Next-generation challenges, answered.

Alvarez & Marsal combines our heritage in taking on complex and challenging environments and situations with our experience in Aerospace, Defense, Aviation and Space to help create high performing teams and deliver results. Our seasoned industry experts are called on by the highest levels of the Pentagon and the largest acquisition programs in the history of the US Department of Defense (DoD), foreign governments and partner nations. Senior executives, members of the boards of directors , operators of commercial aviation companies, suppliers, prime contractors, OEMs and the broad and diverse multi-tier supplier networks across the global defense industrial base rely on our professionals to address the current market challenges with a keen eye toward unlocking value.

The companies we assist have a broad range of ownership structures, including government owned entities, publicly traded companies, private equity owned portfolio companies and privately-owned businesses - all with their unique needs, challenges, business drivers and stakeholder expectations.

The industry has recently faced unprecedented challenges. Delivering results in the new global operating environment is not only a matter of operating performance improvement and shareholder value, it is a matter of financial solvency and national security. Our diverse and extended platform of experts ranges from engineers, data scientists, to financial, operating and industry executives, making A&M the partner of choice when a generic approach to problem solving is simply not enough. We bring a history of success working collaboratively with clients to take on the toughest short term challenges and deliver long term sustainable results. 

The world’s love affair with the automobile shows no sign of waning. But neither does the onslaught of challenges facing auto manufacturers, suppliers and retailers. Industry leaders already grappled with a slew of uncertainties impacting everything from the availability, price and transport of raw materials to consumer preferences and expectations. The global pandemic only exacerbated the risks posed by disruptive technology and business models as well as today’s mercurial geopolitical climate.   

A&M Knows Uncertainty.

Our restructuring heritage sharpens our ability to act, even in the midst of unknowns. We bring a sense of urgency and accountability to every task we undertake, and our success has been road-tested with automotive OEMs and suppliers worldwide. Our focus is on long term results as seen in the bottom line and cash flow of our clients.

The Right Solution, At the Right Time, In the Right Way.

The auto industry’s problems aren’t one-dimensional – your solutions shouldn’t be either. At A&M, we build teams with senior crisis management, performance improvement, risk management, forensic accounting and tax leaders who will leave no stone unturned. We believe plans that combine these perspectives move faster and deliver more value. We aren’t afraid to accept accountability and partner with clients to achieve the results we believe are possible.

Take Charge. Take Action.

Managing supply chain risk, liquidity concerns and demand uncertainty while keeping pace with competition in R&D, manufacturing and sales is no small task. A&M can help. We excel at global supply chain planning in today’s complex and quickly changing geopolitical environment (e.g., tariffs, quarantines, tax regulations, etc.). We understand revenue enhancement, production efficiency, purchasing excellence, IT transformation, transactions and the after-sales initiatives that can improve EBIT performance and sustain growth.

If you’re ready to transform your operations, catapult growth and accelerate results, count on us for decisive action. Go ahead. Shift into overdrive. 

The demand for business services continues to grow, but so do the challenges, from poorly written legacy contracts to technology that never quite met your expectations. But you don’t have to go it alone. We’ve built our reputation on refined management, cost control and a laser-like focus on the issues that matter most.

Consumer products companies face an overwhelming list of disruptions and challenges, from changing consumer needs to new entrants. A&M is here to help these companies navigate through the turbulence, quickly adapt, and prepare for the future.

HOW WE HELP CONSUMER PRODUCTS COMPANIES

Our approach allows companies to focus on where and how to build the most sustainable value. Our team of consumer products experts shares a common passion to help companies achieve their maximum potential and be on the right side of disruption.

Because our clients require practical results and real impact, our team brings together deep consulting and industry operator experience.

Because our clients have broader and evolving needs, we drive large-scale enterprise transformations across all consumer products categories beyond A&M’s deep restructuring heritage.

Because our clients deserve partners who are mutually committed to their success and shared value creation, we align interests through new commercial models.

FOR ANY PROBLEM, IN ANY CATEGORY, WE’RE THERE TO HELP 

A&M is the leading partner working with education clients to unlock the potential of students and lifelong learners by generating equitable and effective education processes, delivered with maximum efficiency, empowered by the best in human and technological innovation.

As many great leaders, politicians and scholars have noted, education is the great equalizer of our society. In this unique moment in time, where we face the convergence of economic, education, health and climate crises, A&M will take action with the transformative leaders in government, philanthropy and the private sector to help create a bold and powerful post-pandemic future in US education, stabilizing a system in crisis while providing a positive force for transformation.

A&M’s work in education is guided by our Education Advisory Council, a group of prominent thought leaders from across the education ecosystem. Our collective ability to drive innovative solutions to education’s most daunting problems is a unique asset to our firm – one that we are able to leverage to benefit our clients and to transform education outcomes. 

HOW WE'RE WORKING TO TRANSFORM EDUCATION

Stabilizing and Transforming Education Organizations

We support K-12 school leaders respond to crises and develop sustainable long-term financial, operational, and academic models that put students first, ensuring student equity is at the heart of all decisions.

