U.S. & Canada

Our Practice And Locations

A&M Transaction Advisory United States practice serves clients throughout the United States and Canada. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle. Our dedicated US-based industry vertical teams in Healthcare, Software & Technology, Energy & Infrastructure and Financial Services provide our clients with greater insights. We have deep subject matter experience across numerous sectors (i.e. Restaurants, Food & Beverage, Education, Retail, Consumer Good & Services, Leisure & Fitness, Industrials and more) leveraging our firm’s operational heritage to provide more value.

Our local integrated due diligence approach combined with our global mindset enables our professionals to operate seamlessly cross-border providing clients consistent and flawless quality service. We service private equity, sovereign wealth funds, hedge funds, distress funds, multi-national corporations, investment banks and law firms to create value throughout the investment lifecycle.

United States Leadership

Paul Aversano

  • Managing Director &
    Global Practice Leader
  • New York
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Anthony Caporrino

  • Managing Director &
    US Practice Co-Leader
  • New York
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Greg Cibuzar

  • Managing Director
  • San Francisco
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Ryan Farrell

  • Managing Director
  • Boston
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Dina Hernandez

  • Managing Director &
    Global Chief People Officer
  • New York
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Stacy Kirshner

  • Managing Director &
    US Practice Co-Leader
  • New York
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Katia Lacy

  • Managing Director & Head of Talent Management
  • New York
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Paul Licursi

  • Managing Director &
    Chief Operating Officer
  • Tampa
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Eric Lorge

  • Managing Director
  • Chicago
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Kate Lowry

  • Managing Director &
    Chief of Staff to Paul Aversano, Global Practice Leader
  • New York
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Vivian Santora

  • Managing Director
  • New York
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Victoria Whitman

  • Managing Director &
    Global Head of Relationship Management
  • New York
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Canada Leadership

Scott Foster

  • Managing Director &
    Canada Practice Leader
  • Toronto
View Bio

Our Services

  • Financial Accounting Buy-Side Due Diligence
  • Sell Side Due Diligence
  • Post Transaction Accounting Support
  • Dedicated industry verticals: Healthcare, Financial Services,
    Software & Technology, Energy & Infrastructure
  • Capital Markets & Accounting Advisory

Our Differentiators

  • Dedicated Global Practice
  • Integrated Approach That Combines Transaction Advisory, Tax and Operational Performance Improvement Expertise
  • Free from Audit-based Conflict
  • Client Flexibility with Approach and Fees

Our Locations

United States

Atlanta

Monarch Tower
3424 Peachtree Road NE, Suite 1500
Atlanta, Georgia, 30326
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Boston

Two International Place
100 Oliver Street, 5th Floor
Boston, Massachusetts, 02110
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Chicago

540 W. Madison
Suite 1800
Chicago, IL 60661
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Dallas

2100 Ross Avenue
21st Floor
Dallas, TX 75201
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Houston

700 Louisiana Street
Suite 900
Houston, Texas, 77002
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Los Angeles

2029 Century Park East
Suite 2060
Los Angeles, California, 90067
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Miami

600 Brickell Avenue
Suite 2950
Miami, Florida, 33131
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Nashville

1600 Division Street
Suite 520
Nashville, Tennessee, 37203
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New York

600 Madison Avenue
New York, NY 10022

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San Francisco

425 Market Street
18th Floor
San Francisco, California, 94105
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Canada

Toronto

Royal Bank Plaza, South Tower
200 Bay Street, Suite 2900
P.O. Box 22
Toronto ON M5J 2J1
Canada
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SOURCE: ALM VANGUARD: TRANSACTIONS - ACQUISITIONS CONSULTING
JUNE 2019 REPORT

“A&M has adeptly positioned itself across the restructuring and TAS businesses for a counter-cyclical market strategy, and with recent investments in scale and analytics is one of the non-Big Four providers most often mentioned.”

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