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.

2020 Upcoming Training & Certification Dates

June 8-12, 2020: University of Chicago, Booth School of Business, Gleacher Center. Chicago, IL.

October 5-9, 2020: DePaul University, Chicago Loop. Chicago, IL.

November 9-13, 2020: Pepperdine University. Malibu, CA

 

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    AM&AA BENEFITS

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.

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