Affiliations & Awards
Our affiliations and professional designations reflect our commitment to trusted advice, disciplined transaction execution, and the highest standards in Small to Middle-Market M&A advisory.
Alliance of Mergers & Acquisitions Advisors
The Alliance of Merger & Acquisition Advisors® (The Alliance) 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, The Alliance’s 1100+ 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. The Alliance 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.
International Business Brokers Association
The IBBA is the world’s largest professional community of business intermediary specialists. When it comes time to sell or buy a business, choose to work with an experienced IBBA Member who will guide you through every step of the process. Look for the Certified Business Intermediary (CBI) designation to identify individuals who have met our highest standards for education, ethics and professionalism.
International Business Brokers Association Canada
The largest professional community of business intermediary specialists in Canada. The International Business Broker Association (IBBA) has been equipping professionals in the industry with experience, skillset, education, and resources since 1984.
M&A Source®
M&A Source® is the leading not for profit association for individuals and firms engaged in lower middle market business transactions. The association provides education, benefits, conferences, support programs and networking opportunities, and awards the Mergers & Acquisitions Master Intermediary® (M&AMI®) designation to qualified advisors.
Certifications
Career & Achievement Awards
IBBA Deal Maker
Award: 2025
Chairman Circle
Award: 2025
2023-2024
2024
Start a Confidential Conversation
Every business owner has a unique situation. Schedule a confidential discussion to explore value, timing, and the right exit strategy for your goals.