TAI M&A Conference 2025 - San Francisco | Transaction Advisors Institute | 19 March 2025 | Wharton San Francisco, 2 Harrison St floor 6, San Francisco, CA 94105

This prestigious annual M&A conference assembles corporate development leaders, in-house M&A counsel, and private equity investors to discuss current challenges impacting complex transactions and learn about innovative methods to improve deal performance.

The cross-disciplinary agenda will be unpacked by a diverse speaking faculty from various industries and regions, who will share first-hand experiences, best practices, and guidance from their vast M&A experience

2025 Speakers

CHAIRS:

Clark O'Niell
Managing Director and M&A Partner, BCG

Ron Hofmeister
Managing Director and M&A Leader, Accenture

Ake Ayawongs
Partner and M&A Leader, Mercer

Denny Kwon
M&A Partner, Freshfields

Monica Nayar
West Region Leader and Silicon Valley Market Managing Partner / Cyber Risk & Regulatory Private Equity and Deals Leader, PwC

Craig Lange
Vice President - Strategy & Business Development, Energy & Transportation, Caterpillar

Naveed Anwar
M&A Partner, Simpson Thacher

Benet O'Reilly
M&A Partner, Cleary Gottlieb

SPEAKERS:

William Jefferson Black
Executive Director, Transaction Advisors Institute

Mike Hecht
Managing Director, Corporate Development, Charles Schwab

Jeff Brown
Vice President, Corporate Development, The Clorox Company

James Gonzalez
Vice President, Corporate Development, HP, Inc.

Alan Lee
Group Director, Strategy & New Ventures, Cadence Design Systems

Sarah Hughes
Head of Corporate Development, Atlassian

Liz Ramirez
Director, Workforce Strategy, Integration, and M&A, Walmart

Kausik Rajgopal
EVP, Strategy, Corporate Development & Partnerships, PayPal

Courtney Enloe
EVP, General Counsel & Secretary, Bio-Rad Laboratories

Alisa Mastro
Senior Corporate Counsel, Antitrust, Salesforce

Jonas Marson
SVP & Associate General Counsel, Strategic Transactions, Salesforce

Rob Mobassaly
SVP, General Counsel, Juniper Networks

Scott Barrett
VP, Corporate Development, M&A and Strategy, Solenis

Kunju Mehta
Director, Acquisition, Ventures and Success, Microsoft

Tim McBride
VP, M&A, Workday

Margaret Coyle
EVP, Corporate Development, Salesforce

Ludovic Copéré
Senior Investment Director, Sony Ventures, Sony

David Hindley
VP, Corporate Development, Autodesk

Vishal Dave
Deputy General Counsel, Corporate M&A, Investments & Antitrust, Block

Jason Higgins
Strategic Growth Initiatives, Amazon Health Services

Rahul Dutta
VP, Corporate Development, Intel Product Group

Nikhil Madan
Senior Director, Corporate Development, Synopsys