Terms and Conditions
The following Terms and Conditions (“Terms”) govern your use of this website ("Site") and all content and services available through the Site and any information or programs (“Services”) provided by Transaction Advisors Institute LLC (d/b/a “Transaction Advisors Institute” and “Transaction Advisors” and referred to herein as “we” or “our” or the “Institute”).
Access to and use of the Site and the Institute’s Services is subject to your acceptance without modification of all the Terms contained herein. By accessing the Site, you are agreeing to a contract between you and the Institute and you agree to abide by the Terms set forth below that will govern your use, whether on a paid or unpaid basis.
As long as you are in compliance with these Terms and other applicable policies, we grant to you a limited, revocable, non-assignable, non-transferrable, non-sublicensable, non-exclusive license to use the Site, and to access and receive Services.
The Institute offers All Access Membership Accounts (“Membership” or “Accounts”) that provide access to programs and information at no additional fee, unless otherwise expressly indicated. As long as you maintain an active Membership, you will enjoy unlimited access to the Institute’s program catalog, past courses, and new information and programs that are released from time to time.
Memberships are transferable to another individual at the same company upon request and our approval.
Volume-based discounts are available when signing up multiple team members within your organization. The Annual Feefor All Access Membership Accounts is based in part on the number of current Members from your company. If the number of Members increases or decreases, the annual fee will be adjusted at the start of the next annual term, in line with current rates. You can purchase additional All Access Membership Accounts during the current term on a pro rata basis.
You may have purchased All Access Membership Accounts at an introductory rate for the initial term, and thereafter you will be charged at the prevailing rate.
Term & Termination
Your All Access Membership Accounts will renew on an annual basis, at the prevailing rate, unless you provide us with notice of your interest in canceling by phone or email or through the Site. We will send a notice to the individual who purchased each All Access Membership Accounts prior to the end of each annual term so that adjustments to the scope can be made.
You may notify us of your intent to cancel your Membership at any time, in which case your cancellation will become effective at the end of the current annual term. In the event of a cancellation, your Membership benefits will continue for the remainder of the current annual term, however, you will not receive a refund, prorated or otherwise.
We reserve the right to suspend or terminate your Membership benefits if payment is not promptly received. Amounts remaining overdue for more than 30 days will be subject to a late charge of 1.5% per month from the date of invoice.
Upon termination of your Membership, your license to use the Institute’s Information, view past courses and programs, and otherwise maintain the content we provided will be immediately discontinued and you must destroy all copies of the Institute’s information in your possession.
All provisions of these Terms, which by their nature should survive termination, shall survive, including, without limitation, intellectual property ownership provisions, warranty disclaimers, indemnity, and limitations of liability.
By accessing the Site, whether as a Member, registered user, visitor, or to register for a Service, you represent that you are of legal age to form a binding contract. You must be over the age of 18 to register an account on the Site. If you are aged 13 or younger, you are not authorized to use the Site.
All Access Membership Accounts and program registrations are only offered to currently employed corporate M&A or private equity professionals. Eligibility is strictly limited to professionals in corporate development, integration, corporate counsel, HR, tax, finance, strategy, and private equity, or similar in-house M&A roles. Registrations that are received from advisors, vendors, and others that do not meet the Institute’s eligibility criteria will be canceled and refunded, less a $100 processing fee.
Information and Program Management
The Institute’s Services may provide information including, but not limited to, on-demand courses, guides, research, reports, charts, tables, PDFs, presentations, course materials, and other related data; and various videos from M&A Conferences, M&A Academies, M&A Forums, M&A Workshops, and M&A Master Classes, among other Content (“Content”) is provided on a non-exclusive basis. The Institute may archive Content to make it available in the future, but it is under no obligation to do so.
The Institute may change the focus of the Services and adjust Membership benefits, without prior notice, to reflect shifts in the market, changes in demand, feedback from Members, or for other reasons at its sole discretion.
Programs may be rescheduled or canceled. If a Program is rescheduled or canceled, the Institute will transfer your registration to a future Program, of similar or lesser value, for a period of one year.
The Institute does not grant academic credit or guarantee CLE or CPE requirements will be satisfied or delivered in all jurisdictions.
The Content on this Site is for general information purposes only and is not intended to provide, and should not be used in lieu of, financial, accounting, legal, or other professional advice. Unless otherwise expressly stated, the information on this Site does not satisfy the legal requirements of any particular jurisdiction.
The Institute reserves the right to immediately and without notice suspend or terminate your ability to access the Site, upon any breach by you of the Terms.
