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.


Online Class Schedule

March 19, 2024 to April 17, 2024
All Sessions - 12:00pm - 3:30pm EDT (Specific session topics subject to change.)

3/19/24: Maximizing Value with the Right Transaction

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

3/20/24: Creating & Protecting Value Through Financial Analysis, Pt 1

  • Quality of Earnings
  • Working Capital

3/26/24: Creating & Protecting Value Through Financial Analysis, Pt 2

  • Interpreting Financial Statements
  • Understanding Cash Flow

3/27/24: Creating & Protecting Value Through Financial Analysis, Pt 3

  • Preparing Financial Projections
  • M&A Tax Considerations

4/2/24: Transaction Valuation, Pt 1

  • Examining Value Drivers

4/3/24: Transaction Valuation, Pt 2

  • Valuation Methods
  • DCF Case Study

4/9/24: The M&A Process

  • Managing the Sale
  • M&A Process, Multiple Approaches to Sale
  • Auction Process & ESOP

4/10/24: Valuation and Deal Finance

  • Ghost Mountain Solution
  • Applying Valuation Concepts
  • Anatomy of Deal Finance

4/16/24: Deal Structuring & Documentation

  • Legal Issues – General Discussion
  • Deal Structure
  • LOIs
  • Purchase Agreements

4/17/24: Deal Negotiation

  • Negotiation Skills & Styles
  • Ghost Mountain Negotiation Exercise
  • Sellers Panel


Registration and Fees


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).