22^nd Annual

Mergers and Acquisitions Institute

Live Webcast Oct 8-9, 2026 $795 Individual $395 In-House Counsel $715 Group rate per person (5 registrants minimum) $635 Group rate per person (10 registrants minimum) $100 Add-on rate for in-person registrants

Overview

UT Law CLE’s Mergers and Acquisitions Institute is the leading private M&A conference of its kind in the U.S. for the latest deal trends, structures, pitfalls and opportunities in M&A. The combination of a cutting-edge program with nationally recognized speakers, prestigious U.S. and international sponsors, the Byron Egan Whiskey Tasting, invaluable networking opportunities, and much more, makes this an event you won’t want to miss!

Planning Committee

Wilson Chu—Co-Chair

Dechert LLP
Dallas, TX

Larry E. Glasgow—Co-Chair

Jackson Walker LLP
Dallas, TX

Joanna Jefferson—Director

The University of Texas School of Law
Austin, TX

Zach Burnett

Haynes Boone
Dallas, TX

Samantha Hale Crispin

Baker Botts L.L.P.
Dallas, TX

Dawud Crooms

Atlantic Aviation
Dallas, TX

Byron F. Egan

Jackson Walker LLP
Dallas, TX

J. Holt Foster III

Willkie Farr & Gallagher LLP
Dallas, TX

Robert R. Kibby

Munsch Hardt Kopf & Harr, P.C.
Dallas, TX

Robert B. Little

Gibson, Dunn & Crutcher LLP
Dallas, TX

Cookie F. Munson

Cardone Ventures
Flagstaff, AZ

David Rex

Prophet Equity/Tabernacle Equity
Southlake, TX

Brandon Satterwhite

AT&T
Dallas, TX

Nina Tsai

Walmart
Dallas, TX

Cliff W. Vrielink

Sidley Austin LLP
Houston, TX

Key Dates

Dallas – Oct 8-9, 2026 – The Ritz-Carlton

Live Webcast – Oct 8-9, 2026

Dallas
Live Webcast

Individual
Last day for $895.00 Early Bird pricing: Jun 5, 2026
Last day for $995.00 Regular pricing: Sep 23, 2026
$1,095.00 for registrations received after this time

In-House Counsel
Last day for $395.00 Early Bird pricing: Jun 5, 2026
Last day for $595.00 Regular pricing: Sep 23, 2026
$695.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $805.00 Early Bird pricing: Jun 5, 2026
Last day for $895.00 Regular pricing: Sep 23, 2026
$985.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $715.00 Early Bird pricing: Jun 5, 2026
Last day for $795.00 Regular pricing: Sep 23, 2026
$875.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Oct 2, 2026
$50 processing fee applied after this date
Last day for cancellation: Oct 5, 2026

Individual
$795.00

In-House Counsel
$395.00

Group (5 registrants minimum)
$715.00

Group (10 registrants minimum)
$635.00

Add-on (in-person registration required)
$100.00

Cancellation Policy
Last day for full refund cancellation: Oct 2, 2026
$50 processing fee applied after this date
Last day for cancellation: Oct 5, 2026

Venue

The Ritz-Carlton

2121 McKinney Avenue
Dallas, TX
800.960.7082 (reservations)

Accommodations

For room reservations, please call 800.960.7082 or reserve online. Rates are based on the prevailing market rate and subject to availability.

Parking Information

Valet parking only: $25 daily, $70 overnight.

