Certified Mergers & Acquisitions Professional Program

The program, developed by the faculty of the Coles College M&A Academy, focused on the special interests of M&A intermediaries serving private companies in the middle market and business owners preparing for acquisition or sale. The Certified M&A Professional (CM&AP) Certificate Program is delivered live via Zoom over a six-week period.

Download Fact Sheet (Spring 2023 session)

Online Class Schedule: March 15, 2023, to April 19, 2023
All Sessions - 12:00pm - 3:30pm EDT (Specific session topics subject to change.)

3/15/23: MAXIMIZING VALUE WITH THE RIGHT TRANSACTION, PT 1

• INDUSTRY ANALYSIS & HISTORICAL PERSPECTIVE
• WINNING NEW BUSINESS BY BUILDING RELATIONSHIPS

3/21/23: MAXIMIZING VALUE WITH THE RIGHT TRANSACTION, PT 2

• SHAREHOLDER VALUE MAXIMIZATION STUDY
• CASE STUDY INTRODUCTION

3/22/23: CREATING & PROTECTING VALUE THROUGH FINANCIAL ANALYSIS, PT 1

• QUALITY OF EARNINGS
• WORKING CAPITAL

3/28/23: CREATING & PROTECTING VALUE THROUGH FINANCIAL ANALYSIS, PT 2

• INTERPERETING FINANCIAL STATEMENTS
• UNDERSTANDING CASH FLOW 

3/29/23: CREATING & PROTECTING VALUE THROUGH FINANCIAL ANALYSIS, PT3

• PREPARING FINANCIAL PROJECTIONS
• M&A TAX CONSIDERATIONS

4/4/23: TRANSACTION VALUATION, PT 1

• EXAMINING VALUE DRIVERS 

4/5/23: TRANSACTION VALUATION, PT 2

• VALUATION METHODS
• CASE STUDY

4/11/23: THE M&A PROCESS

• MANAGING THE SALE
• M&A PROCESS
• MULTIPLE APPROACHES TO SALE AUCTION PROCESS & ESOP

4/12/23: VALUATION SOLUTION, DEAL STRUCTURING, PT 1

• GHOST MOUNTAIN SOLUTION DEAL STRUCTURE
• LOI

4/18/23: DEAL STRUCTURING & DOCUMENTATION, PT 2

• PURCHASE AGREEMENTS
• PROCESS & LEGAL ISSUES - GENERAL DISCUSSION
• APPLYING VALUATION METHODS

4/19/23: DEAL NEGOTIATION

• A NEW FRAMEWORK
• NEGOTIATION SKILLS, STYLES, & STORIES