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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 600+ 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.

Richard Weed

Profession: Attorney
Service Arena: M&A Transactions

Taylor Devine


Profession: M&A Intermediary
Service Arena: Business Transfer

John Henberger


Profession: M&A Intermediary
Service Arena: Business Transfer

Paul Nielsen


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

Kenneth Baily


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

Mark Wilser

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

Eugene Gottesman

Profession: M&A Intermediary
Service Arena: Business Transfer

Mike Adhikari


Profession: Business Valuator
Service Arena: M&A Transactions

James G. Greer


K. Perry Campbell


Profession: Business Intermediary
Service Arena: Business Growth - External

Kevin Carlie


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

Ron Seavey


Profession: Corporate Development

Brian Davidoff

Brian Davidoff's completed deals
Profession: Attorney
Service Arena: Growth Advisory - Investment

B Terry Aidman


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

Ron Dersch


Ron Dersch's completed deals
Profession: M&A Intermediary
Service Arena: M&A Transactions

James Bly


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

Brian Franco


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

Todd Cushing

Profession: Business Intermediary
Service Arena: Business Transfer

J. Michael Ertel


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

Graeme Frazier

Graeme Frazier's completed deals
Profession: M&A Intermediary

Edward D. Gorkes

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

Lou Banach


Profession: M&A Intermediary

Calvin Hedman


Profession: Accountant
Service Arena: M&A Transactions

John Curzon


Profession: Accountant

Sid Shaver


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

Karl Ahlm

Chris Frevert

Lee Dahmer


Profession: Consultant
Service Arena: Business Growth - External

William H. Wentz

Profession: Attorney
Service Arena: M&A Transactions

Darrell Arne


Profession: Business Valuator
Service Arena: M&A Transactions

Billy Richardson

David Blackwood

Profession: Attorney
Service Arena: M&A Transactions

Martin McDermut


Boyce Abernathy


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

Jason Kiefer


Profession: Attorney
Service Arena: M&A Transactions

Kevin Hirdes


Profession: M&A Intermediary
Service Arena: Business Transfer

Darin Phillips

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

Matthew Hawkins


Profession: Consultant
Service Arena: M&A Transactions

Brandt Brereton

Profession: Financial Advisor
Service Arena: Growth Advisory - Investment

Ron Rudich


Veronica Ludwig

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

Tony Wells


Profession: Consultant
Service Arena: Business Growth - External

Todd Kerr

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

Nancy Horton


Profession: Financial Advisor
Service Arena: Plan for Succession

Barry Worth


Profession: M&A Intermediary

Jim Carulas


Profession: Accountant

Jillian Alexander


Pete Faust


Profession: Attorney
Service Arena: M&A Transactions

Dulal Das

Profession: Business Valuator
Service Arena: Increase Value

Joseph Brophy


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

Pierre LeComte

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

Larry Simon

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

Brent S. Solomon


Profession: Accountant
Service Arena: Increase Value

Daniel Reis

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

Patrick D Angelo


Profession: Accountant
Service Arena: Growth Advisory - Investment

Allan VanderHamm


Profession: Accountant
Service Arena: Business Transfer

Bud Sandberg


Profession: M&A Intermediary

Lee Adams

Profession: Business Intermediary
Service Arena: Business Transfer

Jim Hill

Kevin Maxstadt


Profession: Business Valuator
Service Arena: M&A Transactions

Paul Rich


Michael Cassata

Ysreal Kanot


Profession: M&A Intermediary

Champ Davis


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

Kurt Trimarchi


Profession: Accountant

Faisal Alsayrafi


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

John Stempeck


Fred Larsen

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

Trevor Hulett

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

Andrew Bianco


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

Michael Snider


Profession: Accountant
Service Arena: Business Growth - External

Eric King

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

Michael Roberts

Profession: Attorney
Service Arena: M&A Transactions

David Fitzgibbons


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

James F Davidson


Profession: Business Intermediary
Service Arena: Business Growth - External

David Seitter


Profession: Attorney

Nathan Chitty

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

Daniel Sarver

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

Dennis Prado

Profession: Private Equity - Investor

James Cornell


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

Karen Boyd


Profession: Consultant

Peggy Dean


Profession: Accountant

Bernard Bunning


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

Marc Borrelli


Profession: M&A Intermediary
Service Arena: Business Transfer

Kevin Pottmeyer


Profession: Corporate Development
Service Arena: Business Growth - Internal

Jacques Sexton


Profession: Financial Advisor
Service Arena: Personal & Estate Planning

Laurent Vauclin


Profession: Corporate Development
Service Arena: Business Growth - External

Mario Vicari


Profession: Accountant

Gary Jackson


Profession: Accountant

David Wimberly


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

Lloyd Bell


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

Chris Blees


Profession: Business Intermediary
Service Arena: Business Transfer

Brian Rabinovitz


Profession: Accountant
Service Arena: Business Transfer

Franco Ferrari

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

Calvin Hughes


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

John Nett III


Profession: Accountant

Neil Palmquist


Eric Petty


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

Joe B. Garza, Jr.


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

Steven Pinsky


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

Robert Cimasi


Profession: Business Valuator

Neel Dutt

Profession: Financial Advisor
Service Arena: M&A Transactions

John Zayac

Profession: M&A Intermediary

Anthony Hussain


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

Cameron Cook

Profession: Business Valuator
Service Arena: Business Transfer

Basel Abu Ali


Profession: Management Consultant

George Myers

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

Kenneth Marks


Kenneth Marks's blog

Steven Benefield


Profession: Attorney
Service Arena: Personal & Estate Planning

Mitch Aldrich


Joel Valentine


Profession: Accountant
Service Arena: Business Growth - External

John Lafferty

Profession: Accountant
Service Arena: M&A Transactions

Tim Lyons


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

Credit Services Plus, Inc.

Profession: Consultant
Service Arena: Business Growth - External

Donald Calder


Profession: M&A Intermediary

Joseph M. Scandariato, Jr.


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

Jim Gettel


Profession: M&A Intermediary

Jeff Kraai


Karl-Michael Krueger

J Mark Richardson


Profession: Consultant
Service Arena: M&A Transactions

Nicholas Stone

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

Michael Nall


Michael Nall's blog

Andy Kulback

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

Andrew Cohen

Profession: Attorney
Service Arena: M&A Transactions

Earl Swink

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

Doug Banton


Profession: Corporate Development

Phillip Kain

Profession: Lender - Finance

Matthew Bristow, Managing Director, ClearRidge Capital


David Cohn

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

James Brown

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

David Vandeveer


Profession: Corporate Development
Service Arena: Business Growth - Internal

Teresa Cherry


Edward Dawson

Profession: M&A Intermediary

John Couzens

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

Andrew Pendleton


Mark J Devine


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

Julie Price

Profession: Attorney

Bill Roeser


Profession: Accountant
Service Arena: M&A Transactions

Laurence Holfelder, CPA

Profession: Financial Advisor
Service Arena: Growth Advisory - Investment

David Royal

Profession: Consultant
Service Arena: Business Growth - External

David Kostmayer


Dan Maloney


Profession: Business Intermediary
Service Arena: Business Transfer

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