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