Welcome

Quick links

- -

"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.

Laurence Holfelder, CPA

Jim Carulas


Profession: Accountant

Jim Twerdahl

Jim Twerdahl's blog

Mark J Devine


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

Michael Keck


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

Albert D. Melchiorre


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

Michel Ghosn


Profession: Private Equity - Investor
Service Arena: Business Growth - External

Mona Pearl

Profession: Management Consultant
Service Arena: Business Growth - External

Andrew Cohen

Profession: Attorney
Service Arena: M&A Transactions

Lloyd Bell


Profession: M&A Intermediary

Andrew Cross, CM&AA, CBI


Patrick D Angelo


Profession: Accountant

George Myers


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

David Hairston


Profession: Management Consultant
Service Arena: M&A Transactions

Kathy Bertone


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

Tony Wells


Profession: Private Equity - Investor

J Mark Richardson


Andy Kulback

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

Paul Nielsen


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

John Nett III


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

Gerald Hespelt

Profession: Business Valuator
Service Arena: M&A Transactions

Tom Driscoll


Daniel Reis

Barry Worth


Profession: M&A Intermediary

Taylor Devine


Michael Cassata

David Cohn


David Kostmayer


Profession: Accountant
Service Arena: M&A Transactions

Karl-Michael Krueger

Profession: Consultant

Deidre Patten

Profession: Consultant

David Vandeveer


Profession: M&A Intermediary

Dolliver Frederick


Ekaterina duPont St Ores ChFC CM&AA CAMS MSPM


Profession: Business Intermediary

John E. Curzon, CPA/ABV, CVA, CM&AA


Profession: Business Valuator
Service Arena: M&A Transactions

Dave Winkin


Michael Nall


Michael Nall's blog
Profession: M&A Intermediary

steveross

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

James Cornell


Profession: Management Consultant

Daniel Sarver

Basel Abu Ali


Mark Wilser

Profession: Investment Banker - Broker Dealer

Andrew Hays


Profession: Investment Banker - Broker Dealer

James F Davidson


Profession: Business Intermediary
Service Arena: Business Growth - External

David Hahn, AVA, ASA, CFFA, CM&AA, CCIM


Profession: Business Intermediary
Service Arena: Business Growth - External

David Ganje

John L. Sheldon


James R F Marlow

Darrell Arne


Stephen Reisler


Profession: Business Valuator
Service Arena: M&A Transactions

Martin McDermut


Julie Price

Profession: Attorney

Gary Jackson


Profession: Accountant

Jens Kimmig


Profession: Financial Advisor

Paul Vragel

Robert M. Gordon

Profession: Consultant
Service Arena: M&A Transactions

J. Michael Ertel


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

Champ Davis


Profession: M&A Intermediary

Robert Cimasi


Willis Eayrs


Profession: Business Valuator
Service Arena: M&A Transactions

James Bly


Profession: M&A Intermediary

Robert Malt


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

Brian Graves


Profession: Business Intermediary
Service Arena: Business Growth - External

Akram S. Okeili


Profession: Business Intermediary
Service Arena: Business Growth - External

Lee Dahmer


Rob Fiance


Profession: Consultant
Service Arena: M&A Transactions

Eugene Gottesman

Profession: M&A Intermediary
Service Arena: Business Transfer

Ralph Hummel

Profession: Attorney
Service Arena: M&A Transactions

James Brown

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

Calvin Hughes


Profession: Business Valuator
Service Arena: Business Transfer

Samuel Shallenberger


Profession: Buyer
Service Arena: Business Growth - External

Pete Faust


Profession: Attorney
Service Arena: M&A Transactions

Richard Weed

Profession: Attorney

Sri Geedipalli


Ron Seavey


Profession: Corporate Development

Teresa Cherry


Profession: Personal Financial Planner - Money Mgt

Nicholas Stone

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

Sam Kain


Profession: Accountant
Service Arena: Business Growth - External

Ysreal Kanot


Profession: M&A Intermediary

Bob Goldsmith

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

William H. Wentz

Fred Jager


Fred Jager's completed deals

Thomas Silvestri

Profession: Business Intermediary
Service Arena: Business Growth - External

Scott Hunter


Joseph M. Scandariato, Jr.


Matthew Hawkins


Profession: Business Intermediary

Jim Gettel


Kevin John Doyle


Sid Shaver


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

Jason Wilcox

Michael Petridis


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

William Jaco


Paul Hawkins


Walter Tomlinson

Profession: Management Consultant

Paulo Gurgel Valente

Joseph Brophy


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

Jacques Sexton


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

Peter Constantino


Profession: Consultant
Service Arena: M&A Transactions

Bud Sandberg


Profession: M&A Intermediary

Gary Ferrell


Timothy O'Brien


Profession: Business Valuator
Service Arena: Tax - Accounting - Evaluation - Legal

Sven Serspinski


Eric King

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

Steve Besbeck


Profession: Consultant

Bob Gurrola


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

Joe B. Garza, Jr.


