M&A financial modeling plays a crucial role in the success of mergers and acquisitions, serving as the centerpiece of the decision-making process. Through meticulous analysis of the financial aspects of target companies and potential transactions, financial modeling offers invaluable insights, enabling organizations to make informed decisions, assess risks, and identify synergies. A study by KPMG reveals that nearly 83% of mergers and acquisitions fail to enhance shareholder value, emphasizing the need for accurate financial modeling to ensure the viability and success of M&A deals.
The certified Chartered M&A Financial Modeling Analyst (CMAA™) program aims to help you excel in the dynamic world of mergers and acquisitions. Combining theoretical knowledge with real-life case studies, this comprehensive course will equip you with the advanced skills and knowledge needed to confidently navigate complex M&A transactions. You will learn a wide range of critical topics, including M&A strategy, deal structuring, valuation methodologies, financial modeling, and due diligence, providing a well-rounded understanding of the intricacies of deal-making.
During the program, you will also learn to identify and evaluate potential acquisition targets, design and negotiate optimal deal structures, create accurate valuations, and develop advanced financial models for M&A transactions. This program will also show you how to model synergies and uncover the best strategies for financing M&A deals. Throughout the program, you will also gain insights into the importance of due diligence and how it will help you identify potential red flags.
Upon completing the program and passing the Chartered exam, participants will receive the prestigious Chartered M&A Financial Modeling Analyst (CMAA™) designation. This highly sought-after credential in the finance industry is known for its comprehensive coverage of M&A financial modeling techniques and is valued by employers worldwide. As a CMAA™ certificate holder, you will have the skills and knowledge to develop a robust M&A strategy and excel in sophisticated M&A financial modeling. The CMAA™ designation will also enhance your credibility and reputation within the M&A field, potentially opening doors to new career advancement opportunities.
1 Chartered Institute of Professional Certifications' reviews and ratings are a comprehensive collection of participants feedback we have gathered over the last decade. To view authentic and personal testimonials that are handwritten by our participants, please download our participants' written reviews here.
This program will entitle you:
Download Brochure Pricing & Registration- Experience 3 days of instructor-led live program and in-depth learning on M&A financial modeling
- Gain access to critical M&A knowledge including M&A strategy, deal structuring, valuation methodologies, financial modeling, and due diligence
- Attain the Chartered M&A Financial Modeling Analyst (CMAA™) designation that will boost your professional finance and M&A credentials
- For inquiries, chat with our Program Advisors at [email protected] or call us at
- Singapore and Asia Pacific: +65 6716 9980
- Australia and New Zealand: +61 3 9909 7310
- UK, Europe and Middle East: +44 (020) 335 57898
- USA: +1 888 745 8875
Accreditations
This Chartered M&A Financial Modeling Analyst (CMAA™) program is a mark of distinction that signifies a fully qualified finance professional with leading M&A and financial modeling expertise. It is accredited by the Chartered Institute of Professional Certifications, which maintains the governing standards for all members. The CMAA™ charter is a trademarked charter available only to professionals who have completed and passed this program. The certification is governed and maintained by Chartered Institute of Professional Certifications with over 90,000 members around the world. It is also endorsed by prominent associations and organizations worldwide.
The content of this program has been fully certified and accredited by CPD as adhering to Continuing Professional Principles
What Can You Expect From This Certified Program
A recent study by Harvard Business Review found that 70-90% of acquisitions fail to achieve their intended goals, underlining the critical role of M&A financial modeling in evaluating target companies, identifying synergies, and setting realistic expectations.
This Chartered M&A Financial Modeling Analyst (CMAA™) program will empower you with a comprehensive understanding of the key aspects of M&A. Here are the key learning points that participants can expect from the program:
- M&A Strategy: Acquire a solid understanding of the strategic rationale behind mergers and acquisitions, including growth strategies, synergies, and risk mitigation. Learn to identify potential targets and evaluate the strategic fit for both parties involved.
- Deal Structuring: Develop the ability to design and negotiate optimal deal structures, including various financing options, payment methods, and legal considerations. Gain an understanding of the impact of deal terms on value creation and risk management.
- Valuation Methodologies: Master the core valuation techniques used in M&A, such as discounted cash flow (DCF), comparable company analysis (CCA), and precedent transaction analysis (PTA). Learn to create accurate and reliable valuations, which are critical to the deal-making process.
- Financial Modeling: Build advanced financial modeling skills, including the creation of robust, flexible, and user-friendly models for M&A transactions. Learn to project financial statements, analyze synergy potential, and model various deal scenarios.
- Due Diligence: Understand the critical role of due diligence in the M&A process and learn to identify potential red flags, conduct thorough analysis, and mitigate risks associated with acquisitions.
