London, 20 February, 2024 – Alvarez & Marsal Tax (A&M Tax), an affiliate of leading global professional services firm Alvarez & Marsal (A&M) has announced a strategic partnership with Pactio, the platform that provides the digital architecture for private capital – a multi-sided tool that benefits investors, lawyers, tax advisers and fund administrators. Pactio’s transaction management platform leverages single source of truth architecture to streamline workflows, improve accuracy and reduce risk.

The new alliance significantly enhances the way that M&A tax advisory services are delivered and means A&M can offer a faster, more transparent and robust deal delivery process for its clients. A&M will utilise Pactio’s secure platform architecture to help clients mitigate transaction risk, drive productivity, and improve data retention. 

Marvin Rust, Managing Director and European Tax Practice Leader at A&M Tax, said: “Pactio’s software is designed to alleviate the common pain points in getting deals completed, such as the preparation of fund flows and tax memoranda. Its advanced technology is one of the biggest innovations in deal making technology and will revolutionise the way we guide clients through the deal close and beyond, delivering a rapid, reliable output that can evolve throughout the investment lifecycle.” 

Eric Heimark, Co-Founder & CEO at Pactio, said: “The ideal strategic partner for Pactio is a business capable of fully embracing the transformative power of our platform. Alvarez & Marsal’s commitment to constantly innovating and improving the way they do business made them an obvious choice as one of our first strategic partnerships.”

Commenting on the alliance, Ernesto “Ernie” Perez, Global Practice Leader of A&M Tax, said: "Leveraging technology to create value for our clients and improve how we deliver client services is a top priority for our global practice.  Our partnership with Pactio exemplifies our strategic approach to selecting partners best placed to help us deliver an unparalleled advisory experience for clients."

If you would like to discuss the transformative impact Pactio could be having on your business, please get in touch with the contacts listed, or via your usual A&M contact.

-ENDS-

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 more than 9,100 people providing services across six 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

About Alvarez & Marsal Tax

Alvarez & Marsal Tax part 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 of advisers who are free from audit-based conflicts of interest and bring an unyielding commitment to delivering responsive client service. A&M Tax has offices in major metropolitan markets throughout the Americas, EMEA, and APAC.

About Pactio

Pactio provides the $12 trillion private capital industry with much needed infrastructure to undergo digital transformation. Informed by deep industry expertise, Pactio’s controlled tech architecture supports private equity investors and their advisers across the full lifecycle of private investments, streamlining, supercharging and de-risking workflows from exchange through to exit. 

To learn more, visit pactio.io.