Beyond Localization: The Next Phase of Saudi Arabia's Aerospace & Defense Ambition
July 5, 2026
Saudi Arabia's Aerospace & Defense ambition under Vision 2030 is reshaping the Kingdom's industrial base. As localization accelerates, the focus is shifting toward indigenous engineering capability, industrialization, and long-term defense sovereignty.
The Telco AI Value Paradox
June 16, 2026
Across the telecommunications sector, AI investment is accelerating — but enterprise value is not keeping pace. In our latest analysis, A&M's Telecommunications & Digital Infrastructure practice examines why: the domains that offer the greatest AI opportunity are consistently the same domains with the most fragmented data, the highest system complexity, and the greatest deployment risk.
NetCo/ServCo Carve-Outs: Why Operating Model Decisions Determine Value
June 4, 2026
Network and service carve-outs are becoming an increasingly common feature of the US broadband landscape.
When Scale Stops Working: The Fight for Volume Growth at Large Consumer Goods Companies
June 3, 2026
Alvarez & Marsal’s analysis shows that revenue growth accounts for roughly two thirds of the difference in valuation multiples among leading consumer packaged goods companies. Growth-led earnings are valued at twice the level of cost-driven gains.