Our dedicated Software and Technology professionals have extensive experience working with investors to make the right investment decisions. Our professionals collectively look at more than 100 software and technology companies each year, provide the “best in class” quality of earnings analyses and are subject matter experts in revenue recognition and revenue based analyses.
Clients often turn to us early in the process to assist in building market standard renewal rate analyses, customer cohort analyses and gross margin profiles, which U.S. GAAP reporting standards do not address and can leave significant room for interpretation by sellers. We help investors and those new to the space adopt standardized, comparable metrics, beyond EBITDA, to evaluate potential investments and the performance of their portfolio companies.
Our professionals work with investors to help them understand the impact of upcoming changes to domestic and international accounting standards on software companies and SaaS providers, to help them avoid misinterpreting revenue trends when looking at potential investments or working with their portfolio companies. With the right industry expertise, A&M can help you maximize the value for every transaction and avoid post-transaction surprises.
Better Data, Better Exits: The New Playbook for Wealth and Insurance Platform Roll-Ups
August 5, 2026
There’s a new value creation imperative for private equity (PE) firms and corporates seeking to roll up financial technology (FinTech) and data platform acquisitions, especially in the extended higher interest rate environment. Many of the traditional value enhancement strategies still matter, but operational platforming—integrating tech, data, and systems—can be a defining competitive advantage in roll-ups.
Alvarez & Marsal's Global Transaction Advisory Group Continues Building in Germany as EMEA Market Demand Strengthens
July 29, 2026
Alvarez & Marsal (A&M), a leading global professional services firm, today announced the appointment of Silvio Ritz as a Managing Director within its Global Transaction Advisory Group (Global TAG).
Managing COVID Vintage Assets
July 27, 2026
During the COVID-19 pandemic, businesses and private equity (PE) funds acquired technology assets at record-high prices. Corporations also took advantage of the favorable market conditions to add software and technology assets to their portfolios.
Conversations with Anthony Caporrino: From Diligence to Value: The New CDD Playbook
July 14, 2026
Alvarez & Marsal Commercial Due Diligence Managing Directors Jennifer Holland and Elizabeth Pearsons share what rigorous commercial diligence looks like in practice, and where most PE firms are getting it wrong.