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Latham & Watkins LLP

Latham & Watkins LLP
www.lw.com

Latham & Watkins is a global law firm providing clients with exceptional legal services and innovative solutions for complex business issues and disputes. Clients rely on Latham for help with transformative transactions, bet-the-company-dispute defense, as well as day-to-day guidance. Latham lawyers deliver market-leading service in more than 60 internationally recognized practices across industries, ranging from financial services to technology, and energy to healthcare. With more than 3,500 lawyers in 14 countries, we are strategically positioned in major financial, business, and regulatory centers worldwide. For the 11^th consecutive year, Latham received more practice rankings than any other firm, including Band 1 recognition across a full range of transactional, disputes, regulatory, and industry categories by Chambers USA 2025.
Sullivan & Cromwell LLP

Sullivan & Cromwell LLP
www.sullcrom.com

Sullivan & Cromwell LLP provides the highest quality legal advice and representation to clients around the world. The results the Firm achieves have set it apart for more than 140 years and have become a model for the modern practice of law. Today, S&C is a leader in each of its core practice areas and in each of its geographic markets. S&C’s multidisciplinary M&A Group brings a rare combination of creativity and commercial sensitivity to every representation. The firm advises a diverse range of clients on major domestic and cross-border M&A and corporate finance transactions, high-stakes litigation and corporate investigations and complex regulatory, tax and estate planning matters. S&C’s close collaboration with clients, other advisers and colleagues gives our team the versatility to best serve the needs of clients in achieving their strategic business objectives. S&C comprises more than 1,000 lawyers who serve clients around the world through a network of 13 offices, located in leading financial centers in Asia, Australia, Europe and the United States. The Firm is headquartered in New York.
Aon

Aon
www.aon.com

Aon's M&A and Transaction Solutions is a leading M&A advisor and innovator of solutions and services that help secure investments, maximize deal value and drive transaction success by solving wide-ranging issues facing dealmakers throughout the deal lifecycle. Solutions and services include transactional insurance instruments such as representations and warranties insurance and tax and litigation insurance; specialized due diligence, including people and human capital, insurance, cyber and intellectual property; working capital solutions; and digital, cyber, and intellectual property transaction advisory capabilities. Working across industries and covering more than 35 countries, Aon's highly experienced teams use proprietary industry data and insights drawn from the more than 4,000 global deals supported annually.
Jackson Walker

Jackson Walker
www.jw.com

For more than 130 years, Jackson Walker has played a vital role in the growth and development of Texas business. Since our founding in 1887, our attorneys have represented some of the most influential companies in the state in key industries that shaped the course of Texas history, including railroads, the media, and oil and gas exploration. Today, we remain firmly rooted in Texas while serving clients around the globe. With more than 500 attorneys in our six offices, we serve clients around the world in a broad range of practices and industries. We have extensive experience representing publicly and privately held companies, private equity funds and hedge funds in mergers, acquisitions, dispositions, joint ventures and other strategic alliances. But we’re more than just deal lawyers. We also serve as outside general counsel to hundreds of companies, working closely with management to provide pragmatic solutions to legal problems as they arise. Whether it’s negotiating commercial contracts, improving corporate governance, or navigating securities regulations, clients look to us for guidance on the issues that affect their businesses every day. Our clients know they can count on us to deliver personalized service, legal experience, and added value. We invite you to learn more about Jackson Walker at jw.com.
Stout

Stout
www.stout.com

Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters.
Lincoln International

Lincoln International
www.lincolninternational.com/

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. As one tightly integrated team of more than 1,400 professionals in more than 25 offices in 16 countries, we offer an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Connect with us to learn more at www.lincolninternational.com.
Haynes Boone

Haynes Boone
www.haynesboone.com

Haynes Boone is an international American Lawyer top 100 law firm, originally founded by business lawyers who wanted to help companies succeed and grow. Our M&A team plays an integral role in continuing to carry out this endeavor and understands more than ever how to get deals done in an increasingly global and complex marketplace.

Our M&A practice group is a powerful force in middle-market deals. Clients have turned to us to help close more than 500+ transactions in the last five years, with an aggregate value exceeding $50 billion. We routinely represent private equity funds, public companies, closely held companies, founders and family businesses. In 2025 Corporate Deal Tracker by The Texas Lawbook, Haynes Boone was ranked as a top-four M&A firm in Texas for the third consecutive year.

