Obtain the most advanced credential in middle market corporate finance, advisory, and transaction service. 

Become a CM&AA and increase your expertise and influence in the market to source and close more deals.

Get your certification and earn 40 CPE in just one week!


CM&AA Boston starts Monday September 9, 2024, and ends Friday September 13, 2024.

Class is from 8:00 A.M. to 5:00 P.M, with a 1-hour break. All times are in Eastern Standard Time (EST).

*Class venue to be announced soon*


  • 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


Member Pricing: $4,950

Membership Bundle Pricing**: $5,545


  • Breakfast & Lunch
  • Course materials
  • Access to e-library of resources
  • Online CM&AA exam
  • 1:1 with instructors
  • **Bundle includes one-year AM&AA membership. Learn about the AM&AA membership benefits.


Have a question? info@amaaonline.com



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 Internet Based

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.