Adam Kaplan

Senior Director
Specializes in margin management, cost transparency and P&L forecasting 
Expert in operational process improvement
12+ years of industry and consulting experience
New York
@alvarezmarsal
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Adam Kaplan is a Senior Director with Alvarez and Marsal Private Equity Performance Improvement in New York. He specializes in margin management, cost transparency, P&L forecasting, and operational process improvement. Mr. Kaplan has worked with clients in various industries, including consumer goods, food and beverage, aerospace and defense, automotive, industrial manufacturing, marketing services and retail.

With more than 12 years of industry and consulting experience, Mr. Kaplan has held management leadership roles, advised on 30+ diligences and led multiple performance improvement engagements supporting margin improvement, supply chain management and cost optimization. 

Mr. Kaplan's recent engagements include a six-month implementation for a $4 billion food co-manufacturer, focusing on P&L forecasting improvement though margin transparency; a four-month implementation for a $1.5 billion industrial parts manufacturer, focusing on margin management improvement though price/cost transparency. Previously, Mr. Kaplan completed a five-month cost transparency implementation for a $600 million pet care solutions company, focusing on operational KPI development, market inflation tracking and P&L forecasting.

Prior to this, Mr. Kaplan completed a seven-month margin management and PMO project for a $700M million shipbuilding company, focusing on price/cost transparency, organizational integration and service offering prioritization; a five-month cost optimization and PMO project for a $7 billion retail company, focusing on organizational redesign and process improvement that resulted in operational expense reductions of ~$120 million; and a five-month cost optimization and PMO project for a $1.1 billion skin care company, focusing on organizational redesign and process improvement that reduced operating cost by ~$100 million. 

Prior to joining A&M, Mr. Kaplan spent six years at WireCo Worldgroup as Manager of FP&A & Corporate Development. He pursued more than thirty merger and acquisition opportunities in over fifteen countries, established a global FP&A team to support business leaders with pricing, forecasting, supply chain and expense management, and supported WireCo and PE sponsors through multiple debt refinancings and an equity transaction.

Mr. Kaplan earned a bachelor’s degree from Union College in New York.

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