Alvarez & Marsal, a leading independent global professional services firm, has set the standard for working with organizations to solve complex problems, improve performance, drive critical change and maximize value for stakeholders.
In today's uncertain macro economy, companies—from sophisticated middle market businesses to complex major multinational entities—recognize that remaining competitive is more challenging than ever before. This is when leadership and a bias to action can make all the difference.
Success demands a clear path to results. Working with management of troubled or underperforming companies, A&M helps develop strategic plans to addresses challenges and opportunities, and build on core strengths.
Alvarez & Marsal's Transaction Advisory Group works with private equity firms, corporate acquirers, and hedge funds to identify and maximize value at every point in the transaction lifecycle.
Partner with the right expert team to navigate through a crisis or assist with a dispute.
Responsiveness. As tax law continues to increase in complexity and the stakes for businesses continue to rise, nothing is more important. Risk must be mitigated. Opportunities must be seized. Critical decisions must be made and implemented.
Alvarez & Marsal (A&M) Taxand provides the quality client service you need.
Companies, private equity and hedge funds, investors and parties to contracts deal with transactional information that has been recorded at fair value and often subject to periodic measurement of such.
Economic pressures, aggressive lending and increased risks have resulted in a wave of troubled balance sheets, prompting regulators to place heightened scrutiny on financial institutions. In this exceedingly complex landscape, lenders, policy makers, investors and consumers are facing unprecedented challenges.
Trends in public policy, shareholder powers and activism place increasingly complex interlinked demands for transparency and accountability from corporate board structures and functions.
Companies today face increasingly complex issues in structuring executive compensation and benefit programs, which are critical in attracting and retaining top talent. A well-designed benefits package is an important component of an executive’s financial arrangement and an organization’s business strategy.
Alvarez & Marsal (A&M) focuses teams of senior professionals directly on client issues.
High-profile struggles of giants such as General Motors, Chrysler and Ford have brought to the forefront the increasingly volatile market conditions facing today’s automotive industry. Uncertainty surrounding macroeconomic challenges and the liquidity of original equipment manufacturers (OEMs), as well as the supply base, makes the near-term seem bleak and uncertain. As a result, automakers and their suppliers, whether distressed, underperforming or healthy, are filled with a greater sense of urgency to stop crises in their tracks, rapidly improve performance and create sustainable growth.
The consumer packaged goods industry is at a crossroads. Given current economic realities, these organizations continue to be challenged as they balance gaining share of the consumer’s wallet while providing value to the consumer. Faced with pressures from retailers, the diminishing impact of advertising, as well as competition from high-quality private label offerings, many consumer packaged goods organizations are losing critical brand relevance and positioning in the retail battleground.
With deep industry experience and a hands-on approach, Alvarez & Marsal's energy team works with energy companies to improve performance, solve their most complex problems and deal with many of the challenges they face in today’s competitive environment.
The credit crisis has produced a global shockwave for the financial services industry. Lingering pools of troubled assets, increased regulatory implications, government assistance, as well as the fall of major players continue to present unique challenges along with complex, mounting pressures and aggressive legislative developments.
Healthcare organizations and their stakeholders face unprecedented challenges in managing the business of healthcare. These mounting pressures can undermine – if not outright threaten – the sustainable delivery of quality services.
Technology companies face myriad challenges to not only meet financial goals, but to remain competitive in a constantly changing and innovative landscape. Consumers are increasingly savvy in technology capabilities and, consequently, are more sophisticated in their demands. In an economic downturn, technology businesses face budget cuts, declining sales and a decrease in consumer demand. To weather the storm, cost savings are crucial to firms that are struggling amid distressed market conditions.
Organizations and regulators across the insurance industry face complex challenges to improve performance, meet financial and operational targets, and navigate compliance issues. The Insurance Advisory services practice of Alvarez & Marsal (A&M) draws upon the firm's distinctive operational heritage to deliver results.
Manufacturing, which accounts for 18 percent of world GDP, is now facing its largest decline since World War II. Global competition, complex company structures, and emerging markets are challenging current business capabilities, while providing opportunities for prepared companies to gain market share. Input costs are challenging and IT and human capital investments are crucial considerations for all manufacturing businesses.
As communications, media, and entertainment companies continue to combat the complex challenges presented by the digital movement, plummeting ad revenues and consolidation, many recognize the significant opportunity the current landscape presents for improving the performance of their operations.
A&M helps public sector leaders to thoroughly analyze operations, seize opportunities and effect functional change to dramatically impact service delivery and budget management – in any economic climate.
