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 (SPRING 2024 SESSION)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