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 | |
|---|---|---|---|---|---|---|
| Gerald | Kong | Trinity Transaction Advisory, LLC | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/gerald-kong-6638295/ | March 10, 2017 | August 1, 2025 |
| Erik | Konicki | 414 Capital | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/konicki/ | March 19, 2016 | July 1, 2025 |
| Stuart | Krahn | Krahn Capital Group, LLC | Investment Banker/M&A Intermediary | http://www.linkedin/in/stuartkrahn | May 2, 2021 | March 1, 2026 |
| Mike | Kreiger | Transworld Business Advisors of Colorado | (not set) | (not set) | September 23, 2024 | September 1, 2025 |
| Bob | Kroll | Kroll Capital | Investment Banker/M&A Intermediary | (not set) | December 24, 2020 | February 6, 2026 |
| Paula | Kruger | White Rock Business Advisors | Investment Banker/M&A Intermediary | http://www.linkedin.com/feed/ | November 10, 2021 | January 1, 2026 |
| Jim | Kuykendall | IBG Fox & Fin | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/james-kuykendall-jd-mba-cmaa-a9058311/ | February 3, 2019 | February 1, 2026 |
| Yong | Kwon | LEK Partners / Provest Partners | Accountant/CPA | http://www.linkedin.com/in/yong-seok-kwon-7a549724/ | June 2, 2017 | April 1, 2026 |
| Michael | Landers | UHY LLP | Accountant/CPA | https://www.linkedin.com/in/michael-landers-3646358/ | April 14, 2024 | March 1, 2026 |
| Julie | La Pata | J.Taylor & Associates, LLC | Accountant/CPA | http://www.linkedin.com/in/julie-la-pata-cpa-b1883872/ | May 25, 2021 | February 1, 2026 |
| Logan | Laux | Verdant Advisers | Consultant/Management/Value Growth | http://www.linkedin.com/in/logan-laux-verdant/ | October 1, 2013 | September 1, 2025 |
| Stuart | Lawson | SD Capital | Consultant/Management/Value Growth | http://www.linkedin.com/in/stu-lawson-21494a3/ | October 29, 2018 | August 1, 2025 |
| Omar | Le Blanc | Elan Zaak, LLC | Business Valuator | http://www.linkedin.com/in/omar-leblanc-545578a6/ | October 11, 2018 | January 1, 2026 |
| Ethan | Lee | Hemming Morse | Business Valuator | http://www.linkedin.com/in/ethanleecpa | September 17, 2022 | July 1, 2025 |
| Carli | Lehr | Brown Plus Transitions | Business Valuator | https://www.linkedin.com/in/carlilehr/ | November 23, 2023 | September 1, 2025 |
| Nicholas | Leone | Schneider Downs & Co., Inc. | (not set) | (not set) | June 8, 2024 | April 1, 2026 |
| David | Leong | Analogic | Corporate Development/M&A | (not set) | July 16, 2021 | August 1, 2025 |
| Stephen | Lewis | Cross Border Strategies LLC | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/stephenelewis/ | May 1, 2015 | March 1, 2026 |
| Michael | Lewis | Wellington Charles Advisors, LLC | Corporate Development/M&A | http://www.linkedin.com/in/michael-lewis-6a090643 | November 30, 2021 | November 1, 2025 |
| Hyung Tai | Lim | Prime Appraisal Co.Ltd. | Business Valuator | (not set) | April 15, 2015 | October 1, 2025 |
| Michael | Lipschutz | Kreischer Miller & Company | Other | (not set) | July 14, 2023 | August 1, 2025 |
| Elijah | Liske | Liske & Brunner CPAs LLC | Accountant/CPA | (not set) | January 5, 2024 | September 1, 2025 |
| William | Loftis | Blue River Financial Group, Inc. | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/william-loftis-2a3a656/ | March 28, 2012 | March 1, 2026 |
| Jay | Lohman | Lohman Company,PLLC | Accountant/CPA | https://www.linkedin.com/in/jaylohman/ | (not set) | August 1, 2025 |