Chris Frevert

Jason Faucett

Profession: Private Equity - Investor

Todd Cushing


Profession: Business Intermediary
Service Arena: Business Transfer

Thomas Schinkel


Profession: Consultant
Service Arena: M&A Transactions

William Billeaud

Terence Shepherd


Anthony Hussain


Profession: Investment Banker - Broker Dealer

Jillian Alexander


Profession: Management Consultant

Matthew Bristow, Managing Director, ClearRidge Capital


Profession: Business Intermediary
Service Arena: Business Transfer

Chris Blees


Len Russek

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

John Henberger


Profession: M&A Intermediary
Service Arena: Business Transfer

Boyce Abernathy


David Fitzgibbons


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

Brian S. Mazar, MBA, M&A Expert

Profession: Business Intermediary
Service Arena: Business Growth - External

Dante Fichera

Profession: Business Intermediary
Service Arena: Business Transfer

Dan Raskas


K. Perry Campbell


Profession: Business Intermediary
Service Arena: Business Growth - External

Dennis Prado

Profession: Private Equity - Investor

Brian Rabinovitz


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

Kurt Trimarchi


Brian Davidoff

Brian Davidoff's completed deals
Profession: Attorney

Kevin Maxstadt


Profession: M&A Intermediary
Service Arena: Business Transfer

Melissa Conn


Profession: Management Consultant

Jeffrey Schloemer

Profession: Attorney
Service Arena: M&A Transactions

Anthony J. Citrolo, CPA/CMAA


Anthony J. Citrolo, CPA/CMAA's blog

Trevor Hulett

Trevor Hulett's completed deals
Profession: M&A Intermediary

Karin Tier


Eric Petty


Profession: M&A Intermediary

David Seitter


Profession: Attorney

Craig Taggart


Profession: Consultant

Nitin Kumar


Profession: Consultant
Service Arena: Business Growth - External

Mario Vicari


Profession: Accountant

Manuel Marrero

Profession: Consultant
Service Arena: Business Growth - Internal

Laurent Vauclin


Robert Kinsella


Mikel Harding


Profession: Private Equity - Investor
Service Arena: Business Transfer

Chris Hammond

James G. Greer


Profession: Management Consultant
Service Arena: Increase Value

Joel Valentine


Profession: Accountant
Service Arena: Business Growth - External

Donald Calder


bobbykingsbury

Jack Sanders


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

Allen Paison

Profession: Management Consultant

Hank Nelson


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

Hai Nguyen


Profession: Accountant
Service Arena: Growth Advisory - Investment

Rick Taft


John Stempeck


John Lafferty

Profession: Accountant
Service Arena: M&A Transactions

Andrew Pendleton


Robert K. Adams

Darin Phillips

Art Travis


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

Kenneth Marks


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

Michael Wu


Profession: Accountant
Service Arena: M&A Transactions

Allen Zielinski


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

B Terry Aidman


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

Jason Forsyth

Graeme Frazier

Graeme Frazier's completed deals

Brian Franco


Doug Banton


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

Robert Newland


Steven Silverman


Steven Silverman's blog

Rich Radice

Profession: Accountant
Service Arena: Business Growth - External

Bernard Bunning


Profession: Accountant

Nancy Horton


Paul Rich


Profession: Accountant

Lisa Pethtel


Adeodato Volpi Netto


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

Amy Cross

Profession: Other
Service Arena: M&A Transactions

Calvin Hedman


Profession: Accountant

John Zayac

Edward Dawson

Profession: M&A Intermediary

Jim Hill

Earl Swink

Profession: Accountant

Ron Dersch


Ron Dersch's completed deals

Neil Palmquist


Profession: M&A Intermediary

Kevin Pottmeyer


Profession: Corporate Development

Mark Rittmanic

Tim Lyons


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

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


Profession: Business Intermediary
Service Arena: Business Transfer

Guillermo Gutierrez


David L. Perkins, Jr.

Profession: M&A Intermediary
Service Arena: Business Transfer

Michael Wellons


Michael Roberts

Profession: Attorney
Service Arena: M&A Transactions

Mike Adhikari


Profession: M&A Intermediary

Peggy Dean


Profession: Accountant

Brent Rippe


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

John Watts


Gary Gibbs

Profession: Business Valuator

Ron Rudich


Profession: Business Valuator

Larry Simon

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

Johnathan Boyce


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

Billy Richardson

Profession: Consultant
Service Arena: Increase Value

Andrew Bianco


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

David Hagen


Dan Maloney


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

Cameron Cook

Profession: Management Consultant

Allan VanderHamm


Kent McKown


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

Michael Bunning


Profession: Accountant
Service Arena: Other

Faisal Alsayrafi


Profession: Investment Banker - Broker Dealer

Kenneth Baily


Phillip Kain

Profession: Lender - Finance

Dennis Niven


Karl Ahlm

Profession: Attorney
Service Arena: M&A Transactions

Bill Roeser


Profession: Accountant

Brent S. Solomon


John Morgan


Profession: Consultant
Service Arena: Business Growth - External

Kevin Carlie


Michael Snider


Steven Pinsky


Profession: Private Equity - Investor

Chad Byers


Edward Levin

Profession: Business Intermediary
Service Arena: Business Growth - External

Kevin Hirdes


Profession: M&A Intermediary
Service Arena: Business Transfer

Neil Heyse


Franco Ferrari

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

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