No Content from this Site may be copied, reproduced, framed, hyperlinked, republished, downloaded, uploaded, posted, transmitted, or distributed in any way, for example, you may NOT reproduce, copy, store, or transmit to any other Site, newsgroup, mailing list, electronic bulletin board, server or other storage device all or any part of the content of this Site. Notwithstanding the foregoing, you may download, where specifically permitted, one copy of the Content (if allowed by the Site) on any single computer for your personal, non-commercial use only, provided you keep intact all copyright and other proprietary notices.
Modification of the Site Content or use of the Content for any other purpose is a violation of our and/or our Content providers’ copyright and other proprietary rights. You may NOT create derivative works, modify, publish, transmit, participate in the transfer or sale of, reproduce, distribute, perform, display, or in any way exploit all or any part of the Content on this Site without our prior written consent.
You are responsible for maintaining the security and confidentiality of your account and password, and you are fully responsible for all activities that occur under your account, whether by you or anyone else. You agree to notify us of any unauthorized use of your username and password or any other breach of security.
You agree not to provide another person with the username and password to access your account, and not to otherwise provide others with access to the content.
You agree to provide and maintain accurate and complete login and personal information in the My Account area of the site, including notifying us of changes or updating your information on the Site. We reserve the right to terminate your membership immediately in the event your personal information is found to be inaccurate.
You agree not to provide another person with the username and password to access your account, and not to otherwise provide others with access to the content. For the purpose of confirming your compliance with these Terms, we reserve the right to monitor and record activity on our Site including login activity, simultaneous access, and abnormal usage patterns, among other signals. You may be held liable for losses incurred by the Institute due to a third-party using your username.
You may not attempt to gain unauthorized access to any portion or feature of this Site, or any other systems or networks connected to this Site or to any of our servers, or to any of the services offered on or through this Site, by hacking, password “mining” or any other illegitimate means.
You agree not to use this Site in a way that may cause the Site to be interrupted, damaged, rendered less efficient, or that may impair effectiveness or functionality anyway. You may not probe, scan, or test the vulnerability of this Site or any network connected to this Site, nor breach the security or authentication measures on this Site or any network connected to this Site. You may not access or use the Site for any purpose that is competitive with the Institute, or for any unlawful purpose. Any unauthorized or prohibited use of our Site may subject you to civil liability, criminal prosecution, or both, under applicable federal, state, local laws, or applicable foreign laws, rules, regulations, and treaties.
Any content, material, information, or other communication, including, without limitation, data, questions, comments, feedback, suggestions, poll responses, or the like (collectively, "Contributed Information"), that you transmit or post to this Site or in another form provide to the Institute will be considered non-confidential and non-proprietary. If you transmit or post any Contributed Information, you grant the Institute a world-wide, royalty free, fully paid, perpetual, irrevocable, and fully assignable, transferable and sublicensable right to use, reproduce, modify, adapt, publish, perform, translate, create derivative works from, distribute, display, and otherwise exploit Contributed Information throughout the world in any form, media, or technology, whether now known or hereafter devised or developed.
We do not guarantee any confidentiality with respect to any Contributed Information you may provide to the Institute and they may be viewable by and accessed by others. Should you send any Contributed Information or ideas to the Institute, you do so with the understanding that no additional consideration of any sort will be provided to you, and you are waiving any claim against the Institute and its affiliates regarding the use of such materials and ideas, even if material or an idea is used that is substantially similar to the material or idea you sent.
You agree not to post any Contributed Information to this Site that (a) is unlawful, defamatory, abusive, threatening, obscene, profane, inaccurate, or otherwise objectionable material, or (b) encourages conduct that could constitute a criminal offense, give rise to civil liability or otherwise violate any applicable local, state, national or international law or regulation or these Terms. The Institute reserves the right to delete any such material from the Site.
By attending any of our Programs you grant the Institute permission to capture and publish pictures and videos that may include your image, name, and likeness.
Unless otherwise noted, any Content that is made available through this Site, including text, graphics, logos, icons, images, and the selection and arrangement thereof, is the exclusive property of Transaction Advisors Institute LLC or its licensors and is 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 this Site or in our Content and Services are the registered and unregistered Trademarks of Transaction Advisors Institute LLC or its licensors. You agree that you will not use or reproduce any Trademark of, or imply any endorsement by or relationship with, The Institute or its licensors or affiliated business partners.
