Ms. Lockhart brings more than 20 years of experience optimizing tax strategies and operating models to align with corporate transformation projects.

NEW YORK, May 4, 2023 – Alvarez & Marsal Taxand, LLP (A&M Taxand), an affiliate of leading global professional services firm Alvarez & Marsal (A&M) has expanded its Corporate Transformation Tax (CTT) platform with the appointment of Shaun Alane Lockhart as Managing Director. A&M’s CTT platform demonstrates the firm’s commitment to driving change by financing sustainable transformation initiatives through tax savings.

With CTT, A&M delivers customized tax, trade and incentives solutions that break down barriers blocking clients’ transformation goals and accelerates the realization of sustainable, substantial results across multiple and varied industries. Ms. Lockhart’s expertise in transforming tax departments dovetails with A&M’s mission to increase value with innovative solutions for offsetting operational, technology, strategic business and tax performance improvement costs.

Ernie Perez, A&M Taxand’s Global Practice Leader highlighted how the firm’s integrated platform is a market differentiator.  “The combination of Tax, Trade, and Incentives  creates opportunities for funding high stakes, transformation scenarios. Our expanding CTT team stems from Taxand’s 2022 double digit growth and A&M’s overall growth. CTT bolsters our ability to solve for clients’ most complex problems by giving tax a needed seat at the table with the C-Suite and Boards of Directors.” 

Ms. Lockhart, who has served in leadership positions at EY and Deloitte, advises on tax processes, team enablement, data transformation and digital tools. Her knowledge of Sarbanes Oxley 404 readiness, enterprise risk and controls sustainment, Securities Exchange Commission (SEC) financial reporting, and financial tax accounting aligns with CTT’s track record of meaningful and measurable results. 

Albert Liguori, a Managing Director and Leader of Corporate Transformation Tax with Alvarez & Marsal Taxand, said, “Shaun’s experience interlocks tax performance improvement with A&M’s operational heritage and broader capabilities to drive change for large corporates.  We are technically and strategically supporting our clients to make sure they are getting the most out of their investments.”  

CTT complements A&M’s full suite of integrated services. Cyndi Joiner, a Managing Director and Leader with A&M’s Corporate Performance Improvement practice, said, “Frequently transformation is laden with complex stakeholder dynamics and tax is bolted on as an afterthought. Whether managing declining profitability, external pressures, new executive leadership and/or post-acquisition/divestiture issues, tax should be part of those initial discussions. Shaun’s ability to weave tax performance improvement into the transformation tapestry will further maximize value.” 

Ms. Lockhart is a Certified Public Accountant in GA, FL, NC, and TN. She serves as President of the Georgia State University School of Accountancy Advisory Board.

About Alvarez & Marsal    

Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.

With over 7,500 people across five continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M’s restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what’s really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.

To learn more, visit: AlvarezandMarsal.com. Follow A&M on LinkedIn, Twitter, and Facebook.

About Alvarez & Marsal Taxand

Alvarez & Marsal Taxand, an affiliate of Alvarez & Marsal (A&M), a leading global professional services firm, is an independent tax group made up of experienced tax professionals dedicated to providing customized tax advice to clients and investors across a broad range of industries. Its professionals extend A&M’s commitment to offering clients a choice in advisors who are free from audit-based conflicts of interest and bring an unyielding commitment to delivering responsive client service. A&M Taxand has offices in major metropolitan markets throughout the U.S. and serves the U.K. from its base in London.
 
Alvarez & Marsal Taxand is a founder of Taxand, the world’s largest independent tax organization, which provides high quality, integrated tax advice worldwide. Taxand professionals, including almost 550 partners and more than 2,500 advisors in 50 countries, grasp both the fine points of tax and the broader strategic implications, helping you mitigate risk, manage your tax burden and drive the performance of your business.

To learn more, visit: AlvarezandMarsal.com or Taxand.com