October 30, 2025 11:00-2:30p ET

The Buyer-Led M&A™ Summit

Serial acquirers don’t have time for chaos. The Buyer-Led M&A™ Summit is built on one core principle: buyers who take control of the deal process—from sourcing through integration—unlock greater value and close smarter. Join hundreds of M&A professionals and learn how to own the deal and eliminate chaos across the deal lifecycle.

Thank you for registering for the
Buyer-Led M&A™ Summit Fall
. Please check your inbox for a confirmation from events@dealroom.net

  • Error message label
This is help text for the field
This is some text inside of a div block.
Oops! Something went wrong while submitting the form.

Owning the Deal with Buyer-Led M&A™

The Buyer-Led M&A™ Summit is a half-day virtual event for corporate development and M&A professionals who are ready to eliminate chaos from their deal process. Hosted by DealRoom, this Summit covers the entire M&A lifecycle — from sourcing and strategy to diligence and integration — through the lens of Buyer-Led M&A™, the framework that puts buyers back in control.

Across interactive discussions, case-based insights, and audience-driven conversations, seasoned practitioners will share how to prioritize the right deals, navigate diligence under pressure, and bring integration into the process early to accelerate deal thesis realization. Whether you’re managing your first acquisition or a high-volume pipeline, you’ll leave with proven strategies to own every stage of the deal — from the first conversation to full integration.

3.5
Hours
5
Sessions
8
Speakers
1,000
+
Attendees

Agenda

11:00-11:30a ET

Opening Remarks & Keynote – Taking Control with Buyer-Led M&A™

Kick off the Summit with Kison Patel, CEO and Founder of DealRoom and M&A Science, as he shares why Buyer-Led M&A™ is transforming the way deals are done. Kison will outline the five pillars of Buyer-Led M&A™, highlight common pitfalls in the traditional seller-driven process, and show how leading dealmakers are building scalable, repeatable strategies that deliver post-close value.

Kison Patel
Founder & CEO
Hannah Jarrett
VP of Marketing
11:30-12:00p ET

Shaping the Deal: Live Q&A on Strategy, Sourcing, and Diligence

Join us for a dynamic, audience-driven conversation featuring corporate development and M&A leaders, including Khouloud Cheriqi, VP of M&A at Quadient and Matt Melsen Director, Corporate Development at SPS Commerce. This isn’t a one-way panel—your input will shape the discussion.

Through live polls and audience questions, the panel will cover the full front half of the M&A lifecycle—from sourcing and strategy to diligence—sharing candid perspectives, practical strategies, and lessons learned from years in the trenches. Whether you’re refining your sourcing approach, evaluating targets, or navigating diligence under pressure, you’ll walk away with fresh insights you can apply immediately.

Khouloud Cheriqi
Vice President, M&A
Ashley Dolbee
Account Manager
Matt Melsen
Director, Corporate Development
12:00-1:15 ET

Live M&A Science Podcast with Keith Crawford

Join M&A Science host Kison Patel for a candid, unfiltered conversation with Keith Crawford, Global Head of Corporate Development and M&A at State Street, in this special live podcast recording. Over 75 minutes, they’ll dig into Keith’s dealmaking journey—exploring real-world wins, hard-learned lessons, and the strategies that have shaped his approach to M&A.

From sourcing to integration, you’ll get a rare inside look at how an experienced corporate development leader thinks about building value, avoiding common pitfalls, and navigating complex transactions. The discussion will tie directly to Buyer-Led M&A™ principles, giving you actionable insights to bring back to your own deals.

Attendees will also have the chance to hear the conversation before it goes live to the M&A Science audience—and participate in a post-recording Q&A with the speakers.

Kison Patel
Founder & CEO
Keith Crawford
Global Head of Corporate Development / M&A
1:15 - 1:30p ET

15 minute break

1:30 - 2:00p ET

From Diligence to Day One: How Early Integration Turns Deals into Wins

In M&A, the handoff from diligence to integration is often where deals lose momentum—or worse, lose value entirely. In this session, Stephanie C. Young, Director of Portfolio Management at Isolved will share how bringing integration into the conversation early can make or break a deal.

Drawing on real-life wins and cautionary tales, she’ll show how synchronized diligence and integration—the third pillar of Buyer-Led M&A™—keeps teams aligned, accelerates execution, and ensures the value you identified in diligence is actually realized post-close.

Whether you’re on the deal team or the integration side, you’ll leave with practical strategies to break down silos, build momentum, and set your deals up for long-term success.

Stephanie C Young
Director of Portfolio Management
Associate Director of Solutions Delivery
2:00- 2:30p ET

Closing Remarks & Final Thoughts

Hannah Jarrett recaps the day’s top takeaways and how attendees can put Buyer-Led M&A™ principles into action in their own organizations.

Hannah Jarrett
VP of Marketing

Meet the Speakers

Khouloud Cheriqi

VP M&A, Quadient

Keith Crawford

Global Head of Corporate Development/M&A, State Street

Matt Melsen

Director, Corporate Development, SPS Commerce

Stephanie C Young

Director of Portfolio Management, Isolved

Ashley Dolbee

Account Manager, DealRoom

Dave Fields

Associate Director of Solutions Delivery, DealRoom

Hannah Jarrett

VP of Marketing, DealRoom

Kison Patel

CEO & Founder, DealRoom

Discover the power of DealRoom today