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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.

J Mark Richardson


Profession: Consultant
Service Arena: M&A Transactions

Stephen Reisler


Faisal Alsayrafi


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

Matthew Bristow, Managing Director, ClearRidge Capital


Teresa Cherry


Brian Franco


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

Gary Jackson


Profession: Accountant

Steven Benefield


Profession: Attorney
Service Arena: Personal & Estate Planning

Tim Lyons


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

Tony Wells


Profession: Consultant
Service Arena: Business Growth - External

B Terry Aidman


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

Joseph M. Scandariato, Jr.


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

Marc Borrelli


Profession: M&A Intermediary
Service Arena: Business Transfer

Lee Adams

Profession: Business Intermediary
Service Arena: Business Transfer

Andrew Pendleton


John Nett III


Profession: Accountant

Dennis Prado

Profession: Private Equity - Investor

Patrick D Angelo


Profession: Accountant
Service Arena: Growth Advisory - Investment

Joel Valentine


Profession: Accountant
Service Arena: Business Growth - External

David Seitter


Profession: Attorney

Allan VanderHamm


Profession: Accountant
Service Arena: Business Transfer

David Fitzgibbons


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

Lou Banach


Profession: M&A Intermediary

David Cohn

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

Sid Shaver


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

Darrell Arne


Profession: Business Valuator
Service Arena: M&A Transactions

David Wimberly


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

Trevor Hulett

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

Terence Shepherd


Profession: Consultant
Service Arena: M&A Transactions

Graeme Frazier

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

Brent S. Solomon


Profession: Accountant
Service Arena: Increase Value

Robert Cimasi


Profession: Business Valuator

Paul Nielsen


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

Daniel Reis

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

Jim Hill

George Myers

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

Richard Weed

Profession: Attorney
Service Arena: M&A Transactions

James Bly


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

Anthony Hussain


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

Nathan Chitty

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

Larry Simon

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

Chris Frevert

Kevin Pottmeyer


Bernard Bunning


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

Julie Price

Profession: Attorney

Martin McDermut


Nicholas Stone

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

Joe B. Garza, Jr.


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

David Kostmayer


Andy Kulback

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

Lee Dahmer


Profession: Consultant
Service Arena: Business Growth - External

Credit Services Plus, Inc.

Profession: Consultant
Service Arena: Business Growth - External

Champ Davis


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

Ron Rudich


Bill Roeser


Profession: Accountant
Service Arena: M&A Transactions

Mike Adhikari


Profession: Business Valuator
Service Arena: M&A Transactions

Barry Worth


Profession: M&A Intermediary

Karl-Michael Krueger

Bud Sandberg


Profession: M&A Intermediary

Jillian Alexander


Pete Faust


Profession: Attorney
Service Arena: M&A Transactions

Calvin Hedman


Profession: Accountant
Service Arena: M&A Transactions

Lloyd Bell


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

John Henberger


Profession: M&A Intermediary
Service Arena: Business Transfer

Ron Dersch


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

Kurt Trimarchi


Profession: Accountant

James Cornell


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

Laurent Vauclin


Profession: Corporate Development
Service Arena: Business Growth - External

Basel Abu Ali


Profession: Management Consultant

Franco Ferrari

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

James Brown

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

Jeff Kraai


Brandt Brereton

Profession: Financial Advisor
Service Arena: Growth Advisory - Investment

Taylor Devine


Profession: M&A Intermediary
Service Arena: Business Transfer

Edward Dawson

Profession: M&A Intermediary

Ysreal Kanot


Profession: M&A Intermediary

James G. Greer


Kenneth Marks


Kenneth Marks's blog

Mario Vicari


Profession: Accountant

Mark Wilser

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

Laurence Holfelder, CPA

Profession: Financial Advisor
Service Arena: Growth Advisory - Investment

John Curzon


Profession: Accountant

William H. Wentz

Profession: Attorney
Service Arena: M&A Transactions

Dan Maloney


Profession: Business Intermediary
Service Arena: Business Transfer

Donald Calder


Profession: M&A Intermediary

Boyce Abernathy


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

John Stempeck


Thomas Silvestri

Cameron Cook

Profession: Business Valuator
Service Arena: Business Transfer

Earl Swink

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

Jim Gettel


Profession: M&A Intermediary

Eric Petty


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

David Royal

Profession: Consultant
Service Arena: Business Growth - External

Jim Carulas


Profession: Accountant

Michael Snider


Profession: Accountant
Service Arena: Business Growth - External

Dulal Das

Profession: Business Valuator
Service Arena: Increase Value

Brian Rabinovitz


Profession: Accountant
Service Arena: Business Transfer

Jacques Sexton


Profession: Financial Advisor
Service Arena: Personal & Estate Planning

Michael Bunning


Profession: Business Intermediary
Service Arena: Business Transfer

Daniel Sarver

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

Nancy Horton


Profession: Financial Advisor
Service Arena: Plan for Succession

K. Perry Campbell


Profession: Business Intermediary
Service Arena: Business Growth - External

Eugene Gottesman

Profession: M&A Intermediary
Service Arena: Business Transfer

David Blackwood

Profession: Attorney
Service Arena: M&A Transactions

Jason Kiefer


Profession: Attorney
Service Arena: M&A Transactions

Brian Davidoff

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

John Lafferty

Profession: Accountant
Service Arena: M&A Transactions

Kenneth Baily


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

Michael Cassata

James F Davidson


Profession: Business Intermediary
Service Arena: Business Growth - External

Eric King

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

Fred Larsen

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

Paul Rich


Neil Palmquist


Doug Banton


Profession: Corporate Development
Service Arena: M&A Transactions

Andrew Hays


Profession: Business Intermediary
Service Arena: Business Transfer

Michael Petridis


Profession: Business Intermediary
Service Arena: Business Growth - External

Phillip Kain

Profession: Lender - Finance

Joseph Brophy


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

Edward D. Gorkes

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

Michael Roberts

Profession: Attorney
Service Arena: M&A Transactions

Billy Richardson

Peggy Dean


Profession: Accountant

Kevin Maxstadt


Profession: Business Valuator
Service Arena: M&A Transactions

Matthew Hawkins


Profession: Consultant
Service Arena: M&A Transactions

Ron Seavey


Profession: Corporate Development

John Zayac

Profession: M&A Intermediary

Kevin Hirdes


Profession: M&A Intermediary
Service Arena: Business Transfer

Todd Cushing

Profession: Business Intermediary
Service Arena: Business Transfer

Veronica Ludwig

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

Kevin Carlie


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

Darin Phillips

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

Andrew Bianco


Profession: Business Intermediary
Service Arena: Business Transfer

Karl Ahlm

Steven Pinsky


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

Calvin Hughes


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

David Vandeveer


Profession: Corporate Development
Service Arena: Business Growth - Internal

Mitch Aldrich


Chris Blees


Profession: Business Intermediary
Service Arena: Business Transfer

Andrew Cohen

Profession: Attorney
Service Arena: M&A Transactions

Mark J Devine


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

Nitin Kumar


J. Michael Ertel


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

Michael Nall


Michael Nall's blog

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