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

Do Repositioning Transactions Outperform in a Crisis?

Eileen Kamerick, Board of Directors Member, Three NYSE corporations and one LSE corporation
Jelena Guzenko, Head of M&A for Americas, Siemens Energy
Gregg Albert, Managing Director in the Corporate Strategy and M&A Practice, Accenture

A Conversation on M&A Strategy During Shaky Markets

Professor Stephen G. Morrissette, PhD, Visiting Professor of Strategic Management, University of Chicago's Booth School of Business
William Jefferson Black , Managing Director & Publisher, Transaction Advisors Institute

Methods for Improving Diligence and Deal Terms when Visibility is Limited

Chandradev Mehta, Director of Mergers & Acquisitions, LyondellBasell
Nicolas Moiseeff, Senior Director for M&A and Joint Ventures, Bunge Limited
Diwakar Rao, Vice President of Corporate Development & Strategy, Zynga
Jesse Silverton , Transaction Advisory Services Practice, EY

How SPACs Compete for Deals

Marc Teillon, Senior Managing Director, Vista Equity Partners
Brett Shawn, Senior Vice President, Assistant General Counsel, Warburg Pincus
Peter Lamb, Partner, Orrick, Herrington & Sutcliffe
Hari Raman, Partner, Orrick, Herrington & Sutcliffe

Pandemic-Adjusted Deal Terms and M&A Process Changes

Nic Volpi, Partner, Permira Advisers
Connie Chen, Senior Associate General Counsel and Head of M&A, Broadcom
Rajive Dhar, Vice President and & Head of Corporate Development, Informatica
Brian Mangino, Corporate Partner, Fried, Frank, Harris, Shriver, & Jacobs

Weaving ESG Considerations into the M&A Process

Margot Miller, Global Legal Head of M&A, Treasury, & Antitrust, Anheuser-Busch InBev
Sonalee Parekh, Associate General Counsel of M&A, Securities, and Compliance, R.R. Donnelley & Sons
Pat Tucker, Managing Director, Abernathy MacGregon

CFIUS Steps Up Pace of M&A and Investment

Deirdre McEvoy-Cappock, Principal U.S. Antitrust & CFIUS Counsel, Siemens Corporation
Aimen Mir, Chair of CFIUS, U.S. Department of the Treasury

Addressing Nascent Competition Issues with M&A Process Refinements

Gil Ohana, Senior Director of Antitrust and Competition, Cisco Systems
Stacy Frazier, Executive Counsel for Global Competition Law and Policy, General Electric Company
Ben Gris, Partner in the Antitrust Practice, Shearman & Sterling

Negotiating Closing Conditions that Bridge Valuation Gaps

Dawn Bartholomew, Head of Corporate Development, Spencer Stuart
Linda Sharaby, Managing Director, Neuberger Berman
Sanil Padiyedathu, Counsel - Strategic Transactions (M&A Legal), Verizon Communications
Matt Soran, Partner, Fried Frank

Transferring Known Tax Liabilities to a Transactional Insurance Policy

Michael Kelchen, Director of M&A, Tax Planning, Controversy and Global Transfer Pricing, Keysight Technologies
Thomas Griffin, Principal and Counsel, Ares Capital
Sheldon Elefant, Director of Tax Insurance at the M&A Practice, Willis Towers Watson

Carveout Transaction Readiness and Process Best Practices

Oscar Ledezma, Director Corporate & Business Development - M&A Department, The Clorox Company
Oliver Vivell, Vice President of Corporate Development, SAP
Jarrett Price, Lead Corporate Coverage, Alpine Investors
David Smalstig, Senior Managing Director, FTI Consulting 

Covid-Era Integration Techniques for Onboarding and Retaining Leadership

Chad Klutts, Director of M&A Integration, Walmart
Gina Sandon, Director of Global M&A Synergy, IBM
Dana Hughes, Head of Integration Management, Pfizer
Julie van Waveren, Principal, Mercer

Identifying People-Related Financial Challenges in M&A Diligence

Christina Ungaro, Executive Vice President, Director of Corporate Development, JLL
Siran Tanielyan, Vice President, Corporate Development, ViacomCBS
Sarah Arendsen, Senior Director Corporate Development & Strategy, Kellogg Company
Eric Warren, Partner in the Global M&A Advisory Services Practice, Mercer