CM&AA

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 CM&AA Courses

Regular Price: $2,495

Each class will be held Tuesdays and Thursdays and include a break between 11:00–11:30 a.m. View the schedule below.

July 14, 2020 | How Deals Get Done | 9:00 a.m.–1:30 p.m. CT

July 16, 2020 | M&A Process & Best Practices | 9:00 a.m.–1:30 p.m. CT

July 21, 2020 | Strategic Buyer Process | 9:00 a.m.–1:30 p.m. CT

July 28, 2020 | Financing Growth & Acquisition | 9:00 a.m.–1:30 p.m. CT

July 30, 2020 | Due Diligence in M&A | 9:00 a.m.–1:30 p.m. CT

August 4, 2020 | Financial Statement Analysis For M&A | 9:00 a.m.–1:30 p.m. CT

August 6, 2020 | Valuation for M&A | 9:00 a.m.–1:30 p.m. CT

August 11, 2020 | M&A Tax Considerations | 9:00 a.m.–1:30 p.m. CT

August 13, 2020 | M&A Legal Issues | 9:00 a.m.–1:30 p.m. CT

August 18, 2020 | Investment Banking Structuring Techniques | 9:00 a.m.–1:30 p.m. CT


In-Person CM&AA Courses

Regular Price: $4,995

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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