A rigorous, bottoms-up assessment of a target company’s cost base, organizational design, and operational capabilities. ODD provides investors with a clear-eyed view of headcount and non-headcount spend, benchmarked against industry peers, to surface improvement opportunities, validate investment assumptions, and inform deal pricing and structure.

An independent, insight-driven evaluation of a target company’s market positioning, customer relationships, competitive landscape, and growth strategy. CDD delivers a fact-based perspective on revenue quality, addressable market opportunity, and the credibility of management’s growth plan, giving investors the conviction needed to underwrite a transaction.

A thorough pressure test of a target’s financial forecasts and strategic growth plan. Our team assesses the reasonableness of revenue assumptions, margin projections, and key risks to plan achievement, producing a grounded, defensible view of the business’s full value potential.

End-to-end integration and separation support that bridges deal signing and long-term value realization. Our team establishes the Integration Management Office (IMO), develops Day 1 readiness plans, tracks synergy capture, designs the target operating model, and governs Transition Service Agreements to ensure deals close cleanly and value is protected throughout the process.

Software product and technology diligence addresses critical issues for private equity funds investing in software and tech-enabled services organizations: whether the target’s products, underlying technologies and organizations will support and enable the investment thesis based on organic growth, rollup platforms, tuck-ins or operational turnarounds and whether there are undiscovered product and tech-related risks and opportunities that will affect capital investment, EBITDA streams and, ultimately, valuation.

A comprehensive assessment of a company’s pricing strategy, packaging architecture, and price execution. We identify gaps in price realization, evaluate competitive positioning, and develop a cohesive pricing framework that improves margins at the product and customer level.

An evaluation of go-to-market coverage, sales productivity, pipeline management, and compensation design. We optimize territory alignment, refine coverage models across all roles in the sales motion, and implement the metrics and incentives needed to accelerate revenue growth and improve return on GTM investment.

A targeted analysis of customer retention drivers, renewal performance, and customer success program effectiveness. We identify the root causes of revenue attrition and develop actionable plans to improve net revenue retention, increase share of wallet, and lower customer acquisition costs relative to lifetime value.

A structured, accelerated operational and commercial review designed to identify cost savings and efficiencies that can be redeployed to fund growth. FFG assessments can be targeted to specific functions such as R&D or sales and marketing, or deployed enterprise-wide to build a scalable, growth-ready operating model.

A detailed review of a company’s general and administrative cost base, including finance, HR, legal, and IT. We benchmark spend against industry peers, identify opportunities to streamline processes, rationalize vendors, and right-size organizational layers, delivering sustainable cost reductions that improve margins without compromising business performance.

A&M’s restructuring and turnaround heritage brings data driven, action-oriented leadership to challenging transformations. Our professionals have a proven track record in leading businesses through tough, complex initiatives. A&M pairs deep operational, industry and functional expertise to help management teams and boards evaluate their business with fresh perspectives. We help clients challenge current business models and cost structures and enable them to make the right decisions to transform the business

We will assess the Product, R&D, and operations functions to identify performance improvement levers and drive measurable value creation

A&M offers critical assistance to companies that are under-performing, experiencing crisis or change, or healthy with under-performing divisions. Our leaders bring to bear their extensive C-level experience across many industries to maximize value for our clients. Learn More

A&M’s Case Management Services team calls upon its cross-disciplinary professionals, industry-tested processes and proprietary, state-of-the-art technology to work with your company to gather, interpret and report on all data required as part of the restructuring process. Our goal is to minimize the administrative burden on your company and employees. Our software provides real-time access to case information, detailed reporting options and advanced analytical tools to streamline the collection, processing and management of essential company data. We recognize that informational challenges are distinct from case to case, which is why we customize our services to fit your needs. Learn More

As unsecured creditors’ committees strive to maximize recoveries, they can rely upon Alvarez & Marsal (A&M) to evaluate strategic options and determine the optimal path forward. A&M’s full suite of service offerings positions us to address all critical issues faced by unsecured creditors’ committees. We draw upon our professionals’ in-depth knowledge and experience with regards to financial and operational restructuring, corporate finance, litigation support, forensic accounting and tax. Learn More

A&M offers a comprehensive range of Lender Advisory services that supports lender groups, bondholders and other investors to clearly evaluate the challenges faced when borrowers are facing difficulties in servicing their commitments. We can tailor these services to help clients reach and act on informed business judgments to ensure their interests are protected and improve overall recoveries. Our approach to providing Lender Advisory services is led by senior practitioners who have helped clients navigate through these challenges many times before and have senior level relationships amongst the community of lenders, legal and other financial advisors.Learn More

Strategic analysis and prioritization of a company’s product, customer, and business unit portfolio to align investment with the highest-value opportunities. We assess profitability by product and segment, evaluate rationalization opportunities, and develop recommendations that improve capital allocation and sharpen competitive focus.

Rigorous evaluation of new market, geography, or channel opportunities, including market sizing, competitive dynamics, right-to-win analysis, and go-to-market approach. We help companies and investors assess the attractiveness and feasibility of expansion initiatives before committing resources.

Senior-led operational and commercial intervention for technology businesses experiencing declining performance or strategic drift. We rapidly diagnose underlying issues, develop an actionable improvement roadmap, and work alongside management to execute priority initiatives with a clear long-term value creation plan.

An end-to-end assessment of an organization’s AI readiness, spanning technology infrastructure, data maturity, talent, and governance. We develop AI tooling roadmaps and support implementation, helping companies identify where AI can drive measurable business value and build the foundation needed to scale it effectively.

Application of AI and advanced analytics to accelerate performance improvement initiatives across commercial effectiveness, cost optimization, and operational efficiency programs, enabling faster diagnosis, more precise opportunity sizing, and higher-confidence execution.

Integration of AI capabilities into the deal lifecycle, from diligence through post-close value creation. We assess a target’s AI assets and readiness as part of commercial and operational diligence, and help acquirers identify opportunities to deploy AI post-acquisition to accelerate synergy capture and growth.

A structured approach to defining how AI can create competitive advantage, inform product roadmap decisions, and reshape operating models. We help leadership teams move beyond experimentation to build a coherent, prioritized AI strategy tied directly to value creation

Application of AI and advanced analytics to accelerate performance improvement initiatives across commercial effectiveness, cost optimization, and operational efficiency programs, enabling faster diagnosis, more precise opportunity sizing, and higher-confidence execution