The Institute for Corporate M&A Teams
Transaction Advisors Institute
The Institute provides an intelligence platform and vibrant knowledge network to help corporate M&A teams develop and improve their M&A process and transaction performance.
Founded in 2013, the Institute is engaged with the largest and most active corporate M&A teams that are responsible for executing a range of complex transactions.
Coverage includes strategic decisions, current challenges, deal points, and process best practices associated with scope and scale acquisitions, joint ventures, minority investments, and divestitures.
Robust M&A Environment
M&A activity has shown resilience and strength in 2025, despite the policy uncertainty and market volatility. Total volume was over $2.2T, up 27% year over year.
Challenging geopolitical dynamics and uncertain economic conditions have heightened the need for nuanced dealmaking that builds on best practices.
Broad Sector Participation
The Institute draws corporate M&A teams from a variety of industries who share first-hand experiences, best practices, and guidance on delivering high performing transactions.
Expanding M&A Programs
The schedule of M&A programs has increased 25% annually during the past four years.
Today, the Institute offers a robust schedule that spans more than a dozen cities.
Select Members of the Institute
Corporate M&A teams tap into the Institute's intelligence platform and vibrant knowledge network when executing acquisitions, joint ventures, minority investments, and divestitures.
The Institute for Corporate M&A Teams
Innovation Partners Program
The Institute’s passion for innovation fuels the platform and the series of annual M&A programs that attract curious & ambitious M&A teams.
We are relentless in our pursuit of refined approaches, believing that the dedication to exploring best practices is what propels corporate M&A teams to improve their deal process and transaction performance.
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.
The Innovation Partners Programs provides exposure to more than 15,000 corporate M&A professionals that have responsibility for executing high-performing transactions.
The Institute for Corporate M&A Teams
The program provides:
- Opportunity to showcase a table 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
Partnership Opportunities
The prestigious M&A conference series has assembled corporate M&A teams for more than a decade to discuss current challenges impacting complex transactions and learn about innovative methods for improving deal performance.
The cross-disciplinary agendas are unpacked by the Institute’s impressive speaking faculty, who share first-hand experiences, best practices, and guidance on delivering high performing transactions.
Partnership benefits include:
- Five complimentary registrations for each conference (only for clients and prospects)
- Networking with the Institute's members during the breaks, receptions, and dinners
- Opportunity to chair a session at each conference; collaboration on the participants
- Post-conference video production and publication on TransactionAdvisors.com
- LinkedIn and email promotion before and after each M&A Conference
- Contact information for delegates
Endorsements
Improving the M&A Process
The Institute brings together the most active corporate M&A teams to consider refinements in the deal process and approaches for delivering high performing transactions.
Endorsements
Independent & Data-Driven
The Members of the Institute tap into a wide breadth and depth of M&A knowledge and expertise to determine the best approaches for completing complex corporate transactions.
Endorsements
Perspective and M&A Expertise
The corporate M&A teams that are involved in the Institute bring an enthusiasm and quest for continuous development and innovation in the deal process that is contagious and inspiring.
The Institute is eminently practical, attuned to shifting market practices, and empowered by its unencumbered role as an independent knowledge platform that is fed by a flow of insights from members.
Endorsements
Creating World-Class M&A Teams
The Institute empowers corporate M&A teams to be better stewards of their transactions through a structured approach -- built on all of the best techniques and current methods.
Endorsements
Essential M&A Network
Through a highly interactive format, participants are able to tap into a wide breadth and depth of M&A knowledge to determine the best approaches for completing complex corporate transactions.
Select Recent Innovation Partners
Frequently Asked Questions
Yes, the Institute is exclusively for active corporate M&A professionals.
Registration is not open to M&A consultants, advisors, vendors, or members of the media. Unqualified registrations will be canceled and refunded, less a $100 bank processing fee.
You can start the annual term at anytime during the year.
The Institute will contact you before renewing accounts for additional annual terms.
Yes, the Institute will pro-rate the fee if you add additional accounts during the term.
All Access Membership Accounts can be transfered if someone leaves the team.