Latest insights

The latest news and analysis from our international team of independent thinkers and doers.

Latest insights

Retail & Consumer: Act Now! Is Direct Sourcing Right for You?

Global competition and a changing landscape has prompted retail companies around the world to execute a Direct Sourcing strategy.

A&M News & Releases

Alvarez & Marsal Establishes a Formal Global Transaction Analytics Service Offering Under Leadership of Managing Director Steven Lee

Alvarez & Marsal (A&M) announces the formal establishment of its A&M Global Transaction Analytics (GTA) service offering. Led globally by Steven Lee, an A&M Managing Director with the Global Transaction Advisory Group, GTA will focus on the development, application and implementation of data analytics to enhance clients’ buy-side and sell-side transactions and capital markets activity.

Business & Industry Insights

Maximizing Transaction Value in the Sale of Closely-Held Businesses

As the baby boomer generation heads into retirement, an estimated $30 trillion in inheritance is expected to be transferred as business owners begin selling their assets. These leaders have dedicated years to developing their companies and have deep emotional ties to their businesses.

Business & Industry Insights

Preparing for GDPR: Overview of the E.U.'s General Data Protection Regulation [INFOGRAPHIC]

GDPR is a new framework for data protection laws, designed to strengthen and unify personal data protection and data handling of EU residents across the globe.

Business & Industry Insights

The Emerging Role of Health System C-suite Executives as Hospital Portfolio Managers

Business & Industry Insights

Chinese Outbound Bidders Stimulated by Market Volatility, Say Alvarez & Marsal MDs

A&M News & Releases

Alvarez & Marsal Bolsters Its High-Tech Sector Expertise with the Appointment of Two New Managing Directors

Insights listing

Business & Industry Insights

The Emerging Role of Health System C-suite Executives as Hospital Portfolio Managers

June 20, 2018

In this article, we discuss the emerging role C-suite executives as portfolio managers of their hospital and non-hospital assets and the strategic alternatives available to maximize asset value.

Business & Industry Insights

Chinese Outbound Bidders Stimulated by Market Volatility, Say Alvarez & Marsal MDs

June 20, 2018

Chinese interest in purchasing assets in the US and other overseas markets remains undiminished despite, and maybe because of, trade tensions, said US and Chinese based managing directors at restructuring and advisory firm Alvarez & Marsal.

A&M News & Releases

Alvarez & Marsal Bolsters Its High-Tech Sector Expertise with the Appointment of Two New Managing Directors

June 19, 2018

Leading global professional services firm Alvarez & Marsal (A&M) announces the addition of Kumu Puri and Tim Jellison to its San Francisco office. Both Ms. Puri and Mr. Jellison join as Managing Directors with the firm’s Telecommunications, Media & Technology practice.

Business & Industry Insights

Mitigating Fraud Risk with a Fraud Risk Assessment

June 14, 2018

All organizations are susceptible to the threat of fraudulent acts being committed against them.

A New Wrinkle in the U.S. Branch Versus Subsidiary Discussion

June 13, 2018

By removing Internal Revenue Code Section 958(b)(4), the Tax Cuts & Jobs Act requires "downward attribution" for the purpose of determining Controlled Foreign Corporation (CFC) status. Our clients are challenged with evaluating their structures to determine the impact of this revised attribution rule, and in this edition of the Tax Minute we discuss why.

A&M News & Releases

Alvarez & Marsal Taxand Strengthens Global Transaction Tax Advisory Services with Addition of Seasoned Senior Directors

June 13, 2018

Alvarez & Marsal Taxand, LLC (A&M Taxand), an affiliate of leading global professional services firm Alvarez & Marsal (A&M), announces the addition of Senior Directors Jon de Jong and Louis Mancini.

A&M News & Releases

Alvarez & Marsal Appoints Three New Managing Directors in its Healthcare Industry Group

June 11, 2018

Alvarez & Marsal (A&M) announces the appointment of three new Managing Directors in its Healthcare Industry Group. Kristina Park and Doris Stein join A&M’s Healthcare Industry Group based in Washington, D.C. along with Ken Barrette, who will be based in Boston.

Alvarez & Marsal (A&M) - Financial Restructuring

Business & Industry Insights

The Future of Banking

June 11, 2018

We are several years into what Joseph Schumpeter would call a process of “creative destruction” in the banking sector. Yet only now is the outcome becoming clear. The major banks are seeing competitive forces “unbundle” their business models along product and functional lines.

To Conform or Not to Conform? Key State Tax Developments in Response to Federal Tax Reform

June 8, 2018

As states continue to digest and analyze the impact of federal tax reform through its legislative sessions and budget meetings, we expect more states will issue guidance, and/or revise prior guidance, in the coming months. Within this article, we take a look at guidance issued by a number of states.

Business & Industry Insights

Cash Flow from the Balance Sheet

June 8, 2018

A better-managed balance sheet makes transformation more effective.

Pharma Marketing: You Can’t Manage What You Can’t Measure

June 6, 2018

The pharmaceutical industry knows it has to re-shape its marketing to meet changing customer needs, increasingly restricted access to prescribers and growing financial pressures. The traditional model doesn’t fly anymore. Pharma marketing needs to move from managing a sales force to delivering a multi-dimensional, integrated communications plan.

A&M News & Releases

Ipreo Partners with Alvarez & Marsal’s Alternative Investment Services Group

June 6, 2018

Ipreo announced today a partnership with Alvarez & Marsal (A&M) to provide enhanced integration and optimization of Ipreo’s Private Capital Markets (PCM) solution suite for alternative asset managers.