Financial & Accounting Due Diligence
We provide investors and lenders the answers they need to get the deal done by combining our firm’s deep operational, industry and functional expertise.
Operational Due Diligence
Post-deal operating issues have a way of disrupting even the best laid plans. We help you unlock maximum value throughout the investment lifecycle.
Tax Due Diligence
Minimize tax risk, maximize tax opportunities in transactions.
A&M Global Transaction Analytics
Leverage data and analytics to maximize actionable insights.
ESG / EHS Due Diligence Services
Integrating technical and operational expertise to provide solutions amidst an evolving ESG landscape
ESG-Tax Integration
Optimize your environmental, social, and governance strategies by leveraging tax incentives, considering tax implications, and implementing transparent disclosures.
Capital Markets and Accounting Advisory
We work with management and the company’s finance organization to address challenges they face in today’s accounting and reporting environment.
Global Transaction Tax Advisory
To maximize transaction value, your advisers need to know the risks and rewards.
Commercial Due Diligence
Answering critical questions to guide your strategic investment thesis and underwriting decisions.
IT Due Diligence
Dysfunctional or incompatible IT systems can add costs not factored into the acquisition total. We assess IT systems, infrastructure and processes to avoid hidden liabilities.
Software Accounting & Technology Due Diligence
Competitive auctions and accelerated timeframes require the right industry expertise. Our Software and Technology team quickly analyzes key value drivers and works to help you validate your investment thesis early in the process.
Software Product and Technology Diligence
Software product and technology diligence addresses critical issues for private equity funds investing in software and tech-enabled services organizations.
Financial Services Accounting Due Diligence
The increasingly complex nature of financial services deals necessitates deep industry, accounting and transaction experience. A&M’s dedicated global financial services deal professionals have executed hundreds of transactions spanning the banking, asset management, insurance and specialty finance subsectors.
Energy & Infrastructure Accounting Due Diligence
With more than 200 operational and financial professionals focused on energy, A&M provides the experience and support that investors need to successfully navigate the industry and maximize transaction value.
Healthcare & Life Sciences Accounting Due Diligence
Healthcare investments are complex. Having the industry expertise to provide informed insights into a target’s earning quality is imperative. Dedicated to healthcare, our seasoned team of CPAs quickly gets to the right answers required to close the deal.
Business Due Diligence
In-depth analysis of financial and operational metrics to support better-informed investment decisions.
Sell-side and vendor due diligence
We work with your company and its management team to maximize exit value and prepare for a robust sale process.
Sale & Purchase Agreement (SPA) Services
Our dedicated team of experts is committed to assisting you in navigating the complexities of analyzing and negotiating the purchase price, SPA, and post-deal purchase price adjustments to create and preserve deal value.
Generative AI
The Private Equity Generative AI group at A&M is actively working on a comprehensive suite of products and solutions aimed at helping Private Equity firms leverage Generative AI technologies.
A&M Rapid Results Program™
Rapid Results™ quickly identifies opportunities for increased profitability.
Accounting & Financial Reporting Solutions (AFRS)
A&M's Accounting & Financial Reporting Solutions (AFRS) team meets market demands with tailored services that ensure compliance, enhance financial transparency and support strategic transactions for corporate and private equity clients.
Analytics & Reporting Services
A&M provides data analytics services to clients to uncover maximum actionable insights to support their M&A, divestment and investment strategy.
Carve-Out Audit Support
We work with management and the company’s finance organization to address challenges they face in today’s accounting and reporting environment.
CFO Services
We provide foundational change to an organization using the office of the CFO as a fulcrum point for transformation by driving sustainable improvements to its people, processes and technologies.
Commercial Excellence
The primary objective of commercial excellence is to rapidly identify and implement sustainable sources of increased revenues and margin.
Corporate Transformation Tax
A&M’s Corporate Transformation Tax (“CTT”) team of experts deliver unparalleled value via uncovering tax, trade and incentive opportunities, designing a plan forward and partnering with companies to achieve their critical objectives.
Cost Optimization
A&M can help realize meaningful and sustainable improvements in cost structure and EBITDA creation.
Digital
Delivering value and growth through technology
Alvarez & Marsal helps organizations harness the power of technology to improve operational efficiency, reduce costs, accelerate growth, and engage stakeholders.
ESG Strategy & Implementation
Simple and insightful visualization with interactive dashboards for dynamic data analytics.
Financial and Operational Transparency
Simple and insightful visualization with interactive dashboards for dynamic data analytics.
Generative AI
The Private Equity Generative AI group at A&M is actively working on a comprehensive suite of products and solutions aimed at helping Private Equity firms leverage Generative AI technologies.
Interim Management
Our experienced leaders have a proven track record of leading organizations through transformational improvements.
IPO Readiness
We provide a hands-on approach, working closely with management and its other advisers to help transition your business from a private company to a public company.
Merger Integration
We help clients solve complex tax issues once the merger or acquisition deal has been made.
Merger Integration & Carve-Out
Our robust, structured transaction process builds on your vision to drive successful outcomes.
Other Accounting and Financial Reporting Assistance
We work with management and the company’s finance organization to address challenges they face in today’s accounting and reporting environment.
Purchase Accounting
We work with management and the company’s finance organization to address challenges they face in today’s accounting and reporting environment.
Supply Chain Services
We review the overall supply chain network and core functional areas to quickly assess current state operating performance and define opportunities to improve EBITDA and working capital.
Tax Deal Structuring
Proactive tax planning to optimize acquisitions and joint ventures.
Technology Services
We provide hands-on leadership to cost-effectively improve IT performance across your organization.
A&M Data Intelligence Gateway (DIG)
A&M Data Intelligence Gateway (A&M DIG) is a proprietary technology that utilizes the active collection of unstructured government data through open source intelligence (OSINT) and machine learning.
Capital Markets and Accounting Advisory
We work with management and the company’s finance organization to address challenges they face in today’s accounting and reporting environment.
Environmental, Technical and Sustainability Services
Our Environmental, Technical and Sustainability (ETS) Services team is focused on protecting, optimizing and enhancing business value. Whether you seek to navigate risk, drive operational efficiency or accelerate growth potential, we are your trusted experts.
ESG Strategy & Implementation
Our Environmental, Technical and Sustainability (ETS) Services team is focused on protecting, optimizing and enhancing business value. Whether you seek to navigate risk, drive operational efficiency or accelerate growth potential, we are your trusted experts.
Federal Tax
Uncover savings to create value. Uncover issues to prevent problems.
Fund Management Solutions
Creating solutions for the increasingly complex operations of private equity fund managers.
Global Business Incentives
Uncover significant bottom-line benefits with incentives.
Global Transaction Analytics
A&M provides data analytics services to clients to uncover maximum actionable insights to support their M&A, divestment and investment strategy.
Tax Accounting Services
We solve your global tax provision challenges with efficiency and precision.
International Tax
Your global footprint matters. Manage the impact of that footprint.
Private Client Services
Protect your wealth by having the proper tax savings strategies in place.
RAP Rapid Analytics
A&M provides data analytics services to clients to uncover maximum actionable insights to support their M&A, divestment and investment strategy.
Research Credits & Incentives
You innovate. Maximize your tax benefits with accurate research credits.
Sales Tax Consulting
Sales tax has a major impact on your net operating income. Plan, manage and control the impact.
State & Local Tax
Manage your business to reduce state taxes and increase cash flow.