Quick facts
15+ years conducting due diligence services
Leader of the software and technology industry group within A&M's Transaction Advisory Group
Looks at more than 40 software and technology companies every year
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In today’s ever-competitive environment with multi-round auctions and accelerated timeframes, it has become increasingly critical to have the right industry expertise. We have a dedicated team of seasoned S&T professionals that possesses the experience and know-how so we can quickly analyze key value drivers to help you assess and validate your investment thesis early in the process.
Jimmy Suruki is a Managing Director with Alvarez & Marsal Transaction Advisory Group in Los Angeles and leads the Software and Technology Industry Group.

For the past 15 years, he 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.

With 20 years of experience, Mr. Suruki brings an extensive understanding of advising investors and providing financial and operating transaction support, including: analyses of recurring EBITDA or cash flow; formulation of pro forma EBITDA in complex carve-out situations; identification of key value drivers, deal breakers and contingent liabilities; evaluation of forecasts; and purchase agreement support, including advice on purchase price adjustment mechanisms and protection through representations and warranties or indemnifications.

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 worked on deals ranging in value from $5 million to $5 billion in a wide array of industries, including software, technology, manufacturing, distribution, retail, consumer and industrial products and services. He advised on a number of cross-border transactions involving Canadian, Australian, European and Asian entities.

He has worked with numerous software and technology-focused investors and has performed diligence on more than 200 software and technology related companies. He regularly advises his 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.

Before joining A&M, Mr. Suruki was with the transaction advisory services practices of Ernst & Young and FTI Consulting. Before that, 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 (CPA) licensed in the state of California. He is conversationally fluent in Japanese.