Online CM&AA course starts May 30, 2023 and ends June 29, 2023.

Classes are held two days each week from 9:00 A.M. to 1:00 P.M, with a 30-minute break. All times are in Central Standard Time (CST).

40 hours of CPE credits are available via online engagement during the classes.

TOPICS OVERVIEW

• Middle-market M&A ecosystem and trends
• M&A process from deal origination to due diligence to financial modeling to business valuation to deal structuring & negotiation to transaction closing
• Corporate M&A and investment banking structuring techniques
• Financing strategies for growth and acquisition
• M&A valuation approaches and methodologies including LBO modeling
• M&A tax issues, new laws, and strategies
• M&A legal structures, strategies, challenges, and concerns
• Sell-side M&A process – Learn the process from the industry leaders
• Buy-side M&A process – How to successfully and efficiently grow by acquisition
• Operating frameworks for creating shareholder value
• Growth strategies that work – What private equity firms look for in acquisition candidates
• How to prepare a privately held company for a liquidity event

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.