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 2023 SESSION)Online Class Schedule
October 23, 2023 to November 14, 2023
All Sessions - 12:00pm - 3:30pm EDT (Specific session topics subject to change.)
10/3/23: Maximizing Value with the Right Transaction
- Introduction to CM&AP Cohort
- Historical Perspective in Brief & Industry Analysis
- Winning New Business by Building Relationships
- Case Study Introduction
10/4/23: Creating & Protecting Value Through Financial Analysis, Pt 1
- Quality of Earnings
- Working Capital
10/10/23: Creating & Protecting Value Through Financial Analysis, Pt
- Interpreting Financial Statements
- M&A Tax Considerations
10/11/23: Creating & Protecting Value Through Financial Analysis, Pt 3
- Understanding Cash Flow
- Preparing Financial Projections
10/24/23: Transaction Valuation, Pt 1
- Examining Value Drivers
- DCF Case Study (Furniture Case)
10/25/23: Transaction Valuation, Pt 2
- DCF Case Study – Cont.
10/31/23: The M&A Process
- Managing the Sale
- M&A Process, Multiple Approaches to Sale
- Auction Process & ESOP
11/1/23: Deal Structuring & Documentation
- Deal Structure
- LOI
- Purchase Agreements
- Process & Legal Issues
11/7/23: Valuation: Art & Science and Financing the Deal
- Ghost Canyon DCF Valuation Solution
- Valuation Methods
- Anatomy of Deal Financing
11/8/23: Deal Negotiation
- A New Framework
- Negotiation Skills, Styles, & Stories
- Ghost Canyon Negotiation Exercise
11/14/23: Program Wrap-Up and General Discussion
- Deal Stories
- Sellers’ Panel