Mr. Uttley brings extensive tax advisory expertise across multiple sectors including life sciences, pharmaceuticals, technology, utilities, and oil & gas.

Los Angeles, June 20, 2024 -- Alvarez & Marsal Tax, LLP (A&M Tax), an affiliate of leading global professional services firm Alvarez & Marsal (A&M), announced the appointment of Adam Uttley as Managing Director and Portfolio Tax Services (PTS) group Leader in the US. Mr. Uttley’s hire demonstrates the practice’s commitment to expand key capabilities that serve client tax needs across the private equity (PE) and enterprise life cycles.

Mr. Uttley will help align A&M’s PTS offering with the firm’s Global Transaction Tax Advisory (GTT) practice providing a seamless, integrated tax services approach for PE investors, funds and their portfolio companies. His extensive tax planning and reporting services, cross-border planning, restructuring, exit planning, accounting method and incentives and post-acquisition experience will help clients navigate a challenging deal environment and maximize value. Additionally, Mr. Uttley has worked on engagements across the life sciences, pharmaceuticals, technology, utilities, oil & gas, gaming, hospitality and consumer products industries. 

Ernie Perez, Global Practice Leader of A&M Tax, stressed that the global PTS client-first focused team, welcomes Mr. Uttley’s US leadership and expertise to bolster our capabilities. “Private equity is a key market for us driving considerable growth for both A&M and our Tax practice. We are constantly seeking ways to diversify and enhance our tax solutions to create additional value for stakeholders across the PE ecosystem while considering the evolving needs of those stakeholders. Our PTS investment broadly speaking and Adam’s appointment specifically, does just that.”

Prior to joining A&M, Mr. Uttley served as Managing Director at Andersen Tax, where he led a Commercial Services Practice in Southern California. Previously he served at KPMG. At that firm he was a founding member of its Accounting Methods and Credit Services Practice and a National Partner in Charge along with designing its digital tax services and knowledge management efforts. Mr. Uttley also served as a member of KPMG’s Senior Lead Tax Partner group, responsible for developing new partners and leading the Southern California go-to-market effort.

Tyler Horton, Managing Director and U.S. leader of Alvarez & Marsal’s Core Tax Services, said, “Addressing investors’, funds’ and portfolio companies’ tax challenges requires the complex technical knowledge and in-depth experience that Adam is known for. His joining complements and further unifies our PE expertise with our Core Tax practice. Adam’s broad experience and hands-on approach dovetails with A&M’s operational heritage and enhances our ability to develop sustainable solutions that meet pressing tax concerns. 

Adam Benson, Managing Director and U.S. leader of Alvarez & Marsal’s Global Transaction Tax (GTT) practice said, “A&M’s transaction tax practice is rooted in strong client relationships and unparalleled tax technical execution. Adam’s leadership expands our level of sophisticated tax advisory and furthers our ability to support our Private Equity clients in creating value and managing risk within their portfolio.” 

Mr. Uttley earned a bachelor’s degree in business economics from the University of California, Santa Barbara. 

About Alvarez & Marsal

Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.

With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M’s restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what is really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.

About Alvarez & Marsal Tax

Alvarez & Marsal Tax part 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 of advisers who are free from audit-based conflicts of interest and bring an unyielding commitment to delivering responsive client service. A&M Tax has offices in major metropolitan markets throughout the Americas, EMEA, and APAC.

To learn more, visit: AlvarezandMarsal.com