Terms and Conditions

Transaction Advisors Institute LLC (referred to herein as "we" or “our” or “us” or the “Institute”) provides services on a non-exclusive basis, subject to the following Terms and Conditions (the "Terms"), which are incorporated into this Agreement.

Innovation Partners Program

You are responsible for providing any necessary devices to showcase / demo your solution during Program breaks including screens, laptops, power cords, office supplies, and other materials. 

If the Institute arranges screens or other resources from our host institutions, you will be responsible for reimbursing us for the associated costs.

We make no representation that our Programs (or any third- party services provided, technology platforms, WiFi, venues, or other infrastructure and services) will be free of defects. Further, we cannot guarantee that, in the event of a defect, that any remedy or cure is possible

Delegate lists are provided as a courtesy and should be used with 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.

We will make all reasonable efforts to ensure the M&A Conferences and Innovation Partners Program (“Program(s)”) are conducted as designed and services are delivered as agreed. However, we do not guarantee attendance or participation by any of the Institute’s members or other specific parties and further, we cannot guarantee that your participation will result in any new client relationships, engagements, or other results.

Participating members of the speaking faculty may change from time-to-time, as circumstances beyond our control may necessitate substitutions, alterations, or cancellations. 

By attending any of our Programs you grant the Transaction Advisors Institute permission to capture and publish videos and pictures that may include your image, name, and likeness.

You agree not to participate in or organize a side event, pre- or post-program, or other gathering of a similar nature during a 48-hour period before and after the M&A Conferences, unless the function is not expressly sanctioned by the Transaction Advisors Institute.

You are entirely responsible for your activities in connection with the Program and the M&A Conferences, so you may wish to secure appropriate insurance coverage if desired. We will only carry insurance coverage with respect to our interests and as required by the venue or to comply with local requirements.

Although we will take reasonable steps to ensure our M&A Conferences are held as scheduled, we may unfortunately need to reschedule in response to public health considerations, market developments, or other factors, at our sole discretion. 

We reserve the right to limit or deny access to our M&A Conferences to any entity or individual at our sole discretion to ensure the safety of our members or to preserve the integrity of the Program.

We make no representation that the Program and M&A Conferences (or any third-party services provided, technology platforms, venues, or other infrastructure and services) will be free of defects. Further, we cannot guarantee that, in the event of a defect, that any remedy or cure is possible.

You agree that the terms of this agreement are confidential and shall not be disclosed to a third party without our written consent except you may make a disclosure to those officers, employees or other authorized agents and representatives to whom disclosure is reasonably necessary in connection with your performance hereunder and such person(s) shall agree to be bound hereby.  In the event that you are requested or required (by oral questions, interrogatories, requests for information or documents in legal proceedings, subpoena, civil investigative demand or other similar process or by any law, rule or regulation of any governmental agency or regulatory authority) to disclose this agreement, you shall provide us with prompt written notice of any such request or requirement so that we may seek a protective order or other appropriate remedy and/or waive compliance with the confidentiality provisions herein.

All matters not specifically covered herein with regard to the organization of our Programs are subject to the sole discretion of the Transaction Advisors Institute.

Acceptable Use

All opinions expressed in our Programs and Information Services are those of the individuals expressing them, whether or not they are employed by us, and do not necessarily reflect the views of Transaction Advisors Institute.   

Disclaimer of Warranties

ALTHOUGH WE ENDEAVOR TO ENSURE THE HIGHEST QUALITY, THESE SERVICES ARE PROVIDED ON AN “AS IS” BASIS, WITHOUT ANY WARRANTIES OF ANY KIND, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES THAT IT IS FREE OF DEFECTS, ERRORS, OR VIRUSES, THAT IT IS MERCHANTABLE, THAT IT IS FIT FOR A PARTICULAR PURPOSE, OR THAT IT DOES NOT INFRINGE ON THE INTELLECTUAL PROPERTY OF THIRD PARTIES. YOUR USE OF THE INSTITUTE'S SERVICES.

