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 (Spring 2022 session)

Online Class Schedule: March 1, 2022 to April 5, 2022
All Sessions - 12:00pm - 3:30pm EDT (Specific session topics subject to change.)

Tuesday: 3/1/22: MAXIMIZING VALUE WITH THE RIGHT TRANSACTION, PT 1

• INDUSTRY ANALYSIS
• WINNING NEW BUSINESS BY BUILDING RELATIONSHIPS

Wednesday: 3/2/22: MAXIMIZING VALUE WITH THE RIGHT TRANSACTION, PT 2

• SHAREHOLDER VALUE MAXIMIZATION STUDY
• CASE INTRODUCTION

Tuesday: 3/8/22: CREATING & PROTECTING VALUE THROUGH FINANCIAL ANALYSIS, PT 1

• QUALITY OF EARNINGS
• WORKING CAPITAL

Wednesday: 3/9/22: CREATING & PROTECTING VALUE THROUGH FINANCIAL ANALYSIS, PT 2

• UNDERSTANDING CASH FLOW
• INTERPRETING FINANCIAL STATEMENTS

Tuesday: 3/15/22: CREATING & PROTECTING VALUE THROUGH FINANCIAL ANALYSIS, PT 3

• PREPARING FINANCIAL PROJECTIONS
• M&A TAX CONSIDERATIONS

Wednesday: 3/16/22: THE M&A PROCESS

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

Tuesday: 3/22/22: TRANSACTION VALUATION, PT 1

• EXAMINING VALUE DRIVERS

Wednesday: 3/23/22: TRANSACTION VALUATION, PT 2

• VALUATION METHODS
• CASE STUDY

Tuesday: 3/29/22:  DEAL STRUCTURING, PT 1

• LOIs & CASE STUDY

Wednesday: 3/30/22: DEAL STRUCTURING & DOCUMENTATION, PT 2

• PURCHASE AGREEMENTS
• PROCESS & LEGAL ISSUES GENERAL DISCUSSION

Thursday: 4/5/22: DEAL NEGOTIATION 

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