M&A virtual roundtable

Overview

Join us for our Fall 2025 M&A Roundtable, where we’ll explore three pressing topics that are shaping the future of deal execution and value realization. This session is designed for Corporate Development, IT, and security professionals seeking to elevate their approach to M&A with scalable tools, secure practices, and successful execution strategies.

What to expect

• M&A Playbooks and how to use AI and Agents: Discover how to build a scalable, repeatable approach to M&A—one that evolves and improves with each transaction. This session features a conversation with Maria Lewis from Guidewire, who will share insights on the value of M&A Playbooks and how to develop them for long-term success. We will also discuss an approach to take your M&A Playbooks to the next level by embedding AI and Agents in your workflow.
• Identity and Access Management (IAM) in M&A: Join Slalom, Okta, and Doug Innocenti (CISO MoonPay) on how to approach identity in M&A. We’ll explore how to assess and run due diligence of IAM, CIAM (Customer Identity Access Management), and workforce identity before Day 1 and streamline the integration.
• Divestiture: Even experienced acquirers often stumble when it comes to divestitures. Whether you're on the buy-side or sell-side, we’ll break down key success factors, pitfalls to avoid, and practical lessons from recent transactions to help you plan and execute with confidence.