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
Corporate M&A teams have demonstrated a committment to move forward, despite the complex geopolitical climate and the accelerated pace of technological disruption.
To fortify their competitive advantage, deal teams are heavily prioritizing inorganic growth, scale, and targeted capability acquisition.
This clear strategic intent led to a record 1H 2026 level of deal flow, with global M&A volume surging to $3.2 trillion.
This momentum was propelled by an unprecedented 48 mega-deals ($10B+ in transaction value) and a dramatic acceleration in cross-border deal execution, which climbed more than 60% year-over-year.
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.
The most effective M&A teams leverage the Institute to design and calibrate their deal process, tapping into all of the best techniques and methods.
Expanding M&A Programs
The Institute's schedule of prestigious M&A programs has increased 25% annually during the past four years.
Today, the Institute offers a robust series of annual programs that span the most active cities and the critical M&A topics that impact deal performance.
The Institute brings together the full M&A team - across functional areas - to engineer refinements in the deal process and develop integrated best practices.
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’s unique, data-driven programs and information span the end-to-end deal lifecycle, providing structural rigor and tightly woven frameworks to secure enduring connections.
The Institute for Corporate M&A Teams
Underwriting Partners Program
The Institute’s exclusive focus on innovation and refinement in the deal process fuels the platform and the series of annual M&A programs that attract curious, ambitious, and active corporate M&A teams.
To advance the Institute's mission, we invite a limited number of elite M&A advisory firms to participate in the annual Underwriting Partners Program.
This unique program provides exposure to more than 15,000 corporate M&A professionals that have responsibility for executing high-performing transactions.
Download the 2027 M&A Program Schedule & Partnership Opportunites
The prestigious M&A conference series has assembled corporate M&A teams for more than a decade to discuss current challenges impacting complex transactions and learn about innovative methods for improving deal performance.
Partnership benefits include:
- Five complimentary registrations for each conference (only for corporate 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
- Contact information for delegates
The series of M&A Forums bring together corporate deal teams to consider challenges impacting complex transactions and explore techniques for refining the M&A process and transaction performance.
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 led by the Institute's Executive Director
- Collaboration on the speaking faculty members
- LinkedIn and email promotion
- Contact information for delegates
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 that are executing acquisitions, joint ventures, minority investments, and divestitures.
Partnership benefits include:
- Collaboration on the survey topics and questions
- 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
Frequently Asked Questions
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 sponsors to return, in most cases, before extending an invitation to a new firm.
Typically invitations are extended to current partners in Q3.
New partner invitations are extended in Q4.
Generally the Institute engages with partners on an annual basis, which includes the full series of M&A Conferences
Select Recent Underwriting Partners
The intelligence platform for corporate M&A teams
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.
