Transaction Advisors Institute LLC (referred to as "we," "our," "us," or the "Institute") provides Services (including M&A Conferences, M&A Forums, and M&A Research) and a related Partnership Program (the "Program") on a non-exclusive basis, subject to the following Terms and Conditions (the "Terms").  

1. Partners Program & Services

• Service Delivery: We will make reasonable efforts to ensure the Services are delivered as designed and the Program is executed as agreed.
• No Guarantees: We do not guarantee attendance or participation by any of the Institute’s members or other specific parties. We also cannot guarantee that your participation will result in any new client relationships, engagements, or other business outcomes.
• Delegate Lists: We provide delegate lists as a courtesy. You must use them with the highest levels of care, consistent with our Privacy Policy, professional practice, and applicable laws. Sending unsolicited messages (spam) to large numbers of delegates is strictly prohibited.
  
  

2. Event Attendance & Conduct

• Side Events: You agree not to participate in or organize a side event or gathering of a related nature during the 48-hour period before and after the M&A Conferences or M&A Forums, unless the function is expressly sanctioned by the Institute.
• Consent: By participating in our programs, you grant us permission to capture and publish videos and pictures that may include your image, name, and likeness.
• Responsibility & Insurance: You are entirely responsible for your materials, travel, and activities in connection with our events. You should secure appropriate insurance coverage if desired. We will only carry insurance coverage for the Institute’s interests, as required by the venue, or to comply with local laws.
• Schedule & Faculty Changes: We take reasonable steps to ensure programs are held as scheduled. However, we may reschedule in response to public health considerations, significant market developments, or other factors at our sole discretion. Speaking faculty and topics may also change to align with market conditions, availability, and other factors.
• Right of Refusal: We reserve the right to limit or deny access to our programs to any entity or individual at our sole discretion to ensure the safety of our members and preserve the integrity of the experience.
• Acceptable Use & Opinions: All opinions expressed at our events are those of the individuals expressing them and do not necessarily reflect the views of the Institute. Any accounting, business, or tax advice provided is not a thorough analysis, is not a substitute for a formal opinion, and is not sufficient to avoid tax-related penalties.
  
  

3. Confidentiality You agree to keep the terms of this agreement confidential. You may not disclose these terms to any third party without our prior written consent, with the following exceptions:

• Authorized Personnel: You may share the terms with your officers, employees, agents, or representatives who need to know them to perform your obligations under this agreement, provided they also agree to be bound by these confidentiality rules.
• Legally Required Disclosure: If you are legally required to disclose this agreement (e.g., via subpoena, court order, or regulatory request), you must provide us with prompt written notice before making the disclosure and allow us the opportunity to seek a protective order or formally waive your compliance.
  
  

4. Disclaimers and Limitations of Liability

• General Discretion: All matters not specifically covered in this agreement regarding the Services and Program are subject to our sole discretion. We make no representation that the Services, events, venues, or technology platforms will be free of defects, nor can we guarantee that a remedy or cure is possible if a defect occurs.
• Disclaimer of Warranties: Subject to the express commitments made in this agreement, the Program and related Services are provided on an “as is” basis. We disclaim all warranties of any kind, including implied warranties of merchantability, fitness for a particular purpose, non-infringement, or that the services are free of defects, errors, or viruses.
• Limitation of Liability: Under no circumstances will we be liable for direct, indirect, incidental, special, or consequential damages. This includes economic losses (loss of revenues, profits, contracts, or anticipated savings), loss of goodwill, or damages arising from your inability to use the Services, or the interruption, modification, or termination of the Services.
  
  

5. Force Majeure Neither party will be considered in default if their performance under this agreement is delayed or prevented by circumstances beyond their reasonable control. These circumstances include, but are not limited to:

• Natural disasters or acts of God
• Fires or accidents
• Riots, acts of war, or terrorism
• Government actions or public health restrictions
• Failures in transportation, communications, or supply chains
  
  

If a force majeure event occurs, the affected party's obligations are excused for as long as the event continues. Additionally, you agree that we may, at our sole discretion, provide delayed or substitute performance if our original services are impacted.

6. Termination & Renewal

• No Refunds: Upon your acceptance, we immediately begin executing the Program, committing resources to deliver the Services, and turning away other potential participants due to our limited capacity; therefore, all fees are non-refundable unless otherwise expressly stated.
• Renewal: We reserve the right to not renew your participation in the Partners Program, regardless of whether the service was previously provided.
  
  

7. Intellectual Property (Copyrights & Trademarks)

• Use of Materials: You may not modify, reproduce, distribute, transmit, post, or disclose our materials or marks without our prior written consent. This includes agendas, session titles, learning objectives, presentations, videos, course materials, reports, charts, tables, and PDFs (including text, graphics, logos, icons, and images).
• Ownership: The materials we provide are the exclusive property of the Institute or its licensors and are protected by U.S. and international copyright laws. All rights not expressly granted are reserved.
• Trademarks: The trademarks, service marks, designs, and logos appearing in our materials are registered and unregistered trademarks of the Institute or its licensors. You will not use our trademarks or imply any endorsement by the Institute or its partners without permission.
• No Rights Granted: This agreement grants you no right, title, or interest in any of our proprietary information, copyrights, or trademarks.
  
  

8. General Legal Provisions

• Notices: Please send all notices to: Nora Hickey | [email protected] | Transaction Advisors Institute LLC | 325 North LaSalle Street, Suite 550 | Chicago, Illinois 60654 USA
• Assignment: You may not assign, delegate, or transfer your obligations under this agreement without our prior written consent. We may assign our rights and duties at any time without prior notice to you.
• Governing Law & Venue: This agreement is governed by the laws of the State of Illinois (without reference to conflict of laws). Any legal action must be brought in the state or federal courts in Chicago, Illinois, and both parties consent to the personal jurisdiction of these courts.
• Time Limit on Claims: Regardless of any law 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 it will be barred as untimely.
• Waiver of Jury Trial: Both parties waive their right to a jury trial.
• No Agency: This agreement does not create a partnership, agency, or legal representative relationship between the parties. Neither party has the authority to create obligations on behalf of the other.
• Entire Agreement & Severability: These Terms constitute the entire agreement between us and supersede all prior communications. They may only be amended in writing. Our failure to enforce any provision does not constitute a waiver of that provision. If any provision is deemed invalid or unenforceable, it will be severed from the agreement, and the remaining provisions will remain in full effect.

Updated 14 May, 2026