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.

Atlanta

Our Global Transaction Advisory team works with private equity firms, hedge funds and corporate acquirers. We provide integrated financial, operational, commercial and accounting due diligence services to help our clients make informed investment decisions and improve the performance of current assets.

Boston

Our Global Transaction Advisory team works with private equity firms, hedge funds and corporate acquirers. We provide integrated financial, operational, commercial and accounting due diligence services to help our clients make informed investment decisions and improve the performance of current assets.

Chicago

Our Global Transaction Advisory team works with private equity firms, hedge funds and corporate acquirers. We provide integrated financial, operational, commercial and accounting due diligence services to help our clients make informed investment decisions and improve the performance of current assets.

Dallas

Our Global Transaction Advisory team works with private equity firms, hedge funds and corporate acquirers. We provide integrated financial, operational, commercial and accounting due diligence services to help our clients make informed investment decisions and improve the performance of current assets.

Houston

Our Global Transaction Advisory team works with private equity firms, hedge funds and corporate acquirers. We provide integrated financial, operational, commercial and accounting due diligence services to help our clients make informed investment decisions and improve the performance of current assets.

Los Angeles

Our Global Transaction Advisory team works with private equity firms, hedge funds and corporate acquirers. We provide integrated financial, operational, commercial and accounting due diligence services to help our clients make informed investment decisions and improve the performance of current assets.

Miami

Our Global Transaction Advisory team works with private equity firms, hedge funds and corporate acquirers. We provide integrated financial, operational, commercial and accounting due diligence services to help our clients make informed investment decisions and improve the performance of current assets.

Nashville

Our Global Transaction Advisory team works with private equity firms, hedge funds and corporate acquirers. We provide integrated financial, operational, commercial and accounting due diligence services to help our clients make informed investment decisions and improve the performance of current assets.

New York

Our Global Transaction Advisory team works with private equity firms, hedge funds and corporate acquirers. We provide integrated financial, operational, commercial and accounting due diligence services to help our clients make informed investment decisions and improve the performance of current assets.

San Francisco

Our Global Transaction Advisory team works with private equity firms, hedge funds and corporate acquirers. We provide integrated financial, operational, commercial and accounting due diligence services to help our clients make informed investment decisions and improve the performance of current assets.

Toronto

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United States Leadership

Paul Aversano

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

  • Managing Director &
    US Practice 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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Raphael Frydman

  • Managing Director &
    Chief Financial Officer
  • New York
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Stacy Kirshner

  • Managing Director
  • New York
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Katia Lacy

  • Managing Director & Head of Talent Management
  • New York
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Eric Lorge

  • Managing Director
  • Chicago
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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 &
    Canadian Practice Leader
  • Toronto
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Atlanta

Jimmy Glenn

  • Managing Director
  • Atlanta
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Raheel Khan

  • Managing Director
  • Atlanta
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Garrett Louthan

  • Managing Director &
    ESG Transaction Advisory Practice Leader
  • Atlanta
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Jay Moody

  • Managing Director
  • Atlanta
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Richard Sober

  • Managing Director
  • Atlanta
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Boston

Andrew Carroll

  • Managing Director
  • Boston
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Ryan Farrell

  • Managing Director
  • Boston
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Chicago

Eric Brousseau

  • Managing Director
  • Chicago
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David Cho

  • Managing Director
  • Chicago
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David Evans

  • Managing Director
  • Chicago
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Michael Gacek

  • Managing Director
  • Chicago
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Andrew Henoch

  • Managing Director
  • Chicago
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Erik Kessler

  • Managing Director
  • Chicago
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Eric Lorge

  • Managing Director
  • Chicago
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Douglas Lowrie

  • Managing Director
  • Chicago
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Christian Mangelsen

  • Managing Director
  • Chicago
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Dallas

Andrew Allard

  • Managing Director
  • Dallas
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Houston

Kent Willetts

  • Managing Director
  • Houston
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Los Angeles

Chris Merkt

  • Managing Director
  • Los Angeles
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Jimmy Suruki

  • Managing Director
  • Los Angeles
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Miami

Alvaro Araujo

  • Managing Director
  • Miami
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Nashville

Kyle Adamczyk

  • Managing Director
  • Nashville
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Michael Cole

  • Managing Director &
    Healthcare Industry Leader
  • Nashville
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Jeff Foster

  • Managing Director
  • Nashville
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Rhett Taylor

  • Managing Director
  • Nashville
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New York

Paul Aversano

  • Managing Director &
    Global Practice Leader
  • New York
View Bio

Anthony Caporrino

  • Managing Director &
    US Practice Leader
  • New York
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Anuj Astir

  • Managing Director
  • New York
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Raphael Frydman

  • Managing Director &
    Chief Financial Officer
  • New York
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Peter Gougousis

  • Managing Director
  • New York
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Manish Gupta

  • Managing Director
  • New York
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Jeffrey Jones

  • Managing Director
  • New York
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Simon Joyeux

  • Managing Director
  • New York
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Kevin Karl

  • Managing Director
  • New York
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David Kent

  • Managing Director
  • New York
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Stacy Kirshner

  • Managing Director
  • New York
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Michelle Krueger

  • Managing Director
  • New York
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Katia Lacy

  • Managing Director & Head of Talent Management
  • New York
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Steven Lee

  • Managing Director
  • New York
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Jessica McCaffrey

  • Managing Director
  • New York
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Amit Modi

  • Managing Director
  • New York
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Jeremy Nanus

  • Managing Director
  • New York
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Steve Nietupski

  • Managing Director
  • New York
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Rino Nori

  • Managing Director
  • New York
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Jonathan Nus

  • Managing Director
  • New York
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Michael O'Dowd

  • Managing Director
  • New York
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Palmer O'Sullivan

  • Managing Director
  • New York
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Deep Parekh

  • Managing Director
  • New York
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Vivian Santora

  • Managing Director
  • New York
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Jonathan Schrubbe

  • Managing Director
  • New York
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Dipen Shah

  • Managing Director
  • New York
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Michael Tamulis

  • Managing Director
  • New York
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Nick Thoele

  • Managing Director
  • New York
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Victoria Whitman

  • Managing Director &
    Global Head of Relationship Management
  • New York
View Bio

San Francisco

Greg Cibuzar

  • Managing Director
  • San Francisco
View Bio

Kacey Coles

  • Managing Director
  • San Francisco
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Aamer Hassan

  • Managing Director
  • San Francisco
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Loren Loftesnes

  • Managing Director
  • San Francisco
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Sean St. Germain

  • Managing Director
  • San Francisco
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Geoff Weber

  • Managing Director
  • San Francisco
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Toronto

Scott Foster

  • Managing Director &
    Canadian 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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