Building Education Programs Connected to Careers

We’re working in innovative ways to connect postsecondary institutions with the workforce to build paths to employment and strengthen communities.

Reimagining Education Data Analytics

We're helping state education agencies modernize their data capabilities to provide precision services that better address institution and student needs and answer questions about what’s working in education.

Enabling Innovation to Drive Student Success

We're helping education investors direct funding towards design and development of new solutions that can be tested and proven to support student success. 

Energy transition is here.

As an Energy expert, you see the shifts – consolidations, tighter capital restrictions, and investors laser-focused on environmental, social and governance-related issues in a new, eco-friendly landscape.

A&M partners with energy companies and investors to navigate these shifts and excel in today’s market. Our people bring deep industry experience – they’ve bought, sold, and started companies, rolled out enterprise-wide change and worked side-by-side with energy executives to tackle their toughest challenges.

Focused on the facts, we bring unmatched proprietary data and insights to help clients create value. 

Client Problems We Solve

We are hyper-focused on helping you ensure every dollar you invest translates to improved profitability.

• Energy Transition
• Corporate Transformation
• Mergers & Acquisitions / Divestitures
• Restructuring & Liquidity Management
• Targeted Performance Improvement & Cost Takeout
• Litigation Support
• Technology Enablement
• Environmental, Social & Governance

We help you evaluate your environmental risks and limit unnecessary costs.

As environmental regulations emerge and evolve, it’s essential that you understand your liability and minimize your risk. Our broad experience analyzing environmental liabilities, evaluating claims and analyzing regulatory agency fines and penalties enables us to provide the information you need to understand your exposure and optimize spending.

Real Estate Damages and Class Certification

We have provided affirmative and rebuttal expert witness testimony and consulting expert assistance in single plaintiff, mass tort and class action matters involving alleged air, groundwater, surface water and soil contamination at sites across the U.S. and other countries.

Environmental and Tort Liabilities

Stakeholders in environmental and tort liability issues need to understand current and future damages and future contingent liabilities. Whether as part of a company’s strategic optimization decision-making process or as consultants or expert witnesses in litigation, A&M brings economics, accounting, financial modeling and statistical resources as well as industry expertise to address these complex valuations.

Value Assurance Programs and Institutional Control Programs

Our senior real estate experts have extensive experience developing both proactive and reactive real estate solutions for clients nationwide.

Real Estate Research, Market Analytics and GIS

Using their expertise, training and advanced technology, our senior real estate experts provide applied research and thought leadership in a number of areas.

Financial institutions today are struggling to maintain revenue growth and attractive returns on capital while addressing the twin challenges of regulatory compliance and technological change.

We help clients through the mire of regulatory, performance improvement, restructuring, transaction advisory, disputes and litigation, and valuation issues.

Insurance

In today’s insurance environment, change is accelerating. We’re ready to work with organizations and regulators across the industry to improve performance, meet financial and operational targets and navigate compliance issues.

Capital Markets

With over 40 years of experience our specialist A&M Capital Markets teams apply deep expertise through an array of specialist services, tailored to our clients, to help create value, realise opportunity, operate efficiently and manage risk.

Banking

As your institution is looking for ways to achieve financial success in the midst of change in regulation, technology, and other business disrupters, our professionals will work with you to evaluate options and execute strategy for results.

Diversified Financials

Financial services companies are increasingly seeking ways to increase their top line while differentiating themselves from competition, meeting regulatory expectations and addressing customer demands. Our expertise in transactions, regulation, and performance improvement can assist.

Financial Services Transaction Advisory

The increasingly complex nature of financial services deals necessitates deep industry, accounting and transaction experience. A&M’s dedicated global financial services deal professionals have executed hundreds of transactions spanning the banking, asset management, insurance and specialty finance subsectors.

Wealth Management

We partner with you to solve complex challenges in a rapidly changing wealth management environment. We identify options and drive effective change within your wealth management business through the experience of our seasoned operators.

Estimate Incremental Borrowing Rate

LeaseSCRE is a compliant, Machine Learning based lease accounting tool that estimates your Incremental Borrowing Rate for ASC 842, saving thousands of dollars in a few minutes.

Healthcare reform, Medicare and Medicaid funding cuts, fluctuating third-party reimbursement rates ― you’re being pressured to remain competitive and succeed like never before.

We are committed to changing the business of healthcare.

EMEA Healthcare & Life Sciences

A&M’s EMEA Healthcare & Life Sciences (HLS) practice offers a “bias-to-action” approach through a unique blend of seasoned industry operational executives and world-class advisory experience.

Revenue cycle management: Optimize your revenue cycle

Address the challenges posed by people, processes and systems to maximize your revenue cycle. Our processes and workflows eliminate roadblocks to improve your operations, increase net revenue and reduce costs.

Providers: Balance cost and quality care

The Affordable Care Act presents unique challenges for all providers. You continue to provide premium care; we’ll prepare you for the next market cycle.

