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"Connecting Leading M&A Professionals To Build Relationships, Share Resources and Create Value"

The Alliance of Merger & Acquisition Advisors® (AM&AA) is the premiere International Organization serving the educational and resource needs of the middle market M&A profession. Formed in 1998 to bring together CPAs, attorneys and other experienced corporate financial advisors, AM&AA’s 800+ professional services firms – including some of the most highly recognized leaders in the industry—draw upon their combined transactional expertise to better serve the needs of their middle market clients worldwide.

AM&AA members represent sellers and buyers of businesses ranging from $5 to $500 million in transaction value. Their services are seller representation, buyer representation, due diligence, accounting, financing, business valuation, tax planning, legal, strategic advisory, and many other transaction services.

Allen Paison

Profession: Management Consultant

Paul Rich


Profession: Accountant

Bob Goldsmith

Profession: M&A Intermediary
Service Arena: M&A Transactions

Calvin Hughes


Profession: Business Valuator
Service Arena: Business Transfer

Doug Banton


Profession: M&A Intermediary
Service Arena: M&A Transactions

Samuel Shallenberger


Profession: Buyer
Service Arena: Business Growth - External

Andrew Cohen

Profession: Attorney
Service Arena: M&A Transactions

David Seitter


Profession: Attorney

Franco Ferrari

Profession: Investment Banker - Broker Dealer
Service Arena: M&A Transactions

James Bly


Profession: M&A Intermediary

Amy Cross

Profession: Other
Service Arena: M&A Transactions

Joseph Brophy


Profession: Accountant
Service Arena: Tax - Accounting - Evaluation - Legal

Paul Nielsen


Profession: M&A Intermediary
Service Arena: M&A Transactions

Michael Roberts

Profession: Attorney
Service Arena: M&A Transactions

John Curzon


Profession: Accountant

Mike Adhikari


Profession: M&A Intermediary

Neil Palmquist


Profession: M&A Intermediary

Kevin Pottmeyer


Profession: Corporate Development

Allen Zielinski


Profession: Accountant
Service Arena: Tax - Accounting - Evaluation - Legal

Phillip Kain

Profession: Lender - Finance

Champ Davis


Profession: M&A Intermediary

Bud Sandberg


Profession: M&A Intermediary

Michael Cassata

Profession: M&A Intermediary

Mark Wilser

Profession: Investment Banker - Broker Dealer

Willis Eayrs


Profession: M&A Intermediary
Service Arena: M&A Transactions

Michael Bunning


Profession: Accountant
Service Arena: Other

Adeodato Volpi Netto


Adeodato Volpi Netto's blog
Profession: Investment Banker - Broker Dealer
Service Arena: M&A Transactions

James Brown

Profession: Investment Banker - Broker Dealer
Service Arena: M&A Transactions

Lisa Pethtel


Profession: Management Consultant
Service Arena: Increase Value

Michael Nall


Michael Nall's blog
Profession: M&A Intermediary

Dulal Das

Profession: Accountant

Ekaterina duPont St Ores ChFC CM&AA CAMS MSPM


Profession: Business Intermediary

David Vandeveer


Profession: M&A Intermediary

Deidre Patten

Profession: Consultant

Karl Ahlm

Profession: Attorney
Service Arena: M&A Transactions

Rich Radice

Profession: Accountant
Service Arena: Business Growth - External

John Morgan


Profession: Consultant
Service Arena: Business Growth - External

Mikel Harding


Profession: M&A Intermediary
Service Arena: M&A Transactions

Andrew Bianco


Profession: Investment Banker - Broker Dealer
Service Arena: Growth Advisory - Investment

Mona Pearl

Profession: Management Consultant
Service Arena: Business Growth - External

Taylor Devine


Profession: M&A Intermediary
Service Arena: Business Transfer

Thomas Schinkel


Profession: Consultant
Service Arena: M&A Transactions

Edward Dawson

Profession: M&A Intermediary

David Cohn


Profession: M&A Intermediary
Service Arena: M&A Transactions

Andy Kulback

Profession: Investment Banker - Broker Dealer
Service Arena: Growth Advisory - Investment

James F Davidson


Profession: Business Intermediary
Service Arena: Business Growth - External

B Terry Aidman


Profession: Accountant
Service Arena: Tax - Accounting - Evaluation - Legal

Paul Hawkins


Profession: M&A Intermediary
Service Arena: Growth Advisory - Investment

Michael Wu


Profession: Accountant
Service Arena: M&A Transactions

Anthony J. Citrolo, CPA/CMAA


Anthony J. Citrolo, CPA/CMAA's blog
Profession: Certified Public Accountant
Service Arena: M&A Transactions

