Alvarez & Marsal Conversation With

Inside the Middle Market: How Law Firms Are Navigating a New Deal Environment

Alvarez & Marsal — Fri, 19 Dec 2025 15:54:17 +0000

In this episode of Conversations with Anthony, we sit down with Anthony Consoli and Peter Massumi — founding partners of the Chambers- and Legal 500-ranked Massumi + Consoli LLP — to discuss the fast-changing dynamics of today’s middle-market deal environment. Drawing on deep experience advising sponsors and strategic buyers, they share how their firm was built for complex transactions, the expansion of their specialty practices, and the trends shaping M&A in 2025.

Whether you’re operating, investing, or executing in the middle market, this conversation offers a clear view into the mechanics, pressure points, and opportunities defining transactions in the year ahead.

Chapters

(00:00:00) - Conversations With Anthony
(00:00:50) - Peter Misumi and Tony Console Discussing the New Firm's Private
(00:03:05) - Private Equity M&A Practice Expands
(00:05:17) - Jefferies: Private Equity Deal Activity
(00:08:17) - Have We Seen Enough Add Ons in the Market?
(00:11:08) - Continuation Vehicles
(00:12:16) - What is the CVs market?
(00:14:29) - Middle Market Deals, Secondary and CV
(00:15:53) - Pre-Closing Negotiations: How to Avoid
(00:21:52) - How AI Is Affecting the Deal Market
(00:25:53) - What is it like to Be at the Closing Table?
(00:30:24) - CapEx Executives: On the Market in 2026
(00:32:20) - Private Equity: 2021

Private Credit at an Inflection Point: Risk, Resilience, and the Future of Capital

Alvarez & Marsal — Tue, 16 Dec 2025 18:36:49 +0000

Private credit has moved from an alternative strategy to a core pillar of today’s capital markets—but is the market prepared for what comes next?

In this episode of Conversations with Anthony, Anthony Caporrino is joined by JP James, Chairman and CEO of Hyde Financial Assets, for a candid discussion on the evolution of private credit, the forces driving its rapid growth, and the structural risks emerging beneath the surface. Drawing on decades of experience across private markets, data analytics, and consumer credit, JP shares why private credit has stepped into the void left by traditional banks, where excess capital and speed are creating fragility, and how misaligned liquidity and limited visibility into underlying assets could pose challenges in the next downturn.

Chapters

(00:00:00) - Conversations With Anthony Caprino
(00:00:46) - Private Credit, Will It Survive?
(00:04:41) - Private Credit: Attractive to Investors
(00:10:42) - Private-Credit vs. Traditional Bank Credit
(00:13:55) - Private Credit Is More Mainstream
(00:22:46) - Risk of Large Institutions Ignoring the Basis
(00:27:45) - Private Credit: The Need to Understand the Technology

Why Private Equity Is Betting Big on Global Delivery Networks

Alvarez & Marsal — Mon, 01 Dec 2025 20:51:46 +0000

Discover why the most forward-thinking private equity firms are betting big on Global Delivery Networks and how this approach is transforming portfolio performance. In this episode, featuring Sameer Ahluwalia Managing Director at Alvarez & Marsal Offshore Capability Center in India, we explore the strategic advantages of building offshore delivery hubs — from accessing top digital and AI talent to accelerating execution and unlocking major cost efficiencies. With real case studies and market insights, you’ll learn how leading funds are using these models to drive scale, improve outcomes, and lift exit multiples.

Chapters

(00:00:00) - Private Equity: The Value of Global Delivery Networks
(00:01:52) - Why does private equity need the global delivery network?
(00:04:00) - What is the Private Equity Perspective on Outsourcing?
(00:05:20) - Private Equity: Global Delivery and Generative AI
(00:08:19) - Does AI Integrate With GDN?
(00:10:47) - Offshore and GDN: Why India and the rest of the
(00:12:26) - India's advantages for nearshore IT,
(00:14:31) - Valuing Private Equity: Scale
(00:20:25) - Private Equity's GDN Perspective
(00:24:35) - What is A&M Best suited to Do Private Equity Performance Improvement
(00:26:56) - Q&A With Sameer and Anthony

Fueling Growth Without Losing Vision: A Founder’s Perspective

Alvarez & Marsal — Mon, 28 Jul 2025 18:46:07 +0000

In this episode, Alba Wheels Up Co-Founder Damien Stile shares how he transformed a small customs brokerage into a logistics leader overseeing $15B+ in imports annually. Damien reflects on the decision to bring in private equity, why a values alignment with investors is critical, and how the partnership fueled innovation, scalability, and leadership expansion—without compromising the company’s entrepreneurial spirit. A must-listen for founders navigating growth and bringing on investment.