Clinical support services: Create meaningful improvement

Sustain quality and efficient, patient-centered care while complying with regulatory requirements. We believe that quality prevails and develop market-leading programs that deliver results.

Payers: Bridge the gap between costs and funding

Ongoing reform and fluctuating reimbursement rates create a tough environment for payers, but opportunities exist. We immediately seek ways to reduce costs while formulating and driving long-term change.

Interim management: Lead by example

Realize financial benefits, improve customer satisfaction and increase operational efficiency. We serve in interim and crisis management roles to guide you through periods of crisis or change.

Investors: Invest in a healthy America

As providers work to balance cost control with quality care, investors struggle to invest wisely. Our battle-tested approach manages and mitigates your risk.

Performance improvement: Seize opportunity

Drive sustainable improvement across your operations. We help you identify the opportunities that will foster growth and meaningfully improve profitability.

Suppliers: Boost your sales

Intense competition, stringent government regulation and depressed rates challenge suppliers. We make production and delivery more efficient while protecting your margins.

Compliance, governance and regulatory support: Navigate the maze of regulatory requirements

Chart a course through the complexities of state and federal rules and regulations. We ensure your ongoing compliance.

Private equity: Drive results

Investment ideas aren’t enough ― you need to act. We go beyond strategy to drive results.

Restructuring: Turn the corner

Balance patient safety and clinical quality in the midst of financial pressure. We drive the restructuring process so you can maintain your focus on patient health.

Strategy: Overcome any obstacle

Maximize shareholder value with speed, responsiveness and unmatched quality. Our transformational thinking and research enable you to provide effective and affordable services.

Healthcare Transaction Advisory

Healthcare investments are complex. Having the industry expertise to provide informed insights into a target’s earning quality is imperative. Dedicated to healthcare, our seasoned team of CPAs quickly gets to the right answers required to close the deal.

Over $500 billion in capital projects experience

With a regional and global footprint, the A&M I&CP team has over 20 years of combined experience in industries such as power, oil and gas, transportation, real estate and others.

Our service offering features dedicated resources on the ground, supported by a team that can quickly assess project information utilizing proprietary technology. An overview of our solutions is highlighted below:

Intelligent Program Management Office (iPMO)

With a technology-enabled and hands-on approach, we inform our clients' decisions through technology-enabled intelligent program management office services to most effectively implement their projects.

Strategic Construction Solutions

Execution focused resources and solutions to improve project execution and to restore a project’s financial, technical and commercial objectives.

Construction Dispute Resolution

We serve our clients in a solid, "fact based“ manner, protecting the interests of the business and resolving disputes and claims that may arise.

Capital Strategy

Informing capital allocation decisions to increase efficiency, profitability and financial sustainability, through the selection of the best options for executing Portfolios, Projects and Acquisitions.

Digital Asset Management

Focusing on key elements from remote data collection and data analytics to optimize operations and maintenance of assets designed to achieve maximum efficiency and results.

Project Excellence

Industry-leading, digitally-focused solutions designed to improve capital project performance and delivery through optimization of governance via processes, resources and systems.

Digital Capital Projects

With a practical approach, we help our clients capture the benefits of digitalization and innovation to improve capital project performance.

Project Assurance

Independent and objective oversight of projects pre- and post-execution to understand their true financial and commercial positions by evaluating a project’s technical, financial and management information including governance, controls, risk, schedule, contracts, and costs.

Many of the miracles of modern science have been developed right in your laboratories, extending both the length and quality of lives around the world. But extreme market pressures — from the loss of patent protection and the rise of generic and counterfeit products to the downward pricing pressures exerted by governments and evolving healthcare systems — challenge you and your industry.

A&M’s first-class professionals have the proven strategies to remedy these issues.

EMEA Healthcare & Life Sciences

A&M’s EMEA Healthcare & Life Sciences (HLS) practice offers a “bias-to-action” approach through a unique blend of seasoned industry operational executives and world-class advisory experience.

Game-changing solutions for Rx success

There are few market sectors where safety, efficacy and pricing are as tightly linked or as highly regulated as pharmaceuticals. Innovation is critical to the development of new products and new strategies. Look to A&M for the perfect blend of cutting-edge knowledge and proven expertise that will set you firmly on the road to success.

Transforming and driving results for government, not-for-profit and educational organizations.

Our mission is simple: We Deliver Results For Citizens. Our primary offerings are crisis management, improving citizen services, implementing operational improvements and efficiencies, supporting financial management innovation, and providing third-party fiduciary services. Please click on the link below to learn more about where we provide those services to different public-sector/non-profit organizations.

Non-Profit

We help non-profit organizations maximize their social impact and lower operating costs.

State & Local Government

We work with state and local governments to deliver improved operations at lower costs, improve citizen services, and support financial innovation. Click here to learn more about our experiences.

Health & Human Services

We help HHS agencies to transform and improve their Medicaid, I/DD, MLTSS, Behavioral Health, and Child Welfare operations.

