About the Transaction Advisors Institute

Founded in 2013 and headquartered in the heart of Chicago, the Transaction Advisors Institute provides a suite of programs and current information on M&A strategy, deal structuring, and integration best practices for in-house M&A professionals.

Our sole aim is to help in-house M&A professionals improve their deal process and performance.

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 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 CFO 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 service to both new and long-standing Members of our community. She joined the Institute in 2014 after a career in development and account management.


 William Smith
Director of Marketing and Development

Bill combines extensive marketing experience with a strong understanding of executive education to help the Institute best serve its Members. He joined the Institute from Northwestern University, where he focused on the executive education programs at the Kellogg School of Management.


Megan Mall
Director of M&A Research and Knowledge Management

Megan brings her background in research, member services, and content creation to the Institute, where she manages the M&A Library and coordinates conference faculty, course curricula, and materials. She previously held positions at the American Association of Law Libraries and Northwestern University’s Kellogg School of Management.


William Jefferson Black
Managing Director & Publisher

William is a founding partner of the Transaction Advisors Institute and serves as Chair of the annual M&A Conference series. Earlier he was a member of the management team at a fast-growing investment banking and financial advisory firm (where he met Nora Hickey).


Nora K. Hickey
Managing Director & President

Nora is a founding partner of the Transaction Advisors Institute and works across the full range of programs. She brings a unique combination of academic publishing, professional services marketing, and business operations experience to the Institute.


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M&A Leadership Council

Transaction Advisors Institute was formed to provide information and perspective to improve the techniques and methods employed to execute complex corporate transactions.

To advance this pursuit, Transaction Advisors Institute formed an elite council of accomplished dealmakers from the most acquisitive organizations to serve as the M&A community’s preeminent board of thought leaders.

The M&A Leadership Council stands as the industry’s foremost body and a respected center of knowledge and experience on best practice and innovation in the deal process.

Ken Bond is the Head of Corporate Development at Cetera, a San Diego-based financial services firm, where he oversees the acquisition and divestiture pipeline. Previously Ken was Senior Vice President of Corporate Development at Aon Corporation where he led corporate development activity for Commercial Risk and Health Solutions business units (aggregate revenue of $6B). Earlier he served in various corporate strategy roles and as an advisory at McKinsey & Co. He also served as a Lieutenant and Nuclear Submarine Officer in the United States Navy.

Hugo Dubovoy has served as Vice President, Corporate Secretary; Chief Counsel - Corporate, Securities & Litigation for W.W. Grainger, Inc. (NYSE: GWW; Fortune 300) since 2015.

Hugo has worked on over $60B in transactions with experience leading large cross-border teams, handling friendly and hostile M&A as well as activist scenarios & proxy fights, and effecting IPOs as well as secondary public offerings and private placements of securities.

Earlier he was a Partner at Baker McKenzie, where he focused on M&A, corporate finance and general corporate and securities matters.

James Harris is a Principal on the Corporate Development Integration team at Google, where he has spent the past decade refining the process and methods the company uses for acquisitions of various sizes.

Previously James worked in Corporate Development and Integration at Amazon and at F5 Networks.

Felipe Heiderich is Senior Counsel at Moderna. 

Felipe has significant experience in M&A, venture capital investments, joint ventures, co-developments and collaborations, and strategic licensing and distribution transactions.

Sanjay Kacholiya is Vice President, Strategic Business Development at Citrix.

Previously Sanjay was with GE Digitial where he lead M&A, business development, joint ventures and other strategic initiatives worldwide.

Eileen Kamerick is a National Association of Corporate Directors Board Leadership Fellow and SEC Financial Expert who is currently serving as a Board of Directors Member for three NYSE corporations and one LSE corporation.

Mark Legaspi is Associate General Counsel, Director, Corporate Strategy, M&A, Investments and Emerging Technology at Intel Corporation.

Mark has been at Intel since 2012 and previously led the M&A legal team.

Sergio Letelier is Vice President and Deputy General Counsel - Corporate, Securities and M&A at Hewlett Packard Enterprise.

In this capacity, Sergio and his team are responsible for global M&A, Corporate Compliance and Governance matters, and support to HPE’s worldwide Tax Department around corporate restructurings.

Nichelle Maynard-Elliott is an independent board director for Xerox, Lucid Motors and Element Solutions, Inc.

She has 20+ years of financial and legal experience in M&A, business development and strategic partnerships at Fortune 300 multinational corporations and top-ranked international/boutique law firms.

Chandradev Mehta is Director of Mergers & Acquisitions at LyondellBasell.

He has over 14 years of Investment Banking and Corporate Development experience across U.S. and Asia.

Margot Miller is Global Legal Head of M&A, Treasury, & Antitrust at Anheuser-Busch InBev.

Previously Margot was an Associate at Cravath, Swaine & Moore where she concentrated in antitrust law, both from an M&A and a litigation perspective.

Gil Ohana is Senior Director, Antitrust and Competition at Cisco Systems.

He provides antitrust counseling and dispute resolution focused on issues faced by successful technology companies.

Lindsay Seefedlt is a Director of Corporate Development Integration at Facebook.

Lindsay has helped build out the Corporate Development Integration team, cross functional partnerships, and process to evaluate, diligence, and integrate acquired companies into Facebook globally.

Brett Shawn is Senior Vice President, Assistant General Counsel at Warburg Pincus.

Previously Brett was an attorney focusing on M&A, securities law, and corporate governance at Wachtell, Lipton, Rosen & Katz.

Michael Wolf is Deputy General Counsel at Baxter, where he is responsible for the global legal function supporting mergers & acquisitions and other business development activities.

Previously Michael was Co-Chair of the Corporate Practice of Jenner & Block’s Chicago office.