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 | |
|---|---|---|---|---|---|---|
| Mark | Mroczkowski | Chapman Associates | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/markmroczkowski/ | July 18, 2022 | April 1, 2025 |
| Hector M. | Gutierrez Gonzalez | CJ CPA Group | Accountant/CPA | http://www.linkedin.com/in/ gutierrezhectorm | (not set) | May 1, 2025 |
| Jeffrey | Harris | Soltis Investment Advisors | Corporate Development/M&A | https://www.linkedin.com/in/jeffrey-harris-cmaa-mba-30a805a/ | July 3, 2023 | May 1, 2025 |
| Richard | Weiner | AAFCPAs | Accountant/CPA | http://www.linkedin.com/me | July 5, 2023 | May 1, 2025 |
| Vasilis | Georgiou | CrossRoads Business Brokers | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/vasilisgeorgiou/ | October 31, 2018 | May 1, 2025 |
| Tom | Hewitt | Rehmann | Accountant/CPA | http://www.linkedin.com/in/tomhewitt/ | October 23, 2015 | May 1, 2025 |
| Taylor | Devine | The CDI Group | Corporate Development/M&A | http://www.linkedin.com/in/taylor-devine-09a19b/ | May 6, 2008 | May 1, 2025 |
| Stephen E. | Barnes | Reading Rock Inc | Accountant/CPA | http://www.linkedin.com/in/stephenebarnes | June 15, 2011 | May 1, 2025 |
| Peter | Clarke | BaldwinClarke | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/peter-clarke-52b28a23/ | April 27, 2018 | May 1, 2025 |
| Nolan | Kapp | Allston Advisory Group LLC | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/nolan-k-kapp-5b6568b/ | March 4, 2016 | May 1, 2025 |
| Jeffrey | Mann | The Exit Navigator, LLC | Consultant/Management/Value Growth | http://www.linkedin.com/in/jeffreymanncfo/ | May 25, 2018 | May 1, 2025 |
| Greg | Wood | Phoenix Exchange Corporation | Consultant/Management/Value Growth | http://www.linkedin.com/in/greg-wood-cepa | April 24, 2015 | May 1, 2025 |
| George | Raftopoulos | ROI-Cubed, LLC | Financial Advisor | http://www.linkedin.com/in/george-raftopoulos-5a84683 | November 1, 2014 | May 1, 2025 |
| Guillermo | Birmingham | Transworld Business Advisors | Accountant/CPA | http://www.linkedin.com/in/exitcfo | August 12, 2021 | May 1, 2025 |
| Steve | Rodriguez | BuySell Rx | Corporate Development/M&A | http://www.linkedin.com/in/drsteverx/ | July 7, 2023 | May 1, 2025 |
| Don | Hankins | Alamo Corporate Group | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/don-hankins-0b93b52/ | May 31, 2012 | May 1, 2025 |
| Derek | Garland | U.S. Bank | Financial Advisor | http://www.linkedin.com/in/derek-j-garland-cfp®-07723024/ | August 20, 2020 | May 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 |
| 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 |
| Bryan | Graiff | Armanino | Consultant/Management/Value Growth | http://www.linkedin.com/in/bryan-graiff-6b764b12/ | February 4, 2015 | 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 |
| William (Bill) | Bucher | Coastline Health Partners, LLC | Consultant/Management/Value Growth | http://www.linkedin.com/in/bill-bucher-4938981 | May 3, 2022 | May 1, 2025 |
| Aaron | Chambers | Boos & Associates, PC | Consultant/Management/Value Growth | http://www.linkedin.com/in/aarongchambers/ | December 3, 2023 | May 1, 2025 |
| Georg | von Greiff | Abalaris Business Ventures | Investment Banker/M&A Intermediary | http://www.linkedin.com/company/abalarisbusinessventures | July 18, 2022 | May 1, 2025 |
| Ray | Carter | Sunbelt Business Advisors | Investment Banker/M&A Intermediary | (not set) | July 23, 2021 | May 1, 2025 |
| Gary | Jack | Allegiance Capital Corporation | Investment Banker/M&A Intermediary | (not set) | July 7, 2023 | May 1, 2025 |
| Joel | Redmond | Key Bank | Consultant/Management/Value Growth | (not set) | July 18, 2022 | May 1, 2025 |
| Kevin | Ruth | RU Strategic, LLC dba Westlake Global | Consultant/Management/Value Growth | (not set) | July 18, 2022 | May 1, 2025 |
| Shondale | Seymour | Disruption + Synergy, Inc | Financial Advisor | (not set) | December 3, 2023 | May 1, 2025 |
| Patrick | Lyons | Peak Valuation & Financial Planning, LLC | Financial Advisor | (not set) | August 17, 2004 | May 1, 2025 |
| Robert | Machiz | MoneySoft, Inc. | Business Valuator | (not set) | March 12, 2017 | May 1, 2025 |
| George | Popelka | George M. Popelka Bookkeeping | Service Provider | (not set) | November 13, 2009 | May 1, 2025 |
| John | Sheldon | Excel Global Partners | Consultant/Management/Value Growth | (not set) | May 7, 2010 | May 1, 2025 |
| Matthew | Vance | VergePointe | Financial Advisor | (not set) | June 29, 2007 | May 1, 2025 |
| Jonathan | Moore | PKF O'Connor Davies | Corporate Development/M&A | http://www.linkedin.com/in/jonathanmoorecpa/ | January 31, 2020 | May 23, 2025 |
| Mark | Bailey | EAG | Accountant/CPA | (not set) | (not set) | June 1, 2025 |
| Will | Hendricks | Blue Ocean Companies, LLC | Consultant/Management/Value Growth | (not set) | September 18, 2024 | June 1, 2025 |
| Yatin | Thakore | TechnologyPark.com | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/ythakore/ | August 29, 2020 | June 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 |
| Rahsaan | Freeman | Freeman Lundt | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/rahsaan-freeman-0614b627/ | August 30, 2020 | June 1, 2025 |
| Nathan | Wentworth | Morrissey Goodale LLC | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/nwentworth/ | August 19, 2020 | June 1, 2025 |
| William Michael | Dallas | Texcel | Corporate Development/M&A | http://www.linkedin.com/in/michaeldallasmba | May 31, 2011 | June 1, 2025 |
| Mark | Gargano | L3 Holdings Inc | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/markgargano/ | (not set) | June 1, 2025 |
| Kenneth | Hamner | The Entrepreneur Law Center, P.L. | Attorney | http://www.linkedin.com/in/ken-hamner-b072776/ | October 6, 2009 | June 1, 2025 |
| Edward | Pratesi | Valuation & Transition Strategies, LLC | Business Valuator | http://www.linkedin.com/in/ed-pratesi-140b762/ | February 22, 2012 | June 1, 2025 |
| Derrick | Clarke | The Law Office of Derrick L Clarke P.A. | Attorney | http://www.linkedin.com/in/derrick-clarke-31a920142 | November 17, 2023 | June 1, 2025 |
| Cristina | Givelechian | City National Bank | Financial Advisor | http://www.linkedin.com/in/cristina-givelechian-2020/ | April 8, 2023 | June 1, 2025 |
| Colleen | Migl | Quadros Migl & Crosby PLLC | Other | http://www.linkedin.com/in/cgartner/ | March 12, 2024 | June 1, 2025 |
| Brian | Squires | Blackmon Mooring & BMS CAT | Corporate Development/M&A | http://www.linkedin.com/in/brianhsquires | November 28, 2023 | June 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 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.