Federal

We assist both civilian and defense agencies with transformation to improve readiness, operations and optimize the capability of organizational assets.

Education

We collaborate with government organizations, not-for-profits, school districts and higher education institutions to enrich and innovate services while improving financial stability.

Rapid urbanization, regulatory constraints and pressure on natural resources are just a few of the challenges that real estate investors face. The pressure is on for property owners and facility managers to implement viable and durable plans for long-term success.

From market analysis and financial feasibility to planning, approvals and deal structuring, A&M will guide you through the complexities and nuances of the real estate market. 

Real Estate Advisory: Answers to help you achieve your real estate goals

We help define your real estate strategy, identify the best location and use of owned and leased space, and evaluate cost across your portfolio. 

State and Municipal Agencies

A&M assists municipal, state and federal agencies to obtain mission critical facility and infrastructure improvements, and pursues economic development projects through public-private partnerships (P3), as well as real estate monetization strategies. 

Higher education: Optimize facilities to support your academic mission

We work with higher education leaders to plan, build and manage campus housing and facilities that meet the needs of current and prospective students, faculty, staff and donors. 

Real Estate Litigation

The A&M real estate team, comprised of professionals credentialed with the MAI, CRE, CCIM, ASA and other industry designations has a proven track record of providing consulting and testimony related to real estate disputes.

Hospitality: Achieve operational excellence and gain market share

The competitive bar is high to promote your hotel as a destination that will meet guests’ exacting standards for excellent service and efficient operations. We transform hotels and facilities into modern, inviting spaces that are energy-efficient and cost-effective. 

Corporate: Resize your portfolio to fit your workforce

Changing market demographics and economic realities have led companies to explore new ways to better serve customers and employees while reducing operating costs. A&M aligns our proven real estate strategies with your evolving business needs so your company will remain agile and successful.

Real Estate Tax

Whether a U.S. or international real estate owner, your financial and legal structure can make a significant difference in the economics of real estate investments.

With the future of retail in a seismic shift, A&M helps leading retailers develop and implement the right strategies and capabilities to succeed. Through periods of tremendous change and increasing consumer expectations, A&M is there to ensure retailers stay ahead and create outsized results.

HOW WE HELP RETAILERS

Our approach allows companies to focus on where and how to build the most sustainable value. Our team of retail experts shares a common passion to help companies achieve their maximum potential and be on the right side of disruption.

Because our clients require practical results and real impact, our team brings together deep consulting and industry operator experience.

Because our clients have broader and evolving needs, we drive large-scale enterprise transformations across all retail sectors beyond A&M’s deep restructuring heritage.

Because our clients deserve partners who are mutually committed to their success and shared value creation, we align interests through new commercial models.

The A&M STS Team Are Highly Experienced Operators Who Drive Sustained Growth and Design Optimized Operations for Software & Technology Businesses

At A&M, we understand that Software and Technology companies play a pivotal role in transforming and innovating the way we work and live - so our client's need to be agile and responsive is critical. Our Software, Technology & Services (STS) team brings specialized end-to-end capabilities serving private equity and corporate clients. With deep technical expertise and proven execution capabilities, our seasoned operators are uniquely positioned to help our clients evolve, grow and address unprecedented industry challenges - today and tomorrow.

Our industry team is focused on driving business value while optimizing performance for growth. Through a holistic, practical, and flexible approach, A&M’s Software, Technology & Services team has the reputation and subject matter expertise to provide tailored services with the scale and international reach of a global firm.

HOW WE SERVE CLIENTS:

• Revenue Enhancement & Optimization
• Operations Due Diligence
• Product Due Diligence
• Tech Performance Improvement
• Merger and Integration & Carve-out

Telecommunications, Media and Technology (TMT) companies play a pivotal role in transforming and innovating the way the world works and lives, but as the lines between these sectors blur and converge, and global platforms challenge historically strong market positions, TMT companies find themselves at the center of their own disruption, forced to reevaluate their own operating models and ability to scale.

Harnessing our restructuring heritage and financial, tax, transaction, and operational expertise, we keep one foot in the present to drive mission-critical initiatives that help TMT companies remain competitive in today’s disrupted market while keeping one foot in the future of the innovation and disruption of tomorrow.

Telecommunications

The revolution in wireless broadband, data and mobile; multi-billion-dollar investments in spectrum and 5G deployment; and the need to sustain financial viability as new business models with new competitors continue to pressure incumbents mean telecommunications companies must be ever transforming.

Technology

It’s all about growth. That’s the mantra of private and public tech companies as they seek higher and higher valuations. Increasingly though, potentially disruptive headwinds cast doubt on the long tech boom. At A&M, we know that disruption is necessary to be leading edge and that transformation is key to competitive advantage.

Media

In media, content still matters, but the consumer is king, with vast choices and options available with the touch of a screen. To stay competitive, media companies must contend with innovations produced by a new generation of creatives who bypass traditional channels, going directly to their audiences.

Cruise to value and profitability.

