Master Certifications

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Mergers & Acquisition Master Intermediary®

The Professional Standard in Middle Market Transactions

Successful completion of the M&AMI requirements significantly distinguishes M&A professionals within their field.  The Master designation is the only one to require both educational credits and the successful completion of multiple transactions. As such, it provides a distinct competitive advantage when engaging with clients and prospects.

Merger & Acquisition Master Intermediary (M&AMI)

Primary Intermediary involved in the M&A deal-making process and/or management of the M&A deal-making process.

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Why Should You Hold An M&AMI?

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Initial Certification Requirements

  • Membership in M&A Source.
  • Completion of the Master Certification Application.
  • Proof of 3 years full time M&A deal maker experience in the past 10 years
  • Hold the Certified Business Intermediary® (CBI®) designation plus 20 Credit Hours of M&A Source Sponsored Coursework* or 40 Credit Hours for Non-CBIs*, or completion of the Certified Mergers & Acquisitions Professional (CM&AP) program
  • Attend 2 M&A Source Conferences
  • Submit 3 Transactions =/> $5 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.). 

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

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Recertification Requirements

Every M&AMI must meet the following recertification requirements by the following third anniversary of the award and each three years thereafter.

  • Maintain an active membership in the M&A Source
  • 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 Master Certification 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 designation.  It is possible to reinstate the designation after it has been lost.

Please refer to the Policy page to review the full designation requirements and contact [email protected] if you have any questions.

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