Kacey Coles
Managing Director
Quick facts
14+ years of experience, including 9+ years with A&M
Advised clients on more than 150 transactions
Focuses on the software and technology industry
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Kacey Coles is a Managing Director with Alvarez & Marsal Transaction Advisory Group in San Francisco.

He brings more than 14 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 with a primary focus in the software and technology industry.

Mr. Coles has worked with clients on transaction-related matters, including analysis of recurring revenue, EBITDA and cash flow, formulation and analysis of pro forma EBITDA, identification of value opportunities and deal breakers, general analysis of financial statements, constructing carve-out financial statements and analysis of working capital and capital expenditure requirements. 

Mr. Coles has performed a number of special projects for clients. Examples include assessing revenue streams for a public client to determine optimal presentation in public filings, detailed assessments of customer revenue characteristics to provide greater visibility into business trends, and detailed GAAP revenue recognition assessments. 

In addition to buy-side due diligence projects, Mr. Coles regularly assists clients on sell-side advisory projects. His sell-side clients have ranged anywhere from large public technology companies where he has been responsible for creating complex analyses and carve-out financial statements to smaller middle market companies needing basic sell-side readiness services. 
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.