Kison Patel is the Founder and CEO of DealRoom, a Chicago-based diligence management software that uses Agile principles to innovate and modernize the finance industry. As a former M&A advisor with over a decade of experience, Kison developed DealRoom after seeing first hand a number of deep-seated, industry-wide structural issues and inefficiencies.
CEO and Founder of DealRoom
2024 is being touted as a bumper year for mergers and acquisitions, so all things being equal, that should mean more participation in the best M&A conferences.
Networking underpins much of the best dealmakers’ success, with all of the most successful M&A practitioners having access to a solid professional network.
M&A conferences offer a shortcut to achieving this, providing attendees with face-to-face meetings with some of the most active practitioners today.
DealRoom will monitor the upcoming events and add to our list as soon as they will be announced and below, we look at some of the biggest M&A events for 2024.
The List of M&A Conferences in 2024
M&A Science Spring Summit 2024
AM&AA Winter Conference 2024
M&A Conference at Wharton San Francisco
TMT World Congress 2024
M&A Source 2024 Spring Conference and Deal Market
UK Finance M&A Conference
2024 M&A and Transaction Solutions Symposium
Dealmax
1. M&A Science Spring Summit 2024
Under the tagline, “it’s time for new M&A ideas to bloom”, the M&A Science Spring Summit places an emphasis on innovation in M&A. It will follow its format from past year, providing M&A practitioners with an opportunity to learn the latest M&A tips and techniques.
The focus here is on new ways of thinking and how to leverage technology for better outcomes. Step into the next era of M&A knowledge, leaving equipped with practical solutions that will elevate your practice.
Exclusive to industry leaders, this invitation-only event is an unmissable opportunity to engage, learn, and grow with the best in the business.
The AM&AA Winter Conference is usually the first major M&A conference on the calender and is widely considered as one not to be missed. 26 different speakers have been pencilled in to speak over the course of two days, so there should be plenty of insights to be gleaned whatever your interest in M&A. Now in its 25th year, the conferences offers Ticket price: $1,895 ($1,595 for members)
This two-day conference, hosted by the Transaction Advisors Institute, guides participants through each phase of the M&A process, from deal origination to holding onto a target’s best people. The conference is aimed at everybody with M&A on their agenda, from corporate development executives to private equity professionals.
Topics covered in 2024 include: Shifting M&A Sentiment, Developing M&A Targets, Employing Clever Methods for M&A Target Diligence, Executing Strategic Divestitures, Improving the Cross Border M&A Process, Negotiating Critical Deal Points, Retaining Human Capital, and Integrating to Capture Value.
With 2023 being a landmark year in the TMT sector thanks to the long-heralded arrival of Artificial Technology (AI), insights from the 2024 TMT World Congress cannot come soon enough.
With over 100 speakers, the conference offers an unrivaled opportunity to get a handle on M&A developments in digital infrastructure, telecoms, cloud, software, and most importantly, AI and Machine Learning (ML).
The conference is structured to offer a flexible range of options for attendees, including everything from CEO fireside chats to breakout roundtable sessions. Although subjects have not yet been disclosed, speakers for 2024 include Laura Abasolo, CFO at Telefónica, Cristina González, Managing Director of European Infrasture at KKR, and Laurence Hainault, Senior Managing Director at Evercore.
5. M&A Source 2024 Spring Conference and Deal Market
This conference is focused on the lower middle market. Spread over three days in total, it is set to feature a range of keynote speakers and excellent  opportunities for networking, particularly in the M&A workshops that follow the speakers.
Although not one of the most high-profile conferences, M&A source is usually well attended by M&A practitioners in this end of the market.
This is the inaugural M&A conference of UK Finance, the UK’s collective voice for the banking and finance industry. It represents more than 300 financial organizations across the United Kingdom, and has set its stall out as being a thought leader for the industry.
Furthermore, given the size of London’s banking and financial services sector, there should be no shortage of good networking opportunities for those that make the trip.
The agenda of the inaugural conference shows no lack of ambition, with presentations and talks that include: Keynote presentation: A look ahead with the Takeover Panel, Panel discussion: What is keeping deal makers awake at night?, Getting shareholder engagement right in the context of M&A.
There is also a further keynote presentation, whose theme is yet to be announced.
