M&A HandbookThe “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.

cmaa logo 8-08 (320x118)

•Exceptional practitioners perspectives of mergers and acquisitions in the middle marketplace
•Faculty of industry experts that offer a unique viewpoint on current and future trends, challenges, and opportunities in the middle market industry
•Instructors that provide successful, experienced based content and business best practices to succeed in today’s M&A market
•Internationally recognized certification that will distinguish you as an industry leader and differentiate you from your competitors

Who Would Benefit

•Investment Bankers / Intermediaries
•Corporate M&A Executives, C Suite Executives
•Business Valuators
•Asset Manager / Financial Advisor / CFO’s
•Transactional Consultants

Experience/Education Requirements

Candidates are eligible for certification if they have achieved an advanced academic degree(s): Doctor of Philosophy (PH.D.), Juris Doctor (J.D.), or Masters in Business Administration (MBA) Degree.

For those who have obtained a college degree from an accredited institute of higher education, the candidate must also evidence an advanced business credential in one of the following areas of expertise: (not an all inclusive list):  CPA, CFP, CMA, CMC, CVA, CBI, CBA, PFS, CBC, ASA.


2015 CM&AA Dates

January 19 to 23 – Cross Border M&A – Thunderbird School of Global Management Glendale AZ  (Special Pricing and curriculum)
January 2015 Program Agenda-revised 12-30-14

April 20 to 24 – DePaul University, Chicago Loop Campus
May 18 to 22 – DePaul University, Chicago Loop Campus
September 14 to 18 – DePaul University, Chicago Loop Campus
October 19 to 23 – DePaul University, Chicago Loop Campus

NEW MODULE ADDED – M&A Value Engineering – How M&A advisors use their skill sets to expand their practices into value growth advisory services

  • An Overview of the Private Capital Marketplace
  • The Dynamics of an M&A Engagement & Practice Management
  • Accretion-Dilution
  • Buy and Sell-Side Representation, Traditional Investment Banking
  • Business Valuation and M&A Standards, Accounting, Finance
  • Traditional Business Valuation and Transactional Valuation
  • M&A Legal and Tax Issues
  • Acquisition & Growth Financing

Cost of the Program: $4,495

Click to apply now

40 CPE Hours
The Alliance of Merger & Acquisition Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Program Level: Advanced

​Delivery method: Group Live

Learn More About the CMAA Credentialing Program