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Case Studies

Designing New Digital Loyalty Program Framework with Go-to-Market Plan for Nationwide Quick Service Restaurant Brand

February 20, 2024
A growing quick-service restaurant hypothesized there was an opportunity to improve and enrich its brand and customer base within the market by implementing digital capabilities such as a digital loyalty program. A&MPLIFY was brought in to understand core customer behaviors, and which segments to target to inform the digital loyalty program design and GTM plan, resulting in substantial financial gains and market growth.
Case Studies

Improving Member Retention and Revenue Generation Through AI-Driven Analysis

February 20, 2024
A national healthcare provider faced significant challenges, including financial losses, due to suboptimal product strategy, pricing, medical cost management, and member churn. A&MPLIFY was brought in to lead a turnaround strategy, initially focusing on cost reduction for financial sustainability.
Case Studies

Case in Point: Is Maintenance the Hidden Game Changer?

February 5, 2024
If you would like to find out more about your maintenance maturity, learn about our subject matter expertise on maintenance performance or understand the levers for EBITDA improvement delivered by our maintenance excellence program, please reach out to our A&M team.
Case Studies

Case study: Improving product portfolio profitability for a HVAC equipment manufacturer

September 26, 2023
Alvarez & Marsal (A&M) was recently engaged by a leading European heating, ventilation and air-conditioning (HVAC) equipment manufacturer to provide visibility on EBITDA performance and 2023 outlook.

The HVAC market has recently faced a major shift in technologies, induced by energy transition. Traditional products (i.e., gas boiler) are replaced by low/no-emissions products (i.e., heat pumps). Momentum is mainly driven by state regulation and government subsidy programs.
Case Studies

Case Study: Value-Driven Private Equity Fund Seeking Carbon Emissions Analysis

July 27, 2023
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. 
Case Studies

Case Study: Tracing Funds The Hard Way

March 31, 2023
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.
Case Studies

Case Study: North American Expansion to Drive Value

August 23, 2022
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.
Case Studies

Case Study: Complex carve-out, stand-up in restructuring environment

August 23, 2022
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.
Case Studies

Case Study – Landmark Synthetic Securitisation of Housing Community Loans

July 4, 2022
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.