Earn up to 40 CPE Credit Hours.

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. 

This in-person course will help you gain the competitive advantage among M&A professionals. When you have completed it: 

• You will recognize the fundamental concepts that define the Private Capital Markets and how those differ from the public markets. 
• You will understand the connection between sources of capital, transfer methods, valuation of a privately held business and the technical aspects of M&A through legal issues, tax considerations, and due diligence. 
• You can use these theories to advise private business owners through ownership-transition decisions and to allow practitioners to better demonstrate their own abilities for advising in those transactions.

Your registration fee includes a full-year of membership with AM&AA, and all of the valuable benefits that come with it. Breakfast and lunch is also included in your registration fee for the in-person class.

In these courses you will learn from expert M&A professional who are the very best in their fields. You will benefit from years of their experience in this industry, and hear their stories through best practices, case studies and deep dive discussion that show you how to apply your learnings right away to your current deals

Save $250 and register today. Early bird pricing ends on August 1st.

Class

How Deals Get Done

M&A Process & Best Practices

Strategic Buyer Process

Financing: Growth & Acquisition

Business Valuation for M&A

Financial Analysis, Transaction Structuring, and Relationship to Transaction Pricing 

M&A Legal Issues

M&A Tax Considerations

Due Diligence in M&A

Investment Banking Structuring Techniques

Instructor

Chris Blees, CPA, CM&AA

Managing Partner, BiggsKofford, P.C.

Chris Blees, CPA, CM&AA

Managing Partner, BiggsKofford, P.C.

Brian Steffens, CM&AA

Managing Director, TruSight LLC

Stephen Lewis, CM&AA

Managing Director, Capstone Headwaters

Brent Solomon, CM&AA

Strategic Financial Advisory | Adjunct Professor, Robert H. Smith School of Business, U. of Maryland

Brent Solomon, CM&AA

Strategic Financial Advisory | Adjunct Professor, Robert H. Smith School of Business, U. of Maryland

Scott Meza, J.D.

Shareholder at GreenbergTraurig

David Kostmayer, CPA, CM&AA

Partner, GBK | Peabody, PLLC

Christopher P. Nelms, CPA, CM&AA

Management Director, TAS (FDD) Lead, BDO Atlanta Office

Alison Torres, J.D., CM&AA

Principal, Atlantic Region TAS Tax Leader, BDO McLean Office

Champ Davis, CM&AA

Managing Director, Davis Capital, LLC