2017 M&A Advisor Summit

Join the leaders.

Since 2000, The M&A Advisor Summit has been the industry’s preeminent conference for global dealmakers and market experts in M&A, Financing, and Restructuring. The annual invitation-only event attracts more than 500 attendees, giving participants unrivaled networking opportunities, unprecedented access to market intelligence and resources, and the tools to boost business growth and performance.

The two-day Summit features the Symposium, the 16th Annual M&A Advisor Awards, one-on-one meetings, interactive Trend Forums, dining and entertainment activities, and The Ultimate Deal Closing Party, all hosted at The Metropolitan Club and other exclusive locations across New York City.



The Future of Finance Agenda Highlights

MONDAY, NOVEMBER 13
7:30 am–4:30 pm
The Symposium
  • Keynote Address
  • Stalwarts Roundtables
  • Keynote Conversations
6:30 pm–11:00 pm 16th Annual M&A Advisor Awards Gala
  • Chairman’s Reception
  • Awards Dinner
  • After Party
TUESDAY, NOVEMBER 14
9:00 am–12:00 pm M&A Advisor Connects™ One-on-One Meetings
1:30 pm–4:00 pm Corporate Finance Trend Forums
  • Technology
  • Geo-Politics
  • Capital Markets
7:00 pm–9:30 pm New York Moments: Small-Group Themed Dinners
9:30 pm–11:30 pm The Ultimate Deal Closing Party





The Symposium

Engage with experts.
Share insights.
Create connections.


This assembly gathers business insiders and dealmakers to discuss the top trends, opportunities, and key issues facing the M&A market. The Symposium faculty, comprised of over 60 industry experts, leads panel discussions, keynote speeches, fireside chats, and one-on-one interviews, while Summit delegates ask questions and learn leading-edge market intelligence. Symposium participants include investment banking advisors, corporate leadership, legal advisors, private equity, political influencers and policy makers, academics, and the business media.
The Symposium

Engage with experts. Share insights. Create connections.

This assembly gathers business insiders and dealmakers to discuss the top trends, opportunities, and key issues facing the M&A market. The Symposium faculty, comprised of over 60 industry experts, leads panel discussions, keynote speeches, fireside chats, and one-on-one interviews, while Summit delegates ask questions and learn leading-edge market intelligence. Symposium participants include investment banking advisors, corporate leadership, legal advisors, private equity, political influencers and policy makers, academics, and the business media.

Symposium Sessions

What’s on trend in M&A?

During these highly insightful on-stage panel discussions and one-on-one interviews, M&A Advisor faculty share their expertise and market intel on a range of topics impacting the industry, including:

Dealing with Technology

Business Valuation Models Under Fire in the 4th Industrial Revolution

Cross Border M&A

Redefining Globalization in a New World Order

Family Offices on the Move

Raiding the Talent Pool and Dealing Direct

The Future of Work

How to Invest and Thrive in it

Governing M&A

Managing Capital Hill Under the New Regime

Sovereign Wealth Funds on the Move

Eclipsing Private Equity in Direct Investing is Just the Beginning

The Blockchain Revolution

How Automating Trust will Realign M&A

The Role of China in the Future of Finance

One Belt, One Road. Global Leadership

M&A Ammunition Report

$4 Trillion Reasons Why 2018 will be Different

Sector Trends and Expert Outlook for 2018

Where We Go From Here

Other industry-specific session topics will include:
  • Consumer Discretionary
    & Staples
  • Energy
  • Financials
  • Healthcare/Life Sciences
  • Industrials
  • Information
    Technology
  • Materials
  • Professional Services (B-to-B)
  • Telecommunication Services
  • Utilities
The 16th Annual
M&A Advisor Awards Gala


CELEBRATING SUCCESS AND REWARDING THE INDUSTRY’S BEST.

The Annual M&A Advisor Awards is the benchmark for dealmaking excellence, where we recognize the leading M&A transactions, restructurings, deal financings, products/services, firms, and professionals. The 2017 Lifetime Achievement and Leadership Award winners will be honored and inducted into The M&A Advisor Hall of Fame at the black-tie soiree, which also features the Chairman’s Cocktail Reception, Gala Dinner, and the After Party.
The 16th Annual
M&A Advisor Awards Gala


CELEBRATING SUCCESS AND REWARDING THE INDUSTRY’S BEST.

The Annual M&A Advisor Awards is the benchmark for dealmaking excellence, where we recognize the leading M&A transactions, restructurings, deal financings, product/services, firms, and professionals. The 2017 Lifetime Achievement and Leadership Award winners will be honored and inducted into The M&A Advisor Hall of Fame at the black-tie soiree, which also features the Chairman’s Cocktail Reception, Gala Dinner, and the After Party.




