Christian Blees, CPA, CM&AA
Chris began his career with a progressive CPA and Consulting firm, BiggsKofford located in Colorado Springs immediately after graduating with a degree in Accounting. Chris progressed quickly and made Partner at BiggsKofford after only 6 years with the Firm and later became the firm's President and CEO. Today, Chris plays a key role by directing several sectors of BiggsKofford's business including the Firm's Merger & Acquisition Practice.
As a result, the Firm has become a leader in this sector throughout the Western U.S., as demonstrated by the Firm's involvement in over 300 merger, acquisition, or sale transactions in California, Arizona, New Mexico, and Colorado. Chris' commitment to the acquisition and sale industry is personified by earning the Certified in Merger & Acquisition Advisor (CM&AA) designation, and by obtaining his Series-7 Securities License.
Mike Adhikari, MBA, MSEE, MSME, CBI, CM&AA
Mike Adhikari is the President and owner of Illinois Corporate Investments, Inc., a mid-market M&A Intermediary firm, handling transactions valued up to $100 million. Prior to his 15+ years in the deal business, he held a variety of operating and senior management positions with a Fortune 500 manufacturer of graphic arts equipment and supplies. He is the developer of Business ValueXpress, a one-of-a-kind business valuation software. His analytical business valuation work has been widely quoted, among other places, in the Wall Street Journal and in the US Congress. He teaches at the Kellogg Business School of Northwestern University. Mike is an investor in Acoust-A-Fiber.
Mr. Adhikari has an MBA from the Chicago Booth School of Business, an MS in Computers from Cleveland State University, an MS in Mechanical Engineering from Illinois Institute of Technology and a BS in Mechanical Engineering from Gujarat University.
Rick Marchese, CM&AA, CAIA, MBA
Rick is the founder of Lares Loreno Private Capital, a Singapore-based firm providing advisory and corporate finance services to small and medium-sized enterprises, family businesses and private equity investors. Rick is also a Director with Fortress Group, a US-based fund placement agent and oversees their fund placement operations in Asia.
He has over 20 years of experience, having completed nearly 60 transactions totaling over US$10 billion covering a broad base of global financing and M&A assignments. He has worked with a wide range of clients from Fortune 500 companies to start-ups. Prior to establishing Lares Loreno, Rick was with Deutsche Bank, Merrill Lynch and Donaldson, Lufkin & Jenerette (acquired by Credit Suisse) in New York City and in Silicon Valley.
He is currently a member of the Singapore Institute of Directors and is a Chartered Alternative Investment Analyst (CAIA). He graduated with an MBA in Finance and Accounting from the University of Chicago – Booth and a BS in Economics from the United States Naval Academy at Annapolis.
Here's How We've Helped Others
“The Alliance’s CM&AA program is a truly comprehensive immersion into the field of private M&A advisory. With the instructors being active and successful practitioners in the field, I gained a tremendous amount of real world education and insight that I will be able to directly apply to my firm and the clients we serve. I would recommend this program to anyone looking to enhance their value proposition to clients as well as further build their working knowledge of the private middle market”
Peter Clarke, CM&AA (2018)
Chief Operating Officer
The Baldwin & Clarke Companies
"The program builds on what the industry needs not what academia wants. It has added another level of depth to my practice, my conversations and my mindset. My value has increased thanks to the instructors and the Alliance as a whole. Excited to carry the CM&AA as another credential!"
Michael L Vaccarella, CM&AA (2016)
Transaction Support Services at Wipfli LLP
"I have 30 years of experience in the financial industry, 10 of which I have spent running my own M&A boutique. I wish I had taken this course a decade ago! It was full of practical knowledge designed to help the participants sharpen their M&A skills. I highly recommend taking the course."
Maria Elena Carrion, CM&AA (2016)
Multicultural Capital LLC
“After attending the CM&AA course, I have since recommended it to many different types of professionals that work within the M&A space. I feel that it immediately benefited my process with clients, and my team even adopted a lot of the principles and ideas that I took away from the course. The CM&AA week takes you on a deep dive into the major topics concerning Buy-Side and Sell-Side M&A, yet also touches on a lot of nuances of the transaction world that add unexpected perspectives to approaching opportunities and challenges. I got far more out of the course than I ever expected, and feel that it gives me an advantage as a professional in this industry.”
Lindsey M. Wendler, CM&AA (2017)
“The CM&AA program really helped me by reinforcing some of things I am doing and gave numerous new tools to deepen my knowledge/understanding that will help us grow our business. In addition, I met some incredible instructors and attendees expanding my network of professionals and resources. This was a great investment of time and resources."
George Bachmann, CM&AA (2016)
The Bachmann Advisory Group
“I joined the March 2017 CM&AA course at Arizona’s State University’s Thunderbird School of Global Management in Glendale. The course was recommended to me by a partner in my firm who took it a couple of years ago. My firm offers buy-side M&A advisory services to North American companies looking to make acquisitions in Europe. I selected the CM&AA course because of its balance between width and depth in the curriculum of courses and appreciation of cross-border M&A challenges. My group consisted of a nice mix of representatives of the M&A space and they, but especially the professors made it a pleasant, challenging but very rewarding experience. I would recommend the course without hesitation to both new and experienced consultants in the M&A world.”
Gerben Groothuis, CM&AA (2017)
Managing Director M&A