You will learn from expert M&A professionals who are the very best in their fields in these upcoming CM&AA courses—virtual and in person. We also provide CM&AA Executive Education courses at our annual conferences.
Certification is your Advantage
Earn 40 CPE Hours with CM&AA
Obtain the most advanced credential in middle market corporate finance, advisory, and transaction service.
Become a CM&AA and increase your expertise and influence in the market to source and close more deals.
Courses are now available to gain the competitive advantage among M&A professionals with options to sign up for the full course or individual classes.
Who Should Attend?
The CM&AA is designed for M&A professionals who are engaged in the M&A planning and / or counsel clients:
- Private Company Business Owners and their CFOs, CEOs, and COOs
- M&A Intermediaries
- M&A Attorneys
- Accountants serving privately held companies
- Executives making a transition to Deal Making and M&A Advisory
- Private Equity Professionals
- Family Office Professionals
- Private Company Board Members
- Corporate Development Professionals
- Investment Bankers focused on the Middle Market
Course Topics
Class #1 - Private Capital Markets: How Deals Get Done
- Define and understand the Private Capital Markets and how those differ from the public markets
- Current trends in the private capital marketplace (such as valuation statistics, private equity fundraising, acquisition strategies, transaction volume, etc.)
- The connection between sources of capital, transfer methods, and valuation for privately held businesses
- How to apply these theories when offering advisory services to privately held businesses
Class #2 - M&A Process & Best Practices
- Best practices and methods for private capital transactions
- Identify deal opportunities with middle market companies
- 10 steps to transaction completion
- M&A practice management considerations
Class #3 - Strategic Buyer Process
- Reasons buyers deploy “Growth by Acquisition” strategy
- Logical process and considerations used in strategic buying decisions
- Weaving growth strategy into the acquisition and integration processes
- Insights into cultivating and fostering relationships with the right targets
- Technology and tools leveraged by high performing buy-side groups and functions
Class #7 - Due Diligence in M&A
- Key insights into the Sellers journey and deal timeline
- Understanding Financial Due Diligence with a focus on Quality of Earnings, Debt and Debt-like items and Working Capital
- Understand the components of a Purchase and Sale Agreement (PSA), its key terms and purchase price adjustment mechanisms
Class #8 – M&A Legal Issues
- Explore the sequencing of a deal and the transaction documents negotiated along the way
- Understand the foundational structuring and tax issues that drive every deal
- Uncover the potential due diligence landmines that can derail a transaction
- Learn how securities laws, regulatory regimes and insurance products are changing the M&A landscape
Class #9 - M&A Legal Issues
Who is the Client?
- pick one party and only one (buyer; seller; corporate entity; investor)
Seller Counsel Focus/Buyer Counsel Focus
- drafting NDA (seller counsel)
- compiling/updating client’s organizational documents, key legal materials (seller counsel)
- negotiating terms with opposing counsel, other parties to transaction (seller & buyer counsel)
- drafting deal documents (buyer counsel)
- review/revision of deal documents (seller counsel)
- handling closing (and post closing) matters (seller & buyer counsel)
Key Documents of Transaction
- Non-Disclosure Agreement
- Letter of Intent
- Purchase/Sale Agreement
- Ancillary Agreements (Employment; Non-Compete; Buy Back Option; Seller Finance Docs)
Due Diligence
- Assist seller client in due diligence preparations, efforts (seller counsel)
- Assist set up of data room, providing relevant materials per requests (seller counsel)
- Participate in due diligence efforts as part of buyer team (buyer counsel)
- Negotiate deal term revisions or additional deal terms per due diligence results (seller & buyer counsel)
Emerging Trends
- Use of rep/warranty, cyber risks, employment liability insurance
- When does insurance make sense in deal
- Does insurance replace escrow holdbacks; who pays
- Involvement of IT, Insurance, HR participants as much as traditional legal, tax, accounting resources
Online CM&AA Courses
Standard Member Price: $2,150
Standard Bundle Price: $2,750
Standard Bundle Price: $2,750
In-Person CM&AA Courses
Standard Member Price: $4,950
Standard Bundle Price: $5,495
Standard Bundle Price: $5,495
Additional Important Information
Registration Fee Includes:
- Course materials
- Access to e-library of resources
- First-year membership with AM&AA
- One-year access to Private Equity Info
- Online CM&AA exam
PREFERRED PREREQUISITES Hold an academic degree (e.g. PhD, JD, MBA or Bachelor Degree); and/or one or more professional designations (such as CPA, CFA, CVGA, CEPA, or equivalent). Consideration will also be made for professionals who have experience in the M&A industry.
Advanced Preparation: Participants are encouraged to follow the CM&AA Study Guide in preparation for this program.
Program Level: Intermediate
Delivery Method: Group Based
CPE Credits CM&AA Group Based: 40
Cancellations: Notification of cancellation must be received in writing at info@amaaonline.com and adhere to the cancellation schedule
Cancellation Schedule for CM&AA: Cancellation notifications received thirty (30) days or more prior to the program first class start date may receive a full refund minus a $100 administrative fee or transfer to another class scheduled to take place within one (1) year of original program first class start date
Cancellation notifications received within thirty (30) days prior to the program first class start date may receive a 50% refund minus a $100 administrative fee or transfer to another class scheduled to take place within one (1 year of original program first class start date)
Questions: info@amaaonline.com
Braxton Savage, Transaction Advisory Services Manager | Tanner LLC
I have attended hundreds of hours of continuing education courses in my career thus far and I would put the CM&AA up as one of the best I have attended. The content is applicable, informative, and intriguing and it is taught by those with real life experiences that are in the trenches of their expertise daily. There were so many take aways that I have been able to implement in practice… This course is well worth the investment.
Aston Brown, Business Development Manager, Phoenix Park Gas Processors Limited
All presenters are M&A seasoned Industry practitioners, that offered relevant real-world challenges and options to overcome whilst covering the course content, through case discussion or just sharing their experiences… The course materials provides great coverage of all aspects of the M&A Process. The interaction with class participants, and listening to experiences shared was fun, practical and insightful.
Ken Saddler, Partner, Certified Business Transition Expert™
Deciding to take the CM&AA course was one of the best professional decisions I’ve made… Even though I have been involved in over 30 M&A transactions as CFO in my career, I learned at least twice as much new information in the course as I had in doing all those past transactions!
CM&AA Events
june, 2023
The Alliance of Mergers & Acquisition Advisors (AM&AA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Participating University Venues