Chapters

(00:00:00) - Antony Caparino on Private Equity
(00:00:52) - Importance of Customs House Brokers: Damian Style on The Podcast
(00:02:14) - The Journey of Alba Logistics
(00:03:46) - Customs House Brokerage: The Roll Up
(00:06:02) - How Did The Private Equity Company Conduct Their Due Dilution?
(00:08:42) - On The Covid Deal
(00:11:47) - Exploring the Alba Tech Deal
(00:14:13) - Have Private Equity Partners Improved the Company?
(00:17:19) - How Has the Company Strengened the Team?
(00:18:42) - How Do You Balance Autonomy and Accountability?
(00:20:35) - Tariffs and the Market
(00:22:12) - Q&A: Tariffs
(00:23:27) - A Private Equity Investor Conversation

Demystifying Australia's National Anti-Corruption Commission

Alvarez & Marsal — Wed, 16 Jul 2025 22:00:00 +0000

In our latest episode of Conversation with Podcast, we have Kylie Kilgour, Deputy Commissioner at the National Anti-Corruption Commission (NAAC).

Kylie provides an in-depth overview of the Commission’s early operations and the ongoing challenges in tackling corruption across the public sector. Covering key topics such as inter-agency collaboration, referral trends and legacy case management, corruption prevention strategies, and insights from the Commonwealth Integrity Survey.

A&M Tax Talks Middle East | Podcast series | Episode 2

Alvarez & Marsal — Mon, 27 Jan 2025 20:41:58 +0000

We are delighted to launch the second episode of our Tax Talks Middle East podcast series, focused on UAE Tax considerations for M&A transactions. As the UAE adopts a more comprehensive tax regime, the impact to M&A transactions is significant. Tune in to our podcast for insights on navigating the evolving M&A Tax landscape.

Our expert speakers for this episode include:

Vishal Sharma – Managing Director, A&M Tax
Hashem Saleh – Director, A&M Tax
Gurpreet Pawar – Director, A&M Tax

No Regrets: Navigating Liquidity Management and Fostering a Cash Culture

Alvarez & Marsal — Fri, 15 Dec 2023 00:00:00 +0000

Welcome to the No Regrets Podcast series featuring Director Cailin Boulerice in conversation with Managing Directors Markus Lahrkamp and Charles Lowery. In this episode, they dive into the importance of liquidity management and fostering a cash culture. Markus and Charles share actual insights that private equity fund sponsors and portfolio company management teams should be implementing now.

Demonstrating Innovation: How States are Using IMD Waivers to Improve Behavioral Health

Alvarez & Marsal — Thu, 24 Aug 2023 11:00:00 +0000

In this episode of Conversations With, Managing Director Peter Urbanowicz and Senior Director Jay Nagy will look at behavioral health care provision and payment at the State level. Specifically focused on how States and Medicaid have traditionally viewed payment for care provided in an “institution for mental diseases” (IMD) and new ways to pay for this care through Medicaid Demonstration projects.

They'll share their deep knowledge of IMD demonstrations, highlighting how states across the country have utilized IMD demonstrations to improve access to behavioral health services and strengthen crisis stabilization supports. They will also give a sneak peek at what’s on the horizon in this emerging area of behavioral health policy.

Key trends in Europe and the Americas

Alvarez & Marsal — Fri, 21 Jul 2023 23:00:00 +0000

Alvarez & Marsal's Director of Relationship Management Kate Netinho and Managing Directors Wayne Jephson, Jay Moody and Jason Clatworthy join GIIA's Head of Communication Matt Dickinson to discuss shifting portfolio priorities, growing clean tech investment and current tax considerations.

Lenders demands and expectations for 2023

Alvarez & Marsal — Wed, 29 Mar 2023 08:45:00 +0000

Cloud 9fin Katharine Hidalgo sits down with Managing Director and EMEA Head of Debt Advisory, Tim Metzgen and Senior Director, Thomas Paterson to discuss their expectations for 2023 and give some insight into how borrowers are managing a more challenging environment and what lenders are demanding.

With credit committees hearing new investment stories and assessing workouts, borrowers are being put through their paces. They should expect diligence a lot earlier in the process and need more prep to get the story right.

Tim and Tom go on to discuss how different sectors have fared post Covid. Consumer-facing businesses have fallen out of favour while tech, healthcare and business services continue to prove a magnet for new capital.

The discussion then takes a look at whether the era of loose docs is over and the challenges around liquidity. With a much more diverse debt market, can borrowers tap into these different pockets of capital?

Financial Diligence of SaaS Companies

Alvarez & Marsal — Mon, 03 Oct 2022 11:00:00 +0000

A&M's Global Transaction Advisory Group Managing Director, Sean St. Germain, joined the SaaShimi podcast to discuss the financial diligence process of SaaS companies, common mistakes in ARR, Gross Profit, EBITDA calculations, the effects capitalized software and capitalized commissions have on cash EBITDA, and much more.

https://www.alvarezandmarsal.com/insights/financial-diligence-saas-companies

Scalable IT for Digital

Alvarez & Marsal — Tue, 13 Sep 2022 22:00:00 +0000

A&M Southeast Asia and Australia (SEAA) Managing Director Daniel Angelucci was recently invited as a guest at EGN’s podcast where he shared his views on critical success elements to scale IT capabilities in organizations with an aim to truly be successful in their digital transformations. The podcast is a part of the series “EGN Leadership Conversations: The Untold Secrets Of The C – Suite” hosted by Nick Jonsson.

https://www.alvarezandmarsal.com/insights/scalable-it-digital-podcast

People Are the Most Important Asset

Alvarez & Marsal — Tue, 13 Sep 2022 15:00:00 +0000

People are at the center of almost every business, whether clients, employees or a combination of both. However, it is not always clear what a people-centered approach is and how to establish it in your organization’s culture.

