The AM&AA maintains an up-to-date directory of individuals who have earned the CM&AA® certification.
To view a certification holder's status, simply enter an individual's first and last name, company, or profession, in the search fields below and a list of matches will be displayed.
| First Name | Last Name | Company | Profession | CM&AA® Issue | CM&AA® Expiry | |
|---|---|---|---|---|---|---|
| John | Bly | Aprio | Investment Banker/M&A Intermediary | (not set) | July 28, 2014 | July 1, 2025 |
| Patrick | Bombardiere | Transworld Business Advisors of Colorado | (not set) | (not set) | September 13, 2024 | September 1, 2025 |
| Tony | Boschetto | KLR Outsourcing | Consultant/Management/Value Growth | http://www.linkedin.com/in/avboschetto/ | August 29, 2020 | October 1, 2025 |
| Adam | Bott | Crescendo Wealth Strategies | Financial Advisor | http://www.linkedin.com/in/adam-bott-aams | June 14, 2024 | March 1, 2026 |
| David | Bowen | (not set) | (not set) | (not set) | February 6, 2024 | January 1, 2026 |
| Mason | Brady | Brady CFO | Consultant/Management/Value Growth | http://www.linkedin.com/in/masonbrady | June 12, 2024 | November 1, 2025 |
| Guy | Breading | GNB Global Inc | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/guybreading/ | April 17, 2023 | January 1, 2026 |
| Angela | Breznay | Border States | (not set) | (not set) | September 26, 2024 | July 1, 2025 |
| Douglas | Brick | CAPTRUST | (not set) | (not set) | (not set) | October 1, 2025 |
| Doug | Briskie | 0dB Advisory, LLC | Investment Banker/M&A Intermediary | (not set) | November 5, 2017 | July 1, 2025 |
| Matthew | Bristow | ClearRidge Capital, LLC | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/matthewbristow | November 13, 2009 | September 1, 2025 |
| Chris | Brodman | Metz Lewis Brodman Must O'Keefe LLC | Attorney | http://www.linkedin.com/in/christopher-brodman-709934198/ | May 2, 2021 | August 1, 2025 |
| Jeremy | Broker | Moss Adams LLP | Private Equity Investor | (not set) | November 4, 2019 | October 1, 2025 |
| Shane | Brotherton | Pinnacle Financial Partners | Lender | https://www.linkedin.com/in/shane-brotherton/ | (not set) | October 1, 2025 |
| Mack | Brown | L. M. Brown Capital Advisors, LLC | Investment Banker/M&A Intermediary | (not set) | November 27, 2021 | September 1, 2025 |
| Francis | Brown | Brown Advisory | Financial Advisor | (not set) | May 22, 2014 | March 1, 2026 |
| Steve | Brunner | Liske & Brunner CPAs LLC | Business Valuator | (not set) | February 4, 2024 | September 1, 2025 |
| William (Bill) | Bucher | Coastline Health Partners, LLC | Consultant/Management/Value Growth | http://www.linkedin.com/in/bill-bucher-4938981 | May 3, 2022 | May 1, 2025 |
| Austin | Buckett | BiggsKofford | Accountant/CPA | (not set) | January 9, 2006 | December 1, 2025 |
| Richard | Burke | Burke Financial Services LLC | Accountant/CPA | http://www.linkedin.com/mwlite/in/rburkecpa | January 31, 2020 | December 5, 2025 |
| John | Burke | CleanChoice Energy | Accountant/CPA | (not set) | April 27, 2012 | January 1, 2026 |
| Jeremy | Burnstein | Sawtooth Valuation Advisory | Consultant/Management/Value Growth | http://www.linkedin.com/in/jeremyburnstein/ | June 6, 2024 | December 1, 2025 |
| Boyd | Burton | Speedwell Monaco, Inc. | Corporate Development/M&A | https://www.linkedin.com/in/boyd-burton-mba-cmaa-82074819/ | June 14, 2019 | April 1, 2026 |
| Jerry | Butz | TREP Advisors | Consultant/Management/Value Growth | https://www.linkedin.com/in/gerold-butz-bb41aa26b/ | (not set) | August 1, 2025 |
| Kevin | Campbell | B2B CFO | Consultant/Management/Value Growth | http://www.linkedin.com/in/kevincampbellb2bcfo | March 3, 2018 | February 1, 2026 |
