Innovation Partners Program

Thank you for your partnership with the Transaction Advisors Institute. We're excited to spotlight your capabilities during the annual M&A Conference Series, which assembles some of the most active and sophisticated M&A professionals. 

2025 Schedule

These cross-disciplinary forums draw on experienced M&A professionals to share first-hand experiences, perspectives, and recommendations for navigating deals through current challenges. 

We recruit the most accomplished in-house M&A professionals from the most acquisitive companies and private equity firms to join the Speaking Faculty and provide expertise and experience from a range of industries. 

In the evening, the conference delegates take part in continued discussions and networking during an elegant wine reception and dinner.

Components of the Innovation Partners Program

Opportunity to showcase / demo your solution at a table during breaks at each conference

  • A 6' rectangular table will be provided
  • Plan to have your company representatives at the table during breaks to meet the Members
  • Send materials (marketing materials, branded takeaways, table cloth, return shipping label, tape, extension cords) to the conference venue c/o Transaction Advisors Institute no more than one week before the conference.

  • Shipping address for San Francisco:
    Wharton San Francisco
    Event Name: Transaction Advisors Institute - M&A Conference 
    Event Date: March 19 & 20, 2025             
    2 Harrison Street, 6th Floor 
    San Francisco, CA 94105 
    (If sending multiple packages, indicate: ex. Package 1 of 2) 

  • Shipping address Chicago:
    University of Chicago
    Gleacher Center
    450 N. Cityfront Plaza Drive
    Chicago, IL 60611

    Please print the following on the outside of your packages
    Name of Group: Transaction Advisors Institute
    Attn: Monica Jee
    Meeting Date: June 25, 2025
    Room Numb: Exec Dining 

  • Shipping address for New York City:
    Event Management at Cornell Tech
    c/o Transaction Advisors Institute
    2 West Loop Road
    New York, NY 10044   
                                                    
  • Set up is at 11 am Wednesday / tear down at 5 pm Thursday (all times local)
  • Ship or bring your return shipping materials and labels (these will not be available on-site)

Two complimentary registrations for your team to attend each conference

  • Your team members can send an email to [email protected] to register for the conference
  • We invite your colleagues attending with complimentary passes to also attend the full conference and join the delegates and other panelists for meals and conversation

Delegate Information

  • A link to a Google sheet of the registration list will be sent the month before the start of each conference
  • The registration list will be updated weekly and able to be viewed at your convenience 
  • The final participant list will be sent after the conference with information on the delegates (contact information, industry, LinkedIn, etc.)
  • Participant lists are provided as a courtesy and should be used within the highest levels of care and in a manner that is consistent with our Privacy Policy, professional practice, and industry standards
  • Uploading the delegate list into a CRM database or sending unsolicited messages (spam) to large numbers of delegates for the purpose of commercial advertising is prohibited

Social Media

The Institute will promote your participation before and after each conference. To enhance our efforts, we encourage you to repost, comment, and use mentions on LinkedIn. We also encourage you to publish your own posts and add the program to your website. Language template:

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Conference Program Ad

The Institute will promote your participation with a full-page advertisement in each conference program. Ad specs:

• 7.5 x 9.5 Inches (trim/final size)

• Bleeds (add .125”)

• Include Crop Marks

• Live Area 7 x 9

• High Resolution

• Full color (CMYK)

• 300dpi


Questions?
Please contact Elizabeth Nassar
[email protected]
312.342.5045 (mobile)