How can A&M Real Estate Advisory Services ("A&M REAS") help your company – anywhere in the world? Today’s real estate landscape is more complex than ever – sovereign debt burdens, defaults and deleveraging, regulatory compliance, long-range sustainability and creative re-use, alignment between asset management strategy and property management implementation, and billions of dollars of dry powder looking for the optimal risk-adjusted return opportunities. A&M Real Estate Advisory Services professionals are experienced at addressing all of these issues and more.
In today's uncertain economy, retailers are filled with a greater sense of urgency to deliver near-term results and create sustainable models for future growth.
Cutthroat competition and the increasingly unforgiving credit markets are creating a variety of challenges for transportation and infrastructure companies. In an industry that requires significant capital expenditure and investment, and with long-term high fuel prices putting pressure on businesses, leverage is often necessary to maintain liquidity.
January 07, 2013Family Office Professional Marc A. DePaul Joins Firm To Lead Team
Miami, FL – Alvarez & Marsal Taxand, LLC, a founding member of the first global organization of leading independent tax firms, has expanded its portfolio of advisory services with the addition of a Family Office Services practice to serve the needs of high-net-worth families with an enhanced level of financial management, diverse capabilities and professional experience. Leading the practice will be family office professional Marc A. DePaul, who joins the firm in Miami.
Complementing A&M Taxand’s existing services, including transaction tax advisory, transfer pricing, federal / state / local tax advisory, compensation and benefits, real estate tax, reporting and tax restructuring, Family Office Services is designed to provide strategic oversight across all financial activities and to align the counsel of all professional advisors with client objectives. Senior professionals guide clients through complex issues to help them meet financial goals and provide an array of tailored services, including providing a clear picture of the clients overall financial landscape; overseeing the consolidation of financial reporting, accounting, expense management and bill payment processes; managing client liquidity; and functioning as an authorized representative for client businesses, among others.
“The constantly evolving financial marketplace continues to introduce new complexities – requiring a highly sophisticated level of understanding that goes beyond that of a traditional financial adviser,” said Ernesto R. Perez, Florida Managing Partner at A&M Taxand. “Our integrated approach to Family Office Services is especially useful for domestic and international clients whose wealth management activities involve multiple and complex entities, such as family partnerships, trusts, family businesses and foundations. Marc brings a proven track record in family affairs management and his background and credentials will be invaluable as we continue to grow this distinct offering.”
Over the course of his career, Mr. DePaul has been involved in all aspects of family office services, including providing family members with the information they need to make informed decisions, client management, and the coordination of outside professional advisors, such as investment professionals, attorneys and accountants. Before joining A&M, he was a Director for Greenpoint Advisors, a boutique multifamily office in Miami Beach, where his responsibilities included oversight and leadership of the firm’s international family office practice. Before that, he was with Tiedemann Wealth Management, a wealth management firm serving high-net-worth families, where he provided a breadth of family office services.
Earlier in his career, he was a financial analyst with J.P. Morgan Chase and Co. He also spent nine years with MBNA America Bank N.A. as a business analyst for U.S. card operations. Mr. DePaul is a Sigma Beta Delta graduate from the H. Wayne Huizenga School of Business and Entrepreneurship at Nova Southeastern University, where he earned his master’s of business administration. He earned a bachelor of science in business with a concentration in finance management from Goldey Beacom College.
Mr. DePaul is a member of the Association for Corporate Growth South Florida, The Society of Trust and Estate Practitioners (STEP), the East Coast Estate Planning Council, and the Palm Beach County Estate Planning Council. He also serves on several local boards in the Palm Beach area, where he resides.
About Alvarez & Marsal Taxand
Alvarez & Marsal Taxand, LLC, an affiliate of Alvarez & Marsal (A&M), a leading global professional services firm, is an independent tax group made up of experienced tax professionals dedicated to providing customized tax advice to clients and investors across a broad range of industries. Its professionals extend A&M’s commitment to offering clients a choice in advisors who are free from audit-based conflicts of interest, and bring an unyielding commitment to delivering responsive client service. A&M Taxand has offices in major metropolitan markets throughout the U.S., and serves the U.K. from its base in London.
Alvarez & Marsal Taxand is a founder of Taxand, the world’s largest independent tax organization, which provides high quality, integrated tax advice worldwide. Taxand professionals, including almost 400 partners and more than 2,000 advisors in nearly 50 countries, grasp both the fine points of tax and the broader strategic implications, helping you mitigate risk, manage your tax burden and drive the performance of your business.