CMAAThe “Certified Merger & Acquisition Advisor” (CM&AA) designation serves to maintain the highest recognized standards of professional excellence for middle market corporate financial advisory and transaction services, and to provide a benchmark for professional achievement within that overall body of knowledge.

What You Will Gain:

  • Knowledge from a unique viewpoint on current and future trends, challenges, and opportunities in the Middle Market industry
  • Exceptional practitioners perspectives of Mergers and Acquisitions in the middle marketplace
  • An internationally recognized certification that will distinguish you as an industry leader and differentiate you from your competitors
  • Up to 36 hours of CPE Credit

 Who Would Benefit:

·       Investment Bankers, Intermediaries ·       Corporate M&A Executives, C Suite Executives
·      Accountants ·      Attorneys
·      Business Valuators ·      Asset Managers
·      Transactional Consultants ·      Financial Advisors, CFO’s


Program Information:

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2015 Program Dates
- October 19th-23rd, 2015
DePaul University | Loop Campus | Chicago, IL
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2016 Program Dates
- February 29th - March 4th, 2016
Thunderbird Global School of Management | Phoenix, AZ

- May 2nd-6th, 2016
DePaul University | Loop Campus | Chicago, IL

- September 19th-23rd, 2016
DePaul University | Loop Campus | Chicago, IL

- November 14th-18th, 2016
Villa Graziadio Executive Center | Malibu, CA


 Program Topics Include:

  • Corporate M&A
  • Traditional Business Valuation/Cash-Debt Free Balance Sheet/ Transaction Valuation
  • Financing: Growth & Acquisition
  • Value Growth & Market Readiness
  • M&A Tax Topics
  • M&A Legal Topics
  • MidMarket Overview
  • Sell Side M&A/ Buy Side M&A
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Additional reading materials required:

  • Private Capital Markets-2nd ed. - by Rob Slee
  • The Handbook of Financing Growth-2nd ed. - by Kenneth H. Marks
  • Valuation for M&A: Building Value in Private Companies-2nd ed. - by Chris M. Mellen and Frank C. Evans
  • Middle Market M&A-Handbook for Investment Banking and Business Consulting by Kenneth Marks, Rob Slee, Chris Blees, Michael Nall


CMAA Study Guide

5-Day Curriculum Outline (Updated Feb 2015)

Program Cost - $4,495 - Includes:

·       1st Year's Membership Dues ·       Class Materials
·       Exam Fee ·       1 year of Business Valuation Software License