Certified Merger & Acquisition Advisor

Executive Education: CM&AA Modules

These classes will immediately precede the 2023 Winter Conference. Join industry experts as they lead the class through processes, tools, and marketing strategies to successfully build and grow an M&A business. CPE Credits: 12 Total (4 per class)

CM&AA Modules - In Person Class | $1500

Breakfast and lunch will be provided.



The CM&AA is designed for M&A professionals who are engaged in the M&A planning and / or counsel clients:

  • Private Company Business Owners and their CFOs, CEOs, and COOs
  • M&A Intermediaries
  • M&A Attorneys
  • Accountants serving privately held companies
  • Executives making a transition to Deal Making and M&A Advisory
  • Private Equity Professionals
  • Family Office Professionals
  • Private Company Board Members
  • Corporate Development Professionals
  • Investment Bankers focused on the Middle Market


  • Overview of the middle-market M&A ecosystem and trends
  • M&A process from deal origination to due diligence to financial modeling to business valuation to deal structuring & negotiation to transaction closing
  • Corporate M&A and investment banking structuring techniques
  • Financing strategies for growth and acquisition
  • M&A valuation approaches and methodologies including LBO moderling
  • M&A tax issues, new laws, and strategies
  • M&A legal structures, strategies, challenges, and concerns
  • Sell-side M&A process – Learn the process from the industry leaders
  • Buy-side M&A process – How to successfully and efficiently grow by acquisition
  • Operating frameworks for creating shareholder value
  • Growth strategies that work – What private equity firms look for in acquisition candidates
  • How to prepare a privately held company for a liquidity event


2023 AM&AA Winter Conference CM&AA Modules: $1500


Prerequisites: Hold an academic degree (e.g. PhD, JD, MBA or Bachelor Degree); and/or one or more professional designations (such as CPA, CFA, CVGA, CEPA, or equivalent). Consideration will also be made for attendees who have private lower middle market management, owner, or advisory experience.


Advanced Preparation: Participants are encouraged to follow the CM&AA Study Guide in preparation for this program. 


Program Level: Intermediate


Delivery Method: 2022 Summer Conference Executive Education: CM&AA Modules, In-Person Group


CPE Credits: 12 total (4 per class)

Questions: info@amaaonline.org

Cancellations administrative fee or transfer to another class scheduled to take place within one (1) year of the original program start date. Cancellation notifications received within thirty (30) days prior to the program start date may receive a 50% refund minus a $100 admin: Notification of cancellation request received thirty (30) days or more prior to the program start date may receive a full refund minus a $10istrative fee or transfer to another class scheduled to take place within one (1) year of  the original program start date.