New Year's Update
In mid-January, 26 Alvarez & Marsal professionals from 6 countries came together in Jupiter, Florida for two days of discussion around the firm-wide corporate transformation initiative. We discussed the formation of a common global voice to market and uncovering greater synergies with our private equity, restructuring and other competencies. We also looked at how to best serve our clients and how to keep a pulse on where the market is going.
What is corporate transformation?
Our Corporate Transformation practice brings enterprise wide change with speed and scale to clients: speed in that the need for change is urgent and scale, because of the magnitude of such change on an entire business. It is the ability to manage complicated dynamics (entrenched executives, competitive dynamics, Board dynamics and at times, activist investors) and the ability to communicate the often difficult messages about the case for change and its order of magnitude. Corporate Transformation work is not solely cost cutting. Cost reduction has significant benefits, but it is only one part of the transformation journey.
Activist pressure starts with underperformance
June 18, 2026
Shareholder activism is accelerating, and the root cause is consistent: sustained operational underperformance relative to peers. In a feature for CFO.com, A&M Managing Director Ron Orsini outlines a more disciplined path: close performance gaps early, build a credible value creation plan, and retain control of your strategy before activists define it for you.
Jay Frankl and Annie Peabody featured in The Deal’s Activist Investing Today Podcast
June 11, 2026
Jay Frankl and Annie Peabody discuss current M&A activism trends in The Deal’s Activist Investing Today podcast, highlighting insights from A&M’s US Activist Alert (AAA) report.
Turning AI Investment Into P&L Impact: What Sets Leaders Apart
June 10, 2026
The latest piece from A&M's Corporate Transformation Services team breaks down the three patterns emerging across industries, and the four fundamentals that separate the organizations turning AI investment into real P&L impact from those stuck in pilot mode.
Daniel Schmeltz Shares Why Enterprise AI Still Isn't Delivering Financial Returns in CFO Dive Feature
May 7, 2026
Companies are investing billions in AI, but most struggle to convert adoption into measurable financial returns. Managing Director Daniel Schmeltz explains why real AI ROI depends on operating model redesign, not more pilots or tools.