The transport and infrastructure sector is highly fragmented with thousands of small to medium businesses dominated by several large market players. The industry environment is magnified by the global reach of major players that can leverage volume and add services to generate profit. The sector is also very capital intensive and often relies on the investment community for funding and growth.

By advising or joining your management team, A&M can help you improve processes and controls, reduce costs, improve performance, maximize working capital and create shareholder value.

Transport & Infrastructure

People and their goods are moving at record numbers, and you face knife-edged competition for their business. Add a high-test mixture of rising fuel prices and tightening credit, and your engine to profitability can stall. A&M’s dynamic and experienced team will soon have you back on the road and into the fast lane. 

Airlines & Airports

Following a smooth ascent into an extended period of growth, there’s a bit of turbulence in the Airlines & Airports sector. Fuel prices are lower, but you need to offset ongoing cost pressures to maintain fiscal altitude and improve yields. Our experts help you navigate the challenges to maximize revenues and cut costs. 

Shipping & Ports

Staying afloat in a sea of revenue and operational cost pressures is no easy task. An oversupply of capacity, coupled with the need to invest in logistics and support increasingly larger vessels, can stretch your resources. With A&M aboard, you’ll optimize your financial returns. 

Road & Rail

Combine high fuel prices, a record number of rail passengers, millions of vehicles on the road, and a huge demand for home delivery, and your plans can jam or derail. Clear the track to profitability with A&M.

Our global, market leading Travel, Hospitality and Leisure (“THL”) team understand the sector, influencing trends and business situations that require deep expertise.​

Travel, hospitality and leisure is facing new and legacy challenges across the world associated with changes in the nature of demand, rising operational costs, disruptive market entrants, and increasingly complex financing environments. We at A&M can provide practical guidance and help you navigate the challenges your business is facing locally and globally.

As part of the A&M network, we draw on the travel, hospitality and leisure expertise of colleagues across the globe. We have a presence and local expertise in every market your business may operate in. ​

Areas of THL we operate in:​

• Airlines 
• Airports 
• Casinos  
• Cruise 
• Dining 
• Hotels & Resorts 
• Leisure Destinations 
• Management Companies 
• Real Estate Investment Trusts 
• Rental Car 
• Short Term Rentals 
• Travel Agencies & Service Providers
• Travel Technology  

Clients trust A&M to drive significant results with practical approaches that work versus theoretical approaches that don’t.

Corporate Transformation

Impatient for impactful results? We drive sustained improvement initiatives at a scale and pace that conventional approaches can’t match.

Corporate M&A Services

Comprehensive M&A services to support your buy- and sell-side transactions across the entire deal lifecycle.

CFO Services

Today’s CFO is a true business leader. A&M brings business, operational, technology and finance expertise to help you deliver in an environment where owners and shareholders demand optimal business performance and value creation.

Digital & Technology Services

Technology should be a strategic enabler for your company, driving successful performance across the enterprise. We help you realize maximum value from your technology investments and help solve your biggest, most complex technology problems.

Supply Chain Services

We help integrate business strategy with supply chain performance to improve operating margins and working capital, drive operational excellence and manage enterprise risk.

Talent, Organization & People

Elevate the human side of business to address today’s challenges and set the course for profitable growth.

Corporate ESG Services

We drive meaningful value by simplifying the ESG landscape through targeted analysis, effective solutions and practical integration for companies and organizations.

Maximize every transaction’s value. Avoid post-transaction surprises.

Global Transaction Advisory

We unlock value across every phase of the investment lifecycle.

Integrated Due Diligence

Maximize every transaction’s value. Avoid post-transaction surprises.

Private Equity Performance Improvement

Seizing your post-transaction opportunities and mitigating risks.

A&M Global Transaction Analytics

Leverage data and analytics to maximize actionable insights.

Divestiture Services

Maximize the value of every exit. Every time.

Services for India

Serving the diverse needs of the Indian private equity market.

A&M Data Intelligence Gateway (A&M DIG)

A&M Data Intelligence Gateway (A&M DIG) is a proprietary technology that utilizes the active collection of unstructured government data through open-source intelligence (OSINT) and machine learning.

ESG Transaction Advisory

Integrating technical and operational expertise to provide solutions amidst an evolving ESG landscape

A&M DIGITAL HELPS GROW YOUR BUSINESS EFFECTIVELY AND EFFICIENTLY WHILE DELIVERING CLIENT VALUE

A&M Digital helps organisations unlock trapped value by bringing together the capabilities, technology and talent needed to incubate, launch and scale digital products, platforms, and businesses while reducing costs and creating efficiencies within your operations.

We provide end-to-end digital services that release the power of data and artificial intelligence. Our approach helps businesses develop a digitally-led strategy, create amazing digital experiences, accelerate digital transformation, modernise technology and automate operations. Our clients are empowered to generate and use actionable insights to build the digital talent and culture needed to win against the disruptions they face in their respective industries.   

