Partnership Programs
The Institute provides a suite of programs and information on M&A strategy, deal structuring, and integration best practices.
Some of the most sophisticated and active in-house M&A professionals look to the Institute for practical insights and independent perspective to improve their deal process and M&A performance.
Members of the Institute include public company corporate development leaders, in-house M&A and antitrust counsel, strategy heads, finance managers, heads of M&A integration, private equity investors, board members, and other corporate executives with responsibility for M&A activities.
Underwriting Partners Program
Each year the Institute invites a limited number of select firms, that provide the highest level of M&A advisory services, to participate in the Underwriting Partners Program.
Most notably, Underwriting Partners take an active role in the Institute's prestigious annual M&A Conference Series.
These cross-disciplinary programs draw on experienced M&A professionals to share first-hand experiences, perspective, and recommendations for navigating deals through current challenges.
We recruit the most accomplished in-house M&A professionals from the most acquisitive companies to join the speaking faculty and provide expertise and experience from a range of industries.
In the evening, the conference delegates take part in continued discussions and networking during an elegant wine reception and dinner.
2026 Schedule
- M&A Conference at Wharton San Francisco | March 18 & 19, 2026
- M&A Conference at the University of Chicago | June 24 & 25, 2026
- M&A Conference at the Chicago Booth London Campus | 15 & 16 July, 2026
- M&A Conference at Cornell Tech New York | September 16 & 17, 2026
The Underwriting Partners Program provides
- 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 promotion before and after each conference
- Contact information for conference delegates
The Institute will secure a diverse speaking faculty (typically three panelists for each session). If you provide us with a desired profile before the start of the year, we use our best efforts to recruit panelists that match.
Ways to evaluate the Underwriting Partners Program
Select Recent Underwriting Partners

