The M&A Advisor Awards are a mark of distinction and, the recognition bestowed on the winners is both meaningful and substantive.”

Rodger Krouse
Co-CEO, Sun Capital Partners




M&A Advisor Connects™
One-on-One Meetings


BUILD RELATIONSHIPS. EXPAND YOUR NETWORK.

Think of The M&A Advisor as the ultimate matchmaker and our one-on-one meetings as “speed dating” for the M&A professional. We connect legal and investment advisors, private equity firms, corporate acquirers, and consultants through pre-scheduled one-on-one appointments to maximize their exposure to deals, capital, and services. This exclusive transaction and financing program helps participants build strategic partnerships and gain access to resources and tools to enhance business.
M&A Advisor Connects™ One-on-One Meetings

BUILD RELATIONSHIPS. EXPAND YOUR NETWORK.

Think of The M&A Advisor as the ultimate matchmaker and our one-on-one meetings as “speed dating” for the M&A professional. We connect legal and investment advisors, private equity firms, corporate acquirers, and consultants through pre-scheduled one-on-one appointments to maximize their exposure to deals, capital, and services. This exclusive transaction and financing program helps participants build strategic partnerships and gain access to resources and tools to enhance business.




The M&A Advisor is a preeminent thought leader in international finance and M&A. It has provided me with an extraordinary network of dealmakers and colleagues.”

Selig Sacks
Managing Director and General Counsel, Ruton Capital




Corporate Finance Trend Forums

Addressing the trends affecting M&A.

Trends in Technology, Geo-Politics, and Capital Markets are reshaping today’s M&A industry, so it is critical that we dive deep in dialogue and analysis of these subjects. Summit delegates will choose one of these three tracks and participate in an interactive workshop-style forum with subject experts and other dealmakers to improve understanding of and learn strategies on how to best broach these trends.
Corporate Finance Trend Forums

Addressing the trends affecting M&A.

Trends in Technology, Geo-Politics, and Capital Markets are reshaping today’s M&A industry, so it is critical that we dive deep in dialogue and analysis of these subjects. Summit delegates will choose one of these three tracks and participate in an interactive workshop-style forum with subject experts and other dealmakers to improve understanding of and learn strategies on how to best broach these trends.




The M&A Advisor is the preeminent industry organization promoting best-practices and creating forums where senior leaders meet, exchange ideas and get business done. It is our pleasure to work with them and our business benefits greatly as a result.”

Richard Martin
Senior Director, Merrill DataSite




New York Moments: Small-Group Themed Dinners

Dine and unwind with the industry’s best.

What better way to directly network with peers than over dinner and entertainment in the world’s capital for dealmaking? The M&A Advisor gathers Summit delegates for an intimate and interpersonal evening, where attendees choose from a range of small-group themed dinners, with New York City’s signature entertainment as the backdrop. These one-of-a-kind experiences are the perfect way to personally connect with the stalwarts of the M&A industry.
New York Moments: Small-Group Themed Dinners

Dine and unwind with the industry’s best.

What better way to directly network with peers than over dinner and entertainment in the world’s capital for dealmaking? The M&A Advisor gathers Summit delegates for an intimate and interpersonal evening, where attendees choose from a range of small-group themed dinners, with New York City’s signature entertainment as the backdrop. These one-of-a-kind experiences are the perfect way to personally connect with the stalwarts of the M&A industry.




I was very impressed by the organization and the quality of the speakers at The M&A Advisor Summit in New York – an excellent conference mixing geographic focus with sector focus, and dealmakers with political influencers.”

Robin Johnson
Partner, Co-Chair Cross Border M&A, Eversheds




The Ultimate Deal Closing Party

Inspire. Celebrate. Interact.

The Summit concludes two dynamic days of engaging dialogue, performance awards recognition, and networking and relationship building by celebrating with the leaders of M&A at the prestigious Steelcase Penthouse. Overlooking Columbus Circle and Central Park, Summit delegates will gather with old friends and new for the year’s premier closing party.
The Ultimate Deal Closing Party

Inspire. Celebrate. Interact.

The Summit concludes two dynamic days of engaging dialogue, performance awards recognition, and networking and relationship building by celebrating with the leaders of M&A at the prestigious Steelcase Penthouse. Overlooking Columbus Circle and Central Park, Summit delegates will gather with old friends and new for the year’s premier closing party.




As a senior executive in a global business, I always look forward to participating in The M&A Advisors’ Summits and sharing experiences with other dealmakers who are focused on innovative cross-border opportunities and transactions.”

Jack Butler
Chief Executive Officer, Birch Lake Holdings, LP