CM&AA

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.

2019 Upcoming Training & Certification Dates

September 16-20, 2019: DePaul University Loop Campus, Chicago, IL

October 28 - November 1, 2019: Pepperdine University, Villa Graziadio Executive Center, Malibu, CA

November 11-15, 2019: Centre Club, Tampa, FL

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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

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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