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British Emerging Manager Institute

GOLD SPONSOR:
Alvarez & Marsal

About

A&M provides solutions-focused tax and structuring services, fund and investment structuring, carried interest and private wealth management, tax compliance and reporting services, tax and financial DD and transaction implementation, across a range of asset classes.

For more than four decades, and now with over 10,000 people across six continents, A&M has set the standard for helping organizations tackle complex business issues, boost operating performance and maximize stakeholder value.

 

A&M supports and partners with fund managers, investors and executives across the private funds space, covering private equity, venture capital and credit and with dedicated teams for infrastructure and real estate. Its ethos is to add value across the entire lifecycle and life events of client organisations, starting with the tax efficient structure of client fund management businesses, the design of fund and investment structures to accommodate the target investor base and minimise tax leakage, and the design of carried interest arrangements for UK, US and European tax participants, to ensure compliance with local legal requirements and minimising employment tax exposure where possible.

 

The firm builds long-term partnerships investment and operational phases of firm development and through to asset divestment and exit from the business. Noting that US tax issues are often critical, in addition to A&M’s extensive network of tax professionals in the US the firm also has a specialist US tax team based in London.

Services for Emerging Managers

Fund and investment structuring
Taxation of carried interest and co-invest
Tax reporting and compliance services for funds and their portfolios
Tax advice for the GP and fund manager group, including VAT, payroll and global mobility issues
Remuneration strategy
Tax advice on private wealth management for high net-worth individuals and family offices
Personal tax compliance and advisory services
Financial and tax due diligence services
Transaction implementation
Valuation
Transfer pricing

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