‍Location: 1 Angel Court, London, United Kingdom.
7. 2024 M&A and Transaction Solutions Symposium
Now in its ninth year, Aon’s M&A and Transactions Solutions Symposium brings together some of the most active players in the M&A industry to share strategic insights, industry trends, and innovative deal and business risk management tools for M&A leaders.
Given AON’s stellar reputation in the financial industry, this should indeed be compulsory for anybody in the southeast.Details on the conference can be obtained by emailing: Rachel.Cunningham@aon.com
Dealmax markets itself as the premier conference for middle market M&A practitioners, and its credentials for backing up the claim are solid.
Parent company of the conference, ACG, estimates that each year, it is attended by 800+ private equity professionals, 675+ investment bankers, and 3,000+ business professionals. Furthermore, there are over 13,000 1:1 meetings.
The conference places a strong emphasis on networking, looking to actively set up meetings between its participants based on their expressed preferences. One look at the list of events gives an idea of the conference’s scope.
Its 2023 attendees, also listed on the site, include all of the great and good from the world of M&A.
Ticket Price: $2,199 (early rate); $2,799 (after January 23).
9. M&A Science Spring Summit - Virtual Summit (Recording of 2023)
It’s time for new M&A ideas to bloom. Sourcing a deal that is quick to diligence and easy to integrate feels like searching for a four-leaf clover. Register for M&A Science Spring Summit of March 2023 and become your company’s M&A good luck charm.
Come and learn new M&A tips and techniques that will leave you feeling like you just found a pot of gold at the end of a rainbow.
During the summit, hear from experts in internal diligence, careers in corporate development, M&A landscapes, M&A law, and private equity trends, such as Pat Belotti, M&A Integration expert, previously at Cisco, Microsoft, and Zendesk, among others.
The M&A Science Fair aims to reimagine the traditional conference. Rooted in science, this event challenges each participant with the intriguing question: "What's your hypothesis?" Attendees are invited to bring their ideas to the table, and through M&A Science's platform, test and refine these ideas in a collaborative peer-to-peer environment.
Ditch the old-school and step into the next era of M&A knowledge, leaving equipped with practical solutions that will elevate your practice. Exclusive to industry leaders, this invitation-only event is an unmissable opportunity to engage, learn, and grow with the best in the business.
The AM&AA Winter Conference is the first of 2023, and usually considered one that shouldn’t be missed. The conference has a history of delivering outstanding educational content and networking opportunities, usually in a prestigious setting. The subject matter hasn’t yet been released for 2023, but is generally topical and informative.
Ticket price: $1,195 ($895 for members)
Date: February 8 & 9, 2023
Location: The Vinoy Renaissance, St. Petersburg, FL.
This conference, hosted by Transaction Advisors, is one of the first high-profile M&A conference of 2023, and is aimed solely at everybody - from corporate development executives to private equity professionals - with M&A on their agenda. The conference runs over two days and covers a range of relevant subject matter.
Topics covered this year include: seeking synergy, optimizing M&A pipelines, demonstrations in the latest M&A technology, and divestiture obligation. The conference also features what looks like an interesting presentation, titled: “welcome to the era of conditional transactions.” The first day includes a wine reception, which gives an excellent opportunity for networking.
With technology stocks facing unprecedented headwinds, insights from the January 2023 edition of the TMT World Congress cannot come soon enough. With over 100 speakers, the conference offers an unrivaled opportunity to get a handle on M&A developments in digital infrastructure, telecoms, cloud and software.
The conference is structured to offer a flexible range of options for attendees, including everything from CEO fireside chats to breakout roundtable sessions. Although subjects have not yet been disclosed, speakers for 2023 include Dharm Sury, Head of Datacenter Development in Europe at Brookfield, and Oliver Bradley, Managing Director of Digital Infra Investing at Macquarie Capital.
It’s time for new M&A ideas to bloom. Sourcing a deal that is quick to diligence and easy to integrate feels like searching for a four-leaf clover. Register for M&A Science Spring Summit of March 2023 and become your company’s M&A good luck charm.
Come and learn new M&A tips and techniques that will leave you feeling like you just found a pot of gold at the end of a rainbow.
