Agile M&A Training & Certification Program

Successful M&A transactions require effective leadership, persistent collaboration and efficient processes. Learn proven Agile techniques that close deals faster and increase value.


During this course, attendees will learn how to implement proven Agile techniques to leverage more successful, efficient and viable M&A transactions.

Agile, a project management methodology originally created by software developers, has been successfully implemented into a wide-range of diverse industries to address workflow inefficiencies and standardize more successful outcomes. The methodology emphasizes operational values such as speed, flexibility, cross-functional transparency, and teamwork. Agile’s principles have proven to be incredibly well suited for highly-dynamic, information-dense environments like M&A.

The Agile M&A Certification® (AMAC®) program will address how practitioners can utilize and smoothly integrate specific Agile practices and techniques to improve transaction management while closing deals faster and increasing value. Attendees will gain the knowledge necessary to lead and executive Agile M&A initiatives while taking advantage of improved processes and tools. Attendees will also learn and practice the skills necessary for aligning teams around these modern approaches to deal management.

Those certified in Agile M&A will gain a deep understanding of the methodology, why it’s been so effective in today’s competitive marketplace and why it will be vital for the next generation of transformative M&A.

Boost your career with Agile M&A Certification Programs!

Adapt to growing market pressures, transaction values and information density with Agile’s modern approach to deal management.

Certification Goals

Practitioners with an Agile M&A Certification® will be able to:

  • Understand the Agile M&A Framework and core principles
  • Apply Agile techniques to improve M&A initiatives
  • Create high-performing deal teams by establishing Agile principles
  • Build and utilize an Agile game plan to set operational structures and goals
  • Establish and implement Agile plays to address an M&A transaction’s unique needs
  • Lead transformational M&A that delivers value, long-term viability and strong cultural and operational synergies

Topics Covered

Courses will cover:

  • Agile M&A benefits and industry need
  • Agile M&A Framework
  • Agile M&A core principles and plays
  • Building an operational game plan
  • Creating an Agile M&A implementation roadmap
  • Becoming an Agile M&A manager and leader
  • The future of transformational M&A

Certification Benefits

The class registration includes:

  • Understand the Agile M&A Framework
  • Apply the Agile values and principles to improve deal processes and outcomes
  • Address common industry challenges and roadblocks through Agile
  • Create high-performing teams by establishing Agile techniques
  • Lead transformational M&A initiatives
  • Attract clients with a modern approach to deal management

Attendees must attend both days of the course in order to be eligible for the exam.

Who will benefit?

The Agile M&A Certification® program benefits:
  • Corporate Development Professionals
  • Integration Manager, Specialist or Consultant
  • M&A Advisors
  • Investment Bankers
  • Executives, Managers, Directors who oversee M&A initiatives
  • Large Serial Acquirers

Exam Details

Key components of the AMAC® exam:

  • Agile M&A Framework and core principles
  • Agile M&A plays
  • How to build and integrate a game plan
  • How to apply Agile techniques to M&A transactions
  • Characteristics of an Agile M&A manager and of a high-performing, Agile deal team
  • The future of transformational M&A


The following prerequisites are highly recommended for those who intend to take the certification exam:

  • Understand the functions and structure of M&A transactions
  • Know the framework, plays and core principles of Agile M&A
  • Be able to apply and utilize Agile M&A into a deal process
  • Understand key implementation roadmap strategies
  • Know characteristics of Agile managers and deal teams
  • In-depth knowledge of industry trends in technology, methods and markets

Benefits of the Agile M&A Certification and Training

Gain Insight into Industry Best Practices and Blueprints for Success

Rather than learning theories, see what techniques top practitioners utilize on a daily basis to work faster, smarter, and close successful deals. This course derives from proven systems and technology, while focusing on every stage of an M&A transaction.

Utilize a Proven Project Management Technique from Better Deal Outcomes

Agile, as a principle and project management method, successfully improved processes and tackled challenges in many diverse industries. Being highly-dynamic, information-dense and complex, M&A is another industry that can greatly benefit from Agile’s practices and techniques.

Implementation Roadmaps to Increase Team Collaboration and Effectiveness

Agile M&A training is specifically designed to be intuitive and enable smooth implementation while making deal teams more collaborative and effective. Course material covers best implementation strategies and leaves practitioners with the tools necessary for full-scale integration.

Techniques to Solve your Most Critical Challenges

Agile M&A courses address techniques that can be utilized to improve a deal’s entire lifecycle, from deal-sourcing to post-merger integration. Agile M&A training material is focused on solving the industry’s most pressing and common challenges while leaving room for individuals to discuss and pinpoint their unique roadblocks.