Our dedicated Software and Technology professionals have extensive experience working with investors to make the right investment decisions. Our professionals collectively look at more than 100 software and technology companies each year, provide the “best in class” quality of earnings analyses and are subject matter experts in revenue recognition and revenue based analyses.
Clients often turn to us early in the process to assist in building market standard renewal rate analyses, customer cohort analyses and gross margin profiles, which U.S. GAAP reporting standards do not address and can leave significant room for interpretation by sellers. We help investors and those new to the space adopt standardized, comparable metrics, beyond EBITDA, to evaluate potential investments and the performance of their portfolio companies.
Our professionals work with investors to help them understand the impact of upcoming changes to domestic and international accounting standards on software companies and SaaS providers, to help them avoid misinterpreting revenue trends when looking at potential investments or working with their portfolio companies. With the right industry expertise, A&M can help you maximize the value for every transaction and avoid post-transaction surprises.
Alvarez & Marsal's Global Transaction Advisory Group Continues Growth of Senior Talent Roster in U.S.
September 29, 2026
Alvarez & Marsal (A&M), a leading global professional services firm, today announced the appointment of Luka Mimica as a Managing Director within its Global Transaction Advisory Group (Global TAG), based in New York.
Purchase Accounting and ASC 842 Rent: Why “GAAP Rent” Can Change Overnight in Restaurant Deals
September 24, 2026
Lease expense often represents one of the largest operating expenses for restaurant companies. Given its magnitude, it is a key focus of financial due diligence in restaurant transactions. It is important to understand how lease expense could change post-transaction when a company’s existing lease accounting is subject to purchase accounting.
Conversations with Anthony Caporrino: Software Investing and the New Rules of Value Creation
September 15, 2026
In this episode, Alvarez & Marsal Global Transaction Advisory Group Managing Directors and U.S. Technology Industry Group Co-Leaders, Kacey Coles and Sean St. Germain join Anthony Caporrino to discuss how investors are assessing software and technology businesses in an environment shaped by AI, cybersecurity, shifting valuation dynamics, and heightened scrutiny around recurring revenue and scalability.
AI moves from pilot to production across BFSI, but capturing P&L value remains the next frontier I Beams - A&M Report
September 9, 2026
Beams Fintech Fund, in partnership with Alvarez & Marsal (A&M), launch Beyond the AI Pilot: Scaling Value in BFSI, a report examining the evolution of AI adoption across India’s banking, financial services and insurance sector, and the challenge of translating operational impact into sustained economic value.
