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: The spring class will be held March 23, 2021 through April 22, 2021 from 9:00 a.m.–1:30 p.m. CT, with a lunch break between 11:00–11:30 a.m CT.
March 23, 2021
How Deals Get Done
(CPE: 4 Specialized Knowledge)
9:00 a.m.–1:30 p.m. CT
March 25, 2021
M&A Process & Best Practices
(CPE: 4 Specialized Knowledge)
9:00 a.m.–1:30 p.m. CT
March 30, 2021
Strategic Buyer Process
(CPE: 4 Specialized Knowledge)
9:00 a.m.–1:30 p.m. CT
April 1, 2021
Financing: Growth & Acquisition
(CPE: 4 Finance)
9:00 a.m.–1:30 p.m. CT
April 6, 2021
Business Valuation for M&A
(CPE: 4 Specialized Knowledge)
9:00 a.m.–1:30 p.m. CT
April 8, 2021
Financial Analysis, Transaction Structuring, and Relationship to Transaction Pricing
(CPE: 4 Specialized Knowledge)
9:00 a.m.–1:30 p.m. CT
April 13, 2021
Due Diligence in M&A
(CPE: 4 Specialized Knowledge)
9:00 a.m.–1:30 p.m. CT
April 15, 2021
M&A Legal Issues
(CPE: 4 Business Law)
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9:00 a.m.–1:30 p.m. CT
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April 20, 2021
M&A Tax Considerations
(CPE: 4 Taxes)
9:00 a.m.–1:30 p.m. CT
April 22, 2021
Investment Banking Structuring Techniques
(CPE: 4 Specialized Knowledge)
9:00 a.m.–1:30 p.m. CT
Sequencing of classes subject to change
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 – Full Course + Exam: $2,495
Modular Price – Per Class: $500
In-Person CM&AA Courses
Regular Price: $4,995
CM&AA Events
january 2021
No Events
february 2021
No Events
march 2021
No Events
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