- Deal Execution and Closing: Learn the steps involved in executing and closing an M&A deal, including managing deal timelines, addressing regulatory requirements, and navigating potential obstacles.
Upon completing the program and passing the Chartered exam, participants will receive the prestigious Chartered M&A Financial Modeling Analyst (CMAA™) designation. This highly sought-after credential in the finance industry is known for its comprehensive coverage of M&A financial modeling techniques and is valued by employers worldwide. As a CMAA™ certificate holder, you will have the skills and knowledge to develop a robust M&A strategy and excel in sophisticated M&A financial modeling. The CMAA™ designation will also enhance your credibility and reputation within the M&A field, potentially opening doors to new career advancement opportunities.
Key Skills You Will Gain
- M&A Strategy Formulation
- Target Identification
- Synergy Analysis
- Deal Structuring Expertise
- M&A Financing Options
- Legal And Tax Structuring
- Comparable Company Analysis
- Precedent Transaction Analysis
- M&A Financial Modeling
- Sensitivity Analysis
- Scenario Planning
- Valuation
- Due Diligence
- Red Flag Identification
- Deal Execution
- Regulatory Compliance
- Tax Implications
- Cross-Border Transaction Analysis
- Deal Closure Techniques
- Synergy Capture
- Earnout Structuring
- Joint Venture Formation
- Divestiture Planning
- Spin-Off Execution
Your Faculty Director
Thomas Kessler is a distinguished M&A professional with an impressive 19-year track record of spearheading high-profile transactions across various industries. His expertise has been instrumental in executing pivotal deals, such as Deutsche Post's acquisition of Global Mail, Deutsche Telekom's combination with Orange Netherlands, the Goodyear and Sumitomo Rubber merger, Avaya's Global Connect joint venture with Tata, and the Albany International and Geshmay Group merger—the latter gaining recognition as a Harvard Business School Case Study.
As the Founder and Managing Partner of IntegrationSuccess GmbH, Thomas has dedicated his career to unlocking financial value for organizations through M&A, joint ventures, and corporate restructuring. His wealth of experience encompasses over 25 major transactions, boasting a cumulative valuation exceeding US$20 billion.
In addition to his remarkable achievements in the M&A sphere, Thomas is an esteemed faculty leader at prominent universities and institutions worldwide. His expertise has been sought after by the likes of KPMG, Zurich University's PwC European Center of Excellence, and the Ericsson Training Center. Thomas Kessler's unique blend of experience, knowledge, and dedication positions him as a preeminent figure in the world of mergers and acquisitions.
Chartered M&A Financial Modeling Analyst (CMAA™) Program Agenda
Chartered Exam
At the end of the program, there will be a Chartered exam comprised of 50 multiple choice questions. Upon passing the exam, you will be accredited with your Chartered M&A Financial Modeling Analyst (CMAA™) designation.
- 98% of students who have taken this exam have passed the exam successfully. Almost all professionals who have taken our courses have passed this exam and attain their Chartered M&A Financial Modeling Analyst (CMAA™) designation
- The exam has 50 multiple choice questions and you need to answer 25 out of 50 questions correctly to pass the exam
- You can re-take the exam online as many times as you want, with no additional charges for retaking of exams
- The program cost already includes the exam fees, so there are no additional charges for taking the exam
If you have challenges passing the exam, you can secure assistance from our team and faculty leader to help you pass the exam.
Chartered M&A Financial Modeling Analyst (CMAA™) Designation
Upon completing the Chartered M&A Financial Modeling Analyst (CMAA™) program and passing the Chartered exam, you will receive the prestigious CMAA™ designation, which is a globally recognized trademark and industry-recognized with lifelong validity. This designation will help you distinguish yourself as an expert in M&A strategy, deal structuring, valuation methodologies, financial modeling and due diligence.
This industry-recognized trademarked charter is developed by the Chartered Institute of Professional Certifications, an industry leader in professional certifications. This program's content has been independently accredited and certified by CPD, ensuring that it conforms to continuing professional development standards. This designation will enhance your credibility and marketability to potential employers or clients, making you stand out as a highly skilled and knowledgeable finance professional.
Pricing & Registration
Download Brochure
You can download our program brochure below. If you have any inquiries on this program, please contact our Program Advisor at [email protected] or call us at:
- Singapore and Asia Pacific: +65 6716 9980
- Australia and New Zealand: +61 3 9909 7310
- UK, Europe and Middle East: +44 (020) 335 57898
- USA: +1 888 745 8875
Chartered M&A Financial Modeling Analyst (CMAA™) Reviews and Testimonials
Chartered Institute of Professional Certifications' reviews and ratings are a comprehensive collection of participants feedback we have gathered over the last decade. To view authentic and personal testimonials that are handwritten by our participants, please download our participants' written reviews here.
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Chartered M&A Financial Modeling Analyst (CMAA™)
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