A&M Managing Director and Global Practice Leader, Paul Aversano, joined Branch Out, a podcast from Connection Builders and shares why clients and people should be the focus of any business, the A&M approach, what it takes to be successful within the professional services sector, and much more.

https://www.alvarezandmarsal.com/insights/people-are-most-important-asset

Infrastructure Pulse: Q2 2022

Alvarez & Marsal — Wed, 11 May 2022 13:30:00 +0000

Alvarez & Marsal and the Global Infrastructure Investor Association (GIIA) recently released the Q2 2022 Infrastructure Pulse survey results. The survey is designed to provide a regular temperature check of sentiment in the sector and emerging trends.

As economies around the world explore their new normal post Covid-19 and learn to live with the virus, new geopolitical challenges in the form of the impact of the Russian invasion of Ukraine, a European energy crisis and inflationary pressures across the globe present both challenges and opportunities. When coupled with the vast sums of capital required to support digital transformation, energy transition and the commitment to Net Zero this makes for interesting times for Infrastructure investors.

In this podcast, we share highlights revealed from the survey, including:

Healthy fundraising environment and amounts of dry powder
Resurgence of ‘core’ funds
Shift in sentiment towards certain countries across Europe and LatAm
Continued strengthening in the importance of the sustainable agenda

https://www.alvarezandmarsal.com/insights/infrastructure-pulse-podcast-q2-2022

A&M Conversation With: FASB, How to Start Planning for Implementation

Alvarez & Marsal — Fri, 12 Nov 2021 21:56:00 +0000

On this episode of A&M Conversation With our Valuation Services Director Robert Pay sits down with Managing Director Chandu Chilakapati to discuss FAS133, and the scope of the revisions in terms of instruments covered and businesses affected.

A Discussion with Debtwire: The Auto Industry at a Crossroad

Alvarez & Marsal — Fri, 11 Jun 2021 22:19:00 +0000

From supply chain challenges to the seismic shift away from internal combustion engines to the industry’s ability to find capital to support the auto tech revolution, Alvarez & Marsal’s Chuck Moore and Rick Kozole discuss the greatest period of change in the automotive industry in the past 100 years on a podcast hosted by Reshmi Basu of Debtwire.

Die Digitalisierung des Einzelhandels – Was bleibt? Was kommt?

Alvarez & Marsal — Wed, 02 Jun 2021 19:18:00 +0000

Monatelang musste Douglas seine Filialen schließen und trotzdem lief das Geschäft besser als erwartet. Die Parfümerie fand neue digitale Wege der Kundenansprache und viele Ideen finden nun ihren Weg zurück in die Läden. Im Podcast erfahren Sie, welche Trends im Einzelhandel die nächsten Monate bringen. Im Gespräch: Nicole Nitschke, Douglas-CEO und Bob Rajan, Managing Director und CO-Head bei Alvarez Marsal.

Generation Digital Workforce Podcast Featuring Cody Chenault

Alvarez & Marsal — Tue, 22 Sep 2020 19:23:00 +0000

Alvarez & Marsal Managing Director Cody Chenault was recently featured on the Generation Digital Workforce podcast. Check out the episode to hear Cody on how intelligent automation is shaping the future of shared services.

COVID Pandemic Impact Compared with 2008 Financial Crisis

Alvarez & Marsal — Thu, 20 Aug 2020 01:38:00 +0000

A&M’s Mark McMahon spoke at a #webinar hosted by law firm Kirkland & Ellis on the challenges in valuing private investments amid the unique uncertainties caused by the coronavirus pandemic. In this extract, Mark compares valuation in during COVID with the financial crisis of 2008.

COVID Impact on Industries – Need for Nuance

Alvarez & Marsal — Thu, 20 Aug 2020 01:35:00 +0000

A&M’s Mark McMahon spoke at a webinar hosted by law firm Kirkland & Ellis on the challenges in valuing private investments amid the unique uncertainties caused by the coronavirus pandemic. In this extract, Mark talks about some of the headline industries most widely known to be affected and the need for nuance in considering different subsectors and business models that have been less impacted.

Q1 2020 COVID Pandemic Valuation Impact for Asset Managers

Alvarez & Marsal — Wed, 19 Aug 2020 07:14:00 +0000

Q1 2020 COVID Pandemic Valuation Impact for Asset Managers by Alvarez & Marsal

Valuing Private Capital Investments in the Global Pandemic... Operational Issues

Alvarez & Marsal — Fri, 17 Jul 2020 22:15:00 +0000

Mark McMahon, Global Practice Leader and Head of Alternative Investment Services for Alvarez & Marsal Valuation Services spoke at a webinar EMPEA, the global industry association for private capital in emerging markets, on valuation issues during COVID-19.

