In this first installment in our series about PFI, we will carefully define a number of terms that appear in the accounting and valuation literature.

Companies with known underpaid taxes can accrue a significant amount of delinquent interest and penalties if the unpaid tax amount is substantial and has been increasing over a long period of time.

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

A&M Managing Director Phil Beckett has recently been named “Investigations Digital Forensic Expert of the Year” by Who’s Who Legal for the second year running.

Alvarez & Marsal (A&M) has established a strategic partnership and made an equity investment in Artis Energy Intelligence (AEI), the developer of patented, real-time energy analytics software platform, RTIS®. The partnership will help clients identify and better understand their energy cost drivers, reduce costs through performance improvement solutions, and provide financing options for energy efficiency equipment investments.

Following our publication of the Dividend Recapitalization Trends Report in late 2017, we are now providing an update on trends in the leveraged loan market.

In a recent interview with Financial Services Advisor (a publication of The Dialogue), A&M Managing Director Larry Iwanski and Director Michael Carter discussed why some of Chile’s largest banks have closed the corporate accounts of cryptocurrency platforms in recent weeks, and what can be done to curb the trend.

In this article, we highlight some of the more common issues facing financial institutions as these standards have now evolved into the Beneficial Ownership Rule.

Alvarez & Marsal (A&M), announces the addition of Jay Helverson and Rick Gardner, formerly of WTS U.S. LLC, as Managing Directors. Gerry Beach, Dylan Jeannotte, and Lee Zimet are joining as Senior Directors, and the addition includes additional professional staff located in Morristown, New Jersey and Boston, Massachusetts.

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.

Marvin Rust has joined the firm as Managing Director and Head of A&M Taxand Europe, and Louise Jenkins and Andrew Ponting as Senior Directors.

Over the last few years, there has been significant media coverage of the rising high school graduation rates in states throughout the country. However, in the last year, whistleblowers have cast doubt over the reality of those gains.

A critical first component of any transformation should be an independent, fact-based assessment of a company's performance.