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

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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