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.
The Institute’s passion for innovation fuels the platform and the series of annual M&A programs that attract curious & ambitious M&A teams.
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
Underwriting 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.
To advance this pursuit, the Institute invites a limited number of select firms -- that provide the highest level of M&A advisory services -- to participate in the annual Underwriting Partners Program.
The Underwriting Partners Programs provides exposure to more than 15,000 corporate M&A professionals that have responsibility for executing high-performing transactions.
Partnership Opportunities
For more than a decade the Institute's prestigious M&A conference series has assembled corporate M&A teams 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
The Institute's highly interactive series of M&A Forums gather corporate deal teams to consider challenges impacting complex transactions and explore techniques for refining the M&A process and transaction performance.
The data-driven approach grounds these discussions and provides a unique framework for assessing changes in the practice and their impact on various deal points and methods for closing transactions.
Partnership benefits include:
- Unlimited complimentary registrations for your clients and prospects
- Networking with the Institute's members during the welcome and closing receptions
- Opportunity to participate in the panel discussion, which is lead by the Institute's Executive Director
- Collaboration on the speaking faculty members
- LinkedIn and email promotion before and after each M&A Forum
- Contact information for delegates
The Institute’s M&A Research Programs explores a range of current issues and best practices that impact the execution of high-performing transactions.
Through detailed member surveys, the M&A Research Program benchmarks practices, explores emerging issues, identifies innovations, and delivers perspectives from the most active corporate M&A teams.
Partnership benefits include:
- A ~3,000-word research paper with findings and takeaways, including partner branding
- A deck of charts with data-driven takeaways, including partner branding
- Inclusion of the findings in the Institute’s M&A Master Classes, M&A Academy, M&A Forums, M&A Conferences, and M&A Workshops when appropriate
- LinkedIn and email promotion of the research paper, including partner branding
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 Underwriting Partners
FAQ
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How does the Institute select partners?
The corporate M&A teams that are engaged with the Institute execute complex transactions, so our partners need to align with the sophistication of their deals.
It is also the Institute's practice to invite current partners to return, in most cases, before extending an invitation to a new firm. -
When does the Institute select partners?
Typically invitations are extended to current partners in Q3.
New partner invitations will be extended in Q4. -
Does the Institute have one-off partners?
Generally the Institute engages with partners on an annual basis, which includes the series of M&A Conferences and / or multiple M&A Forums and M&A Research programs.
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Where can I see the partnership terms?
https://www.transactionadvisors.com/pages/partnership-terms
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How can I learn more about the Partnership Program?
Please schedule a meeting with the Institute's executive director, William Jefferon Black. https://invite.transactionadvisors.com/meetings/william-jefferson?