Obtain the most advanced credentials in middle market corporate finance, advisory, and transaction service—online.
Become a CM&AA and increase your expertise and influence in the market to source and close more deals.
Online courses are now available to gain the competitive advantage among M&A professionals.
Online Class Schedule: Class will be held July 14, 2020, through August 18, 2020, on Tuesdays and Thursdays from 9:00 a.m.–1:30 p.m. CT, with a break between 11:00–11:30 a.m CT.
July 14, 2020
How Deals Get Done
(*CPE: 4 Specialized Knowledge)
9:00 a.m.–1:30 p.m. CT
July 16, 2020
M&A Process & Best Practices
(*CPE: 4 Specialized Knowledge)
9:00 a.m.–1:30 p.m. CT
July 21, 2020
Strategic Buyer Process
(*CPE: 4 Specialized Knowledge)
9:00 a.m.–1:30 p.m. CT
July 23, 2020
Financing: Growth & Acquisition
(*CPE: 4 Finance)
9:00 a.m.–1:30 p.m. CT
July 28, 2020
Business Valuation for M&A
(*CPE: 4 Specialized Knowledge)
9:00 a.m.–1:30 p.m. CT
July 30, 2020
Financial Analysis, Transaction Structuring, and Relationship to Transaction Pricing
(*CPE: 4 Specialized Knowledge)
9:00 a.m.–1:30 p.m. CT
August 4, 2020
Due Diligence in M&A
(*CPE: 4 Specialized Knowledge)
9:00 a.m.–1:30 p.m. CT
August 11, 2020
M&A Tax Considerations
(*CPE: 4 Tax)
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9:00 a.m.–1:30 p.m. CT
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August 13, 2020
M&A Legal Issues
(*CPE: 4 Business Law)
9:00 a.m.–1:30 p.m. CT
August 18, 2020
Investment Banking Structuring Techniques
(*CPE: 4 Specialized Knowledge)
9:00 a.m.–1:30 p.m. CT
*Group Internet Based Course pending NASBA approval | Sequencing of classes subject to change
Upcoming Onsite Classes
Who Should Attend?
The CM&AA is designed for M&A professionals who are engaged in the M&A planning and / or counsel clients:
Private Company Business Owners and their CFOs, CEOs, and COOs- M&A Intermediaries
- M&A Attorneys
- Accountants serving privately held companies
- Executives making a transition to Deal Making and M&A Advisory
- Private Equity Professionals
- Family Office Professionals
- Private Company Board Members
- Corporate Development Professionals
- Investment Bankers focused on the Middle Market
Course Topics
- Overview of the middle-market M&A ecosystem and trends
- M&A process from deal origination to due diligence to financial modeling to business valuation to deal structuring & negotiation to transaction closing
- Corporate M&A and investment banking structuring techniques
- Financing strategies for growth and acquisition
- M&A valuation approaches and methodologies including LBO moderling
- M&A tax issues, new laws, and strategies
- M&A legal structures, strategies, challenges, and concerns
- Sell-side M&A process – Learn the process from the industry leaders
- Buy-side M&A process – How to successfully and efficiently grow by acquisition
- Operating frameworks for creating shareholder value
- Growth strategies that work – What private equity firms look for in acquisition candidates
- How to prepare a privately held company for a liquidity event
Online CM&AA Courses
Regular Price: $2,495
In-Person CM&AA Courses
Regular Price: $4,995
The Alliance of Mergers & Acquisition Advisors (AM&AA) 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: www.NASBARegistry.org.
Participating University Venues
