Integration Lead for Acquisitions, Divestitures, and Joint Ventures, Cisco
Gina Sandon, Director of M&A Synergy, IBM
Arun Mathew, M&A Human Resources Integration Leader, Boeing
Carly McCoy, Principal of M&A Advisory Services Business, Mercer

Navigating an Increasingly Dynamic and Complex IPO Environment

Hari Raman, Partner, Orrick, Herrington & Sutcliffe 
Jay R. Ritter, PhD, Joseph B. Cordell Eminent Scholar, Department of Finance, Warrington College of Business, University of Florida