Valuing Private Capital Investments in the Global Pandemic... Credit Funds

Alvarez & Marsal — Fri, 17 Jul 2020 22:13:00 +0000

Valuing Private Capital Investments in the Global Pandemic... Quantifying Uncertainty

Alvarez & Marsal — Fri, 17 Jul 2020 21:46:00 +0000

Mark McMahon, Global Practice Leader and Head of Alternative Investment Services for Alvarez & Marsal Valuation Services spoke at a webinar hosted by EMPEA, the global industry association for private capital in emerging markets, on valuation issues during COVID-19.

The Value in Valuation

Alvarez & Marsal — Wed, 17 Jun 2020 18:36:00 +0000

Valuation Tax expert Philip Antoon and Crown Jewel Insurance discuss why companies should do so in this “The Value in Valuation” podcast.

A&M Conversation With: Embracing Technology to Meet Changing Needs of the PE Market (Part 6)

Alvarez & Marsal — Mon, 20 May 2019 01:36:00 +0000

In part six, the final segment, of a recent discussion panel, co-hosted by Alvarez & Marsal, DealCloud and Cobalt GP entitled “Embracing Technology to Meet the Changing Needs of the Private Equity(PE) Market,” industry leaders make a few predictions about the future use of technology in PE funds. The panel comprised Cole Corbin, Head of Fund Analytics and Reporting Services at Alvarez & Marsal, Saar Menachemi, Senior Vice President of Client Development and Marketing at DealCloud and Drew Pearson, formerly a Managing Director at General Atlantic. The panel was moderated by John Blaine, Vice President of Sales at Cobalt GP.

A&M Conversation With: Embracing Technology to Meet Changing Needs of the PE Market (Part 5)

Alvarez & Marsal — Mon, 13 May 2019 01:36:00 +0000

In part five of a recent discussion panel, co-hosted by Alvarez & Marsal, DealCloud and Cobalt GP entitled “Embracing Technology to Meet the Changing Needs of the Private Equity(PE) Market,” industry leaders discuss management of systems and their impact on PE funds. The panel comprised Cole Corbin, Head of Fund Analytics and Reporting Services at Alvarez & Marsal, Saar Menachemi, Senior Vice President of Client Development and Marketing at DealCloud and Drew Pearson, formerly a Managing Director at General Atlantic. The panel was moderated by John Blaine, Vice President of Sales at Cobalt GP.

A&M Conversation With: Embracing Technology to Meet Changing Needs of the PE Market (Part 4)

Alvarez & Marsal — Mon, 06 May 2019 13:35:00 +0000

In part four of a recent discussion panel, co-hosted by Alvarez & Marsal, DealCloud and Cobalt GP entitled “Embracing Technology to Meet the Changing Needs of the Private Equity(PE) Market,” industry leaders discuss how PE firms can work smarter by leveraging technology. The panel comprised Cole Corbin, Head of Fund Analytics and Reporting Services at Alvarez & Marsal, Saar Menachemi, Senior Vice President of Client Development and Marketing at DealCloud and Drew Pearson, formerly a Managing Director at General Atlantic. The panel was moderated by John Blaine, Vice President of Sales at Cobalt GP.

A&M Conversation With: Embracing Technology to Meet Changing Needs of the PE Market (Part 3)

Alvarez & Marsal — Mon, 29 Apr 2019 13:35:00 +0000

In part three of a recent discussion panel, co-hosted by Alvarez & Marsal, DealCloud and Cobalt GP entitled “Embracing Technology to Meet the Changing Needs of the Private Equity(PE) Market,” industry leaders discuss some of the ways PE funds, of different size, are utilizing technology. The panel comprised Cole Corbin, Head of Fund Analytics and Reporting Services at Alvarez & Marsal, Saar Menachemi, Senior Vice President of Client Development and Marketing at DealCloud and Drew Pearson, formerly a Managing Director at General Atlantic. The panel was moderated by John Blaine, Vice President of Sales at Cobalt GP.

A&M Conversation With: Embracing Technology to Meet Changing Needs of the PE Market (Part 2)

Alvarez & Marsal — Mon, 22 Apr 2019 14:03:00 +0000

In part two of a recent discussion panel, co-hosted by Alvarez & Marsal, DealCloud and Cobalt GP entitled “Embracing Technology to Meet the Changing Needs of the Private Equity(PE) Market,” industry leaders discuss the trends they have seen over recent years. The panel comprised Cole Corbin, Head of Fund Analytics and Reporting Services at Alvarez & Marsal, Saar Menachemi, Senior Vice President of Client Development and Marketing at DealCloud and Drew Pearson, formerly a Managing Director at General Atlantic. The panel was moderated by John Blaine, Vice President of Sales at Cobalt GP.

