Jimmy Suruki

With more than 25 years of experience, Mr. Suruki is expert at advising investors and providing financial and operating transaction support, including analyses of recurring EBITDA or cash flow; formulating pro forma EBITDA in complex carve-out situations; identifying key value drivers, deal breakers and contingent liabilities; evaluating forecasts; and providing purchase agreement support, including advice on purchase price adjustment mechanisms and protection through representations and warranties or indemnifications.
For the past 20 years, Mr. Suruki has specialized in providing financial and accounting due diligence and buy-side advisory services to private equity investors and their portfolio companies, corporate acquirers and financial institutions. He also has experience evaluating accounting policies and their conformity to GAAP, assessing the quality of financial reporting systems and related internal controls and assessing management qualities.
Mr. Suruki has performed diligence on more than 300 software and technology related companies. He regularly advises clients on critical financial and operating metrics including recurring revenue streams, customer and seat churn, product penetration and customer wallet share, pricing and discount analyses, revenue recognition and bookings momentum and trends. Mr. Suruki has worked on deals ranging in value from $5 million to $5 billion in a variety of software and technology sectors, including application software, healthcare IT, fintech, payments, edtech, security and e-commerce. He has advised on cross-border transactions involving Canadian, Australian, European and Asian entities.
Prior to joining A&M, Mr. Suruki worked with the transaction advisory services practices of Ernst & Young and FTI Consulting. Previously, he worked in the financial planning and analysis group of the Walt Disney Co. and the audit group of PwC.
Mr. Suruki earned a bachelor's degree in business administration from the University of California at Berkeley. He is a Certified Public Accountant licensed in the state of California. He is conversationally fluent in Japanese.