Disclaimer of Warranties
THE SITE AND ALL SERVICES ARE PROVIDED "AS IS" AND “AS AVAILABLE” WITHOUT ANY EXPRESS OR IMPLIED WARRANTY OF ANY KIND INCLUDING, WITHOUT LIMITATION, WARRANTIES OF MERCHANTABILITY, NONINFRINGEMENT OF INTELLECTUAL PROPERTY, OR FITNESS FOR ANY PARTICULAR PURPOSE. YOUR SOLE AND EXCLUSIVE REMEDY IN THE CASE OF DISSATISFACTION WITH THE SITE OR ANY SERVICES SHALL BE YOUR TERMINATION AND DISCONTINUANCE OF ACCESS TO OR USE OF THE SITE AND ANY RELATED SERVICES.
WE DO NOT WARRANT THAT YOU WILL BE ABLE TO ACCESS OR USE THE SITE AT THE TIMES OR LOCATIONS OF YOUR CHOOSING; THAT YOUR USE OF THE SITE WILL BE UNINTERRUPTED OR ERROR-FREE; THAT DEFECTS WILL BE CORRECTED; OR THAT THE SITE IS FREE OF INACCURACIES, MISREPRESENTATIONS BY USERS, VIRUSES OR OTHER HARMFUL COMPONENTS.
TO THE MAXIMUM EXTENT PERMITTED UNDER LAW, WE DISCLAIM ALL EXPRESS OR IMPLIED WARRANTIES WITH RESPECT TO THE SITE AND ANY SERVICES THAT ARE AVAILABLE THROUGH IT, INCLUDING WITHOUT LIMITATION, ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE (EVEN IF THAT PURPOSE HAS BEEN DISCLOSED).
Limitation of Liability
UNDER NO CIRCUMSTANCES SHALL THE INSTITUTE ITS OFFICERS, EMPLOYEES, AGENTS, AND AFFILIATES 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 LOSS OR CORRUPTION OF DATA, OR ANY SPECIAL OR INDIRECT OR CONSEQUENTIAL LOSSES, WHICH MAY RESULT FROM ANY ASPECT OF YOUR USE OF THE SITE OR SERVICES, INCLUDING BUT NOT LIMITED TO: DAMAGES THAT ARISE FROM YOUR INABILITY TO USE THE SITE OR SERVICES; THE INTERRUPTION, MODIFICATION, OR TERMINATION OF THE SITE OR SERVICES, OR YOUR USE OF OR RELIANCE ON THE SITE OR SERVICES.
You agree to indemnify, hold harmless, and defend (only if requested) the Institute, its Officers, Employees, Agents, and Affiliates from and against any and all claims, costs, liabilities and expenses (including attorneys’ fees) arising out of your use of the Site and our Services, including but not limited to your violation of these terms. We reserve the right to assume the exclusive defense and control of any matter for which we are entitled to indemnification.
Neither party will be deemed in default to the extent that performance of its 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 thereby, or any other cause beyond our reasonable control. The parties agree that any delay or failure to perform any of the obligations hereunder shall be excused so long as the force majeure event remains in force.
Please send notices to [email protected] or by mail to:
Transaction Advisors Institute
325 North LaSalle Street, Suite 550
Chicago, Illinois 60654 USA
Your obligations under these Terms may not be assigned, delegated, or otherwise transferred without the prior written consent of the Institute. We may assign our rights and duties under these Terms at any time without prior notice to you.
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.
Governing Law; Venue; Waiver of Jury Trial
The Site is controlled and operated by the Institute from its office within the State of Illinois. All matters with respect to your use of this Site and the Institute’s Services are 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 or relating to these Terms 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.
Either party’s failure to insist upon or enforce strict performance of any provision of these Terms shall not be construed as a waiver of any other provision or right. Neither the course of conduct between the parties nor trade practice shall act to modify any provision of these Terms.
If any of these terms shall be deemed invalid, void or, for any reason, unenforceable, that term shall be deemed severable and shall not affect the validity or enforceability of any remaining term. Any rights not expressly granted herein are reserved.
All matters not specifically covered herein with regard to the organization of our Services or the Site are subject to the sole discretion of the Transaction Advisors Institute.
Modifications to Terms
Unless we expressly provide a delayed effective date, all amendments to the Terms will be effective upon their posting to this Site. Your continued access to or use of the Institute’s Site and Services after such posting constitutes your consent to be bound by the Terms, as amended.
These Terms, unless otherwise agreed, are the entire agreement between us, superseding all prior oral and written communications between us, and shall not be modified except as provided herein or in writing, signed by the Institute. Any rights not explicitly granted to you in these terms are strictly withheld and reserved by the Institute.
Last updated December 12, 2023.