Initial Certification Requirements
- Membership in the M&A Source
- Completion of the M&AMI Application
- Choose one of the following certification tracks:
|Proof of 3 years full time M&A deal maker experience in the past 10 years
||Proof of 5 years full time deal maker experience in the past 10 years.
Hold a CBI plus 20 Credit Hours of M&A Source Sponsored Coursework
40 Credit Hours for Non-CBIs
Coles College of Business Certified M&A Professional Program
|20 Credit Hours of M&A Source Sponsored Coursework
|Attend 3 M&A Source Conferences
||Attend 3 M&A Source Conferences
|Submit 3 Transactions =/> $1 million USD
||Submit 3 Transactions =/> $2 million USD
For the value of transactions completed, the real estate value will be considered part of the transaction value as long as the real estate is an essential part of the business. Submit one M&AMI Transaction Submittal Form for each transaction.