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 | |
|---|---|---|---|---|---|---|
| David | Shankar | LR Tullius | Investment Banker/M&A Intermediary | https://www.linkedin.com/in/david-shankar-cfa-cmaa-4664327/ | June 9, 2024 | April 1, 2026 |
| Jeffrey | Shannon | Mission PE | Investment Banker/M&A Intermediary | (not set) | July 18, 2022 | April 1, 2026 |
| Vahid | Sharif | DF Deutsche Forfait GmbH (Germany) | Consultant/Management/Value Growth | https://www.linkedin.com/in/vahid-sharif-phd-841328200/ | June 4, 2024 | December 1, 2025 |
| John | Sheldon | Excel Global Partners | Consultant/Management/Value Growth | (not set) | May 7, 2010 | May 1, 2025 |
| Drent | Shields | PKF Mueller | Accountant/CPA | (not set) | October 16, 2022 | August 1, 2025 |
| Nerre | Shuriah | First Citizens Wealth Management | Attorney | https://www.linkedin.com/in/nerre-shuriah-j-d-ll-m-cmaa-2850484/ | April 15, 2023 | February 1, 2026 |
| Adam | Silverman | Silverman Schermer | Other | (not set) | March 9, 2024 | June 1, 2025 |
| Scot | Simmons | Simmons Family Office | (not set) | (not set) | (not set) | January 1, 2026 |
| Rick | Simonsen | Moss Adams LLP | Accountant/CPA | http://www.linkedin.com/in/rick-simonsen-9a561734/ | May 21, 2023 | March 1, 2026 |
| Chierno | Skinner | Ocean Bank | Other | (not set) | December 12, 2022 | September 1, 2025 |
| Allan | Smart | Monteca Group | Consultant/Management/Value Growth | http://www.linkedin.com/in/allansmart | March 3, 2018 | December 1, 2025 |
| Nico | Smid | Digital Mining Solutions | Consultant/Management/Value Growth | https://www.linkedin.com/in/nicosmid/ | (not set) | January 1, 2026 |
| Ryan | Smith | N/A | Attorney | http://www.linkedin.com/in/ryan-smith-08239552 | March 6, 2025 | February 1, 2026 |
| David | Smith | Smith Patrick CPAs | Other | (not set) | May 25, 2018 | April 1, 2026 |
| Roger | Smolik | Transworld Business Advisors of Colorado | Investment Banker/M&A Intermediary | (not set) | September 11, 2024 | August 1, 2025 |
| Ola | Soderquist | Bioxytran, Inc. | Other | http://www.linkedin.com/in/olasoderquist/ | September 18, 2015 | October 1, 2025 |
| Brent | Solomon | Strategic Financial Advisory, LLC and Robert H. Smith School Business | Business Valuator | (not set) | February 5, 2004 | October 22, 2025 |
| Sarah | Sparling | Blue River Financial Group, Inc. | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/sarah-blueriver | May 1, 2018 | March 1, 2026 |
| Angela | Spears | Genuine Business Advisors | Investment Banker/M&A Intermediary | (not set) | (not set) | January 1, 2026 |
| Matthew | Sprague | Hedman M&A Advisors | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/matthewspraguecpa | December 12, 2022 | July 1, 2025 |
| Tom | Springer | SD Capital | Consultant/Management/Value Growth | http://www.linkedin.com/in/tom-springer | October 29, 2018 | August 1, 2025 |
| Chris | Springfield | Springfield Strategies | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/chris-springfield/ | July 5, 2023 | April 1, 2026 |
| Brian | Squires | Blackmon Mooring & BMS CAT | Corporate Development/M&A | http://www.linkedin.com/in/brianhsquires | November 28, 2023 | June 1, 2025 |
| Brian | Steffens | Caber Hill Advisors | Investment Banker/M&A Intermediary | (not set) | February 22, 2012 | February 1, 2026 |
| Michael | Still | B2B CFO | Consultant/Management/Value Growth | (not set) | May 16, 2023 | March 1, 2026 |
| Mike | St Martin | Ankura | Business Valuator | (not set) | September 11, 2003 | January 1, 2026 |