David Kostmayer


Profession: Accountant
Service Arena: M&A Transactions

Peggy Dean


Profession: Accountant

Jack Sanders


Profession: M&A Intermediary
Service Arena: M&A Transactions

K. Perry Campbell


Profession: Business Intermediary
Service Arena: Business Growth - External

Melissa Conn


Profession: Management Consultant

Len Russek

Profession: Certified Public Accountant
Service Arena: M&A Transactions

Lloyd Bell


Profession: M&A Intermediary

Faisal Alsayrafi


Profession: Investment Banker - Broker Dealer

Jim Twerdahl

Jim Twerdahl's blog
Profession: Business Intermediary
Service Arena: Business Growth - External

Thomas Silvestri

Profession: Business Intermediary
Service Arena: Business Growth - External

Bill Roeser


Profession: Accountant

David Fitzgibbons


Profession: Accountant
Service Arena: Tax - Accounting - Evaluation - Legal

Tim Lyons


Profession: M&A Intermediary
Service Arena: M&A Transactions

Michael Keck


Profession: M&A Intermediary
Service Arena: M&A Transactions

J. Michael Ertel


Profession: M&A Intermediary
Service Arena: M&A Transactions

Steven Pinsky


Profession: Private Equity - Investor

David Hahn


Profession: Business Valuator
Service Arena: Business Growth - External

Ralph Hummel

Profession: Attorney
Service Arena: M&A Transactions

steveross

Profession: Private Equity - Investor
Service Arena: Growth Advisory - Investment

Cameron Cook

Profession: Management Consultant

Brian Graves


Profession: Business Intermediary
Service Arena: Business Growth - External

Bernard Bunning


Profession: Accountant

Tony Wells


Profession: Private Equity - Investor

Earl Swink

Profession: Accountant

Mark J Devine


Mark J Devine's blog
Profession: Corporate Development
Service Arena: Business Growth - External

James G. Greer


Profession: Management Consultant
Service Arena: Increase Value

Kent McKown


Profession: Certified Public Accountant
Service Arena: Business Growth - External

Johnathan Boyce


Profession: M&A Intermediary
Service Arena: M&A Transactions

Nicholas Stone

Nicholas Stone's completed deals
Profession: Private Equity - Investor
Service Arena: Growth Advisory - Investment

Billy Richardson

Profession: Consultant
Service Arena: Increase Value

Jason Faucett

Profession: Private Equity - Investor

Jillian Alexander


Profession: Management Consultant

Bob Gurrola


Profession: Investment Banker - Broker Dealer
Service Arena: M&A Transactions

Sid Shaver


Sid Shaver's completed deals
Profession: M&A Intermediary
Service Arena: M&A Transactions

George Myers


Profession: M&A Intermediary
Service Arena: Business Growth - External

Jim Carulas


Profession: Accountant

Dan Maloney


Profession: Investment Banker - Broker Dealer
Service Arena: Business Transfer

Peter Constantino


Profession: Consultant
Service Arena: M&A Transactions

Dante Fichera

Profession: Business Intermediary
Service Arena: Business Transfer

Patrick D Angelo


Profession: Accountant

Karl-Michael Krueger

Profession: Consultant

Scott Yoder, CEPA, CM&AA, CPA (inactive)


Profession: Business Intermediary
Service Arena: Business Transfer

Teresa Cherry


Profession: Personal Financial Planner - Money Mgt

Brian S. Mazar, MBA, M&A Expert

Profession: Business Intermediary
Service Arena: Business Growth - External

David Hairston


Profession: Management Consultant
Service Arena: M&A Transactions

Ron Rudich


Profession: Business Valuator

Lee Dahmer


Profession: M&A Intermediary
Service Arena: Tax - Accounting - Evaluation - Legal

Joel Valentine


Profession: Accountant
Service Arena: Business Growth - External

Mario Vicari


Profession: Accountant

Dennis Prado

Profession: Private Equity - Investor

Eric King

Profession: M&A Intermediary
Service Arena: M&A Transactions

Timothy O'Brien


Profession: Certified Public Accountant
Service Arena: Tax - Accounting - Evaluation - Legal