During the summit, hear from experts in internal diligence, careers in corporate development, M&A landscapes, M&A law, and private equity trends, such as Pat Belotti, M&A Integration expert, previously at Cisco, Microsoft, and Zendesk, among others.
2024 is being touted as a bumper year for mergers and acquisitions, so all things being equal, that should mean more participation in the best M&A conferences.
Networking underpins much of the best dealmakers’ success, with all of the most successful M&A practitioners having access to a solid professional network.
M&A conferences offer a shortcut to achieving this, providing attendees with face-to-face meetings with some of the most active practitioners today.
DealRoom will monitor the upcoming events and add to our list as soon as they will be announced and below, we look at some of the biggest M&A events for 2024.
The List of M&A Conferences in 2024
M&A Science Spring Summit 2024
AM&AA Winter Conference 2024
M&A Conference at Wharton San Francisco
TMT World Congress 2024
M&A Source 2024 Spring Conference and Deal Market
UK Finance M&A Conference
2024 M&A and Transaction Solutions Symposium
Dealmax
1. M&A Science Spring Summit 2024
Under the tagline, “it’s time for new M&A ideas to bloom”, the M&A Science Spring Summit places an emphasis on innovation in M&A. It will follow its format from past year, providing M&A practitioners with an opportunity to learn the latest M&A tips and techniques.
The focus here is on new ways of thinking and how to leverage technology for better outcomes. Step into the next era of M&A knowledge, leaving equipped with practical solutions that will elevate your practice.
Exclusive to industry leaders, this invitation-only event is an unmissable opportunity to engage, learn, and grow with the best in the business.
The AM&AA Winter Conference is usually the first major M&A conference on the calender and is widely considered as one not to be missed. 26 different speakers have been pencilled in to speak over the course of two days, so there should be plenty of insights to be gleaned whatever your interest in M&A. Now in its 25th year, the conferences offers Ticket price: $1,895 ($1,595 for members)
This two-day conference, hosted by the Transaction Advisors Institute, guides participants through each phase of the M&A process, from deal origination to holding onto a target’s best people. The conference is aimed at everybody with M&A on their agenda, from corporate development executives to private equity professionals.
Topics covered in 2024 include: Shifting M&A Sentiment, Developing M&A Targets, Employing Clever Methods for M&A Target Diligence, Executing Strategic Divestitures, Improving the Cross Border M&A Process, Negotiating Critical Deal Points, Retaining Human Capital, and Integrating to Capture Value.
With 2023 being a landmark year in the TMT sector thanks to the long-heralded arrival of Artificial Technology (AI), insights from the 2024 TMT World Congress cannot come soon enough.
With over 100 speakers, the conference offers an unrivaled opportunity to get a handle on M&A developments in digital infrastructure, telecoms, cloud, software, and most importantly, AI and Machine Learning (ML).
The conference is structured to offer a flexible range of options for attendees, including everything from CEO fireside chats to breakout roundtable sessions. Although subjects have not yet been disclosed, speakers for 2024 include Laura Abasolo, CFO at Telefónica, Cristina González, Managing Director of European Infrasture at KKR, and Laurence Hainault, Senior Managing Director at Evercore.
5. M&A Source 2024 Spring Conference and Deal Market
This conference is focused on the lower middle market. Spread over three days in total, it is set to feature a range of keynote speakers and excellent  opportunities for networking, particularly in the M&A workshops that follow the speakers.
Although not one of the most high-profile conferences, M&A source is usually well attended by M&A practitioners in this end of the market.
This is the inaugural M&A conference of UK Finance, the UK’s collective voice for the banking and finance industry. It represents more than 300 financial organizations across the United Kingdom, and has set its stall out as being a thought leader for the industry.
Furthermore, given the size of London’s banking and financial services sector, there should be no shortage of good networking opportunities for those that make the trip.
The agenda of the inaugural conference shows no lack of ambition, with presentations and talks that include: Keynote presentation: A look ahead with the Takeover Panel, Panel discussion: What is keeping deal makers awake at night?, Getting shareholder engagement right in the context of M&A.
There is also a further keynote presentation, whose theme is yet to be announced.
‍Location: 1 Angel Court, London, United Kingdom.