A&M Conversation With: Embracing Technology to Meet Changing Needs of the PE Market (Part 1)

Alvarez & Marsal — Mon, 15 Apr 2019 13:59:00 +0000

In part one of a recent discussion panel, co-hosted by Alvarez & Marsal, DealCloud and Cobalt GP entitled “Embracing Technology to Meet the Changing Needs of the Private Equity(PE) Market,” industry leaders discussed how PE funds can leverage technology to counter the squeeze on margins. The panel comprised Cole Corbin, Head of Fund Analytics and Reporting Services at Alvarez & Marsal, Saar Menachemi, Senior Vice President of Client Development and Marketing at DealCloud and Drew Pearson, formerly a Managing Director at General Atlantic. The panel was moderated by John Blaine, Vice President of Sales at Cobalt GP.

A&M Conversation With: Discussing Collateralized Loan Obligation (CLO) Valuation

Alvarez & Marsal — Wed, 28 Nov 2018 14:51:00 +0000

On this episode of A&M Conversation With, Senior Director Maria Nizza, from Alvarez & Marsal’s Valuation Services, discusses changes in the collateralized loan obligation market over the last 12 months, and what we should consider when valuing of CLOs.

A&M Conversation With: Digital Growth in the Supply Chain

Alvarez & Marsal — Mon, 15 Oct 2018 16:28:00 +0000

On this episode of A&M Conversation With, Managing Directors David Riviere and Keith Browning, as well as Senior Directors Matt Stanfield and Art Hall sit down to discuss the growing digital presence within the supply chain.

A&M Conversation With: Steel Tariffs and the Future of Supply Chain

Alvarez & Marsal — Wed, 23 May 2018 13:23:00 +0000

On this episode of A&M Conversation With, Senior Director Art Hall in our Corporate Performance Improvement practice sits down with Managing Director Geoffrey Pollak and Eric Wang from our Corporate Performance Improvement practice to discuss steel tariffs and its implications on supply chain.

A&M Conversation With: Valuation Issues for Private Equity Funds (Part III)

Alvarez & Marsal — Thu, 17 May 2018 15:47:00 +0000

A&M Conversation With: Valuation Issues for Private Equity Funds (Part III) by Alvarez & Marsal

A&M Conversation With: Tax Reform and M&A Activity (Part II)

Alvarez & Marsal — Mon, 07 May 2018 16:06:00 +0000

On this episode of A&M Conversation With, Senior Director Art Hall in our Corporate Performance Improvement practice sits down with Managing Director Jill-Marie Harding from our Taxand practice to discuss tax reform and pending M&A activity.

A&M Conversation With: Valuation Issues for Private Equity Funds (Part II)

Alvarez & Marsal — Fri, 20 Apr 2018 15:19:00 +0000

This is the second excerpt from a webinar on valuation issues for private issues. The moderator, Ian Blance of Voltaire Advisers, talks to Richard Bibby and Mark McMahon about recent developments. On this episode of A&M Conversation With Managing Directors Richard Bibby and Mark McMahon converse with Ian Blance of Voltaire Advisors to talk about selecting valuation methodology.

A&M Conversation With: Supply Chain and Tax Reform (Part I)

Alvarez & Marsal — Tue, 17 Apr 2018 13:54:00 +0000

A&M Conversation With: Valuation Issues for Private Equity Funds (Part I)

Alvarez & Marsal — Wed, 11 Apr 2018 20:20:00 +0000

A&M Conversation With: Valuation Issues for Private Equity Funds (Part I) by Alvarez & Marsal

A&M Conversation With: Cash Logistics and Financial Services

Alvarez & Marsal — Wed, 28 Mar 2018 14:11:00 +0000

On this episode of A&M Conversation With, Senior Director Art Hall in our Corporate Performance Improvement practice sits down with Trent Bonnell, Chief Operating Officer of GardaWorld Cash Services for North America, to discuss how cash logistics impact supply chain transformation and will continue to evolve in 2018.

A&M Conversation With: Actionable Intelligence

Alvarez & Marsal — Mon, 26 Mar 2018 16:31:00 +0000

A&M Conversation With: Actionable Intelligence by Alvarez & Marsal

A&M Conversation With: Payment Reform Risk Management

Alvarez & Marsal — Mon, 05 Mar 2018 19:44:00 +0000

A&M Conversation With: Payment Reform Risk Management by Alvarez & Marsal

A&M Conversation With: Technology in the Digital Supply Chain

Alvarez & Marsal — Mon, 26 Feb 2018 16:49:00 +0000

On this episode of A&M Conversation With, Senior Director Art Hall in our Corporate Performance Improvement practice sits down with President of Global Supply Chain Solutions Steve Sensing from Ryder System to discuss how technology in the digital supply chain is disrupting the industry.

