Why We Begin In-Person — and Why It Matters

This certification kicks off with two immersive, in-person days at the Dallas Petroleum Club, a setting chosen intentionally to create a powerful launch to your learning experience.

M&A is a relationship-driven discipline — and real dealmaking requires interaction, trust and strategic dialogue. By beginning face-to-face, you will:

• Build relationships with fellow professionals, attorneys and financial leaders

• Engage directly with instructors in real-time case discussions

• Participate in negotiation simulations and deal-scenario exercises

• Learn in a dynamic environment designed for senior-level strategic thinking

Starting together in person lays the foundation for the advisory mindset, communication style and analytical rigor required in modern M&A engagements.

After establishing this foundation and peer community, the program transitions seamlessly into three live virtual sessions to deepen technical skills, frameworks and execution strategies — giving you flexibility without sacrificing depth.

This blended format ensures you walk away not only with advanced knowledge, but with real connections and practical experience you can apply immediately in your practice or organization.