Who We Are
The Transaction Advisors Institute is an independent source of information and perspective on M&A best practices
Founded in 2013, the Transaction Advisors Institute provides a suite of programs and current information on M&A strategy, deal structuring, and integration best practices.
Our sole aim is to help in-house M&A professionals improve their deal process and performance.
Prof. Stephen G. Morrissette
Faculty Director
Steve is a Professor of Strategic Management at the University of Chicago Booth School of Business where he teaches Merger & Acquisition Strategy.
His 30 years of practitioner expertise include various Chief Financial Officer roles where he was responsible for M&A and post-merger integration.
His academic career includes 15 years of full-time teaching on Strategic Planning, M&A, and Capital Planning.
Elizabeth M. Nassar
Senior Vice President, Membership Services
Elizabeth plays a key role in delivering the Institute's programs while providing exceptional and well-aligned support to both new and long-standing Members of the Institute.
She joined the Institute in 2014 after a career in business development and account management.
enassar@transactionadvisors.com
Greg Schlimm, PhD
M&A Knowledge Consultant
Greg has more than 20 years of corporate M&A experience across buy and sell side transactions.
He completed a Doctorate of Business Administration at Warwick Business School with a focus on value creation during post-merger integration. Greg is also a graduate of the TRIUM Global Executive MBA (an alliance of LSE, HEC Paris, and NYU Stern) and the Wharton School of the University of Pennsylvania
gschlimm@transactionadvisors.com
Diane Damian
New Member Development
Diane dedicates her time to making meaningful introductions and fostering new relationships with corporate M&A professionals.
Her experience includes serving as Legal Assistant to the Deputy General Counsel and Corporate Secretary of a large public company supporting them through multiple complex M&A transactions.
ddamian@transactionadvisors.com
Alyssa Kelly
Speaking Faculty Chair
Alyssa is focused on selecting the speaking faculty for the prestigious M&A Conference Series.
Before joining the Institute she was a Business Development Senior Coordinator at Latham & Watkins.
info@transactionadvisors.com
William Jefferson Black
Managing Director & M&A Conference Series Chair
Nora K. Hickey
Managing Director & President
Nora is a co-founder of the Institute and works across the full range of programs and activities.
She brings a unique combination of academic publishing, professional services marketing, and business operations experience to the Institute.
nhickey@transactionadvisors.com
The Institute is expanding!