Mergers & Acquisitions

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 (FAll 2024 SESSION)

Online Class Schedule

October 1, 2024 to November 6, 2024
All Sessions - 12:00pm - 3:30pm EDT (Specific session topics subject to change.)

10/1/24: Maximizing Value with the Right Transaction

  • Industry Analysis & Historical Perspective
  • Shareholder Value Maximization Study
  • Winning New Business by Building Relationships

10/2/24: Creating & Protecting Value Through Financial Analysis, Pt 1

  • Quality of Earnings
  • Working Capital

10/8/24: Creating & Protecting Value Through Financial Analysis, Pt 2

  • Interpreting Financial Statements
  • Understanding Cash Flow

10/9/24: Creating & Protecting Value Through Financial Analysis, Pt 3

  • Preparing Financial Projections
  • M&A Tax Considerations

10/15/24: The M&A Process

  • Managing the Sale
  • Multiple Approaches to Sale
  • Auction Process & ESOP

10/16/24: ESOP in Detail & Deal Negotiation

  • ESOP in Detail
  • Negotiation Skills & Styles

10/29/24: Transaction Valuation, Pt 1

  • Examining Value Drivers

10/30/24: Transaction Valuation, Pt 2

  • Valuation Methods
  • DCF Case Study
11/5/24: Deal Structuring & Documentation
  • Legal Issues
  • Deal Structure
  • LOI & Purchase Agreements
11/6/24: Applying Valuation Concepts & Deal Stories
  • Ghost Canyon Case - Valuation
  • Applying Valuation Concepts
  • Sellers Panel

 

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).

Online Payment