Managing tax at a portfolio company level is key in helping deliver maximum value to private equity (PE) firms. Well-designed and executed tax strategies can make a real difference to share prices and valuation multiples.
Alvarez & Marsal’s (A&M) Portfolio Tax Services assists PE clients in navigating a range of tax issues that emerge during the lifecycle of an investment, with a view of managing tax risk effectively, maximizing exit price and achieving cash tax savings where possible. From pre-acquisition to bolt-on acquisitions and divestitures, our experts can drive significant value for PE firms by advising on strategies that maximize tax efficiencies and reduce liabilities before, during, and when exiting investments. We provide the key difference to the portfolio companies’ performance and investment results.
We leverage A&M’s firm-wide expertise across Private Equity Performance Improvement, Transaction Advisory Service and Tax to offer clients an integrated tax solution service while maintaining a return-oriented mindset. Led by a strong team of senior professionals, we will leverage our broad team expertise and independent insights to minimize cost and boost cashflow.