About the Transaction Advisors Institute

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.


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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 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

William is a co-founder of the 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).

wblack@transactionadvisors.com

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