Transaction Advisors Institute
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Deal Point Questions for in-house M&A Counsel
Is your M&A team up to speed on the latest deal points and the critical competencies for executing mergers, acquisitions, and divestitures?
Executive Director of the Transaction Advisors Institute, William Jefferson Black shares a peek into the topics covered at next week's programs at Wharton San Francisco.
Register for the M&A Academy: www.transactionadvisors.com/courses/m-a-academy-at-wharton-san-francisco-march-2024
Register for the M&A Conference: www.transactionadvisors.com/courses/m-a-conference-at-wharton-san-francisco-march-2024
Learn about Membership with the Institute: www.transactionadvisors.com/bundles/membership
#mergersandacquisitions #corporate #mergers #acquisitions
zhlédnutí: 198

Video

Shifting M&A Sentiment and Integration Dynamics2:00Shifting M&A Sentiment and Integration Dynamics
Shifting M&A Sentiment and Integration Dynamics
zhlédnutí 66Před 5 měsíci
As we talk with members of the Transaction Advisors Institute about integration challenges, we're able to identify the key obstacles and topics that need to be considered to improve the M&A process and deal performance. Executive Director of the Transaction Advisors Institute, William Jefferson Black shares a peek into the topics covered at next week's programs at Wharton San Francisco. Registe...
M&A Performance Data for Corporate Development Teams1:25M&A Performance Data for Corporate Development Teams
M&A Performance Data for Corporate Development Teams
zhlédnutí 61Před 5 měsíci
Which of these topics most resonates with your team? Executive Director of the Transaction Advisors Institute, William Jefferson Black shares a peek into the topics covered at next week's M&A programs at Wharton San Francisco. Register for the M&A Academy: www.transactionadvisors.com/courses/m-a-academy-at-wharton-san-francisco-march-2024 Register for the M&A Conference: www.transactionadvisors...
About Transaction Advisors Institute0:44About Transaction Advisors Institute
About Transaction Advisors Institute
zhlédnutí 501Před rokem
The Transaction Advisors Institute provides its members with a suite of programs and current information on M&A strategy, deal structuring, and integration best practices. www.TransactionAdvisors.com Offerings include: M&A Conferences assemble corporate development leaders, in-house M&A counsel, board members, and private equity investors to discuss current challenges impacting complex transact...
Deconstructing M&A Strategy: A panel from the M&A Conference at the University of Chicago June 20231:01:59Deconstructing M&A Strategy: A panel from the M&A Conference at the University of Chicago June 2023
Deconstructing M&A Strategy: A panel from the M&A Conference at the University of Chicago June 2023
zhlédnutí 2,2KPřed rokem
How are you taking advantage of lower premiums and less competition for deals? Are there effective ways to ensure your M&A team is employing a clear deal thesis with a strong alignment to strategy? Has the sentiment shifted from innovation and capability-driven M&A if there is limited economic value? How should the M&A calculus change when evaluating horizontal v. vertical acquisitions? Does th...
Global Antitrust in 2023 | Transaction Advisors Institute28:41Global Antitrust in 2023 | Transaction Advisors Institute
Global Antitrust in 2023 | Transaction Advisors Institute
zhlédnutí 289Před rokem
This discussion covers a range of critical antitrust considerations. William Jefferson Black, from the Transaction Advisors Institute, interviews Jamillia Ferris, one of the leading authorities on competition issues, and Paul Humphreys, a highly respected M&A advisor who provides guidance on complex public and private M&A transactions. Both contributed to the recent report from Freshfields Bruc...
Interview with Emilie Feldman on her new book Divestitures | Transaction Advisors Institute35:38Interview with Emilie Feldman on her new book Divestitures | Transaction Advisors Institute
Interview with Emilie Feldman on her new book Divestitures | Transaction Advisors Institute
zhlédnutí 1KPřed rokem
Emilie R. Feldman, the Michael L. Tarnopol Professor of Management at the Wharton School of the University of Pennsylvania is interviewed by William Jefferson Black from the Transaction Advisors Institute. This discussion covered key themes from the new book "Divestitures: Creating Value Through Strategy, Structure, and Implementation" (McGraw Hill, December 2022 | ISBN 1264277563) Order on Ama...
