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Alvarez & Marsal Tax Appoints Uttley as Managing Director to Lead Portfolio Tax Services Group in U.S. Market

June 21, 2024, 07:14 AM

Alvarez & Marsal Tax (A&M Tax), an affiliate of leading global professional services firm Alvarez & Marsal (A&M), announced the appointment of Adam Uttley as Managing Director and Portfolio Tax Services (PTS) group Leader in the US. Uttley’s hire demonstrates the practice’s commitment to expand key capabilities that serve client tax needs across the private equity (PE) and enterprise life cycles.
Uttley will help align A&M’s PTS offering with the firm’s Global Transaction Tax Advisory (GTT) practice providing a seamless, integrated tax services approach for PE investors, funds and their portfolio companies. His extensive tax planning and reporting services, cross-border planning, restructuring, exit planning, accounting method and incentives and post-acquisition experience will help clients navigate a challenging deal environment and maximize value. Additionally, Mr. Uttley has worked on engagements across the life sciences, pharmaceuticals, technology, utilities, oil & gas, gaming, hospitality and consumer products industries.
Ernie Perez, Global Practice Leader of A&M Tax, stressed that the global PTS client-first focused team, welcomes Uttley’s US leadership and expertise to bolster our capabilities. “Private equity is a key market for us driving considerable growth for both A&M and our Tax practice. We are constantly seeking ways to diversify and enhance our tax solutions to create additional value for stakeholders across the PE ecosystem while considering the evolving needs of those stakeholders. Our PTS investment broadly speaking and Adam’s appointment specifically, does just that.”
Prior to joining A&M, Uttley served as Managing Director at Andersen Tax, where he led a Commercial Services Practice in Southern California. Previously he served at KPMG. At that firm he was a founding member of its Accounting Methods and Credit Services Practice and a National Partner in Charge along with designing its digital tax services and knowledge management efforts. Mr. Uttley also served as a member of KPMG’s Senior Lead Tax Partner group, responsible for developing new partners and leading the Southern California go-to-market effort.
Tyler Horton, Managing Director and U.S. leader of Alvarez & Marsal’s Core Tax Services, said, “Addressing investors’, funds’ and portfolio companies’ tax challenges requires the complex technical knowledge and in-depth experience that Adam is known for. His joining complements and further unifies our PE expertise with our Core Tax practice. Adam’s broad experience and hands-on approach dovetails with A&M’s operational heritage and enhances our ability to develop sustainable solutions that meet pressing tax concerns.
Adam Benson, Managing Director and U.S. leader of Alvarez & Marsal’s Global Transaction Tax (GTT) practice said, “A&M’s transaction tax practice is rooted in strong client relationships and unparalleled tax technical execution. Adam’s leadership expands our level of sophisticated tax advisory and furthers our ability to support our Private Equity clients in creating value and managing risk within their portfolio.”
Uttley earned a bachelor’s degree in business economics from the University of California, Santa Barbara.

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