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 | |
---|---|---|---|---|---|---|
Jamison | Rounds | Murphy Business Dakota Lakes/Rounds International | Attorney | (not set) | April 24, 2015 | October 1, 2024 |
Walid | Ardhaoui | - | Corporate Development/ M&A | (not set) | October 23, 2015 | October 1, 2024 |
Robert | Machiz | MoneySoft, Inc. | Business Valuator | (not set) | March 12, 2017 | May 1, 2025 |
Bill | Schneider | Schneider Family Office | Accountant/CPA | (not set) | April 27, 2012 | October 1, 2024 |
Sara | Clevenger | Blue River Financial Group, Inc. | Investment Banker/M&A Intermediary | (not set) | April 29, 2018 | March 1, 2025 |
Francis | Brown | Brown Advisory | Financial Advisor | (not set) | May 22, 2014 | March 1, 2025 |
Mario | Vicari | Kreischer Miller & Company | Accountant/CPA | (not set) | October 6, 2009 | March 1, 2025 |
Scott | Zickefoose | Keiter | Accountant/CPA | (not set) | November 5, 2013 | September 1, 2024 |
Mike | Adhikari | Illinois Corporate Investments, Inc. | Business Valuator | (not set) | June 11, 2002 | February 1, 2025 |
Lindsey | Wendler | 414 Capital | Investment Banker/M&A Intermediary | (not set) | October 27, 2017 | September 1, 2024 |
Brian | Wendler | National Transaction Advisors, Inc. | Investment Banker/M&A Intermediary | (not set) | November 14, 2003 | October 1, 2024 |
Michael | Wellons | Michael Wellons | Corporate Development/ M&A | (not set) | January 9, 2006 | October 1, 2024 |
Terri | Ambrose | RMA, LLC | Financial Advisor | (not set) | October 23, 2015 | April 1, 2025 |
Rodrick | Ballard | Jackson Thornton | Corporate Development/ M&A | (not set) | May 21, 2014 | August 1, 2024 |
Zaher | Basha | Yeo & Yeo PC | Accountant/CPA | (not set) | September 30, 2019 | November 1, 2024 |
Christopher | Battista | Law Offices of Christopher M Battista | Attorney | (not set) | November 10, 2019 | March 1, 2025 |
Jim | Bielenberg | James D. Bielenberg, Accountancy Corp | Accountant/CPA | (not set) | November 1, 2014 | February 1, 2025 |
Chris | Blees | BiggsKofford | Accountant/CPA | (not set) | February 5, 2004 | December 1, 2024 |
John | Bly | Aprio | Investment Banker/M&A Intermediary | (not set) | July 28, 2014 | July 1, 2025 |
Carl | Von Hake | Rusk O'Brien Gido + Partners | Accountant/CPA | (not set) | January 31, 2020 | September 1, 2024 |
Jason | Vetter | Eide Bailly LLP | Other | (not set) | September 17, 2017 | September 1, 2024 |
Donald | VanderZwaag | Skyway Associates LLC | Investment Banker/M&A Intermediary | (not set) | February 22, 2012 | January 1, 2025 |
Doug | Briskie | 0dB Advisory, LLC | Investment Banker/M&A Intermediary | (not set) | November 5, 2017 | July 1, 2025 |
Matthew | Vance | VergePointe | Financial Advisor | (not set) | June 29, 2007 | May 1, 2025 |
Jeremy | Broker | Moss Adams LLP | Private Equity Investor | (not set) | November 4, 2019 | October 1, 2024 |
Austin | Buckett | BiggsKofford | Accountant/CPA | (not set) | January 9, 2006 | December 1, 2024 |
John | Burke | CleanChoice Energy | Accountant/CPA | (not set) | April 27, 2012 | January 1, 2025 |
Boyd | Burton | Speedwell Group, LLC | Private Equity Investor | (not set) | June 14, 2019 | April 1, 2025 |
Kevin | Carlie | Simmons Hanly Conroy | Investment Banker/M&A Intermediary | (not set) | November 15, 2001 | June 1, 2025 |
Maria Elena | Carrion | Multicultural Capital LLC | Investment Banker/M&A Intermediary | (not set) | September 23, 2016 | August 1, 2024 |
James | Carulas | Meaden & Moore | Accountant/CPA | (not set) | August 2, 2002 | January 1, 2025 |
Hyung Tai | Lim | Prime Appraisal Co.Ltd. | Business Valuator | (not set) | April 15, 2015 | October 1, 2024 |
John | Curzon | Cck Strategies, Pllc | Corporate Development/ M&A | (not set) | January 9, 2006 | September 1, 2024 |
David | Talley | Riverview Capital Advisors | Investment Banker/M&A Intermediary | (not set) | December 19, 2006 | February 1, 2025 |
Kirk | Stovesand | Walpole & Co LLP | Financial Advisor | (not set) | December 20, 2004 | January 1, 2025 |
Clarence | Stone | California Equity Group | Investment Banker/M&A Intermediary | (not set) | July 18, 2022 | June 1, 2025 |
Nirmail | Dhaliwal | DC Government | Accountant/CPA | (not set) | October 15, 2014 | December 1, 2024 |
Brian | Steffens | G2 Capital Advisors | Investment Banker/M&A Intermediary | (not set) | February 22, 2012 | February 1, 2025 |
Mike | St Martin | Ankura | Business Valuator | (not set) | September 11, 2003 | January 1, 2025 |
Brent | Solomon | Strategic Financial Advisory, LLC and Robert H. Smith School Business | Business Valuator | (not set) | February 5, 2004 | September 1, 2024 |
David | Smith | Smith Patrick CPAs | Other | (not set) | May 25, 2018 | April 1, 2025 |
Patrick | Lyons | Peak Valuation & Financial Planning, LLC | Financial Advisor | (not set) | August 17, 2004 | May 1, 2025 |
Joe | Maas | Synergy Asset Management | Financial Advisor | (not set) | October 1, 2010 | August 1, 2024 |
James | Marlow | The Malibu Management Group, LLC | Attorney | (not set) | December 14, 2012 | January 1, 2025 |
Peter | Martin | Pinion | Consultant/Management/Value Growth | (not set) | April 27, 2012 | January 1, 2025 |
Terence | Shepherd | ROCG Consulting | Corporate Development/ M&A | (not set) | February 19, 2010 | November 1, 2024 |
John | Sheldon | Excel Global Partners | Consultant/Management/Value Growth | (not set) | May 7, 2010 | May 1, 2025 |
Charles | Maskell | Chesapeake Corporate Advisors, LLC | Financial Advisor | (not set) | July 29, 2002 | October 1, 2024 |
David | Routzahn | Hempstead & Co. Inc. | Business Valuator | (not set) | May 10, 2019 | June 1, 2025 |
Joel | Rosenthal | Schneider Downs & Co., Inc. | Accountant/CPA | (not set) | January 31, 2020 | August 1, 2024 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.