Tailoring M&A Protections | J.P. Morgan Study7:58Tailoring M&A Protections | J.P. Morgan Study
Tailoring M&A Protections | J.P. Morgan Study
zhlédnutí 960Před 2 lety
A multi-year study of the components of M&A holdbacks found 17% of deals had at least one indemnity claim. How are claim mechanisms being structured to address post-closing purchase price adjustments? What’s leading to tax and litigation indemnity claims? When are special indemnity escrows being used? Presented at the 2022 M&A Conference at Wharton San Francisco by: Marc Parilla, Executive Dire...
Structuring Joint Ventures - What is the most common ownership structure1:55Structuring Joint Ventures - What is the most common ownership structure
Structuring Joint Ventures - What is the most common ownership structure
zhlédnutí 691Před 2 lety
The Transaction Advisors Institute provides a suite of programs and current information on M&A strategy, deal structuring, and integration best practices. www.TransactionAdvisors.com Our M&A courses include: M&A Conferences: Cross-disciplinary discussions on current challenges impacting complex transactions and methods for improving deal performance www.transactionadvisors.com/pages/m-a-confere...
Structuring Joint Ventures - Why you may not want to let IP ownership default to basic US patent law2:01Structuring Joint Ventures - Why you may not want to let IP ownership default to basic US patent law
Structuring Joint Ventures - Why you may not want to let IP ownership default to basic US patent law
zhlédnutí 286Před 2 lety
During the recent M&A Master Class Structuring Joint Ventures, Professor Matthew Jennejohn discusses IP ownership in a JV and why it may not be enough to simply allow standard US patent laws to govern use of jointly created IP. The Transaction Advisors Institute provides a suite of programs and current information on M&A strategy, deal structuring, and integration best practices. www.Transactio...
Structuring Joint Ventures - Avoiding deadlocks in a JV requires a mitigation toolkit5:00Structuring Joint Ventures - Avoiding deadlocks in a JV requires a mitigation toolkit
Structuring Joint Ventures - Avoiding deadlocks in a JV requires a mitigation toolkit
zhlédnutí 375Před 2 lety
During the recent M&A Master Class Structuring Joint Ventures, Professor Cathy Hwang discusses that avoiding deadlocks in a joint venture requires the parties to create a mitigation toolkit that needs to be thoroughly thought out at the early stages of the JV. The Transaction Advisors Institute provides a suite of programs and current information on M&A strategy, deal structuring, and integrati...
Don't torture yourself when creating a DCF during a M&A Valuation1:45Don't torture yourself when creating a DCF during a M&A Valuation
Don't torture yourself when creating a DCF during a M&A Valuation
zhlédnutí 594Před 2 lety
In the recent M&A Valuation Master Class, Professor Donna Hitscherich discusses a case where the company tried to create a DCF model using 2 years of data. See what she had to say about this practice. The Transaction Advisors Institute provides a suite of programs and current information on M&A strategy, deal structuring, and integration best practices. www.TransactionAdvisors.com Our M&A cours...
Structuring Joint Ventures - Dispute Resolution6:46Structuring Joint Ventures - Dispute Resolution
Structuring Joint Ventures - Dispute Resolution
zhlédnutí 206Před 2 lety
During the recent M&A Master Class Structuring Joint Ventures, Professor Matthew Jennejohn discusses common dispute resolution methods for a joint venture. While it is very hard to anticipate issues that might occur later on in a JV, it is important to at least try to consider some of these concerns and make this part of the JV structuring discussion. This video includes perspective from M&A ex...
Professor and M&A practitioner Stephen Morrissette explains a big emphasis of the M&A Academy.0:22Professor and M&A practitioner Stephen Morrissette explains a big emphasis of the M&A Academy.
Professor and M&A practitioner Stephen Morrissette explains a big emphasis of the M&A Academy.
zhlédnutí 403Před 2 lety
Professor Stephen G. Morrissette, Ph.D., a Visiting Professor of Strategic Management at Booth School of Business at the University of Chicago where he teaches Merger & Acquisition Strategy explains one of the primary focuses of the the M&A Academy, a program he helped create and that he teaches at the Transaction Advisors Institute. The M&A Academy runs in-person three times per year once each...
Why you should ask to see prior forecasts during due diligence and when creating a valuation model1:59Why you should ask to see prior forecasts during due diligence and when creating a valuation model
Why you should ask to see prior forecasts during due diligence and when creating a valuation model
zhlédnutí 423Před 2 lety
In the recent M&A Valuation Master Class, Professor Donna Hitscherich discusses why she finds it effective to proactively ask for prior years forecasts during due diligence. The Transaction Advisors Institute provides a suite of programs and current information on M&A strategy, deal structuring, and integration best practices. www.TransactionAdvisors.com Our offerings include: M&A Academy: A cu...
