Mr. Coles focuses on transactions in software- and technology-related industries, ranging in deal size from lower-middle market to large-cap deals. These deals include both domestic and cross-border deals involving multiple foreign jurisdictions and the coordination of multiple services lines, including operations and tax due diligence.

Mr. Coles advises his clients on critical financial and operating metrics, including revenue-related analyses such as customer retention, recurring vs. non-recurring revenue profitability, product penetration, customer concentration, pricing, and bookings momentum, as well as core due diligence analyses such as normalized EBITDA and net working capital, pro forma EBITDA, free cash flow, debt and debt-like items, broader transactions, and financing negotiations.

Mr. Coles has also provided other technical accounting and finance services, including constructing carve-out financial statements, evaluating revenue recognition and key accounting policy conformance to GAAP, and assessing internal controls.

Prior to joining A&M, Mr. Coles was with the Assurance and Advisory practice of Deloitte in Minneapolis, Minnesota.

Mr. Coles earned a bachelor’s degree in accountancy from the University of North Dakota. He is a Certified Public Accountant (CPA) licensed in the states of Colorado and California and is a member of the American Institute of Certified Public Accountants (AICPA).