Middle Market Deal Makers Learn

What it Takes to Close Deals!

thunderbird-school pepperdine-ocean-view
February 27 - March 3, 2017
Thunderbird School  of Global Management
Glendale, Arizona
May 8 - 12, 2017
September 11 - 15, 2017
DePaul University
Chicago Loop Campus
Chicago, Illinois
October 23 - 27, 2017
Pepperdine University
Villa Graziadio Executive Center
Malibu, California

Across the globe, leadership experts share messages to expand your skill set, leverage your network, broaden your scope, stay current on the industry. It is clear to thrive in our ever changing business environment, a professional must take an active role in acquiring the right skills sets and knowledge that sets them apart.

Is Certification for You?

In their 2016 New England Summit, the Exit Planning Exchange invited panel members representing organizations that offer major certification for advisors that work with private companies. Their discussion topics included:

- Why should you consider certification?
- How do the programs work?
- What are the benefits to your business?
- Will your client care?

The Alliance was honored to have longstanding members John Leonetti, Pinnacle Equity Solutions, Inc. and Ken Sanginario, Corporate Value Metrics LLC. as part of the panel. Click HERE to view the entire program.

In the Middle Market space, the Alliance addresses these areas through the Certified M&A Advisors (CM&AA) Credentialing Program. The CM&AA designation serves to distinguish those individuals who have mastered a comprehensive body of knowledge of essential knowledge and also have committed to staying abreast of continuing new developments.

As a preview to the program, CM&AA faculty member, Chris Blees, BiggsKofford, discusses the private capital market, including the unique middle market and lower middle market. Click HERE to view video.

Who Should Attend

The CM&AA is designed for M&A professionals who are engaged in the M&A planning and /or counsel clients:

- CPA's
- Attorneys
- M&A Consultants
- Corporate Employees
- Board of Directors
- Business Owners
- Financial Planners
- Private Investors

The registration window for 2017 CM&AA classes is open and we look forward to welcoming you.

Course Topics

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


February 2017 - Glendale, Arizona - $4,995
May & September 2017 - Chicago, Illinois - $4,995
October 2017 - Malibu, California - $4,995

Includes first year's membership with the Alliance of M&A Advisors

Helpful Links

CM&AA Study Guide

For more information, contact Catleah Capuli at 312-856-9590 or

Learn More!
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