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 | |
|---|---|---|---|---|---|---|
| Dan | Matteo | Endgame Advisory | Accountant/CPA | http://www.linkedin.com/in/danmatteo/ | November 5, 2021 | September 1, 2024 |
| Glenn | Turner | Envision GovCon Solutions | Consultant/Management/Value Growth | https://www.linkedin.com/in/glenn-turner-9757027/ | (not set) | (not set) |
| Charles | Bedard | ERGO Comps LLC | Business Valuator | http://www.linkedin.com/in/charlesbedard/ | December 11, 2020 | September 1, 2024 |
| James | Bly | Ernst & Young LLP | Consultant/Management/Value Growth | http://www.linkedin.com/in/james-bly-4a55582/ | July 18, 2001 | January 1, 2025 |
| Francisco Uriarte | Uriarte | ESP Business & Financial Advisers | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/franciscouriarte/ | May 7, 2010 | April 1, 2025 |
| Andrew | Fulford | Eu & Phi Advisors | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/afulford/ | June 22, 2019 | February 22, 2025 |
| Ed | Barone | Evergreen Wealth Solutions | Financial Advisor | https://www.linkedin.com/in/ed-barone-cbec-/ | April 16, 2023 | January 1, 2025 |
| Latta | Thomas | Evexia Enterprises LLC | Other | (not set) | June 7, 2022 | January 1, 2025 |
| Jane | Meyer | Evonik | Consultant/Management/Value Growth | (not set) | January 9, 2006 | April 1, 2025 |
| John | Sheldon | Excel Global Partners | Consultant/Management/Value Growth | (not set) | May 7, 2010 | May 1, 2025 |
| Bill | Nicholson | Exit Strategy Advisors, LLC | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/billnicholson/ | October 29, 2022 | May 1, 2025 |
| Arnie | Hendricks | Financial Management Resources | Consultant/Management/Value Growth | http://www.linkedin.com/in/arnie-hendricks-6b767/ | August 23, 2020 | June 1, 2025 |
| Doug | Semple | First Citizens Bank | Other | (not set) | April 27, 2023 | February 1, 2025 |
| Nerre | Shuriah | First Citizens Wealth Management | Attorney | (not set) | April 15, 2023 | February 1, 2025 |
| Rick | Thomas | First Generation Advisors | Consultant/Management/Value Growth | http://www.linkedin.com/in/richardpiercethomas | April 20, 2023 | September 1, 2024 |
| Kat | Hoke | Five Star Institute | Service Provider | http://www.linkedin.com/kathoke2 | September 30, 2024 | October 1, 2025 |
| Steve | Keck | Five Talents Financial Group | Investment Banker/M&A Intermediary | (not set) | October 1, 2010 | June 1, 2025 |
| Beth | DaSilva | Fleetridge Pacific | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/fleetridgepac/ | November 5, 2013 | March 26, 2025 |
| Amber | Burke | Flippa | Consultant/Management/Value Growth | http://www.linkedin.com/in/burkeamber/ | April 17, 2023 | January 1, 2025 |
| Eric | Buffington | Flippa | Service Provider | (not set) | November 30, 2023 | October 1, 2024 |
| Robert Jake | Abadines | Flippa | Investment Banker/M&A Intermediary | (not set) | December 31, 2023 | October 1, 2024 |
| Jaymes | Knox | Flippa | Corporate Development/ M&A | (not set) | November 30, 2023 | October 1, 2024 |
| Stephanie | Veal | Flippa | (not set) | (not set) | March 19, 2024 | February 1, 2025 |
| Claire | Gunter | Flippa.com | (not set) | (not set) | March 15, 2024 | February 1, 2025 |
| Daisy | Johnson | Flippa.com | (not set) | (not set) | March 29, 2024 | February 1, 2025 |
| Lawrence | Fidel | Flippa.com | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/lawrence-fidel/ | March 11, 2024 | February 1, 2025 |
| Melvin | Ashley | Fluid Strategy | Consultant/Management/Value Growth | http://www.linkedin.com/in/melvinashley | April 25, 2021 | July 1, 2025 |
| Martin | Dikkers | Foley Kalseim & Company, Ltd | Accountant/CPA | http://www.linkedin.com/in/martin-dikkers-82991417/ | December 18, 2020 | September 1, 2024 |
| Michael | Butler | Footprint Capital | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/butlermichael/ | April 28, 2018 | February 1, 2025 |
| Benjamin | Curtis | Footprint Capital | Investment Banker/M&A Intermediary | (not set) | August 28, 2020 | December 1, 2024 |
| Katie | Northeim | Footprint Capital LLC | (not set) | (not set) | June 2, 2024 | April 1, 2025 |
| Tara | Semb | Formerly Apyx Medical Corporation | Other | http://www.linkedin.com/in/tara-semb-cfo-fl/ | February 6, 2024 | January 26, 2025 |
| Andrew | Tomat | Four Pillars, Inc. | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/andytomat/ | October 27, 2017 | September 1, 2024 |
| Jesse | Jones | Fourscore Business Law | Attorney | (not set) | November 18, 2023 | September 1, 2024 |
| Rahsaan | Freeman | Freeman Lundt | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/rahsaan-freeman-0614b627/ | August 30, 2020 | June 1, 2025 |
| William | Lundt | Freeman Lundt | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/scott-lundt-66baba175/ | August 20, 2020 | July 1, 2025 |
| Adam | Bott | Front Range Financial Planning Inc. | Financial Advisor | http://www.linkedin.com/in/adam-bott-aams | June 14, 2024 | March 1, 2025 |
| Peter | Hong Huynh | FulcrumBridge International | Investment Banker/M&A Intermediary | (not set) | April 20, 2023 | February 1, 2025 |
| Brian | Steffens | G2 Capital Advisors | Investment Banker/M&A Intermediary | (not set) | February 22, 2012 | February 1, 2025 |
| Scott | Duke | Gateway Capital | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/thehappydealmaker/ | November 1, 2019 | October 1, 2024 |
| Jeremy | Bronson | GBQ Partners, LLC | Accountant/CPA | (not set) | May 2, 2021 | March 1, 2025 |
| Matthew | Guerrero | George Jue Family of Companies | Accountant/CPA | (not set) | April 28, 2024 | March 1, 2025 |
| TV | Ravichandran | Global 1 Company, Inc. | Investment Banker/M&A Intermediary | (not set) | July 18, 2022 | April 1, 2025 |
| Guy | Breading | GNB Global Inc | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/guybreading/ | April 17, 2023 | January 1, 2025 |
| Jeffrey | Potts | Gold Country Advisors, Inc. | Investment Banker/M&A Intermediary | (not set) | December 12, 2022 | October 1, 2025 |
| Suzanne | Goodspeed | Goodspeed Merrill | Attorney | (not set) | November 27, 2023 | August 1, 2024 |
| Tiffani | Anderson | Goodwill Industries of New Mexico | Consultant/Management/Value Growth | http://www.linkedin.com/in/tiffani-anderson-705225268 | November 19, 2023 | October 1, 2024 |
| Shauna | Kastle | Goodwill Industries of New Mexico | Other | https://www.linkedin.com/in/shauna-kastle/ | November 19, 2023 | October 1, 2024 |
| Tom | Downey | Goodwill Industries of New Mexico | Accountant/CPA | (not set) | November 19, 2023 | October 1, 2024 |
| Robert | Richardson | GovCon Finance (Advisory) | Consultant/Management/Value Growth | (not set) | March 8, 2024 | November 1, 2024 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.