The firm’s recent recognition includes being ranked in Chambers USA, for Corporate/M&A (Texas and Colorado), 2024-2025; and in the American Lawyer Industry Awards 2024 for Best Corporate Practice (Specialty – Midmarket). In 2025, the firm was recognized in U.S. News & World Report and Best Lawyers’ “Best Law Firms”- National Tier 2 ranking in Corporate Law.
Willis

Willis
www.wtwco.com/en-us/solutions/services/transactional-insurance

At WTW (NASDAQ: WTW) we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance. Working shoulder to shoulder with you, we uncover opportunities for sustainable success – and provide perspective that moves you.
Blake, Cassels & Graydon LLP (Canada)

Blake, Cassels & Graydon LLP (Canada)
www.blakes.com

Blake, Cassels & Graydon LLP (Blakes) is a leading Canadian law firm with offices across Canada, as well as in New York and London.

The Firm has one of the strongest and most experienced M&A and private equity legal practices in Canada. They drive innovative investment structures and strategic thinking, with a depth of industry knowledge and perspectives in each Canadian market.

For more information, please visit www.blakes.com.
Hunton

Hunton
www.hunton.com/

With over 900 lawyers in the United States, Asia, Europe, and the Middle East, Hunton serves clients across a broad range of complex transactional, litigation, and regulatory matters. We are known for our strength in the energy, financial services, real estate, retail and consumer products, and technology industries, as well as our considerable experience in more than 100 distinct areas of practice, including mergers and acquisitions. Our experienced M&A team has handled 1,200 transactions worth approximately $200 billion in the past five years. With proven experience managing transactions ranging from acquisitions of private equity-backed companies, to leading a $30 billion merger-of-equals to create the nation’s largest regulated utility, our team has the knowledge to handle all of your M&A needs.
Proskauer

Proskauer
www.proskauer.com/

Clients turn to Proskauer when a matter demands excellence and innovation. With 800+ lawyers in key financial centers around the world, we are known for the pragmatic and commercial approach we bring to a full spectrum of transactional and contentious practices.

We work seamlessly across practices, industries and jurisdictions with asset managers, private equity and venture capital firms, Fortune 500 and FTSE companies, major sports leagues, entertainment industry legends and other industry-redefining companies.
Skadden, Arps, Slate, Meagher & Flom LLP

Skadden, Arps, Slate, Meagher & Flom LLP
www.skadden.com

With approximately 1,700 attorneys in 21 offices on four continents, Skadden serves clients in every major financial center. Our strategically positioned U.S. and international locations allow us proximity to our clients and their operations and ensure a seamless and unified approach at all times. For more than 70 years, Skadden has provided legal services to the business, financial and governmental communities around the world in a wide range of high-profile transactions, regulatory matters, and litigation and controversy issues. Our clients range from a variety of small, entrepreneurial companies to a substantial number of the 500 largest U.S. corporations and many of the leading global companies. We have represented numerous governments, many of the largest banks — including virtually all of the leading investment banks — and major insurance and financial services companies. The firm has more than 50 practice areas and advises clients in matters involving, among others, mergers and acquisitions, litigation and arbitration, corporate finance, corporate restructuring, securities law, banking, project finance, energy, antitrust, tax and intellectual property.
Western Alliance Bank

Western Alliance Bank
www.westernalliancebancorporation.com/expertise/business-escrow-services

Western Alliance Business Escrow Services, a national banking group within Western Alliance Bank, Member FDIC, is a specialized, trusted resource for strategic buyers, top-tier law firms, private equity firms and other stakeholders involved in mergers, acquisitions, asset purchases and other business escrow transactions. With in-depth experience in the field and a sharp focus on buy-side-related touchpoints, the team provides expert, timely, personalized service and innovative product features coupled with tech-enabled solutions to meet the needs of clients on a global scale. The group tailors paying agent and escrow services related to mergers, acquisitions, asset purchases and other business escrow events at every stage of the deal, from pre-closing to post-closing, with a flexible client-first approach. Business Escrow Services is part of Western Alliance Bancorporation, which has $90 billion in assets and has ranked as a top U.S. bank by American Banker and Bank Director since 2016.
McCarthy Tétrault LLP (Canada)