| Chuck | Canli | Premier Sales Inc | Other | https://www.linkedin.com/in/chuck-canli-b12092206?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app | March 16, 2024 | February 1, 2026 |
| Stephen | Capizzi | Apex Exit Advisors, LLC | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/stephencapizzi | May 12, 2017 | February 1, 2026 |
| Kevin | Carlie | Simmons Hanly Conroy | Investment Banker/M&A Intermediary | (not set) | November 15, 2001 | June 1, 2025 |
| Gregory | Carlson | Boyum Barenscheer PLLP | Accountant/CPA | http://www.linkedin.com/in/gregory-carlson-cpa-899ba550/ | August 29, 2020 | July 1, 2025 |
| Sam | Carpenter | Key Bank | Consultant/Management/Value Growth | (not set) | (not set) | October 1, 2025 |
| Maria Elena | Carrion | Multicultural Capital LLC | Investment Banker/M&A Intermediary | https://www.linkedin.com/in/maria-elena-carrion-6b09369 | September 23, 2016 | August 1, 2025 |
| Ray | Carter | Sunbelt Business Advisors | Investment Banker/M&A Intermediary | (not set) | July 23, 2021 | May 1, 2025 |
| Thomas | Cary | DJM Financial | (not set) | (not set) | (not set) | August 1, 2025 |
| Manuel | Chalbaud Castellanos | Chalbaud & Co | Investment Banker/M&A Intermediary | https://www.linkedin.com/pub/dir/Manuel/Chalbaud | December 12, 2022 | July 1, 2025 |
| Aaron | Chambers | Boos & Associates, PC | Consultant/Management/Value Growth | http://www.linkedin.com/in/aarongchambers/ | December 3, 2023 | May 1, 2025 |
| Paul | Chastant | The Sisung Group | Accountant/CPA | http://www.linkedin.com/in/paul-thomas-chastant-iii-b423b826/ | November 1, 2014 | January 1, 2026 |
| Teresa | Cherry | The Family Wealth Collective | Financial Advisor | http://www.linkedin.com/in/teresa-cherry-0843251/ | February 5, 2004 | January 1, 2026 |
| Anthony | Citrolo | The NYBB Group | Accountant/CPA | http://www.linkedin.com/in/anthonycitrolo/ | December 5, 2011 | June 1, 2025 |
| West | Clark | Sanrai | Consultant/Management/Value Growth | http://www.linkedin.com/in/westclark11 | April 23, 2024 | January 1, 2026 |
| Peter | Clarke | BaldwinClarke | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/peter-clarke-52b28a23/ | April 27, 2018 | May 1, 2025 |
| Derrick | Clarke | The Law Office of Derrick L Clarke P.A. | Attorney | http://www.linkedin.com/in/derrick-clarke-31a920142 | November 17, 2023 | June 1, 2025 |
| Sara | Clevenger | Blue River Financial Group, Inc. | Investment Banker/M&A Intermediary | (not set) | April 29, 2018 | March 1, 2026 |
| Michael | Coakley | Kreischer Miller & Company | Accountant/CPA | http://www.linkedin.com/in/michaelcoakley/ | December 14, 2020 | December 1, 2025 |
| Jack | Cox | NORTHBRIDGE BUSINESS ADVISORS | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/jackcoxcpa | April 6, 2023 | January 1, 2026 |
| Allen | Crouch | Strategic Growth Advisors, LLC | Business Valuator | http://www.linkedin.com/in/allen-crouch-67631b15/ | June 14, 2019 | August 1, 2025 |
| Jimmy | Cruse | UNCOMN, LLC | Attorney | https://www.linkedin.com/in/jimmycruse/ | May 28, 2024 | March 1, 2026 |
| Connor | Cruse | Coast Group | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/connor-cruse-32aaa1100/ | November 22, 2023 | July 1, 2025 |
| Richard | Curry | ST Facility Maintenance Consulting, LLC | Consultant/Management/Value Growth | http://www.linkedin.com/in/richard-curry-5170546/ | October 30, 2017 | October 1, 2025 |
| Benjamin | Curtis | Footprint Capital LLC | Investment Banker/M&A Intermediary | (not set) | August 28, 2020 | December 1, 2025 |
| John | Curzon | Cck Strategies, Pllc | Corporate Development/M&A | (not set) | January 9, 2006 | September 1, 2025 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.