Limitation of Liability

UNDER NO CIRCUMSTANCES SHALL WE BE LIABLE FOR DIRECT, INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES, ECONOMIC LOSSES (INCLUDING WITHOUT LIMITATION LOSS OF REVENUES, PROFITS, CONTRACTS, BUSINESS OR ANTICIPATED SAVINGS) OR ANY LOSS OF GOODWILL OR REPUTATION, OR ANY SPECIAL OR INDIRECT OR CONSEQUENTIAL LOSSES, WHICH MAY RESULT FROM ANY ASPECT OF YOUR USE OF THE SERVICES, INCLUDING BUT NOT LIMITED TO:  DAMAGES THAT ARISE FROM YOUR INABILITY TO USE THE SERVICE; THE INTERRUPTION, MODIFICATION, OR  TERMINATION OF THE SERVICES, OR ANY PART THEREOF, OR YOUR USE  OF OR RELIANCE ON THE SERVICES.

Force Majeure

Neither party will be deemed in default to the extent that performance of obligations are delayed or prevented by reason of any natural disaster, fire, accident, riots, acts of government, acts of war or terrorism, failure of transportation or communications or of suppliers of goods or services, public health restrictions, act of God, or any shortage of materials or supplies caused by any of the foregoing, or any other cause beyond our reasonable control. 

You agree that any delay or failure to perform any of our obligations hereunder shall be excused so long as the force majeure event remains in force. In addition, you agree that, based on our sole discretion, delayed or substitute performance is permissible.

Termination; Renewal

In no event will we be responsible for refunding any underwriting fees, unless otherwise expressly stated. 

We reserve the right to not renew participation in the Underwriting Partners Program, whether the service has been previously provided.

Notices

Please send notices to: 

Nora Hickey
[email protected]
Transaction Advisors Institute
325 North LaSalle Street, Suite 550
Chicago, Illinois 60654 USA

Assignment 

Your obligations hereunder may not be assigned, delegated, or otherwise transferred without our prior written consent.  We may assign our rights and duties hereunder at any time without prior notice to you.   

Copyrights; Trademarks  

You may not modify or reproduce, distribute to others,  transmit, post, or disclose our materials (including, but not limited to agendas, headlines, session titles, learning objectives, presentations, videos, course materials, headlines, reports, charts, tables, PDFs, presentations, videos, course materials, including text, graphics, logos, icons, images, and the selection and arrangement thereof, or marks without our prior written consent.   

The materials we provide are the exclusive property of Transaction Advisors Institute LLC or its licensors and are protected by U.S. and international copyright laws. All rights not expressly granted are reserved.  

The trademarks, service marks, designs, and logos (collectively, the “Trademarks”) that appear on/in our materials are the registered and unregistered Trademarks of Transaction Advisors Institute LLC and or its licensors. You agree that you will not use or reproduce any Trademark of, or imply any endorsement by Transaction Advisors Institute or its licensors or affiliated business partners.     

You agree that this agreement grants you no right, title, or interest, in any of the proprietary information, copyright, or trademarks. 

Governing Law; Venue; Waiver of Jury Trial 

All matters with respect to our engagement will be governed by the laws of the State of Illinois (without reference to conflict of laws). Any action in law or in equity brought must be brought in the state or federal courts in Chicago, Illinois; and you hereby consent to the personal jurisdiction of such courts. You agree that regardless of any law or statute to the contrary, any claim or cause of action arising out of this Agreement must be filed within one (1) year of the date the cause of action arose, or be barred as untimely. The parties waive their right to a jury trial.  

No Agency  

This Agreement does not establish either party hereto as the agent or legal representative of the other, for any purpose whatsoever. Neither party to this Agreement is granted any right or authority to assume or to create any obligation or responsibility, express or implied, on behalf of or in the name of the other, and neither party shall represent itself to be the agent or legal representative of the other.

Entire Agreement; Severability 

These Terms constitute the entire understanding and agreement between the parties, supersede all prior oral and written communications between us, and may only be waived or amended by an instrument in writing signed by the party against whom enforcement of such waiver or amendment is sought.    

Our failure to insist upon or enforce strict performance of any provision of this agreement shall not be construed as a waiver of any provision or right. Neither the course of conduct between the parties nor trade practice shall act to modify any provision of this agreement. If any of the provisions of this Agreement shall be deemed invalid, void or, for any reason, unenforceable, it shall be deemed severable and shall not affect the validity or enforceability of any remaining provision of this agreement.