Obtain the most advanced credential illustrating the highest recognized standards of professional excellence for middle market corporate finance, advisory, and transaction service professionals in a collaborative, peer-driven learning environment.

2018 Training & Certification Dates

September 24 - 28, 2018: DePaul University, Chicago, IL

October 22 - 26, 2018: Pepperdine University, Malibu, CA

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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
  • Appraisers
  • Value Growth Consultants
  • Business Brokers
  • Exit Planners
  • Corporate Strategists


  • 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

CM&AA faculty member, Chris Blees, BiggsKofford, discusses the private capital market, including the unique middle market and lower middle market. View the video below.

Helpful Links

CM&AA Study GuideAgenda

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