The Professional Standard in Middle Market Transactions

The Merger & Acquisition Master Intermediary (M&AMI) certification is an elite designation that affords professional growth and marketability unlike any other in the M&A profession.

This title distinguishes its holders as seasoned intermediary professionals who have a solid educational background, proven accomplishments in completing deals and a strong passion for the M&A Source and M&A work.

Successful completion of the M&AMI certification process significantly distinguishes M&A professionals within their field. The M&AMI is the only designation to require both educational credits and the successful completion of multiple middle-market transactions.

Why Should You Hold An M&AMI?

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Initial Certification Requirements

Proof of 3 years full time M&A 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
Attend 2 M&A Source Conferences
Submit 3 Transactions =/> $1.5 million USD
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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.

The approval process can take three weeks from the initial application for credit verification and committee review.

*conference credit hours do not count toward education hours for initial certification

Recertification Requirements

Upkeep of the M&AMI designation is required. Every M&AMI must complete the recertification requirements by the following third anniversary of the award and each three years thereafter.

To recertify as an M&AMI, the following requirements must be met:

  • Maintain an active membership in the M&A Source or the IBBA
  • Pay an annual maintenance fee
  • Attend at least one M&A Source conference (16 credits)
  • Earn a minimum of 36 credit hours of education, association activities, or completed business transactions.
    • All accepted credits are outlined in the Complete M&AMI policy.

A one-year extension may be requested if these requirements will not be met. Failure to complete these requirements in the recertification period will result in the revocation of the M&AMI designation.  It is possible to reinstate the designation after it has been lost.

M&AMI Complete Policy

If you have any questions about the M&AMI designation, please feel free to download & review the complete M&AMI Policy.

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