Where M&A valuations are most commonly manipulated1:38Where M&A valuations are most commonly manipulated
Where M&A valuations are most commonly manipulated
zhlédnutí 722Před 2 lety
Where M&A valuations are most commonly manipulated
Run far and fast if you see this item when looking at comparable company analysis in M&A valuation1:46Run far and fast if you see this item when looking at comparable company analysis in M&A valuation
Run far and fast if you see this item when looking at comparable company analysis in M&A valuation
zhlédnutí 478Před 2 lety
Run far and fast if you see this item when looking at comparable company analysis in M&A valuation
The wrong answers for how to determine a discount rate in your M&A valuation1:25The wrong answers for how to determine a discount rate in your M&A valuation
The wrong answers for how to determine a discount rate in your M&A valuation
zhlédnutí 546Před 2 lety
The wrong answers for how to determine a discount rate in your M&A valuation
Rajive Dhar talks about using earnouts to bridge the valuation gap3:45Rajive Dhar talks about using earnouts to bridge the valuation gap
Rajive Dhar talks about using earnouts to bridge the valuation gap
zhlédnutí 526Před 2 lety
Rajive Dhar talks about using earnouts to bridge the valuation gap
Why do firms over pay in M&A Transactions0:47Why do firms over pay in M&A Transactions
Why do firms over pay in M&A Transactions
zhlédnutí 936Před 2 lety
Why do firms over pay in M&A Transactions
Don Dawson from Accenture Strategy asks panelists how they measure success of their M&A transactions2:30Don Dawson from Accenture Strategy asks panelists how they measure success of their M&A transactions
Don Dawson from Accenture Strategy asks panelists how they measure success of their M&A transactions
zhlédnutí 325Před 2 lety
Don Dawson from Accenture Strategy asks panelists how they measure success of their M&A transactions
Expert panelists give their thoughts about joint ventures during our M&A Conference2:36Expert panelists give their thoughts about joint ventures during our M&A Conference
Expert panelists give their thoughts about joint ventures during our M&A Conference
zhlédnutí 189Před 2 lety
Expert panelists give their thoughts about joint ventures during our M&A Conference
Early stage considerations when deciding on whether to form a joint venture.3:45Early stage considerations when deciding on whether to form a joint venture.
Early stage considerations when deciding on whether to form a joint venture.
zhlédnutí 256Před 2 lety
Early stage considerations when deciding on whether to form a joint venture.
Do Joint Ventures work? Hear some of the considerations that need to be taken into account.2:16Do Joint Ventures work? Hear some of the considerations that need to be taken into account.
Do Joint Ventures work? Hear some of the considerations that need to be taken into account.
zhlédnutí 188Před 2 lety
Do Joint Ventures work? Hear some of the considerations that need to be taken into account.
Complexities with structuring a joint venture2:53Complexities with structuring a joint venture
Complexities with structuring a joint venture
zhlédnutí 307Před 2 lety
Complexities with structuring a joint venture
What factors are involved with intentionally leaked M&A deals?3:52What factors are involved with intentionally leaked M&A deals?
What factors are involved with intentionally leaked M&A deals?
zhlédnutí 191Před 2 lety
What factors are involved with intentionally leaked M&A deals?
Experts discuss the new focus on deals that typically fell below the threshold for regulatory review5:54Experts discuss the new focus on deals that typically fell below the threshold for regulatory review
Experts discuss the new focus on deals that typically fell below the threshold for regulatory review
zhlédnutí 59Před 2 lety
Experts discuss the new focus on deals that typically fell below the threshold for regulatory review
Impact of the new administration on M&A6:28Impact of the new administration on M&A
Impact of the new administration on M&A
zhlédnutí 57Před 2 lety
Impact of the new administration on M&A
Experts discuss the critical non-financial aspects of human capital integration in M&A5:29Experts discuss the critical non-financial aspects of human capital integration in M&A
Experts discuss the critical non-financial aspects of human capital integration in M&A
zhlédnutí 123Před 2 lety
Experts discuss the critical non-financial aspects of human capital integration in M&A
The state of M&A and the impact of valuations7:49The state of M&A and the impact of valuations
The state of M&A and the impact of valuations
zhlédnutí 312Před 2 lety
The state of M&A and the impact of valuations

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