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M&AMI Initial Certification Requirements
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Initial Certification Requirements 

  • Membership in the M&A Source
  • Completion of the M&AMI Application
  • Choose one of the following certification tracks:

 

Education Track Experience Track
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
or
40 Credit Hours for Non-CBIs
or
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.