Kacey Coles
Senior Director
Quick facts
12+ years of experience, including 9+ years with A&M
Advised clients on over 150 transactions
Focuses on the software and technology industry
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Kacey Coles is a Senior Director with Alvarez & Marsal Transaction Advisory Group in San Francisco. He has more than nine years of public and private experience, specializing in pre- and post-transaction financial and operational due diligence. His clients have included financial buyers, strategic buyers and target companies across several industries, including technology, software, manufacturing, services and retail.

Mr. Coles has worked with clients on transaction-related matters, including: analysis of recurring EBITDA and cash flow, formulation of pro forma EBITDA for purchase price negotiation and financing purposes, identification of value opportunities and deal breakers, analysis of financial statements, and analysis of working capital and capital expenditure requirements. He has also provided other accounting and finance services to corporate clients, including constructing carve-out financial statements, preparing SEC filings and evaluating forecast models.

Recently, Mr. Coles performed an assessment of revenue streams for a public client, determining an optimal method for presenting and communicating the company’s revenue streams to external and internal users of its financial statements. He also reviewed historical customer and product trends to recommend various changes to customer contracts and business practices.

Prior to joining A&M, Mr. Coles was a senior accountant with the assurance and advisory practice of Deloitte & Touche in Minneapolis, where he provided assurance services for multiple SEC registrants and aided clients in achieving Sarbanes-Oxley compliance.

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 state of California.

NOTE: Alvarez & Marsal employs CPAs but is not a licensed CPA firm.