Brian Charbonnier and Chris White join as Managing Directors, bolstering A&M Tax’s capabilities and the West Coast’s full-service team.

Los Angeles, August 27, 2024 -- Alvarez & Marsal Tax, LLC (A&M Tax), an affiliate of leading global professional services firm Alvarez & Marsal (A&M), has expanded its Portfolio Tax Services (PTS) offering and its West Coast presence with the appointments of Managing Directors Brian Charbonnier and Christopher White. This expansion brings significant expertise in assisting private equity-backed companies in navigating the intricate and dynamic tax environment and builds on Adam Uttley’s recent joining as Managing Director and Group Leader for PTS North America.

Messrs. Charbonnier and White solve complex tax matters for multinational, public companies and private organizations across a wide range of industries. These senior hires round out the full-service LA based team including A&M Tax Managing Director Katya Umanskaya.

Ernesto “Ernie” Perez, Managing Director and A&M Tax’s Global Practice Leader, noted “M&A is our most mature global capability, and we are relentless in our commitment to offering PE investors, funds and their portfolio companies seamless services that address every aspect of tax planning and compliance. Brian and Chris are two very talented professionals who will enhance our West Coast footprint, but most importantly further complement our impressive Global Transaction Tax (GTT) practice to best support our PE clients.”  

Mr. Charbonnier specializes in developing innovative tax and transfer pricing solutions as well as direct, indirect and international tax planning. He works with clients on comprehensive tax strategies and advises on tax efficient structuring along with merger and acquisition (M&A) and initial public offering (IPO) planning.

Mr. White concentrates on implementing tax-efficient structures for inbound and outbound global operations. He advises clients on M&A deal structuring, post-acquisition structuring, supply chain holding and financing, intellectual property planning and cross-border transaction tax structuring and financial modeling.

Mr. Uttley said, “Our full-service LA team is equipped to help clients navigate a shifting tax legislative landscape alongside the 2025 sunsetting of multiple Tax Cuts and Jobs Act (TCJA) tax provisions. Brian, Chris and Katya, have the critical tax and finance functions work experience to ensure clients maximize value, drive change and mitigate risk. They align with the responsiveness, transparency, collaboration and efficiency that define our global solutions, integrated tax services and results-oriented approach.”

Prior to joining A&M, Mr. Charbonnier served as Managing Director with Andersen’s Commercial Tax practice. He earned a J.D. from Duquesne University, an M.B.A. from the University of Pittsburgh and is a member of the State Bar of California.

Mr. White previously served in leadership roles with Deloitte as well as several multi-national, publicly traded companies. He earned a bachelor’s degree in business economics from the University of California, Los Angeles. Mr. White is a Certified Public Accountant in the state of California and a member of the American Institute of Certified Public Accountants.

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 10,000 people 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 is really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.

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

To learn more, visit: AlvarezandMarsal.com