Alvarez & Marsal Conversation With

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?

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

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 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

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

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.

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.

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.

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.

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.