| Jeffrey | Lookup | Morrissey Goodale LLC | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/jeffrey-lookup-a75a527/ | March 21, 2017 | February 1, 2026 |
| Patton | Lowe | Smith Leonard PLLC | Accountant/CPA | (not set) | November 22, 2022 | July 1, 2025 |
| Cary | Lucas | Tiger Wealth Strategies, LLC | Financial Advisor | (not set) | (not set) | October 1, 2025 |
| Cynthia | Luna | Moonshot Financial Group | Financial Advisor | http://www.linkedin.com/in/cynthia-luna | March 20, 2024 | April 1, 2026 |
| William | Lundt | Freeman Lundt | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/scott-lundt-66baba175/ | August 20, 2020 | July 1, 2025 |
| Kelly | Lusson | Pursant, LLC | Investment Banker/M&A Intermediary | (not set) | December 1, 2023 | September 1, 2025 |
| Patrick | Lyons | Peak Valuation & Financial Planning, LLC | Financial Advisor | (not set) | August 17, 2004 | May 1, 2025 |
| Abby | Lyons | Garnett Station Partners | Private Equity Investor | (not set) | May 23, 2025 | May 23, 2026 |
| Kevin | Maahs | Vertess Advisors, LLC | (not set) | (not set) | (not set) | September 1, 2025 |
| Joe | Maas | Synergy Asset Management | Financial Advisor | (not set) | October 1, 2010 | August 1, 2025 |
| Robert | Machiz | MoneySoft, Inc. | Business Valuator | (not set) | March 12, 2017 | May 1, 2025 |
| Alexander | Maggi | Flyp | Accountant/CPA | https://www.linkedin.com/in/alexandermaggi/ | May 26, 2024 | November 1, 2025 |
| Jeffrey | Mann | The Exit Navigator, LLC | Consultant/Management/Value Growth | http://www.linkedin.com/in/jeffreymanncfo/ | May 25, 2018 | May 1, 2025 |
| Elise | Mariner | Transworld Business Advisors of Colorado | (not set) | (not set) | September 20, 2024 | August 1, 2025 |
| Kenneth | Marks | High Rock Partners Inc | Corporate Development/M&A | http://www.linkedin.com/in/khmarks | December 19, 2006 | August 1, 2025 |
| Keith | Marlow | Transworld Business Advisors of Colorado | (not set) | (not set) | September 16, 2024 | August 1, 2025 |
| James | Marlow | The Malibu Management Group, LLC | Consultant/Management/Value Growth | (not set) | December 14, 2012 | January 1, 2026 |
| Christine | Marshall | Schneider Downs Capital, LLC | Business Valuator | https://www.linkedin.com/in/christinejmarshall/ | (not set) | August 1, 2025 |
| Peter | Martin | Pinion | Consultant/Management/Value Growth | (not set) | April 27, 2012 | January 1, 2026 |
| Charles | Maskell | Chesapeake Corporate Advisors, LLC | Financial Advisor | https://www.linkedin.com/in/charlesmaskell/ | July 29, 2002 | October 1, 2025 |
| Colvin | Matheson | Matheson Financial Advisors, Inc. | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/colvin-t-matheson-cfa-cmaa-b6b3777 | October 1, 2013 | May 1, 2025 |
| Dan | Matteo | Endgame Advisory | Accountant/CPA | http://www.linkedin.com/in/danmatteo/ | November 5, 2021 | September 1, 2025 |
| Brian | Matthews | Schneider Downs & Co., Inc. | Accountant/CPA | https://www.linkedin.com/in/brian-matthews-83508ba/ | September 22, 2022 | March 8, 2026 |
| Robert | Maxon | PKF O'Connor Davies | (not set) | (not set) | April 20, 2024 | March 1, 2026 |
| Bill | McCalpin | Capitalize Network | Consultant/Management/Value Growth | http://www.linkedin.com/in/bill-mccalpin-59b33349/ | November 21, 2021 | October 1, 2025 |
| Elijah | McCray | Pursant, LLC | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/elijah-mccray-620777102/ | December 12, 2022 | August 1, 2025 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.