A&M Conversation With: How Critical is Patient Engagement? (6 Part Series - Part IV)

Alvarez & Marsal — Tue, 20 Feb 2018 20:39:00 +0000

A&M Conversation With: How Critical is Patient Engagement? (6 Part Series - Part IV) by Alvarez & Marsal

A&M Conversation With: PCPs in a Value-based Reimbursement System (6 Part Series - Part III)

Alvarez & Marsal — Tue, 06 Feb 2018 16:50:00 +0000

A&M Conversation With: PCPs in a Value-based Reimbursement System (6 Part Series - Part III) by Alvarez & Marsal

A&M Conversation With: What You Really Need to Know About Pop. Health (6 Part Series - Part II)

Alvarez & Marsal — Thu, 25 Jan 2018 15:28:00 +0000

A&M Conversation With: What You Really Need to Know About Pop. Health (6 Part Series - Part II) by Alvarez & Marsal

A&M Conversation With - U.S. Healthcare Delivery System (6 Part Series - Part I)

Alvarez & Marsal — Tue, 09 Jan 2018 18:59:00 +0000

A&M Conversation With - U.S. Healthcare Delivery System (6 Part Series - Part I) by Alvarez & Marsal

A&M Conversation With: How should banks manage critical third-party relationships?

Alvarez & Marsal — Mon, 04 Dec 2017 14:27:00 +0000

For more information: Art Hall: https://www.alvarezandmarsal.com/our-people/art-hall Brian Smith: https://www.alvarezandmarsal.com/our-people/brian-smith

A&M Conversation With - Helping Retailers Better Understand Their Customers

Alvarez & Marsal — Wed, 25 Oct 2017 14:03:00 +0000

On this episode, Senior Director Art Hall from our Corporate Performance sits down with Managing Director Mike Simoncic to discuss what is going on with traditional retailers and how they can avoid disruption.

A&M Conversation With: Cybersecurity during the Exit Stage

Alvarez & Marsal — Mon, 23 Oct 2017 20:12:00 +0000

In this third episode, Managing Directors Michael O’Dowd of A&M’s Transaction Advisory Group along with Jeffrey Klein of the Private Equity Performance Improvement Group and Art Ehuan of Disputes and Investigations sit down to discuss cybersecurity during the exit stage and the technical testing that is required to identify vulnerabilities. Part 1 - https://soundcloud.com/alvarez-marsal/51195_02273_tag_cyber_security_podcast1_v1 Part 2 - https://soundcloud.com/alvarez-marsal/aam-conversation-with-assessing-cyber-during-the-post-acquisition-stage Contact: Michael O'Dowd - http://bit.ly/2yCuced Jeffrey Klein - http://bit.ly/2ydlFNp Art Ehuan - http://bit.ly/2fYR0tv

A&M Conversation With: Assessing Cyber During the Post-acquisition Stage

Alvarez & Marsal — Tue, 17 Oct 2017 17:17:00 +0000

In this second episode, Michael O’Dowd, a Managing Director with A&M’s Transaction Advisory Group sits down with Managing Directors Jeffrey Klein of the Private Equity Performance Improvement Group and Art Ehuan of Disputes and Investigations to discuss the importance of assessing cyber during the post-acquisition stage. Part 1 - https://soundcloud.com/alvarez-marsal/51195_02273_tag_cyber_security_podcast1_v1 Contact: Michael O'Dowd - http://bit.ly/2yCuced Jeffrey Klein - http://bit.ly/2ydlFNp Art Ehuan - http://bit.ly/2fYR0tv

A&M Conversation With - Assessing Cyber During the Pre-acquisition Stage

Alvarez & Marsal — Tue, 10 Oct 2017 16:13:00 +0000

In this first episode, Michael O’Dowd, a Managing Director with A&M’s Transaction Advisory Group sits down with Managing Directors Jeffrey Klein of the Private Equity Performance Improvement Group and Art Ehuan of Disputes and Investigations to discuss the importance of assessing cyber during the pre-acquisition stage. Contact: Michael O'Dowd - http://bit.ly/2yCuced Jeffrey Klein - http://bit.ly/2ydlFNp Art Ehuan - http://bit.ly/2fYR0tv

A&M Conversation With: Master Data Management, More Than Just an IT Problem

Alvarez & Marsal — Mon, 11 Sep 2017 14:34:00 +0000

For more information: Art Hall - https://www.alvarezandmarsal.com/our-people/art-hall

A&M Conversation With - Will There be an End to the Substance Abuse Epidemic?