McCarthy Tétrault LLP (Canada)
www.mccarthy.ca

McCarthy Tétrault LLP is a Canadian-based, national full-service law firm, with a leading reputation for providing top-tier legal services across jurisdictions and industries, delivering strategic and industry-focused advice and solutions for Canadian and international interests, including on some of the most complex and high-stakes domestic and cross-border transactions. The firm maintains a substantial presence in each of Canada’s major commercial centres, as well as in New York and London.
Mosaic Insurance

Mosaic Insurance
www.mosaicinsurance.com

Mosaic Insurance is a next-generation, global specialty insurer that launched operations in February 2021. Coupling new Lloyd’s Syndicate 1609 and a wholly-owned syndicated capital management agency with underwriting hubs in Bermuda, London, New York, and Asia, Mosaic is uniquely positioned to offer capacity and custom service to clients in leading markets around the world.

Mosaic’s focus is complex specialty lines of business with strong growth trends—transactional liability (M&A), cybersecurity, political risk, political violence, financial institutions and professional liability insurance. Our underwriters’ expertise and discerning approach set us apart in these challenging niche markets, and we match our people with a pioneering insurtech platform to ensure an agile response and end-to-end efficiencies.

Mosaic leverages the legacy of the Lloyd's brand, along with the market’s strong ratings and global license network. Our financial-strength ratings include: A, Excellent Outlook (AM Best), AA-, Very Strong Outlook (Fitch Ratings), and A+, Strong Outlook (Standard & Poor’s).

Visit mosaicinsurance.com and follow us at @Mosaic1609.
SRS Acquiom

SRS Acquiom
www.srsacquiom.com

SRS Acquiom has been a service provider to the private M&A market since 2008 and works regularly with VC/PE fund clients and their counsel in the specific roles of escrow agent, paying agent and shareholder representative for those transactions. In addition to our work in those roles, we have a robust thought leadership group who publishes M&A data studies, white papers and other materials that professional investors in private companies find useful.
UMB Bank

UMB Bank
www.umb.com/institutional-banking/corporate-trust-and-agency-services/corporate-trust/mergers-and-acquisitions

For over 75 years, UMB has been a dependable provider of corporate trust, escrow agent and paying agent services. As an independent third party in M&A transactions, UMB delivers flexible, responsive, and cost-effective escrow services while helping preserve capital and protecting transaction funds. Our paying agent services also support the timely and accurate distribution of funds to shareholders, helping ensure a smooth transaction experience.
Baker Botts L.L.P.

Baker Botts L.L.P.
www.bakerbotts.com

Baker Botts is an international law firm whose lawyers practice throughout a network of offices around the globe. Based on our experience and knowledge of our clients' industries, we are recognized as a leading firm in the energy, technology and life sciences sectors. Since 1840, we have provided creative and effective legal solutions for our clients while demonstrating an unrelenting commitment to excellence. For more information, please visit bakerbotts.com.
Bracewell LLP

Bracewell LLP
bracewell.com/

Bracewell LLP is a leading law firm that is known worldwide for its unique depth and experience in the energy, infrastructure, finance and technology sectors. To complement our sector-focused excellence, we boast an impressive and diversified array of market-leading substantive practices, including award-winning transactional, litigation, regulatory and government relations practices. This robust mix of sector and practice strengths has allowed us to be a firm of choice for many of the world’s largest and most successful corporate enterprises, financial institutions, private funds and governmental entities.

Our firm’s success is anchored by four authentic pillars of strength: a culture based on personal relationships, collaboration and a shared passion for the firm and its clients; our distinction as a destination firm for talent; blue-chip clients; and a reputation for excellence as a sector and large practice powerhouse.

bracewell.com
Holland & Knight LLP

Holland & Knight LLP
www.hklaw.com/en/

Holland & Knight LLP is a global law firm with approximately 2,200 lawyers and other professionals in 34 offices around the world. The firm's lawyers provide full-service representation in business, litigation, real estate, healthcare and governmental law. With approximately 390 attorneys in Holland & Knight's Mergers and Acquisitions Team around the globe, the firm represents businesses and investors in all aspects of domestic and cross-border sales, mergers, acquisitions, consolidations, joint ventures, combinations and corporate restructuring.
Munsch Hardt Kopf & Harr, P.C.

