Alvarez and Marsal

Who We Serve

ABOUT GLOBAL TRANSACTION ADVISORY GROUP

Our Global Transaction Advisory Group's integrated due diligence approach goes beyond traditional quality of earnings analyses and focuses on key value drivers for sponsors and lenders. Our global team has extensive industry knowledge across multiple sectors including, but not limited to, dedicated industry verticals in healthcare, software & technology, energy and financial services. Our dedicated industry verticals combine our transaction advisory, operational performance improvement and tax expertise into an integrated approach to help clients gain more insights, make better decisions and execute faster throughout the deal process.

Dedicated Industries We Serve

Overview

  • A&M's Integrated Healthcare practice combines world-class pre-acquisition financial accounting and operational diligence services with deep healthcare industry and post-acquisition advisory services.
  • Our dedicated healthcare Transaction Advisory vertical has over 20 professionals providing financial accounting due diligence to private equity and corporate healthcare clients.
  • A&M's Healthcare Industry Group has over 150 dedicated healthcare industry professionals with deep operational, advisory and financial experience.

Deep Sector Expertise

Physician Practice Management

Payors and Payor Services

Life Sciences

Hospital and Health Systems

Home Health and Hospice

Outsourcing

Long Term Care

Behavioral Health

Labs and Imaging

Integrated Due Diligence Approach

  • Assists clients in validating investment thesis.
  • Provides comprehensive suite of complementary services for healthcare acquirers, including:
  • Guidance on complex accounting issues.
  • Transaction tax advice.
  • Healthcare consulting services, including (but not limited to) operational improvement, interim management and strategy development and execution.
  • Monitor industry trends and translate changes in industry dynamics (reimbursement, product rollout and acceptance, cost structure, etc.)

Overview

  • Dedicated Software & Technology Transaction Advisory vertical with deep sector experience working for private equity and corporates investing in leading technology companies across a variety of industries including communications, logistics, ecommerce, fin tech, education, security, systems management, web-based services and more.
  • Enabled to provide our clients with the ability to quickly identify, diagnose and solve complex financial issues.

Deep Sector Expertise

Data Processing & Outsourced Services

Application Software

Healthcare IT

Security

Systems Software

Financial Technology

Internet Software & Services

Telecommunications Software

IT Consulting

Payment Processing

Learning Management Software (LMS)

Home Entertainment Software

Integrated Due Diligence Approach

  • Revenue Analyses
  • Revenue Recognition/Customer Contract Review
  • Renewal rates (ARR, Customer Count, and Up-For-Renewal)
  • Cohorts
  • Bookings to Revenue to Cash Conversion Analysis
  • Forecast Gap Analysis
  • Operations
  • Systems Review
  • Carve-out / Standalone Cost Assessments
  • Synergy Assessment
  • Margin / Cost Analyses
  • Standardized Gross Margin
  • Customer Acquisition Costs/Magic Number
  • Lifetime Value
  • Cash EBITDA

Overview

  • Dedicated Transaction Advisory Energy vertical providing financial accounting due diligence to private equity and corporate energy clients across all significant sectors including upstream, midstream, downstream, energy services, equipment, and mining.
  • Integrated approach combines world-class pre-acquisition financial accounting and operational diligence services with deep energy industry and post-acquisition advisory services.
  • Transaction Advisory Energy team also has extensive experience in Infrastructure serving both private equity and corporates investing power generation, utilities, rail, ports, shipping operations and more.
  • Our integrated team of financial, operational, and advisory professionals rapidly assess the key issues (red flags or deal stoppers), identify areas of judgment and areas where further work is required.

Deep Sector Expertise

Upstream

Energy services

Power Generation

Rail

Vessel Operations

Midstream

Energy equipment

Alternative Power Producers

Ports

Downstream

Mining

Utilities

Shipping Container

Integrated Due Diligence Approach

  • Pre-acquisition financial due diligence
  • Financial and potential IPO support
  • IPO readiness
  • Sell-side assistance and data room preparation

Overview

  • A&M's Global team of more than 250 professionals dedicated to the financial services industry led by 50 Managing Directors located in nine countries.
  • Working across practice groups (restructuring, tax, performance improvement, valuation, transaction advisory, disputes and investigations) to leverage A&M’s specialized operational knowledge and expertise to provide actionable domestic and global solutions to our clients.
  • Our dedicated Transaction Advisory Financial Industry Group provides financial accounting due diligence to private equity and corporate energy clients across all significant sectors including asset management, banking, specialty finance, fintech and insurance.

Deep Sector Expertise

Banking and Specialty Finance

  • Banks
  • Thrifts
  • Industrial Loan Companies
  • Credit Cards
  • Consumer Finance
  • Mortgage Banking
  • Commercial Finance Companies
  • Factoring
  • Leasing
  • Debt Collections

Investment Management

  • Private Banking & Wealth Management
  • Mutual Fund Managers
  • Institutional Managers
  • Hedge Funds
  • Private Equity Funds
  • Real Estate Funds
  • Fund Administrators

Brokerage & Exchanges

  • Investment Banks
  • Broker / Dealers
  • Stock Exchanges
  • ECNs
  • Trading Support
  • Clearing and Settlement Services

Insurance

  • Life, Health & Annuity
  • Property & Casualty
  • Reinsurance
  • Financial Guaranty (“Monolines”)
  • Excess & Surplus Lines
  • Insurance Brokerage
  • Specialty Insurers
  • Life Settlements
  • Captives

Financial Technology

  • Payment Processing
  • Financial Software & Infrastructure
  • Securities Processing
  • Market Data Services

Integrated Due Diligence Approach

  • Pre-acquisition financial due diligence
  • Financial and potential IPO support
  • IPO readiness
  • Sell-side assistance and data room preparation

SOURCE: ALM VANGUARD: TRANSACTIONS - ACQUISITIONS CONSULTING JUNE 2019 REPORT

“A&M has adeptly positioned itself across the restructuring and TAS businesses for a counter-cyclical market strategy, and with recent investments in scale and analytics is one of the non-Big Four providers most often mentioned.”

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