Transaction Advisors Institute

The Transaction Advisors Institute provides a suite of programs and information on M&A strategy, deal structuring, and integration best practices.

Some of the most sophisticated and active in-house M&A professionals look to the Institute for practical insights and independent perspective to improve their deal process and performance.  

Members of the Institute include public company corporate development leaders, in-house M&A counsel, strategy heads, finance managers, heads of M&A integration, private equity investors, and others with responsibility for M&A activities.

2025 Innovation Partners Program

Each year the Institute invites a limited number of select firms that provide innovative technology and services for improving the M&A process and deal performance. 

Most notably, Innovation Partners take an active role in the Institute's prestigious annual M&A Conference Series, which assembles some of the most active in-house M&A professionals.

These cross-disciplinary programs draw on experienced M&A professionals from various industries and regions to share first-hand experiences, best practices, and recommendations for navigating deals through current challenges. 

2025 Schedule

The Innovation Partners Program provides

  • Opportunity to showcase / demo your solution at a table during breaks at each conference 
  • Two complimentary registrations for your team to attend each conference
  • Networking with the Institute’s extensive membership during the breaks, breakfasts, lunches, receptions, and dinners
  • Social media promotion and marketing around each conference
  • Access to contact information for conference delegates
  • A full-page advertisement in each conference program

To consider the Innovation Partners Program 

We invite you to review last year's programs, speakers, and pictures:

Select Recent Innovation Partners

Intralinks
Midaxo
Synopsis
SourceScrub
Devensoft

For more information, please contact Elizabeth Nassar ([email protected])