Alvarez & Marsal — Thu, 13 Jul 2017 16:38:00 +0000

Contact: David Gruber - www.alvarezandmarsal.com/our-people/david-gruber John Cox - www.alvarezandmarsal.com/our-people/john-cox

A&M Conversation With: Making accounting alternative elections and avoiding financial ramifications

Alvarez & Marsal — Thu, 08 Jun 2017 19:40:00 +0000

This extract is based on a talk by Brent Sloan at AICPA Engage June 12-15, 2017 http://www.aicpaengage.com/events/aicpa-engage/event-summary-26a957e722694f5eab85e8a7eaf1f5cc.aspx?utm_campaign=BrentSloan&utm_medium=marketingtoolkit&utm_source=website&utm_content=link&utm_term=ENGAGE

A&M Conversation With: NY’s Regulations on Cyber & 3rd-Party Risk Management Have Many Implications

Alvarez & Marsal — Fri, 26 May 2017 13:44:00 +0000

What do the New York Department of Financial Services (DFS) new regulations mean? In this podcast episode, Corporate Performance Improvement Senior Director Art Hall sits down with John Kiger Vice President of Technology Risk Management at PHH discusses the New York Department of Financial Services (DFS) self-described “first-in-the-nation ”cybersecurity regulations knows as the Rules.

A&M Conversation With - How Should Boards Prepare for Risk?

Alvarez & Marsal — Wed, 24 May 2017 14:25:00 +0000

Tom Teixeira - https://www.alvarezandmarsal.com/our-people/tom-teixeira Ensuring Corporate Viability In An Uncertain World -https://www.alvarezandmarsal.com/insights/ensuring-corporate-viability-uncertain-world

A&M Conversation With: Artificial Intelligence & 3rd-Party Risk Management in 6 Mins

Alvarez & Marsal — Mon, 22 May 2017 17:01:00 +0000

How important is it for executives to educate themselves on artificial intelligence? In this podcast episode, Corporate Performance Improvement Senior Director Art Hall sits down with John Kiger, Vice President of Technology Risk Management at PHH to discuss rapid change in artificial intelligence (AI) and its role 3rd party risk management.

A&M Conversation With - What's Next for Healthcare?

Alvarez & Marsal — Fri, 19 May 2017 21:03:00 +0000

Alvarez & Marsal Forecasts the Potential Winners And Losers In “Obamacare” Repeal - https://www.alvarezandmarsal.com/insights/alvarez-marsal-forecasts-potential-winners-and-losers-obamacare-repeal Contact: David Gruber - www.alvarezandmarsal.com/our-people/david-gruber Peter Urbanowicz - www.alvarezandmarsal.com/our-people/p…r-urbanowicz John Cox - www.alvarezandmarsal.com/our-people/john-cox

A&M Conversation With: What's Next? Is the AHCA Dead?

Alvarez & Marsal — Mon, 03 Apr 2017 18:15:00 +0000

Contact: David Gruber - https://www.alvarezandmarsal.com/our-people/david-gruber Peter Urbanowicz - https://www.alvarezandmarsal.com/our-people/peter-urbanowicz John Cox - https://www.alvarezandmarsal.com/our-people/john-cox

A&M Conversation With - Repeal and Replace and its implications for Medicaid

Alvarez & Marsal — Thu, 16 Mar 2017 13:53:00 +0000

Managing Director David Gruber sits down with Managing Directors Peter Urbanowicz and John Cox to discuss the implications Trumpcare will have for Medicaid. To download the report:https://www.alvarezandmarsal.com/insights/repeal-and-replace-implications-medicaid

A&M Conversation With - Grading Obamacare, While Speculating About Trump

Alvarez & Marsal — Wed, 21 Dec 2016 21:28:00 +0000

To read David’s article that explores the winners and losers of the impending repeal and replace of Obamacare: https://www.alvarezandmarsal.com/content/grading-obamacare-while-speculating-about-trump-separating-fact-fiction To connect with David Gruber: https://www.alvarezandmarsal.com/our-people/david-gruber To connect with Peter Urbanowicz: https://www.alvarezandmarsal.com/our-people/peter-urbanowicz

