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 | |
|---|---|---|---|---|---|---|
| Benjamin | Rich | Rich Growth Consulting | Consultant/Management/Value Growth | (not set) | November 28, 2023 | September 1, 2025 |
| Will | Bateman | UHY LLP | Accountant/CPA | (not set) | April 28, 2024 | October 1, 2025 |
| Mack | Brown | L. M. Brown Capital Advisors, LLC | Investment Banker/M&A Intermediary | (not set) | November 27, 2021 | September 1, 2025 |
| Benjamin | Curtis | Footprint Capital LLC | Investment Banker/M&A Intermediary | (not set) | August 28, 2020 | December 1, 2025 |
| John | DeLillo | MDJ Advisors | Investment Banker/M&A Intermediary | (not set) | December 12, 2022 | October 1, 2025 |
| William | Ditty | Ditty Financial | Accountant/CPA | (not set) | February 28, 2021 | April 1, 2026 |
| Adrian | Gonzalez | Jordan Foster Construction | Corporate Development/M&A | (not set) | May 10, 2021 | March 1, 2026 |
| Mathew | Guerrero | George Jue Manufacturing Co., Inc. | Accountant/CPA | (not set) | April 28, 2024 | March 1, 2026 |
| Barry | Kampe | Barry D. Kampe, CFP® | Lender | (not set) | November 11, 2021 | February 1, 2026 |
| Bob | Kroll | Kroll Capital | Investment Banker/M&A Intermediary | (not set) | December 24, 2020 | February 6, 2026 |
| David | Leong | Analogic | Corporate Development/M&A | (not set) | July 16, 2021 | August 1, 2025 |
| Kevin | Miller | Rochester Steel Treating | Corporate Development/M&A | (not set) | March 21, 2024 | January 1, 2026 |
| Jonathan | Schuler | Crestline Capital Partners | Corporate Development/M&A | (not set) | (not set) | October 1, 2025 |
| Doug | Semple | First Citizens Bank | Other | (not set) | April 27, 2023 | February 1, 2026 |
| Kristen | Thompson | Thompson Advisory Group | Investment Banker/M&A Intermediary | (not set) | (not set) | November 1, 2025 |
| Mark | Bailey | EAG | Accountant/CPA | (not set) | (not set) | June 1, 2025 |
| Latta | Thomas | Evexia Enterprises LLC | Other | (not set) | June 7, 2022 | January 1, 2026 |
| Will | Hendricks | Blue Ocean Companies, LLC | Consultant/Management/Value Growth | (not set) | September 18, 2024 | June 1, 2025 |
| Roger | Smolik | Transworld Business Advisors of Colorado | Investment Banker/M&A Intermediary | (not set) | September 11, 2024 | August 1, 2025 |
| Kurt | Elliott | Focal 5, LLC | Investment Banker/M&A Intermediary | (not set) | (not set) | December 1, 2025 |
| Christine | Bartel | (not set) | Investment Banker/M&A Intermediary | (not set) | (not set) | January 1, 2026 |
| Luis | Acevedo-Bengoechea | Acevedo & Edwards, PLLC | Other | (not set) | March 26, 2022 | January 1, 2026 |
| John | Bartsch | UMB | (not set) | (not set) | March 8, 2024 | February 1, 2026 |
| Chris | Baxter | Clark Nuber | Accountant/CPA | (not set) | June 6, 2023 | March 1, 2026 |
| Patrick | Bombardiere | Transworld Business Advisors of Colorado | (not set) | (not set) | September 13, 2024 | September 1, 2025 |
| David | Bowen | (not set) | (not set) | (not set) | February 6, 2024 | January 1, 2026 |
| Angela | Breznay | Border States | (not set) | (not set) | September 26, 2024 | July 1, 2025 |
| Douglas | Brick | CAPTRUST | (not set) | (not set) | (not set) | October 1, 2025 |
| Steve | Brunner | Liske & Brunner CPAs LLC | Business Valuator | (not set) | February 4, 2024 | September 1, 2025 |
| Sam | Carpenter | Key Bank | Consultant/Management/Value Growth | (not set) | (not set) | October 1, 2025 |
| Ray | Carter | Sunbelt Business Advisors | Investment Banker/M&A Intermediary | (not set) | July 23, 2021 | May 1, 2025 |
| Thomas | Cary | DJM Financial | (not set) | (not set) | (not set) | August 1, 2025 |
| Jim | DeShayes | Transworld Business Advisors of Colorado | (not set) | (not set) | September 18, 2024 | August 1, 2025 |
| Tom | Downey | Goodwill Industries of New Mexico | Accountant/CPA | (not set) | November 19, 2023 | October 1, 2025 |
| Jed | Dunn | Newport LLC | Investment Banker/M&A Intermediary | (not set) | December 2, 2023 | October 1, 2025 |
| Alex | Dvorak | Transworld Business Advisors of Colorado | (not set) | (not set) | September 16, 2024 | August 1, 2025 |
| Yasser | ELtawansy | SLB | (not set) | (not set) | April 5, 2025 | February 1, 2026 |
| Vic | Esclamado | Republic Capital Group | (not set) | (not set) | April 15, 2024 | March 1, 2026 |
| Luke | Estola | Ace/Avant Concrete Construction Co., Inc. | (not set) | (not set) | (not set) | October 1, 2025 |
| Nigel | Fenty | Cemtel Asset Management | Other | (not set) | March 26, 2022 | January 1, 2026 |
| Amy | Ferguson | Olsson | (not set) | (not set) | (not set) | March 1, 2026 |
| Bruce | Fraley | Bison Fund Management | Private Equity Investor | (not set) | May 6, 2023 | March 1, 2026 |
| Taylor | Frame | CCMG Capital Partners | Investment Banker/M&A Intermediary | (not set) | November 26, 2023 | August 1, 2025 |
| Ian | Gillespie | Clark, Schaefer, Hackett & Co. | Accountant/CPA | (not set) | September 19, 2024 | August 1, 2025 |
| John | Gleason | Genuine Business Advisors | Investment Banker/M&A Intermediary | (not set) | (not set) | January 1, 2026 |
| Miller | Glover | Coastal Consulting Management Group LLC | Attorney | (not set) | November 29, 2023 | September 1, 2025 |
| Jeffrey | Goldman | PKF O'connor Davies | Accountant/CPA | (not set) | November 22, 2022 | August 1, 2025 |
| Evan | Haigh | Blue River Financial Group, Inc. | Investment Banker/M&A Intermediary | (not set) | April 18, 2023 | March 1, 2026 |
| Scott | Hartwig | Pivotal Pharmacy Consulting, LLC | Investment Banker/M&A Intermediary | (not set) | December 12, 2022 | August 1, 2025 |
| Mike | Heydenrych | CFA | Other | (not set) | November 16, 2021 | September 1, 2025 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.