In response to increased regulatory and investor pressure, our client, a value-driven private equity firm, recognized the importance of addressing carbon emissions within their portfolio. They sought a comprehensive portfolio-wide carbon assessment to analyze their environmental impact, meet evolving regulatory requirements and better align with investor expectations. 

A group of companies whose accounts and funds had been affected by these actions engaged A&M to undertake detailed analysis of financial documentation, so as to deliver a fair and impartial judgement on the source of funds and potential presence of ‘loan recycling’ – meaning illegal activity wherein loaned money is transferred to a ‘safe harbour’ destination or used to repay older loans – across all relevant accounts.

A global industrial products distributor (“company”) wished to expand its capability in North America. Learn how A&M successfully assisted the client bid for and the close the acquisition.

The subsidiary of a large, publicly traded utility that owned and operated nuclear and fossil power stations was in trouble. Learn how A&M led the planning and execution to separate the subsidiary and build out all the necessary components of the new entity’s operating model and at an optimized cost structure.

Alvarez & Marsal’s (A&M) Financial Services (FSI) experts worked with Getin Noble Bank’s (GNB) leadership as sole arranger to deliver its inaugural synthetic securitisation for risk transfer, referencing a portfolio of housing community loans. Each housing community is an organisational entity consisting of the owners of premises that are part of a particular element of real estate.

Attendees at Economist Impact’s 18th General Counsel Summit in London discussed these and other challenges lying ahead for GCs at leading corporations. 

In this article, we make the case for reevaluating the concepts of undue burden and proportionality with respect to structured data and the proliferation of easily accessible structured data. While the need to scour through unstructured documents may still be required, we argue that structured data has a larger role to play, potentially enabling parties in civil litigation to realize efficiencies without losing accuracy.

In the third installment of A&M’s Your Next Deal Will Be Different series, we examine ways in which a company can leverage ESG tactics to mitigate risks and add value to their M&A transactions.

When the source of funds is contested, involved parties must understand where the money in question can be found and where it has moved in the past, from end to end.

How have executive orders impacted supply chains, and what can we expect as more will be issued moving forward?

A&M’s Fund Analytics Services Team worked with a leading investment management firm with a portfolio of real assets of hundreds of properties and dozens of managers.