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

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

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).