Private Equity Services

Seizing your post-transaction opportunities and mitigating risks.

Private equity funds engage in portfolio company transactions - mergers and acquisitions, carve-outs, bolt-ons and divestitures - that present unique opportunities for growth in the finite time frame of ownership. A&M private equity-focused professionals are experienced in the "pace of play" in private equity and prioritize the key areas of improvement that will positively impact EBITDA at the portfolio company level.

Managing Director
Managing Director
Managing Director
Services

Whether buying, building or exiting an investment, A&M’s integrated due diligence approach helps maximize the value of every transaction. We combine our firm’s deep operational, industry, and functional resources with Big Four-quality financial accounting and tax expertise to assess key deal drivers and focus on the root cause of any critical transaction issues. Our professionals are experienced operators, world-class consultants, former regulators, and industry experts committed to addressing strategic implications, helping mitigate risk, creating value, and driving performance for our clients.

We provide services across the investment lifecycle in order to mitigate risk and drive performance.

PRE-ACQUISITION
POST-ACQUISITION
VALUE-ADD FUND SERVICES
Financial & Accounting Due Diligence

We provide investors and lenders the answers they need to get the deal done by combining our firm’s deep operational, industry and functional expertise.

Operational Due Diligence

Post-deal operating issues have a way of disrupting even the best laid plans. We help you unlock maximum value throughout the investment lifecycle.

Tax Due Diligence

Minimize tax risk, maximize tax opportunities in transactions.

A&M Global Transaction Analytics

Leverage data and analytics to maximize actionable insights.

ESG / EHS Due Diligence Services

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

ESG-Tax Integration

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

Capital Markets and Accounting Advisory

We work with management and the company’s finance organization to address challenges they face in today’s accounting and reporting environment.

Global Transaction Tax Advisory

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

Commercial Due Diligence

Answering critical questions to guide your strategic investment thesis and underwriting decisions.

IT Due Diligence

Dysfunctional or incompatible IT systems can add costs not factored into the acquisition total. We assess IT systems, infrastructure and processes to avoid hidden liabilities.

Software Accounting & Technology Due Diligence

Competitive auctions and accelerated timeframes require the right industry expertise. Our Software and Technology team quickly analyzes key value drivers and works to help you validate your investment thesis early in the process.

Software Product and Technology Diligence

Software product and technology diligence addresses critical issues for private equity funds investing in software and tech-enabled services organizations.

Financial Services Accounting Due Diligence

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.

Energy & Infrastructure Accounting Due Diligence

With more than 200 operational and financial professionals focused on energy, A&M provides the experience and support that investors need to successfully navigate the industry and maximize transaction value.

Healthcare & Life Sciences Accounting Due Diligence

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.

Business Due Diligence

In-depth analysis of financial and operational metrics to support better-informed investment decisions.

Sell-side and vendor due diligence

We work with your company and its management team to maximize exit value and prepare for a robust sale process.

Sale & Purchase Agreement (SPA) Services

Our dedicated team of experts is committed to assisting you in navigating the complexities of analyzing and negotiating the purchase price, SPA, and post-deal purchase price adjustments to create and preserve deal value.

Generative AI

The Private Equity Generative AI group at A&M is actively working on a comprehensive suite of products and solutions aimed at helping Private Equity firms leverage Generative AI technologies.

A&M Rapid Results Program™

Rapid Results™ quickly identifies opportunities for increased profitability.

Accounting & Financial Reporting Solutions (AFRS)

A&M's Accounting & Financial Reporting Solutions (AFRS) team meets market demands with tailored services that ensure compliance, enhance financial transparency and support strategic transactions for corporate and private equity clients.

Analytics & Reporting Services

A&M provides data analytics services to clients to uncover maximum actionable insights to support their M&A, divestment and investment strategy.

Carve-Out Audit Support

We work with management and the company’s finance organization to address challenges they face in today’s accounting and reporting environment.

CFO Services

We provide foundational change to an organization using the office of the CFO as a fulcrum point for transformation by driving sustainable improvements to its people, processes and technologies.

Commercial Excellence

The primary objective of commercial excellence is to rapidly identify and implement sustainable sources of increased revenues and margin.

Corporate Transformation Tax

A&M’s Corporate Transformation Tax (“CTT”) team of experts deliver unparalleled value via uncovering tax, trade and incentive opportunities, designing a plan forward and partnering with companies to achieve their critical objectives.

