CM&AA #89: November 11-15, 2024

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 modeling
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

Participants can earn 40.0 CPE credit in the Field of Study: Specialized Knowledge.

In order to be awarded the full credit hours, you must participate in the instructor live training class.

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: None

Program Level: Intermediate

Delivery Method: Group Live

Refunds and Complaint Resolution: Requests for refunds must be received in writing no later than thirty (30) days from initial program registration. No refunds will be granted for refund requests made later than thirty (30) days from initial program registration. No refunds will be granted for programs that are currently in process or completed. For more information regarding refund, complaint and program cancellation policies, please contact us at 312-856-9590.

Official National Registry: Alliance of Merger & Acquisition Advisors (AM&AA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.