Insights

Targeted M&A community Small to mid-size corporate M&A teams seeking structured guidance and exclusive access to conferences, forums, and master classes to improve deal performance present a prime target for cross-sell of premium memberships and event sponsorships.

Education driven Opportunity to offer advanced training, workshops, and custom corporate programs around M&A process optimization, leveraging their existing M&A Academy and master class framework to upsell enterprise learning solutions.

Exclusive access model With access restricted to corporate M&A teams, there is potential for high-touch outreach, value propositions around exclusive content, and tiered sponsorships or partner offerings aligned with corporate procurement cycles.

Tech stack ready Presence of modern web and engagement tools suggests receptiveness to digital marketing, event tech integrations, and lead-nurturing initiatives; consider offering CRM integrations and data services for member insights.

Growth and funding signals Revenue range indicates a growing yet lean organization; potential for affordable, scalable solutions such as bundled advisory resources, analytics services, or value-driven pricing to accommodate expansion plans.

Similar companies to Transaction Advisors Institute

Transaction Advisors Institute Tech Stack

Transaction Advisors Institute uses 8 technology products and services including Hotjar, Linkedin Insight Tag, Canva, and more. Explore Transaction Advisors Institute's tech stack below.

Transaction Advisors Institute's Email Address Formats

Transaction Advisors Institute uses at least 1 email format:
Transaction Advisors Institute Email FormatsExamplePercentage
FLast@transactionadvisors.comJDoe@transactionadvisors.com
100%

Frequently Asked Questions

What is Transaction Advisors Institute's phone number?

Minus sign iconPlus sign icon
You can contact Transaction Advisors Institute's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Transaction Advisors Institute's official website and social media links?

Minus sign iconPlus sign icon
Transaction Advisors Institute's official website is transactionadvisors.com and has social profiles on LinkedIn.

How much revenue does Transaction Advisors Institute generate?

Minus sign iconPlus sign icon
As of September 2026, Transaction Advisors Institute's annual revenue is estimated to be $1M - $10M.

What is Transaction Advisors Institute's SIC code and NAICS code?

Minus sign iconPlus sign icon
Transaction Advisors Institute's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 519 - Other Information Services.

How many employees does Transaction Advisors Institute have currently?

Minus sign iconPlus sign icon
As of September 2026, Transaction Advisors Institute has approximately 14 employees across 2 continents, including North America and Asia. Key team members include Vice President Marketing: A. T. and M&a Research Faculty: G. S. Explore Transaction Advisors Institute's employee directory with LeadIQ.

What industry does Transaction Advisors Institute belong to?

Minus sign iconPlus sign icon
Transaction Advisors Institute operates in the Information Services industry.

What technology does Transaction Advisors Institute use?

Minus sign iconPlus sign icon
Transaction Advisors Institute's tech stack includes Hotjar, Linkedin Insight Tag, Canva, Amazon Web Services, Drupal, Google Workspace, Zapier and ActiveCampaign.

What is Transaction Advisors Institute's email format?

Minus sign iconPlus sign icon
Transaction Advisors Institute's email format typically follows the pattern of FLast@transactionadvisors.com. Find more Transaction Advisors Institute email formats with LeadIQ.

When was Transaction Advisors Institute founded?

Minus sign iconPlus sign icon
Transaction Advisors Institute was founded in 2013.
Transaction Advisors Institute logo

Transaction Advisors Institute

Information ServicesIllinois, United States11-50 Employees

The Transaction Advisors Institute supports corporate M&A teams by providing information and perspective aimed at improving deal performance. As a member-driven organization, it focuses on refining the M&A process and key deal points across acquisitions, joint ventures, minority investments, and divestitures. Its program slate includes three annual M&A conferences and ten forums where in-house teams discuss current topics and explore methods to boost deal performance.

Based in Chicago, in the Midwest, the Institute operates within the information services sector and serves corporate M&A teams as its primary audience. It also offers nine M&A Master Classes that build on the M&A Academy, an in-depth program covering established best practices.

Section iconCompany Overview

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
519 - Other Information Services
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Transaction Advisors Institute's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.