FIVE WAYS WE UNLOCK VALUE:

• Digital Growth and Innovation: We help clients accelerate growth by optimising existing digital programs, rapidly building their in house capabilities, automating back-office functions and help them leverage undervalued data assets to launch new digital products and services.

• Digital Talent and Culture: We help clients launch their internal digital hubs, augmenting their capabilities and help create the digital culture needed to sustain continuous innovation. 

• Data & Artificial Intelligence: We help clients automate and optimize the process to analyse massive amounts of data to deliver the insights needed for management to make more informed decisions.

• Digital Customer Experiences: We help clients design and build an integrated, end to end customer journey across their digital channels and platforms similar to Facebook, Amazon or Google. 

• Digital Platforms: We help clients modernise and evolve existing platforms and deploy new, cutting edge technologies that leverage cloud, cyber, smart and connected software.

A&M STARTS WITH YOUR DIGITAL OBJECTIVE AND HELPS YOU INNOVATE QUICKLY

Some of the objectives we hear from our clients that form the basis for our innovative work include:

• Automate & optimize my operations
• Help me build a digital culture
• Accelerate my digital growth programs
• Modernize my core technology stack
• Help me deliver and manage my digital investments
• De-risk my company and minimize vulnerabilities
• Help me design a magnificent digital experience
• Launch my new digital product or service
• Harvest data and artificial intelligence
• Help me standup an innovation studio

A&M HAS THE DIGITAL TALENT NEEDED TO POWER YOUR GROWTH. COME JOIN OUR TEAM!

A&M Digital is a diverse, multi-disciplinary team of innovators, product managers, engineers, experienced designers, operators, data scientists, technologists, growth architects, and talent architects. This dedicated digital team works closely with other A&M teams across 25 countries to deliver high impact advice and guidance that deliver value to our clients.

Our in-house capabilities combined with our proprietary solutions help de-risk and accelerate time to value for our clients. We have also established partnerships with digital platforms, technology providers and a network of startups via venture capital firms.

Everyone at A&M Digital is driven by an inclusive culture, diverse viewpoints and entrepreneurial mindset. We pride ourselves on attracting talent from diverse backgrounds that bring an innovators lens to every client engagement. Our Digital Studios are designed at the intersection of creativity and technology and meant to harness innovation at startup speed. If you are ready to build the future, connect with us today!

Risk permeates every industry and every aspect of business. We help organizations successfully execute business strategy and maximize growth while minimizing risk and navigating regulatory issues.

Banking

You’re confronted with evolving regulatory change and compliance requirements. We identify your risks so you can effectively execute business strategy.

Corporate Risk Management

Risk is an inherent part of doing business. We help you identify, quantify and balance risk and opportunities to maximize the growth of your business.

Diversified Financials

Government agencies and regulatory bodies have heightened their focus on non-bank financial institutions. We are here to address the changes with you, including stress testing, capital measures and anti-money laundering laws.

Insurance Regulatory

For insurance industry leaders regulatory risk is one of the biggest challenges. We work with organizations and regulators across the industry to improve performance, meet financial and operational targets and navigate compliance issues.

Global Cyber Risk Services

Whether your goal is to enhance your current information security program or respond to and minimize the damage of a cyber incident, we identify the best solutions to protect your data.

Privacy & Data Compliance Services

We provide pragmatic business-focused advice and solutions that strike the critical balance between managing evolving privacy compliance requirements and reputational risks, enabling technology innovation and recognising commercial objectives

We confront your challenges, protect your interests and provide you with solutions that bring long-term value.

Disputes

We conduct rigorous financial and economic analysis to help resolve complex disputes – from the boardroom to the courtroom. Our experts are adept at providing in-depth analysis, quantum of damages, forensic accounting, valuation and expert testimony in litigation and international arbitration matters.

Investigations & Compliance

We bring forensic accountants, technologists, and former regulators and law enforcement to our investigations and compliance matters, leveraging experts across an expansive global footprint to meet transnational investigation and compliance requirements.

Forensic Technology

We effectively use technology to uncover and manage evidence and intelligence in contentious legal, regulatory and compliance situations. Our technology experts specialize in electronic discovery and disclosure management, forensic investigations, forensic data analytics, cyber risk and incident response and privacy and data compliance.

Economic Consulting

Our skilled economists support clients in litigation and regulatory matters involving antitrust and competition, securities, international arbitration, and class actions.

We help companies stabilize financial and operational performance by addressing problems head-on and driving rapid change to preserve and create value.

Restructuring Advisory

We help companies navigate the restructuring process and accelerate change.

Interim & Crisis Management

We seamlessly step into interim management roles to lead in periods of distress or change.

Insolvency

Our team of experienced, qualified, insolvency practitioners has extensive experience in using insolvency processes to deliver restructuring solutions and maximizing recoveries when insolvency becomes unavoidable.

Lender Advisory

We help creditor groups evaluate restructuring alternatives to ensure they maximize their recovery.

Case Management Services

We support a company’s data gathering, analytical and reporting needs in the bankruptcy process or when evaluating large-scale claims exposure.