7. 2024 M&A and Transaction Solutions Symposium
Now in its ninth year, Aon’s M&A and Transactions Solutions Symposium brings together some of the most active players in the M&A industry to share strategic insights, industry trends, and innovative deal and business risk management tools for M&A leaders.
Given AON’s stellar reputation in the financial industry, this should indeed be compulsory for anybody in the southeast.Details on the conference can be obtained by emailing: Rachel.Cunningham@aon.com
Dealmax markets itself as the premier conference for middle market M&A practitioners, and its credentials for backing up the claim are solid.
Parent company of the conference, ACG, estimates that each year, it is attended by 800+ private equity professionals, 675+ investment bankers, and 3,000+ business professionals. Furthermore, there are over 13,000 1:1 meetings.
The conference places a strong emphasis on networking, looking to actively set up meetings between its participants based on their expressed preferences. One look at the list of events gives an idea of the conference’s scope.
Its 2023 attendees, also listed on the site, include all of the great and good from the world of M&A.
Ticket Price: $2,199 (early rate); $2,799 (after January 23).
9. M&A Science Spring Summit - Virtual Summit (Recording of 2023)
It’s time for new M&A ideas to bloom. Sourcing a deal that is quick to diligence and easy to integrate feels like searching for a four-leaf clover. Register for M&A Science Spring Summit of March 2023 and become your company’s M&A good luck charm.
Come and learn new M&A tips and techniques that will leave you feeling like you just found a pot of gold at the end of a rainbow.
During the summit, hear from experts in internal diligence, careers in corporate development, M&A landscapes, M&A law, and private equity trends, such as Pat Belotti, M&A Integration expert, previously at Cisco, Microsoft, and Zendesk, among others.
The M&A Science Fair aims to reimagine the traditional conference. Rooted in science, this event challenges each participant with the intriguing question: "What's your hypothesis?" Attendees are invited to bring their ideas to the table, and through M&A Science's platform, test and refine these ideas in a collaborative peer-to-peer environment.
Ditch the old-school and step into the next era of M&A knowledge, leaving equipped with practical solutions that will elevate your practice. Exclusive to industry leaders, this invitation-only event is an unmissable opportunity to engage, learn, and grow with the best in the business.
The AM&AA Winter Conference is the first of 2023, and usually considered one that shouldn’t be missed. The conference has a history of delivering outstanding educational content and networking opportunities, usually in a prestigious setting. The subject matter hasn’t yet been released for 2023, but is generally topical and informative.
Ticket price: $1,195 ($895 for members)
Date: February 8 & 9, 2023
Location: The Vinoy Renaissance, St. Petersburg, FL.
This conference, hosted by Transaction Advisors, is one of the first high-profile M&A conference of 2023, and is aimed solely at everybody - from corporate development executives to private equity professionals - with M&A on their agenda. The conference runs over two days and covers a range of relevant subject matter.
Topics covered this year include: seeking synergy, optimizing M&A pipelines, demonstrations in the latest M&A technology, and divestiture obligation. The conference also features what looks like an interesting presentation, titled: “welcome to the era of conditional transactions.” The first day includes a wine reception, which gives an excellent opportunity for networking.
With technology stocks facing unprecedented headwinds, insights from the January 2023 edition of the TMT World Congress cannot come soon enough. With over 100 speakers, the conference offers an unrivaled opportunity to get a handle on M&A developments in digital infrastructure, telecoms, cloud and software.
The conference is structured to offer a flexible range of options for attendees, including everything from CEO fireside chats to breakout roundtable sessions. Although subjects have not yet been disclosed, speakers for 2023 include Dharm Sury, Head of Datacenter Development in Europe at Brookfield, and Oliver Bradley, Managing Director of Digital Infra Investing at Macquarie Capital.
It’s time for new M&A ideas to bloom. Sourcing a deal that is quick to diligence and easy to integrate feels like searching for a four-leaf clover. Register for M&A Science Spring Summit of March 2023 and become your company’s M&A good luck charm.
Come and learn new M&A tips and techniques that will leave you feeling like you just found a pot of gold at the end of a rainbow.
During the summit, hear from experts in internal diligence, careers in corporate development, M&A landscapes, M&A law, and private equity trends, such as Pat Belotti, M&A Integration expert, previously at Cisco, Microsoft, and Zendesk, among others.
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