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