Munsch Hardt Kopf & Harr, P.C.
www.munsch.com

Munsch Hardt Kopf & Harr, P.C., is a Texas-based, full-service law firm with more than 180 attorneys in Dallas, Fort Worth, Houston and Austin. From corporate transactions to dispute resolution, Munsch Hardt provides wide-ranging legal expertise to its clients, navigating each step with in-depth knowledge and responsive action. We are recognized by Chambers USA and Best Lawyers, and named a “Top Workplace” by the Dallas Morning News and Houston Chronicle, and a “Best Place to Work” by Austin Business Journal.
Stikeman Elliott LLP (Canada)

Stikeman Elliott LLP (Canada)
www.stikeman.com

Stikeman Elliott’s Mergers & Acquisitions Group is perennially among the most active in Canada. It frequently ranks as a top firm in M&A, capital markets and corporate-commercial law by industry league tables and directories, and is widely regarded as a leader in business litigation. Its other areas of expertise include practice areas include securities, banking and finance, competition and foreign investment, tax, restructuring, energy, real estate, project development, intellectual property, employment and labour, and pensions. With offices in Montréal, Toronto, Ottawa, Calgary and Vancouver as well as in London, New York and Sydney, Stikeman Elliott delivers a high standard of legal advice to clients domestically and internationally.
Vinson & Elkins LLP

Vinson & Elkins LLP
www.velaw.com

For over a century, Vinson & Elkins lawyers have provided innovative business solutions for clients whose needs are as diverse as the entities they represent. Our lawyers offer experienced legal counsel and top-tier service to sophisticated corporate clients in numerous industries. Vinson & Elkins is recognized as a national tier 1 law firm in 16 practice areas, with a total of 33 national rankings (2024 U.S. News – Best Lawyers® “Best Law Firms”). With offices located in financial centers, energy hubs, and political capitals across the globe, our lawyers provide strategic legal advice on our clients’ most challenging and complex transactional, regulatory, and dispute resolution matters, including mergers, acquisitions, joint ventures, investments, project developments, financings, arbitrations, lawsuits, environmental matters, tax cases, intellectual property matters, restructurings/reorganizations, and regulatory proceedings.
Willkie Farr & Gallagher

Willkie Farr & Gallagher
www.willkie.com

Willkie Farr & Gallagher LLP provides leading-edge legal solutions on complex, business critical issues spanning markets and industries. Our approximately 1,300 attorneys across 16 offices worldwide deliver innovative, pragmatic and sophisticated legal services across approximately 45 practice areas. Learn more at www.willkie.com.
The Texas Lawbook

The Texas Lawbook
texaslawbook.net

The Texas Lawbook is an online news publication covering the Texas corporate legal market. We have content partnerships with the Houston Chronicle and the Dallas Business Journal.

Mergers and Acquisitions Institute

Overview

Planning Committee

Key Dates

Venue

The Ritz-Carlton

Accommodations

Parking Information

Our Sponsors

Latham & Watkins LLP

Sullivan & Cromwell LLP

Aon

Jackson Walker

Stout

Lincoln International

Haynes Boone

Willis

Blake, Cassels & Graydon LLP (Canada)

Hunton

Proskauer

Skadden, Arps, Slate, Meagher & Flom LLP

Western Alliance Bank

McCarthy Tétrault LLP (Canada)

Mosaic Insurance

SRS Acquiom

UMB Bank

Baker Botts L.L.P.

Bracewell LLP

Holland & Knight LLP

Munsch Hardt Kopf & Harr, P.C.

Stikeman Elliott LLP (Canada)

Vinson & Elkins LLP

Willkie Farr & Gallagher

The Texas Lawbook

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