Restructuring Compensation Services

Compensation planning for troubled companies is complex and must be timely to support the overall proceedings.

UCC Advisory

As unsecured creditors’ committees strive to maximize recoveries, they can rely on us to determine the optimal path forward.

Debt Advisory

Supporting clients across the spectrum of debt products and solutions

Fiduciary Services

We provide independent, objective expertise with an eye on financial, technical and operational issues.

Corporate Finance

We drive transactions from conception to closing with independent advice and a holistic approach.

Turnaround Services

We help guide companies and their management through significant change by offering three key pillars of service: managerial, operational and financial.

Special Situations Mergers & Acquisitions (‘M&A’)

Our team of experienced corporate finance professionals provides a wide range of alternative funding and exit solutions to U.K. and International companies facing stress or distress and where stakeholders seek to protect value.

We don’t just talk strategy and solutions, we implement them.  

Maximizing your tax benefits while mitigating risk to keep you compliant and well positioned in an ever-changing regulatory environment.

Federal Tax

Uncover savings to create value. Uncover issues to prevent problems.

State & Local Tax

Manage your business to reduce state taxes and increase cash flow.

International Tax

Your global footprint matters. Manage the impact of that footprint.

Global Transaction Tax Advisory

To maximize transaction value, your advisors need to know the risks and rewards.

Income Tax Accounting

We solve your global tax provision challenges with efficiency and precision.

Sales and Use

Sales tax has a major impact on your net operating income. Plan, manage and control the impact.

Transfer Pricing

Active management of transfer pricing is crucial. Review and document to maximize the value of your operations.

Compensation & Benefits

Design and manage effective executive compensation benefits programs to achieve your business objectives.

Real Estate Tax

Whether a U.S. or international real estate owner, your financial and legal structure can make a significant difference in the economics of real estate investments.

Private Client Services

Protect your wealth by having the proper tax savings strategies in place.

Valuation Tax

Our tax valuation experts have in-depth experience conducting valuations for a variety of tax purposes.

Restructuring Tax Services

Facing difficult financial times or a possible bankruptcy? Addressing your global tax issues is crucial to navigating through those challenges.

Research Credits & Incentives

You innovate. Maximize your tax benefits with accurate research credits.

Merger Integration

We help clients solve complex tax issues once the merger or acquisition deal has been made.

EMEA Tax

Manage complex EMEA and international tax issues to remain compliant and well positioned.

Taxand Global

Optimizing your business means you need strong local knowledge and expertise in jurisdictions across the globe for seamless tax solutions.

Supply Chain Tax Strategies

A&M’s Supply and Value Chain Strategies practice helps clients transform their operating models for growth and/or margin improvement to deliver sustainable, after-tax results.

Digital Tax Services

Unlock the power of technology and empower a high performance tax function

Global Trade and Customs

We focus on reducing tariff and tax liabilities and maintaining compliance across a complex spectrum of trade and customs requirements worldwide.

National Tax Office

A&M Taxand’s National Tax Office is a center of cutting-edge technical domestic and global tax expertise.

Asia Tax

Maximize your Asia footprint with optimal tax planning

Severance Tax Services

Maximize value in the severance tax function by realizing the full benefits of deductions, incentives, and exemptions.

Dutch Tax Services

Comprehensive tax advice to help your Netherlands business manage risk and maximize opportunities.

ESG-Tax Integration

Optimize your environmental, social, and governance strategies by leveraging tax incentives, considering tax implications, and implementing transparent disclosures.

Global Business Incentives

Uncover significant bottom-line benefits with incentives.

Latin America Complex Transactions Tax Services

Alvarez & Marsal’s Latin America Complex Transactions Tax team assists clients with their investments in and out of Latin America.

AN ESG APPROACH TO BUSINESS IS ESSENTIAL

Investors are demanding ESG-positive companies – and paying more for them. Lenders are offering varying costs of debt based on a company’s ESG profile. Private equity owners see potential for real valuation uplift from strong ESG performers. And customers are requiring their suppliers to be responsible and rewarding those who are.

A&M IS YOUR ESG PARTNER

A&M’s integrated ESG approach combines the firm’s deep operational, industry and functional expertise to drive tangible and lasting benefit for our clients and their stakeholders. Find out more today about our ESG Transaction Advisory and Corporate ESG Services below.

ESG TRANSACTION ADVISORY

A&M’s Environmental, Social & Governance (ESG) Transaction Advisory practice was established around the firm’s core values and a single concept – to help our clients be successful investors. We deliver on that concept efficiently and with a high degree of certainty, which leads to stakeholder confidence.

A&M’s ESG due diligence approach for acquisitions and divestitures is to:

• Integrate financial, operational, and technical due diligence workstreams to deliver actionable solutions;
• Translate ESG risks into quantifiable financial impacts on business operations, cash flow, and equity value;
• Identify value creation opportunities that align with our client’s business strategy and return on investment (ROI) goals;
• Implement turnkey ESG solutions from post-close to exit; and
• Deliver ESG advisory services with a deep understanding our clients’ perspectives and deal dynamics.