Gerald Hespelt

Profession: Business Valuator
Service Arena: M&A Transactions

Ysreal Kanot


Profession: M&A Intermediary

Larry Simon

Profession: Private Equity - Investor
Service Arena: M&A Transactions

Craig Taggart


Profession: Consultant

Richard Weed

Profession: Attorney

James Cornell


Profession: Management Consultant

Kurt Trimarchi


Profession: Accountant

Jeffrey Schloemer

Profession: Attorney
Service Arena: M&A Transactions

Brent Rippe


Brent Rippe's completed deals
Profession: M&A Intermediary

John Lafferty

Profession: Accountant
Service Arena: M&A Transactions

Andrew Hays


Profession: Investment Banker - Broker Dealer

Robert Malt


Profession: M&A Intermediary
Service Arena: M&A Transactions

Graylind Wherry


Profession: Corporate Development

Gary Jackson


Profession: Accountant

Steve Besbeck


Profession: Consultant

Eric Petty


Profession: M&A Intermediary

Hank Nelson


Profession: M&A Intermediary
Service Arena: Business Growth - External

Albert D. Melchiorre


Profession: Investment Banker - Broker Dealer
Service Arena: M&A Transactions

Kathy Bertone


Profession: M&A Intermediary
Service Arena: M&A Transactions

Eugene Gottesman

Profession: M&A Intermediary
Service Arena: Business Transfer

Julie Price

Profession: Attorney

Rob Fiance


Profession: Consultant
Service Arena: M&A Transactions

Michael Petridis


Profession: M&A Intermediary

Kevin Maxstadt


Profession: M&A Intermediary
Service Arena: Business Transfer

Stephen Reisler


Profession: Business Valuator
Service Arena: M&A Transactions

Brian Rabinovitz


Brian Rabinovitz's blog
Profession: Certified Public Accountant
Service Arena: Business Growth - External

Pete Faust


Profession: Attorney
Service Arena: M&A Transactions

Edward Levin

Profession: Business Intermediary
Service Arena: Business Growth - External

Matthew Hawkins


Profession: Business Intermediary

Calvin Hedman


Profession: Accountant

David L. Perkins, Jr.

Profession: M&A Intermediary
Service Arena: Business Transfer

Steven Benefield


Profession: Attorney
Service Arena: Personal & Estate Planning

Walter Tomlinson

Profession: Management Consultant

John Nett III


Profession: Accountant
Service Arena: Tax - Accounting - Evaluation - Legal

Nitin Kumar


Profession: Consultant
Service Arena: Business Growth - External

Kevin Hirdes


Profession: M&A Intermediary
Service Arena: Business Transfer

Gary Gibbs

Profession: Business Valuator

John Henberger


Profession: M&A Intermediary
Service Arena: Business Transfer

Jens Kimmig


Profession: Financial Advisor

Robert M. Gordon

Profession: Consultant
Service Arena: M&A Transactions

Sam Kain


Profession: Accountant
Service Arena: Business Growth - External

Manuel Marrero

Profession: Consultant
Service Arena: Business Growth - Internal

Michel Ghosn


Profession: Financial Advisor
Service Arena: Growth Advisory - Investment

Barry Worth


Profession: M&A Intermediary

Darin Phillips

Profession: M&A Intermediary
Service Arena: Tax - Accounting - Evaluation - Legal

Jim Hill

Profession: Attorney

Anthony Hussain


Profession: Investment Banker - Broker Dealer

Kenneth Marks


Kenneth Marks's blog
Profession: Management Consultant
Service Arena: Growth Advisory - Investment

Jacques Sexton


Profession: Personal Financial Planner - Money Mgt
Service Arena: Personal & Estate Planning

Todd Cushing


Profession: Business Intermediary
Service Arena: Business Transfer

Ron Seavey


Profession: Corporate Development

Conferences and Certification Program 

AM&AA members convene regularly for training and continuing education at the semi-annual conferences and CM&AA programs.  The semi-annual conferences cover a wide range of topics of interest to our members, but most importantly, AM&AA members gain the most benefit from the networking opportunities available to them and their middle market advisory colleagues.

 

AM&AA is the leader in providing an educational framework in mergers and acquisitions through their Certified Merger & Acquisition Advisor® program. From the caliber of our instructors to the content of the curriculum, the CM&AA®designation helps you to build on your existing skills providing you with the necessary framework—and network—to further advance your professional and financial goals, as well as those of the clients being served. 

Group Benefits

As a member of AM&AA, several key benefits are available for free or at a discounted price such as:  Private Equity Info, OneSource, IbisWorld industry reports, to name a few (see knowledge products).  You’ll have access to members through our member directory, email listserve, and quarterly electronic newsletters.

We invite you to join our rapidly expanding international network of leading corporate financial advisors by contacting the AM&AA today. Our association members are here to help you grow professionally, and effectively capitalize on the many opportunities available in the marketplace today.  

Call us at 1-877-844-2535 or email us at info@amaaonline.org