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.