Certified Mergers & Acquisitions Professional Program

The program was developed by the faculty of the Coles College M&A Academy and is 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 has been re-designed for live virtual delivery over a six-week period.

Download Fact Sheet (Fall 2022 session)

Online Class Schedule: October 11, 2022 to November 10, 2022
All Sessions - 12:00pm - 3:30pm EDT (Specific session topics subject to change.)

10/11/22: MAXIMIZING VALUE WITH THE RIGHT TRANSACTION, PT 1

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

10/12/22: MAXIMIZING VALUE WITH THE RIGHT TRANSACTION, PT 2

  • SHAREHOLDER VALUE MAXIMIZATION STUDY
  • CASE STUDY INTRODUCTION

10/18/22: CREATING & PROTECTING VALUE THROUGH FINANCIAL ANALYSIS, PT 1

  • QUALITY OF EARNINGS
    WORKING CAPITAL

10/19/22: CREATING & PROTECTING VALUE THROUGH FINANCIAL ANALYSIS, PT 2

  • UNDERSTANDING CASH FLOW
  • INTERPRETING FINANCIAL STATEMENTS

10/25/22: CREATING & PROTECTING VALUE THROUGH FINANCIAL ANALYSIS, PT3

  • PREPARING FINANCIAL PROJECTIONS
  • M&A TAX CONSIDERATIONS

10/26/22: THE M&A PROCESS

  • MANAGING THE SALE
  • MULTIPLE APPROACHES TO THE SALE - AUCTION PROCESS & ESOP

11/1/22: TRANSACTION VALUATION, PT 1

  • EXAMINING VALUE DRIVERS

11/2/22: TRANSACTION VALUATION, PT 2

  • VALUATION METHODS
  • CASE STUDY

11/8/22: DEAL STRUCTURING, PT 1

  • LOI & CASE STUDY

11/9/22: DEAL STRUCTURING & DOCUMENTATION, PT 2

  • PURCHASE AGREEMENTS
  • PROCESS & LEGAL ISSUES - GENERAL DISCUSSION

11/10/22: DEAL NEGOTIATION

*Participants will need to have a device (computer or I Pad), preferably with camera and audio capability, and Internet access to participate.

Registration and Fees

$2950

Special pricing available for multiple participants from same firm. Please contact Jen Renshaw for more information. 

Price includes electronic program materials, templates and examples and access to the Learning Management System (LMS).

Registration and Payment Options

Online Payment

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