Cost Optimization

A&M can help realize meaningful and sustainable improvements in cost structure and EBITDA creation.

Digital

Delivering value and growth through technology

Alvarez & Marsal helps organizations harness the power of technology to improve operational efficiency, reduce costs, accelerate growth, and engage stakeholders.

ESG Strategy & Implementation

Simple and insightful visualization with interactive dashboards for dynamic data analytics.

Financial and Operational Transparency

Simple and insightful visualization with interactive dashboards for dynamic data analytics.

Generative AI

The Private Equity Generative AI group at A&M is actively working on a comprehensive suite of products and solutions aimed at helping Private Equity firms leverage Generative AI technologies.

Interim Management

Our experienced leaders have a proven track record of leading organizations through transformational improvements.

IPO Readiness

We provide a hands-on approach, working closely with management and its other advisers to help transition your business from a private company to a public company.

Merger Integration

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

Merger Integration & Carve-Out

Our robust, structured transaction process builds on your vision to drive successful outcomes.

Other Accounting and Financial Reporting Assistance

We work with management and the company’s finance organization to address challenges they face in today’s accounting and reporting environment.

Purchase Accounting

We work with management and the company’s finance organization to address challenges they face in today’s accounting and reporting environment.

Supply Chain Services

We review the overall supply chain network and core functional areas to quickly assess current state operating performance and define opportunities to improve EBITDA and working capital.

Tax Deal Structuring

Proactive tax planning to optimize acquisitions and joint ventures.

Technology Services

We provide hands-on leadership to cost-effectively improve IT performance across your organization.

A&M Data Intelligence Gateway (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.

Capital Markets and Accounting Advisory

We work with management and the company’s finance organization to address challenges they face in today’s accounting and reporting environment.

Environmental, Technical and Sustainability Services

Our Environmental, Technical and Sustainability (ETS) Services team is focused on protecting, optimizing and enhancing business value. Whether you seek to navigate risk, drive operational efficiency or accelerate growth potential, we are your trusted experts.

ESG Strategy & Implementation

Our Environmental, Technical and Sustainability (ETS) Services team is focused on protecting, optimizing and enhancing business value. Whether you seek to navigate risk, drive operational efficiency or accelerate growth potential, we are your trusted experts.

Federal Tax

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

Fund Management Solutions

Creating solutions for the increasingly complex operations of private equity fund managers.

Global Business Incentives

Uncover significant bottom-line benefits with incentives.

Global Transaction Analytics

A&M provides data analytics services to clients to uncover maximum actionable insights to support their M&A, divestment and investment strategy.

Tax Accounting Services

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

International Tax

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

Private Client Services

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

RAP Rapid Analytics

A&M provides data analytics services to clients to uncover maximum actionable insights to support their M&A, divestment and investment strategy.

Research Credits & Incentives

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

Sales Tax Consulting

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

State & Local Tax

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

Industries

With extensive expertise across a wide variety of sectors, our private equity professionals excel in guiding industrial product enterprises, empowering consumer markets, advancing healthcare and life sciences, driving progress in energy and infrastructure, and spearheading innovation within technology and professional services. 

See all firm industries.

GLOBAL TRANSACTION ADVISORY GROUP
PRIVATE EQUITY PERFORMANCE IMPROVEMENT
TRANSACTION TAX
Energy & Infrastructure

With more than 200 operational and financial professionals focused on energy, A&M provides the experience and support that investors need to successfully navigate the industry and maximize transaction value.

Financial Services & Insurance

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.

Healthcare & Life Sciences

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.

Software & Technology Transaction Advisory

Competitive auctions and accelerated timeframes require the right industry expertise. Our Software and Technology team quickly analyzes key value drivers and works to help you validate your investment thesis early in the process.

Aerospace, Defense, Aviation & Space

Alvarez & Marsal combines our heritage in taking on complex and challenging environments and situations with our experience in Aerospace, Aviation and Defense 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.

Manufacturing

We help private equity firms with investments in manufacturing enterprises to develop improved, sustainable solutions for critical operations.

Process Industry

With higher multiples, making wise investment choices and getting the most out of those investments is more challenging – typical tools and approaches, absent industry knowledge and experience, are no longer yielding the benefits required to earn required returns.

Real Estate Advisory Services

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

Software, Technology & Services

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.

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.