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 NameLast NameCompanyProfessionLinkedInCM&AA® IssueCM&AA® Expiry
JamisonRoundsMurphy Business Dakota Lakes/Rounds InternationalAttorney(not set)April 24, 2015October 1, 2024
WalidArdhaoui-Corporate Development/ M&A(not set)October 23, 2015October 1, 2024
RobertMachizMoneySoft, Inc.Business Valuator(not set)March 12, 2017May 1, 2025
BillSchneiderSchneider Family OfficeAccountant/CPA(not set)April 27, 2012October 1, 2024
SaraClevengerBlue River Financial Group, Inc.Investment Banker/M&A Intermediary(not set)April 29, 2018March 1, 2025
FrancisBrownBrown AdvisoryFinancial Advisor(not set)May 22, 2014March 1, 2025
MarioVicariKreischer Miller & CompanyAccountant/CPA(not set)October 6, 2009March 1, 2025
ScottZickefooseKeiterAccountant/CPA(not set)November 5, 2013September 1, 2024
MikeAdhikariIllinois Corporate Investments, Inc.Business Valuator(not set)June 11, 2002February 1, 2025
LindseyWendler414 CapitalInvestment Banker/M&A Intermediary(not set)October 27, 2017September 1, 2024
BrianWendlerNational Transaction Advisors, Inc.Investment Banker/M&A Intermediary(not set)November 14, 2003October 1, 2024
MichaelWellonsMichael WellonsCorporate Development/ M&A(not set)January 9, 2006October 1, 2024
TerriAmbroseRMA, LLCFinancial Advisor(not set)October 23, 2015April 1, 2025
RodrickBallardJackson ThorntonCorporate Development/ M&A(not set)May 21, 2014August 1, 2024
ZaherBashaYeo & Yeo PCAccountant/CPA(not set)September 30, 2019November 1, 2024
ChristopherBattistaLaw Offices of Christopher M BattistaAttorney(not set)November 10, 2019March 1, 2025
JimBielenbergJames D. Bielenberg, Accountancy CorpAccountant/CPA(not set)November 1, 2014February 1, 2025
ChrisBleesBiggsKoffordAccountant/CPA(not set)February 5, 2004December 1, 2024
JohnBlyAprioInvestment Banker/M&A Intermediary(not set)July 28, 2014July 1, 2025
CarlVon HakeRusk O'Brien Gido + PartnersAccountant/CPA(not set)January 31, 2020September 1, 2024
JasonVetterEide Bailly LLPOther(not set)September 17, 2017September 1, 2024
DonaldVanderZwaagSkyway Associates LLCInvestment Banker/M&A Intermediary(not set)February 22, 2012January 1, 2025
DougBriskie0dB Advisory, LLCInvestment Banker/M&A Intermediary(not set)November 5, 2017July 1, 2025
MatthewVanceVergePointeFinancial Advisor(not set)June 29, 2007May 1, 2025
JeremyBrokerMoss Adams LLPPrivate Equity Investor(not set)November 4, 2019October 1, 2024
AustinBuckettBiggsKoffordAccountant/CPA(not set)January 9, 2006December 1, 2024
JohnBurkeCleanChoice EnergyAccountant/CPA(not set)April 27, 2012January 1, 2025
BoydBurtonSpeedwell Group, LLCPrivate Equity Investor(not set)June 14, 2019April 1, 2025
KevinCarlieSimmons Hanly ConroyInvestment Banker/M&A Intermediary(not set)November 15, 2001June 1, 2025
Maria ElenaCarrionMulticultural Capital LLCInvestment Banker/M&A Intermediary(not set)September 23, 2016August 1, 2024
JamesCarulasMeaden & MooreAccountant/CPA(not set)August 2, 2002January 1, 2025
Hyung TaiLimPrime Appraisal Co.Ltd.Business Valuator(not set)April 15, 2015October 1, 2024
JohnCurzonCck Strategies, PllcCorporate Development/ M&A(not set)January 9, 2006September 1, 2024
DavidTalleyRiverview Capital AdvisorsInvestment Banker/M&A Intermediary(not set)December 19, 2006February 1, 2025
KirkStovesandWalpole & Co LLPFinancial Advisor(not set)December 20, 2004January 1, 2025
ClarenceStoneCalifornia Equity GroupInvestment Banker/M&A Intermediary(not set)July 18, 2022June 1, 2025
NirmailDhaliwalDC GovernmentAccountant/CPA(not set)October 15, 2014December 1, 2024
BrianSteffensG2 Capital AdvisorsInvestment Banker/M&A Intermediary(not set)February 22, 2012February 1, 2025
MikeSt MartinAnkuraBusiness Valuator(not set)September 11, 2003January 1, 2025
BrentSolomonStrategic Financial Advisory, LLC and Robert H. Smith School BusinessBusiness Valuator(not set)February 5, 2004September 1, 2024
DavidSmithSmith Patrick CPAsOther(not set)May 25, 2018April 1, 2025
PatrickLyonsPeak Valuation & Financial Planning, LLCFinancial Advisor(not set)August 17, 2004May 1, 2025
JoeMaasSynergy Asset ManagementFinancial Advisor(not set)October 1, 2010August 1, 2024
JamesMarlowThe Malibu Management Group, LLCAttorney(not set)December 14, 2012January 1, 2025
PeterMartinPinionConsultant/Management/Value Growth(not set)April 27, 2012January 1, 2025
TerenceShepherdROCG ConsultingCorporate Development/ M&A(not set)February 19, 2010November 1, 2024
JohnSheldonExcel Global PartnersConsultant/Management/Value Growth(not set)May 7, 2010May 1, 2025
CharlesMaskellChesapeake Corporate Advisors, LLCFinancial Advisor(not set)July 29, 2002October 1, 2024
DavidRoutzahnHempstead & Co. Inc.Business Valuator(not set)May 10, 2019June 1, 2025
JoelRosenthalSchneider Downs & Co., Inc.Accountant/CPA(not set)January 31, 2020August 1, 2024

Questions related to the CM&AA® Directory should be directed to the AM&AA at

info@amaaonline.com or 312-856-9590.