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 NameLast NameCompanyProfessionLinkedInCM&AA® IssueCM&AA® Expiry
JamisonRoundsMurphy Business Dakota Lakes/Rounds InternationalAttorney(not set)April 24, 2015October 1, 2025
StephenLewisCross Border Strategies LLCInvestment Banker/M&A Intermediaryhttp://www.linkedin.com/in/stephenelewis/May 1, 2015March 1, 2026
ChristopherDenneySilvermark CPAs & AdvisorsConsultant/Management/Value Growthhttp://www.linkedin.com/inchristopherdenneycpaMay 10, 2015February 1, 2026
OlaSoderquistBioxytran, Inc.Otherhttp://www.linkedin.com/in/olasoderquist/September 18, 2015October 1, 2025
TomHewittRehmannAccountant/CPAhttp://www.linkedin.com/in/tomhewitt/October 23, 2015May 1, 2025
TerriAmbroseRMA, LLCFinancial Advisor(not set)October 23, 2015April 1, 2026
WalidArdhaoui-Corporate Development/M&A(not set)October 23, 2015December 31, 2025
MikeRidderBlueprint Business AdvisoryConsultant/Management/Value Growth(not set)October 23, 2015September 1, 2025
RickWilcoxPoint North Advisors, LLCInvestment Banker/M&A Intermediaryhttp://www.linkedin.com/in/rick-wilcox-713a47149March 4, 2016February 1, 2026
NolanKappAllston Advisory Group LLCInvestment Banker/M&A Intermediaryhttp://www.linkedin.com/in/nolan-k-kapp-5b6568b/March 4, 2016May 1, 2025
ChelseaWoodAcquisition LabConsultant/Management/Value Growthhttp://www.linkedin.com/in/chelsea-wood-9708bb4March 4, 2016March 1, 2026
ErikKonicki414 CapitalInvestment Banker/M&A Intermediaryhttp://www.linkedin.com/in/konicki/March 19, 2016July 1, 2025
RyanMcGregorLutz M&ABusiness Valuator(not set)May 6, 2016March 1, 2026
Maria ElenaCarrionMulticultural Capital LLCInvestment Banker/M&A Intermediaryhttps://www.linkedin.com/in/maria-elena-carrion-6b09369September 23, 2016August 1, 2025
JohnErkertIPEG Industrial GroupCorporate Development/M&Ahttp://www.linkedin.com/in/john-erkert-9678077/September 23, 2016July 1, 2025
EdwardFazioWindes, Inc.Accountant/CPAhttp://www.linkedin.com/in/edwardfazio/September 23, 2016January 1, 2026
ChristopherHattenPKF TexasAccountant/CPAhttp://www.linkedin.com/in/chrishatten/September 23, 2016September 1, 2025
ChrisMeshginpooshKreischer Miller & CompanyAccountant/CPA(not set)September 23, 2016June 1, 2025
NickPhillipsBiggsKoffordInvestment Banker/M&A Intermediary(not set)November 18, 2016January 1, 2026
ChuckMohlerEagle Corporate AdvisorsConsultant/Management/Value Growthhttp://www.linkedin.com/in/chuckmohlerlasvegasNovember 19, 2016February 1, 2026
BrandonHenryMosaic AdvisorsFinancial Advisorhttp://www.linkedin.com/in/brandonrhenry/November 19, 2016March 1, 2026
KenWhitleyKen WhitleyInvestment Banker/M&A Intermediaryhttp://www.linkedin.com/in/kenbwhitley/March 3, 2017January 1, 2026
JimEshlemanStrategic Endeavors LLCInvestment Banker/M&A Intermediaryhttp://www.linkedin.com/in/jim-eshleman-25885411/March 5, 2017December 1, 2025
JerronGreenWells Fargo Advisors, LLCConsultant/Management/Value Growthhttp://www.linkedin.com/in/jerron-green-cfp-cima-85aa17b8/March 5, 2017February 1, 2026
GeraldKongTrinity Transaction Advisory, LLCInvestment Banker/M&A Intermediaryhttp://www.linkedin.com/in/gerald-kong-6638295/March 10, 2017August 1, 2025
