Alvarez & Marsal is proud to have joined ACORD (Association for Cooperative Operations Research and Development) as we continue to expand our footprint in the U.S. and London insurance market.

A&M Managing Directors Brian Long and Bala Ekambaram, and Director Jeff Shirley cover the three steps Private Equity (PE) funds need to take to transform the operations of the branch-based businesses in their portfolios.

Please join us in recapping this virtual event where we will be presenting the key findings from our recent publication “2024 Bonus and LTIP Target Setting Toolkit”. 

Effective 1st January, 2024, the German legislator has further improved the tax environment for employee share plans as part of the Future Financing Act (“Zukunftsfinanzierungsgesetz”). The updated law includes, inter alia, an extended tax deferral period for employee shares in start-up companies, and an increase of the tax allowance for a so called “all-employee equity plan” to € 2.000.

Effective January 1st, 2024, the German legislator has revised the rules on the income assessment procedure for partnerships with legal capacity.

Deputy Prime Minister and Finance Minister, Mr. Lawrence Wong delivered the 2024 Budget Statement on 16 February 2024. The Budget, themed building our shared future together, is a budget to keep Singapore competitive and moving forward, equip our people to realise their fullest potential and give more assurance to Singaporean families and seniors.

Santosh Kamath, A&M India Managing Director, makes a compelling case for India's strategic investment in green hydrogen, to capitalize on a timely opportunity with the potential to make India, for the first time, a supplier of scale in the global energy trade.

Amidst escalating global tension, the Department of Defense (DOD) acknowledges the vital role of private equity and unconventional funding sources in strengthening the defense ecosystem, as stated in its National Defense Industrial Strategy (NDIS) report. A&M Managing Director Luigi Peluso and Senior Associate Jakob Gattinger, delve into the DOD's NDIS report, discussing the current challenges facing the Defense Industrial Base and emphasizing the need for strategic investment in America's defense sector.

Private capital continues to experience a meteoric rise, with the Australian Investment Committee reporting assets under management at a record high of $118 billion as of September 2022.

From 1 July 2024 onwards, transactions that involve Victorian commercial and industrial property will trigger one final round of stamp duty. Following this, the property will enter the new CIPT system.

In this article, “Beyond the CHIPS Act: Nearshoring Semiconductor Packaging and Testing as an Emerging Investment Opportunity,” authors Scott Jones, Irene Signorino and John Zuk make the case for PE firms and investors to explore opportunities in Latin America, especially in semiconductor packaging and testing facilities.

Alvarez & Marsal (A&M) has released its latest United Arab Emirates (UAE) Banking Pulse for fiscal year 2023, and it makes good reading.

A&M Private Equity Performance Improvement Managing Director Scott Jones is featured in a recent article by Pitchbook discussing deriving operational value and maximizing cost savings for companies through a long-term focus to strategic investments.

In January 2024, Saudi Arabia’s Zakat, Tax and Customs Authority (ZATCA) released a comprehensive guideline on the tax treatment of different software payments resulting from transactions between non-residents and Kingdom of Saudi Arabia (KSA) residents.

A&M Education experts highlight the opportunity for institutions to prioritize student needs, recommending a Student Experience Roadmap approach to assess and enhance current operating models, promising a practical and attainable solution for higher education institutions.