July 31, 2024

Alvarez & Marsal Tax Expands Geographic Bench-Strength and Introduces its Financial Services and Capital Markets Offering

Nine new Tax Managing Directors, with extensive Big Four, government and legal experience, join A&M Tax Australia 

SYDNEY, Aug. 1, 2024 – Alvarez & Marsal Tax (A&M Tax), an affiliate of leading global professional services firm Alvarez & Marsal (A&M) has appointed nine new Managing Directors, across Sydney, Perth, and Melbourne alongside introducing its new Financial Services and Capital Markets (FSCM) offering. This significant country-wide talent and capabilities expansion follows on the hire of Managing Director Sean Keegan to lead A&M’s Australia tax team and A&M Tax’s continued growth worldwide.

A&M Tax’s new Managing Directors Joanna Black (Melbourne), Vaughn Lindfield (Perth), Michael Johns (Melbourne), Rachel Munro (Perth), Andrew Moore (Sydney), Jagmohan Singh (Sydney), Brett Todd (Melbourne), Nathan Hamilton (Sydney), and Lisa Cusano (Melbourne) bring a wealth of collective tax advisory, mergers and acquisitions (M&A), tax structuring, transaction planning, tax controversy and corporate tax advisory experience to A&M. Their engagements span multiple industries, including financial services, private equity, real estate, mining, infrastructure, technology, media, telecommunications, and government privatization.

A&M Tax’s new FSCM line of service, spearheaded by Mses. Black and Cusano, will help guide financial services clients through tax complexities, and clients across sectors with raising capital markets’ financing and/or assessing capital management options.

Ernie Perez Global Practice Leader of A&M Tax, said, “A&M’s ongoing expansion in Australia represents our commitment to rapid growth in key markets around the world.  We pride ourselves in the ability to operate seamlessly across borders, representing one unified global tax practice.  The addition of these nine new Managing Directors in Australia allows us to continue to enhance our wholistic suite of offerings with credible, experienced talent.  Moreover, the Financial Services and Capital Markets build out in this region plays to our overall firm strength in the sector.  In disruptive times such as these, the impact we are driving, free of audit-based conflict, is just incredible.” 

Prior to joining the firm, A&M Tax’s new Australia team members served in leadership roles and partner positions at the Big Four and in government tax bodies. Each newly hired professional has worked with domestic, regional, and international clients, managing complex tax issues around transactions. Additionally, they all have in-depth strategic tax planning and drafting knowledge along with experience negotiating challenging tax aspects of transactions, as well as engaging with revenue authorities to resolve tax controversies.

Mr. Keegan, said, “A&M Australia’s Tax practice is structured to address market demand for independent advisory services from fund establishment to private equity and private capital deployment. The firm’s integrated platform enables us to help clients capitalize on opportunities for maximizing value and driving change, amidst ongoing disruption and regulatory shifts. This new team and FSCM capability mark the latest chapter in A&M’s 20-year tax history, building on the firm’s global capabilities and operational heritage.”

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 10,000 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.

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