A&M Conversation With - Assessing and Valuing Water Systems

Alvarez & Marsal — Mon, 24 Oct 2016 16:59:00 +0000

Alvarez & Marsal: https://www.alvarezandmarsal.com/ Anthony Festa: https://www.alvarezandmarsal.com/our-people/anthony-festa Transcript: Robert: Anthony, thank you for joining us. Can you give us an overview with what is happening with water infrastructure in the U.S today? Anthony: Thanks for having me Robert. Water infrastructure today in the U.S is basically aging infrastructure. We are talking about water systems that are above and below ground that need to be replaced, need major repairs and have parts of their systems that was installed in the late 19th to the early 20th century . When I talk about these systems, I’m not just talking about buried pipe distribution or pipes that run from treatment plants to end user customers but there are pump houses, waste water treatment facilities etc. So, there is a lot of crumbling infrastructure out there and when we talk about this infrastructure and the money behind it, we are talking about tens of millions of dollars for small townships and into the billions for major cities. Robert: Why is getting a third party valuation for a water system important? Anthony: When you are talking about large sums of money you are going to have a number of interested parties. One of the biggest parties you will have is your tax payers; you have investors, both on the buying side and the lending side whether or not they are lending money from banks or bond issuers. These parties want to have a comfort level that an independent third party came in, that is credentialed, and did an appraisal that will withstand scrutiny and will provide a figure that makes sense. Additionally if there is the sale of an asset, whether or not it is full or partial, it will trigger for financial reporting purposes – a purchase price allocation. So, an appraisal will be needed and it will be required by the accountants or auditors of the acquiring company. Robert: What are the key challenges of valuing water infrastructure? Anthony: I think the largest challenge is understanding what’s out there. Most of water systems are buried, probably about 75% is underground, you can’t see it, and it may be incomplete and at times there are no maps. It’s not like walking outside, seeing a bridge and there is your asset. With water infrastructure it is a lot tougher. So that is probably one of the largest challenges because when you cannot see the asset, you cannot assess the conditions. In situations like that, we work with 3rd parties like Echologics that use acoustical testing to non-invasively test and feed us information to tell us what condition the pipes are in and how much deprecation of wear and tear we should apply, which is a factor in determining value. Robert: What approach would you take to valuing a water system? Anthony: As an appraiser, you always need to consider all three approaches to value which are: • Cost • The Market • Income Typically with a water system, I would dispose of the market approach, because these assets/systems are unique. Unlike Kelly Blue Book where you look up the value of your car where there are a lot of comparable sales out there, you don’t have that with water systems. When it comes to the income approach, it is a viable option, but it only works if there is quantitative financial information available such as projections that you can apply to your system. I would rely on the cost approach. The cost approach is based upon the principal of substitution that a prudent investor wouldn’t pay more for an asset today that the costs to reproduce or replace that asset and make adjustment for deterioration and obsolescence. Read more: https://www.alvarezandmarsal.com/insights/assessing-and-valuing-water-infrastructure

A&M Conversation With - Unearthing hot buttons to achieve sustainable results

Alvarez & Marsal — Thu, 20 Oct 2016 17:38:00 +0000

In this edition of A&M Conversation With, Steve Goldstein, a Senior Advisor at A&M and author of Why Are There Snow Blowers in Miami, sits down with Private Equity & Performance Improvement Managing Director Riddhish Dubal to discuss Hot Buttons: How do you address the right issues to create sustainable results? For more information visit www.alvarezandmarsal.com Steve Goldstein - https://www.alvarezandmarsal.com/our-people/steve-goldstein Riddhish Dubal - www.alvarezandmarsal.com/our-people/riddhish-dubal

A&M Conversation With - How do you quickly establish a relationship of trust with your clients?

Alvarez & Marsal — Thu, 06 Oct 2016 14:43:00 +0000

In this edition of A&M Conversation With, Steve Goldstein, a Senior Advisor at A&M and author of Why Are There Snow Blowers in Miami, sits down with Private Equity & Performance Improvement Managing Director Tim Keneally in an ongoing series; to discuss Connecting: Interacting with employees and clients on a regular basis is the key to success. For more information visit www.alvarezandmarsal.com Steve Goldstein - www.alvarezandmarsal.com/our-people/s…ve-goldstein Tim Keneally - https://www.alvarezandmarsal.com/our-people/tim-keneally

A&M Conversation With - Driving the right level of urgency

Alvarez & Marsal — Wed, 21 Sep 2016 18:43:00 +0000

In this edition of A&M Conversation With, Steve Goldstein, a Senior Advisor at A&M and author of Why Are There Snow Blowers in Miami, sits down with Private Equity & Performance Improvement Managing Director Jeff Schaffer in an ongoing series; to discuss Speed: Whatever speed you are going is too slow. For more information visit www.alvarezandmarsal.com Steve Goldstein - https://www.alvarezandmarsal.com/our-people/steve-goldstein Jeff Shaffer - https://www.alvarezandmarsal.com/our-people/jeff-shaffer

A&M Conversation With - How important is it to be transparent?

Alvarez & Marsal — Wed, 07 Sep 2016 22:04:00 +0000

In this edition of A&M Conversation With, Steve Goldstein, a Senior Advisor at A&M and author of Why Are There Snow Blowers in Miami, sits down with Ryan Schmidt, Managing Director of Private Equity Services Group, in an ongoing series to discuss his 5 Principles of Engagement. Today, they will be talking about Transparency: The more people know, the better they can do their jobs. For more information visit www.alvarezandmarsal.com Steve Goldstein - https://www.alvarezandmarsal.com/our-people/steve-goldstein Ryan Schmidt - https://www.alvarezandmarsal.com/our-people/ryan-schmidt

A&M Conversation With - Transforming business problems into value creation opportunities

Alvarez & Marsal — Wed, 07 Sep 2016 21:12:00 +0000

In this edition, of A&M Conversation With, Steve Goldstein, a Senior Advisor at A&M and author of Why Are There Snow Blowers in Miami, sits down with Denis Picard, Managing Director of Corporate Performance Improvement, in an ongoing series; to discuss Fresh Eyes: Learning to adopt an outsider’s perspective leads to creative insight and problem-solving. For more information visit www.alvarezandmarsal.com Steve Goldstein - https://www.alvarezandmarsal.com/our-people/steve-goldstein Denis Picard - https://www.alvarezandmarsal.com/our-people/denis-picard