RobertMachizMoneySoft, Inc.Business Valuator(not set)March 12, 2017May 1, 2025
JeffreyLookupMorrissey Goodale LLCInvestment Banker/M&A Intermediaryhttp://www.linkedin.com/in/jeffrey-lookup-a75a527/March 21, 2017February 1, 2026
StephenCapizziApex Exit Advisors, LLCInvestment Banker/M&A Intermediaryhttp://www.linkedin.com/in/stephencapizziMay 12, 2017February 1, 2026
SethGordonSink, Gordon & Associates, LLPBusiness Valuatorhttp://www.linkedin.com/in/seth-gordon-b8930814/May 15, 2017April 1, 2026
JeffreyGettyCallan Family OfficeOtherhttp://www.linkedin.com/in/jtgettyMay 16, 2017February 1, 2026
YongKwonLEK Partners / Provest PartnersAccountant/CPAhttp://www.linkedin.com/in/yong-seok-kwon-7a549724/June 2, 2017April 1, 2026
AlbertHakimKensington Company & Affiliates, Inc.Otherhttp://www.linkedin.com/in/alberthakim/September 15, 2017March 11, 2026
JasonVetterEide Bailly LLPOther(not set)September 17, 2017September 1, 2025
AndrewTomatFour Pillars, Inc.Investment Banker/M&A Intermediaryhttp://www.linkedin.com/in/andytomat/October 27, 2017September 1, 2025
LindseyWendler414 CapitalInvestment Banker/M&A Intermediary(not set)October 27, 2017September 1, 2025
RichardCurryST Facility Maintenance Consulting, LLCConsultant/Management/Value Growthhttp://www.linkedin.com/in/richard-curry-5170546/October 30, 2017October 1, 2025
DougBriskie0dB Advisory, LLCInvestment Banker/M&A Intermediary(not set)November 5, 2017July 1, 2025
OksanaKomarnyckyjNorthern TrustInvestment Banker/M&A Intermediaryhttp://www.linkedin.com/in/oksanakomarnyckyj/March 3, 2018November 1, 2025
KevinCampbellB2B CFOConsultant/Management/Value Growthhttp://www.linkedin.com/in/kevincampbellb2bcfoMarch 3, 2018February 1, 2026
AllanSmartMonteca GroupConsultant/Management/Value Growthhttp://www.linkedin.com/in/allansmartMarch 3, 2018December 1, 2025
PeterClarkeBaldwinClarkeInvestment Banker/M&A Intermediaryhttp://www.linkedin.com/in/peter-clarke-52b28a23/April 27, 2018May 1, 2025
AndrewMillerMPL Law FirmAttorney(not set)April 27, 2018June 1, 2025
SaraClevengerBlue River Financial Group, Inc.Investment Banker/M&A Intermediary(not set)April 29, 2018March 1, 2026
SarahSparlingBlue River Financial Group, Inc.Investment Banker/M&A Intermediaryhttp://www.linkedin.com/in/sarah-blueriverMay 1, 2018March 1, 2026
HiteshPatelTransworld Business AdvisorsInvestment Banker/M&A Intermediaryhttp://www.linkedin.com/in/hiteshpateltransworld/May 5, 2018February 1, 2026
JeffreyMannThe Exit Navigator, LLCConsultant/Management/Value Growthhttp://www.linkedin.com/in/jeffreymanncfo/May 25, 2018May 1, 2025
DavidSmithSmith Patrick CPAsOther(not set)May 25, 2018April 1, 2026
SridharGurramSRG Advisors LLCCorporate Development/M&Ahttp://www.linkedin.com/in/sridhar-g-2545801b0/September 28, 2018March 31, 2026
CraigBeckBeyond CFOConsultant/Management/Value Growthhttp://www.linkedin.com/in/craig-beck-900089120/September 28, 2018November 1, 2025
BillWiersemaMiller Cooper & Co., Ltd.Accountant/CPAhttp://www.linkedin.com/in/bill-wiersema-0835287September 30, 2018March 1, 2026

Questions related to the CM&AA® Directory should be directed to the AM&AA at

info@amaaonline.com or 312-856-9590.