FOUNDATIONS
M&A Fundamentals Certificate
The vocabulary, process, and mechanics every deal team member needs before the LOI. The right starting point before the flagship certification.
Modules: 5
Format: Self-paced, online
Level: Beginner
Best before: The flagship certification
WHAT YOU’LL LEARN
Lifecycle
Documents
Valuation
Diligence
Integration
Five modules, start to finish.
01
The M&A Lifecycle — The end-to-end deal process, from strategy through integration.
02
Deal Vocabulary & Documents — LOIs, term sheets, purchase agreements, reps & warranties.
03
How Deals Get Valued — Core valuation approaches in plain language.
04
Diligence Basics — What diligence is for and the questions that change a decision.
05
Integration 101 — Why integration starts before close and first-100-days fundamentals.
Deal-ready from day one.
✓ Speak the language of M&A with confidence
✓ Understand every stage of the deal lifecycle
✓ Know the core documents and what they do
✓ Be ready to step into the flagship certification
Your questions, answered.

Who should take Fundamentals first?

Anyone new to M&A: analysts, new corp-dev hires, and cross-functional partners joining a deal team.

Is this a prerequisite for the flagship?

It’s the recommended starting point before the Buyer-Led M&A™ Certification, but not required.

How is it delivered?

Fully self-paced online, with short lessons designed to fit around a full-time role.

Start with the fundamentals.
Then step up to the Buyer-Led M&A™ Certification when you’re ready.
See pricing →