Alvarez & Marsal Conversation With: Recent Episodes
Alvarez & Marsal
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.
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.
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.
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.
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.
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.
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.
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.
Valuation Tax expert Philip Antoon and Crown Jewel Insurance discuss why companies should do so in this “The Value in Valuation” podcast.
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.
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.
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.
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.
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.
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.
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.
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.
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) by Alvarez & Marsal
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.
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.
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 its implications on supply chain executives.