CM&AA Washington DC

September 8–12, 2025 | Earn 40 CPE Credits | AC Hotel, Washington DC

Advance your M&A career with the Certified Merger & Acquisition Advisor (CM&AA) designation. This premier credential equips professionals with the practical tools, technical knowledge, and professional network needed to lead in middle market M&A.

Course Details

  • Dates: September 8–12, 2025 (Mon–Fri)
  • Time: 8:00 AM–5:00 PM (1-hour lunch break)
  • Meals: Breakfast & lunch provided daily
  • Location: AC Hotel Washington DC Downtown 

Certification Fees

  • AM&AA Member: $4,950
  • Professional Bundle: $5,595
  • Young Professional Bundle: $5,395

What’s Included

  • In-person instruction from expert faculty

  • Course workbook + e-library access

  • Online CM&AA exam

  • Breakfast & lunch daily

  • One-year AM&AA membership (for bundles)

Why Attend?

  • Advanced M&A credentialing

  • Learn from real-world M&A professionals

  • Boost dealmaking skills, valuation knowledge, tax insights & more

  • Join a national network of advisors & dealmakers

  • Elevate your credibility, influence & career opportunities

Learn More About CM&AA

Who Should Attend?

  • CPAs

  • M&A Advisors & Consultants

  • Attorneys

  • Financial Professionals

  • Private Equity, Family Offices, Corporate Dev

  • Exit Planners & Business Owners

CM&AA CLASS AGENDA

Monday, September 8, 2025
Class #1 - Private Capital Markets8:00 AM - 12:00 PM
Class #2 - M&A Sales Process1:00 PM - 5:00 PM
Tuesday, September 9, 2025
Class #3 - Strategic Buyer Process8:00 AM - 12:00 PM
Class #4 - Financing: Acquisitions & Exits1:00 PM - 5:00 PM
Wednesday, September 10, 2025
Class #5 - Business Valuation for M&A8:00 AM - 12:00 PM
Class #6 - Financial Analysis, Transaction Structuring, and Relationship to Transaction Pricing 1:00 PM - 5:00 PM
Thursday, September 11, 2025
Class #7 - Due Diligence in M&A8:00 AM - 12:00 PM
Class #8 - M&A Tax Considerations1:00 PM - 5:00 PM
Friday, September 12, 2025
Class #9 - M&A Legal Issues8:00 AM - 12:00 PM
Class #10 - Investment Banking Structuring Techniques1:00 PM - 5:00 PM

For a full overview of the CM&AA curriculum, certification process, and what to expect from each course, visit our website: amaaonline.com/cmaa

Explore topics covered, meet the instructors, and see how the CM&AA can advance your M&A career.

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.

Class schedule is based on instructor availability and may be subject to change.