We believe ESG due diligence is best conducted by a professional services firm that can provide solid technical capabilities, including environmental, health, and safety (EHS) expertise. The A&M ESG Transaction Advisory team brings a unique combination of boots-on-the-ground facility experience across major industries and extensive knowledge of the private equity and M&A landscape.

Our offerings include:

• ESG Red Flag Evaluation – Aligns with A&M’s integrated due diligence service offering to identify material ESG risks earlier in the process (e.g., pre-letter of intent (LOI)). We focus on risks and opportunities that could impact valuation and provide effective road mapping for diligence workstreams.
• Environmental, Health, and Safety Due Diligence (EDD) Evaluation – Identifies and quantifies known and potential material liabilities that will affect the transaction. Our EDD Evaluation includes contamination liability; emerging contaminant risk; regulatory compliance matters; health & safety performance and culture; corporate and historical liability; offsite waste disposal liability; and assessment of material expenditures (“CapEx” or “OpEx”) to comply with existing, pending or anticipated regulations.
• EDD Transaction Advisory Program Management – Provide independent review and management oversight for EHS due diligence conducted by third-party consultants and advisors. We evaluate and communicate EHS findings in terms of material financial risk.
• ESG Transaction Screen – Assess ESG topics/metrics driven by internal policy, program and stakeholder requirements – before the transaction closes.
• ESG Maturity Assessment – Evaluate material gaps in reporting capabilities, including company organizational capacity, data quality and availability, drivers for disclosures, and post-close ESG road mapping.
• Consolidation/Divestiture/Sell-Side Planning – Assist in preparation for sale and future buyer diligence, prioritizing ESG considerations.

CORPORATE ESG SERVICES

The A&M Difference: We drive meaningful value by simplifying the ESG landscape through targeted analysis, effective solutions and practical integration for companies and organizations

ESG awareness has drastically increased in recent years, and what was once deemed a nicety has escalated to a required part of a business’s social license to operate. Investors, lenders, insurers, ratings agencies, customers – all are demanding a cohesive ESG approach and rewarding those who positively differentiate.

A&M ESG Services helps clients cut through the noise, capture early wins, boost ESG profiles and execute practical programs targeted toward tangible improvement and benefits. Our approach to ESG goes far beyond risk mitigation – we look to not only protect value, but create it for the benefit of our clients and their stakeholders.  

A&M ESG Services brings together extensive corporate and consulting experience to identify gaps and build opportunities, while leveraging a global team of specialized professionals across multiple disciplines to drive further execution and achieve deep sustainable results.    

Among other services, our offerings include:

• Comprehensive gap analysis of industry benchmarking activities to determine key areas of tangible risk and opportunity
• Ratings improvement by identifying the highest-impact disclosures and performance metrics to enhance ESG disclosures and scoring with raters and rankers
• Materiality assessments to evaluate ESG topics most critical to a company and its key stakeholders to develop a tailored materiality matrix
• Sustainability strategy to drive value and meet the needs of stakeholders such as investors, employees and regulators 
• Investor positioning to leverage a company’s ESG position to create opportunities, improve valuation, expand access to capital and garner proxy support
• Stakeholder engagement that integrates ESG into the organizational narrative through effective communications approaches
• Social purpose advancement to explain in clear and compelling terms why a company’s business, products and services are in the broad interest of society
• Knowledge hub access to share ESG fundamentals and keep our clients appraised of meaningful news, trends and updates
• Reporting capabilities to advise on best practices in disclosure to highlight priorities, performance and commitments and align with reporting frameworks, including SASB and TCFD
• Climate-related disclosure that highlights metrics and approaches to address climate change
• Perception studies customized to access company sentiment and gain insight into views on approach and performance  

Complex valuation and modeling. Thoughtful solutions. Vast industry knowledge, asset class expertise, and our overall agility enable us to add the greatest value to your challenges.

Portfolio Valuation & Advisory Services

Protect your most valuable asset: your reputation.

Complex Financial Instruments

Keeping you on the cutting edge as the financial engineering of complex securities evolves.

Financial & Tax Reporting

Independent valuations to help clients navigate regulatory compliance and risk mitigation

Litigation & Dispute Valuation

Our experts provide analysis and testimony for dispute resolution.

Structured Finance & Capital Equipment Valuation

Inform optimum financing structures and value critical capital assets.

Transaction Opinions

Mitigate corporate transaction risks for boards, special committees and other fiduciaries.

Divorce Services

Guard your client’s financial future during a marriage dissolution.

Business Modeling & Analytics

As decisions become more complicated, getting numbers that lead to better decisions becomes more difficult.

Integrated Due Diligence

Maximize every transaction’s value. Avoid post-transaction surprises.

Private Equity Performance Improvement

Seizing your post-transaction opportunities and mitigating risks.

Divestiture Services

Maximize the value of every exit. Every time.

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A compliant machine learning tool that estimates your Incremental Borrowing Rate in minutes.