| Clarence | Stone | California Equity Group | Investment Banker/M&A Intermediary | (not set) | July 18, 2022 | June 1, 2025 |
| Kirk | Stovesand | Platform Wealth Advisors | Financial Advisor | (not set) | December 20, 2004 | January 1, 2026 |
| Richard | Strautman | Stony Hill Advisors | Consultant/Management/Value Growth | http://www.linkedin.com/in/richard-strautman-5886154 | April 2, 2023 | February 1, 2026 |
| Stephanie | Studt | Blue River Financial Group, Inc. | (not set) | (not set) | May 28, 2024 | March 1, 2026 |
| Patrick | Sullivan | Connecticut Wealth Management, LLC | Financial Advisor | (not set) | April 23, 2023 | February 1, 2026 |
| Rebecka | Talley | Springer, Lawson & Associates | Consultant/Management/Value Growth | (not set) | November 16, 2023 | August 1, 2025 |
| David | Talley | Riverview Capital Advisors | Investment Banker/M&A Intermediary | (not set) | December 19, 2006 | February 1, 2026 |
| Yatin | Thakore | TechnologyPark.com | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/ythakore/ | August 29, 2020 | June 1, 2025 |
| Latta | Thomas | Evexia Enterprises LLC | Other | (not set) | June 7, 2022 | January 1, 2026 |
| Rick | Thomas | First Generation Advisors | Consultant/Management/Value Growth | http://www.linkedin.com/in/richardpiercethomas | April 20, 2023 | September 1, 2025 |
| Kristen | Thompson | Thompson Advisory Group | Investment Banker/M&A Intermediary | (not set) | (not set) | November 1, 2025 |
| Thaddeus | Thompson | Leland Healthcare Advisors & Consultants | Consultant/Management/Value Growth | https://www.linkedin.com/in/thaddeus-thompson/ | (not set) | August 1, 2025 |
| William | Thomson | Milestone Financial Engineers, LLC | Accountant/CPA | http://www.linkedin.com/in/bj-thomson-36762026/ | May 7, 2023 | March 1, 2026 |
| Will | Tinsley | First Internet SBA - Acquisitions | Lender | (not set) | (not set) | August 1, 2025 |
| Benjamen | Tobin | Silverman Schermer, PLLC | Corporate Development/M&A | https://www.linkedin.com/in/benjamen-tobin-esq-63590b85/ | (not set) | January 1, 2026 |
| Andrew | Tomat | Four Pillars, Inc. | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/andytomat/ | October 27, 2017 | September 1, 2025 |
| Mike | Trabert | Marcum LLP | Business Valuator | (not set) | May 22, 2014 | February 1, 2026 |
| Nicholas | Troyano | TaxAlpha Companies | Corporate Development/M&A | https://www.linkedin.com/in/nicholas-troyano-cepa%C2%AE-850b80163/ | (not set) | October 1, 2025 |
| David Estuardo | Trujillo | Sunbelt Business Advisors | Investment Banker/M&A Intermediary | https://www.linkedin.com/in/estuardo-trujillo-99121417 | July 18, 2022 | April 1, 2026 |
| Tatiana | Tsoir | Linza Advisors Inc. | Accountant/CPA | http://www.linkedin.com/in/tatiana-tsoir/ | December 3, 2023 | October 1, 2025 |
| Samuel | Tsui | Actual Consulting Limited | Accountant/CPA | (not set) | December 22, 2022 | September 1, 2025 |
| Glenn | Turner | Envision GovCon Solutions | Consultant/Management/Value Growth | https://www.linkedin.com/in/glenn-turner-9757027/ | (not set) | September 1, 2025 |
| Lori | Turner-Wilson | RedRover Sales & Marketing Strategy | Consultant/Management/Value Growth | http://www.linkedin.com/in/redrover/ | August 22, 2020 | June 1, 2025 |
| Mark | Underhill | BMSS, LLC | Accountant/CPA | http://www.linkedin.com/in/mark-underhill-cpa-94156918 | September 22, 2019 | 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.