Publish Date

Mar 19, 2025

America First Investment Policy – Disruption and Opportunity

Tax Insights

America First Agenda?

  • Investors: Build and integrate risk-responsive capabilities into transaction diligence, assessment, design, and execution to comply with “America First” policy.
  • Industry: All sectors need to re-evaluate strategy organization, operations and third-party relationships in context of the America First agenda.  Strategically sensitive enterprises in particular will need to consider proactive strategies to build resilience and de-risk transnational relationships, organization, and strategies.
  • Bottom Line: All investors and industries will have to navigate America First policy complexity.  Investors and industries that develop and implement agile strategies, capabilities, and transformation addressing America First considerations will streamline navigation of these complexities, gaining market advantage and opportunity.

A&M’s America First Risk Advisory Solutions

How A&M Can Help with America First Risk Advisory Solutions

A&M is the market leader in developing and implementing strategic agility to help investors, industry, and their advisors achieve advantage in the context of market and policy complexity and change. America First Risk Advisory solutions integrate interdisciplinary, cross functional teams (including experts in e.g., National Security, Trade and Technology; Tax and Customs; Supply Chain; Digital Infrastructure; Global Cyber Risk; Information Governance and Security; Transaction Advisory, Strategy and Performance Improvement, Data Analytics, Econometric Analysis; Enterprise and Digital Transformation, etc.) to help investors, enterprises, and professional advisors understand, decide, and act to adapt strategy, organizations, and relationships in a complex, dynamic policy environment.

A&M’s technology-assisted America First Risk Advisory solutions include:

  • Diligence: “Plug and play”, industry-tailored diligence that helps investors, industry, and professional advisors quickly identify and understand America First-related risks that apply to transaction or organization parties, relationships, and strategically-sensitive equities.  Specific America First Risk Diligence solutions include (among others):
    • Counterparty Diligence
    • Industry/Technology/Data/Infrastructure Strategic Sensitivity Diligence
    • Technology, Data, and Commodity Classification
    • Supply Chain Risk Diligence
    • Tax, Customs, and Tariffs Exposure Diligence
  • Assessment: Focused, efficiently-implemented assessments that help investors, industry, and professional advisors define and quantify identified America First-related risks, develop strategic options, and decide on optimal courses of action. Specific America First Risk Assessment solutions include (among others):
    • Strategy and Transaction Risk Assessment and Mitigation Design
    • Third Party Risk Management Assessment
    • Enterprise Security/Compliance Gap Assessment
    • Data/System Governance Assessment
    • Enterprise Cybersecurity Assessment
    • Supply Chain Integrity/Resilience Assessment
    • Tax, Customs, and Tariffs Optimization Assessment
    • Economic, Financial, and Budget Assessment and Planning
  • Reduction and Assurance: Tailored, agile, and trusted risk reduction and assurance solutions that help investors, industry, and professional advisors build capabilities and implement controls that reduce and assure mitigation of America First-related risks.  Specific America First Risk Reduction and Assurance solutions include:
    • America First Transaction Risk Mitigation Controls
    • Enterprise Security and Compliance Program Implementation
    • Independent Security and Compliance Assessments, Audits, and Oversight
    • Technology and Data Center Security Programs
    • Sensitive Information Governance and Security Programs
    • Supply Chain Re-engineering and Risk Reduction
    • Duty Drawback
    • Tax, Customs, and Tariffs Optimization Implementation
    • Project Management Office and Change Management Integration

https://www.alvarezandmarsal.com/thought-leadership/america-first-investment-policy-disruption-and-opportunity?utm_campaign=461992_DI_America+First+Risk+Advisory+Solutions&utm_content=Oktopost-DI+%E2%80%93+US&utm_medium=social&utm_source=LinkedIn