Transaction Advisors Institute was formed to provide information and perspective to improve the techniques and methods employed to execute complex corporate transactions.
To advance this pursuit, the Institute formed an elite council of accomplished dealmakers from the most acquisitive organizations to serve as the M&A community’s preeminent board of thought leaders.
The M&A Leadership Council stands as the industry’s foremost body and a respected center of knowledge and experience on best practice and innovation in the deal process.
Ken Bond is the Head of Corporate Development at Cetera Financial Group, where he oversees the acquisition and divestiture pipeline.
Previously Ken was Senior Vice President of Corporate Development at Aon Corporation where he led M&A activity for the Commercial Risk and Health Solutions units (aggregate revenue ~$6B).
Earlier he served in corporate strategy roles and as an advisory at McKinsey & Co. He also served as a Lieutenant and Nuclear Submarine Officer in the United States Navy.
Hugo Dubovoy is Vice President and General Counsel at Kimberly-Clark North America (NYSE: KMB), where he is responsible for the legal strategy and operational support of the ~$8 billion North American consumer products business.
Previously he was Vice President, Corporate Secretary; Chief Counsel - Corporate, Securities & Litigation for W.W. Grainger, where he worked on over $60B in transactions with experience leading large cross-border teams, handling friendly and hostile M&A as well as activist scenarios & proxy fights, and effecting IPOs as well as secondary public offerings and private placements of securities.
James Harris is a Principal on the Corporate Development Integration team at Google (NASDAQ: GOOGL), where he has spent the past decade refining the process and methods the company uses for acquisitions of various sizes.
Previously James worked in Corporate Development and Integration at Amazon and at F5 Networks.
Felipe Heiderich is Senior Counsel at Moderna (NASDAQ: MRNA). Felipe has significant experience in M&A, venture capital investments, joint ventures, co-developments and collaborations, and strategic licensing and distribution transactions.
Previously he served as Senior Counsel at Johnson & Johnson with responsibility for M&A and other strategic investments.
Sanjay Kacholiya is Vice President Corporate Development & Strategic Investments at Citrix (CTXS: NASDAQ), where he leads M&A, investments, integration, partnerships, and other strategic initiatives.
Previously he led M&A, business development, joint ventures, and other strategic activities across all of GE Digital's worldwide operating regions.
Eileen Kamerick is a National Association of Corporate Directors Board Leadership Fellow and SEC Financial Expert who is currently serving as a Corporate Director for multiple corporations.
She currently serves on three public company boards: Associated Banc-Corp (NYSE:ASB), Legg Mason Closed-End Mutual Funds, Hochschild Mining PLC (OTCMKTS:HCHDF), and ACV Auctions.
Earlier Eileen held a number of public company CFO positions.
Mark Legaspi is a Director, Legal - Corporate at LinkedIn (NASDAQ:MSFT), where is is responsible for M&A and other strategic initiatives.
Previously, he served as Associate General Counsel, Director, Corporate Strategy, M&A, Investments and Emerging Technology at Intel Corporation.
Earlier in his careen Mark was Vice President and Counsel for The Blackstone Group.
Sergio Letelier is Senior Vice President and Head of Corporate Development at Hewlett Packard Enterprise (NYSE:HPE). He also serves as the Chair of the M&A Leadership Council.
Previously, he was Deputy General Counsel - Corporate, Securities and M&A, which included responsibility for Corporate Compliance and Governance matters as well as support for HPE’s worldwide Tax Department around corporate restructurings.
Nichelle Maynard-Elliott is an independent board director for Xerox (NASDAQ: XRX), Lucid Motors, The Advisors' Inner Circle Fund III, and Element Solutions.
She has 20+ years of financial and legal experience in M&A, business development and strategic partnerships at Fortune 300 multinational corporations and top-ranked international/boutique law firms.
Earlier she served as the Executive Director for Mergers and Acquisitions at Praxair.
Chandradev Mehta is the Head of Mergers & Acquisitions at LyondellBasell (NYSE: LYB), one of the largest plastics, chemicals, and refining companies in the world.
He has over 14 years of Investment Banking and Corporate Development experience across the U.S. and Asia.
Margot Miller is the Head of Legal and Corporate Affairs at Anheuser-Busch InBev (NYSE: BUD) with responsibility for Bees, a collaboration with Ambev that provides local distribution for 500 iconic brands.
Previously she serves as the Global Legal Head of M&A, Treasury, & Antitrust for Anheuser-Busch InBev.
She started her career an Associate at Cravath, Swaine & Moore where she concentrated in antitrust law, both from an M&A and a litigation perspective.
Gil Ohana is Senior Director, Antitrust and Competition at Cisco Systems (NASDAQ: CSCO).
He provides antitrust counseling and dispute resolution focused on issues faced by successful technology companies.
Earlier he served as a Trial Attorney in the Antitrust Division, U.S. Department of Justice.
Lindsay Seefeldt is a Director of Corporate Development Integration at Meta (NASDAQ: META).
Lindsay has helped build out the Corporate Development Integration team, cross functional partnerships, and process to evaluate, diligence, and integrate acquired companies into Facebook globally.
Earlier she was responsible for partnerships at Orbitz Worldwide.
Brett Shawn is Senior Vice President, Assistant General Counsel at Warburg Pincus, a leading global private equity firm with ~$85b in assets under management.
Previously Brett practiced at Wachtell, Lipton, Rosen & Katz in New York, where is focused on M&A, securities law, and corporate governance.
Michael Wolf is Deputy General Counsel at Baxter (NYSE: BAX), where he is responsible for the global legal function supporting mergers & acquisitions and other business development activities.
He has also served a Co-Chair of the Corporate Practice in Jenner & Block’s Chicago office and as Vice President, Chief Counsel - Corporate at Aon Corporation, where he provided legal counsel on global corporate, transactional, securities and governance matters.