M&A Consulting, LLC d/b/a CAM Investor Solutions is a Registered Investment Adviser based in Texas, and incorporated under the laws of the State of Colorado. CAM Investor Solutions is owned by Marc Jimenez. CAM Investor Solutions is registered with the Securities and Exchange Commission and is subject to its rules and regulations. Founded in December 2016, CAM Investor Solutions provides investment advisory services, which may include, but are not limited to, the review of client investment objectives and goals, recommending asset allocation strategies of managed assets among investment products such as cash, stocks, mutual funds and bonds, annuities, and/or preparing written investment strategies. Our investment advice is tailored to meet our clients’ needs and investment objectives. Clients may impose restrictions on investing in certain securities or types of securities (such as a product type, specific companies, specific sectors, etc.) by providing a signed and dated written notification, of which an e-mail is also an acceptable form of notification. CAM Investor Solutions also provides financial planning consulting services including, but not limited to, risk assessment/management, investment planning, estate planning, financial organization, or financial decision making/negotiation. CAM Investor Solutions provides investment advisory and other financial services through its Investment Advisory Representatives ("IAR") to accounts opened with CAM Investor Solutions. Managed Accounts are available to individuals, corporations and pension and profit sharing plans. Private (Alternative) Investments CAM Investor Solutions gives certain clients the option of investing in private investments, such as private equity funds, venture funds and hedge funds. Due to strict regulatory requirements, only certain clients may invest in private investments. The first type are “accredited investors”, who are clients that have over $1 million in total net worth, or individual income of greater than $200,000 the previous 2 years and expect to do the same the current year, or the client and spouse had a combined income of $300,000 per year the previous 2 years and expect to do the same the current year. Accredited investors are permitted to invest in private investments but may NOT be charged performance-based fees. The second type are “qualified clients”, who are clients that have over $1.1 million invested with us, OR a net worth of at least $2.2 million, excluding primary residence. Under current regulations, qualified clients may be charged performance-based fees however, CAM Investor Solutions does not do so. CAM Investor Solutions provides discretionary and non-discretionary investment advisory services to some of its

clients through various managed account programs. CAM Investor Solutions will assist clients in determining the suitability of the Managed Account Programs for the client. The IAR is compensated through a comprehensive single fee and the account may be assessed other charges associated with conducting a brokerage business. CAM Investor Solutions and its IAR, as appropriate, will be responsible for the following:
• Performing due diligence
• Recommending strategic asset and style allocations
• Providing research on investment product options, as needed
• Providing client risk profile questionnaire
• Obtaining investment advisory contract from client with required financial, risk tolerance, suitability and investment vehicle selection information for each new account
• Performing client suitability check on account documentation, review the investment objectives and evaluate the investment vehicle selections
• Providing Firm Brochure (this document) Sub-Advisory Services CAM Investor Solutions may recommend and implement investments with a non-affiliated third-party money manager (“sub-advisor”) on a discretionary or non-discretionary basis whereas CAM Investor Solutions is paid a fee for assets under management as described in Part 2 of the ADV form. In addition, CAM Investor Solutions may act as a sub-advisor and provide consulting services to other Registered Investment Advisors. CAM Investor Solutions, in providing investment advisory services may recommend or act as a sub-advisor, an investment adviser registered under applicable securities laws, as a sub-adviser to manage all or a portion of the managed assets in the Client's account. CAM Investor Solutions acknowledges that it will be responsible for the continuing supervision of the Client's account, and the actions of the sub-adviser in connection with the Client's account and the managed assets. CAM Investor Solutions also agrees that it will be responsible for the payment of any advisory fee or other charges of the sub-adviser with respect to the managed assets unless or except as specifically authorized in advance by the Client. CAM Investor Solutions agrees that upon proper notice by the Client, CAM Investor Solutions will refrain from the appointment of, or terminate as permitted under applicable contracts, any sub-adviser appointed pursuant to this authority. CAM Investor Solutions may also provide advisory services to various types of retirement plans, including working with company sponsors as well as employee participants. As of March 1, 2024, the firm has the following assets under management: Discretionary: $98,700,000 Non-Discretionary: $ 0 Form ADV, Part 2A, Item 5