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 | |
|---|---|---|---|---|---|---|
| Victoria | Porter | Hylant | Service Provider | (not set) | July 31, 2023 | July 1, 2025 |
| Denis | Potapov | DGP Capital | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/denis-potapov-60950a4/ | June 8, 2022 | May 1, 2025 |
| Jeffrey | Potts | Gold Country Advisors, Inc. | Investment Banker/M&A Intermediary | https://www.linkedin.com/in/jeffrey-potts-39b9b16/ | December 12, 2022 | October 1, 2025 |
| Edward | Pratesi | Valuation & Transition Strategies, LLC | Business Valuator | http://www.linkedin.com/in/ed-pratesi-140b762/ | February 22, 2012 | June 1, 2025 |
| Cori | Preftakes | Sourcepass | Corporate Development/M&A | https://www.linkedin.com/in/cpreftakes/ | March 6, 2025 | October 1, 2025 |
| Connor | Privitt | Real Athlete Consulting Enterprises | (not set) | (not set) | March 6, 2025 | February 1, 2026 |
| David | Prowse | Velorum Business Advisory | Business Valuator | http://www.linkedin.com/in/davidprowsetoronto/ | August 24, 2020 | July 1, 2025 |
| Donovan | Pullen | Oro Agri | Corporate Development/M&A | http://www.linkedin.com/in/donovan-pullen-77914a6/ | February 18, 2011 | December 1, 2025 |
| Don | Quist | Vercon Rentals | Corporate Development/M&A | (not set) | May 10, 2013 | April 1, 2026 |
| George | Raftopoulos | ROI-Cubed, LLC | Financial Advisor | http://www.linkedin.com/in/george-raftopoulos-5a84683 | November 1, 2014 | May 1, 2025 |
| Overton | Ragland | Keiter CPA | Accountant/CPA | https://www.linkedin.com/in/overtonragland/ | September 13, 2024 | August 1, 2025 |
| Emily | Ratcliffe | BiggsKofford | Other | (not set) | April 3, 2022 | January 1, 2026 |
| TV | Ravichandran | Global 1 Company, Inc. | Investment Banker/M&A Intermediary | https://www.linkedin.com/in/tvravi/ | July 18, 2022 | April 1, 2026 |
| Joel | Redmond | Key Bank | Consultant/Management/Value Growth | (not set) | July 18, 2022 | May 1, 2025 |
| Michael | Reed | Republic Capital Group | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/msreed948 | December 3, 2023 | September 1, 2025 |
| Walker | Reynolds | Base Camp Partners, LLC | Consultant/Management/Value Growth | https://www.linkedin.com/in/walkerreynolds/ | (not set) | September 1, 2025 |
| Benjamin | Rich | Rich Growth Consulting | Consultant/Management/Value Growth | (not set) | November 28, 2023 | September 1, 2025 |
| Robert | Richardson | GovCon Finance (Advisory) | Consultant/Management/Value Growth | https://www.linkedin.com/in/bob-richardson-cmaa-78a65b42/ | March 8, 2024 | November 1, 2025 |
| Mike | Ridder | Blueprint Business Advisory | Consultant/Management/Value Growth | (not set) | October 23, 2015 | September 1, 2025 |
| Cassidy | Riehl | VERTESS Healthcare Advisors | Investment Banker/M&A Intermediary | https://www.linkedin.com/in/cassidy-riehl-mba-737761202/ | (not set) | January 1, 2026 |
| Doug | Robbins | Robbinex Inc | Investment Banker/M&A Intermediary | (not set) | June 17, 2003 | February 1, 2026 |
| Steve | Rodriguez | BuySell Rx | Corporate Development/M&A | http://www.linkedin.com/in/drsteverx/ | July 7, 2023 | May 1, 2025 |
| Mario | Rodriguez-Diaz | INVERVALUE COLOMBIA SA | Financial Advisor | http://www.linkedin.com/in/mariord/ | July 31, 2023 | April 1, 2026 |
| John | Rogers | The Bonadio Group | Investment Banker/M&A Intermediary | (not set) | July 6, 2023 | April 1, 2026 |
| Christopher | Rollins | Catapult Solutions Group Inc | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/rollinschristopher/ | December 15, 2020 | December 1, 2025 |
| Bryan | Ross | Hillcrest Bank | (not set) | (not set) | (not set) | October 1, 2025 |
| Kevin | Roth | Tanglewood Legacy Advisors | Consultant/Management/Value Growth | http://www.linkedin.com/in/kevinbroth/ | November 1, 2014 | July 1, 2025 |
| Jamison | Rounds | Murphy Business Dakota Lakes/Rounds International | Attorney | (not set) | April 24, 2015 | October 1, 2025 |
| David | Routzahn | Hempstead & Co. Inc. | Business Valuator | (not set) | May 10, 2019 | June 1, 2025 |
| Kevin | Ruth | RU Strategic, LLC dba Westlake Global | Consultant/Management/Value Growth | (not set) | July 18, 2022 | May 1, 2025 |
| Ken | Saddler | Blueprint Business Advisory | Consultant/Management/Value Growth | http://www.linkedin.com/in/kensaddler/ | November 29, 2022 | August 1, 2025 |
| James | Sanders | MPL Law Firm | Attorney | http://www.linkedin.com/in/james-sanders-esquire/ | August 20, 2020 | November 1, 2025 |
| Wesley | Sanford | River City Bank | Lender | https://www.linkedin.com/in/reece-sanford-cfa-69323828?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app | March 15, 2024 | January 1, 2026 |
| Michael | Sauer | Kandem | Consultant/Management/Value Growth | https://www.linkedin.com/in/sellonyourterms/ | December 12, 2022 | January 1, 2026 |
| Braxton | Savage | Tanner LLC | Accountant/CPA | http://www.linkedin.com/in/braxton-savage/ | November 30, 2022 | December 1, 2025 |
| Arielle | Schmeck | JTaylor & Associates, LLC | Consultant/Management/Value Growth | http://www.linkedin.com/in/arielle-austin-schmeck-cpa-abv-99336522/ | December 18, 2020 | December 1, 2025 |
| Bill | Schneider | Schneider Family Office | Accountant/CPA | (not set) | April 27, 2012 | October 1, 2025 |
| Todd | Scholl | WestBridge Partners, LLC | Investment Banker/M&A Intermediary | http://www.linkedin.com/company/westbridgepartners/ | December 2, 2023 | October 1, 2025 |
| William | Schroeder | MPL Law Firm, LLP | (not set) | (not set) | March 6, 2025 | January 1, 2026 |
| Jonathan | Schuler | Crestline Capital Partners | Corporate Development/M&A | (not set) | (not set) | October 1, 2025 |
| Tom | Schumacher | Bakke Norman SC | Attorney | (not set) | December 1, 2023 | October 1, 2025 |
| Richard | Scigaj | Easy Dynamics Corporation | Consultant/Management/Value Growth | http://www.linkedin.com/in/richardscigaj/ | August 25, 2020 | July 1, 2025 |
| Mark | Scott | Scott CPAs | Accountant/CPA | (not set) | April 12, 2023 | January 1, 2026 |
| Mark | Sdao | Avalon Partners | Investment Banker/M&A Intermediary | https://www.linkedin.com/in/masdao/ | (not set) | February 1, 2026 |
| Tara | Semb | Formerly Apyx Medical Corporation | Other | http://www.linkedin.com/in/tara-semb-cfo-fl/ | February 6, 2024 | January 1, 2026 |
| Doug | Semple | First Citizens Bank | Other | (not set) | April 27, 2023 | February 1, 2026 |
| Joseph | Sexton | American Healthcare Capital | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/healthcaredealmaker/ | December 12, 2022 | September 1, 2025 |
| Rileyann | Sexton | Scott CPAs | Corporate Development/M&A | (not set) | April 12, 2023 | January 1, 2026 |
| Max | Seymour | PKF O’Connor Davies | Accountant/CPA | http://www.linkedin.com/in/max-seymour-0343b4a2/ | April 13, 2024 | March 1, 2026 |
| Shondale | Seymour | Disruption + Synergy, Inc | Financial Advisor | (not set) | December 3, 2023 | May 1, 2025 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.