Alvarez & Marsal, Pactio: Evolving Private Equity Deals

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Pactio is the platform that provides digital architecture for private capital – a multi-sided tool that benefits investors, lawyers, tax advisers and fund administrators
Professional services firm Alvarez & Marsal has struck a partnership with digital architecture provider Pactio to transform private equity deal execution

Alvarez & Marsal, a leading global professional services firm, has struck a partnership agreement with Pactio to transform private equity deal execution.

Pactio is the platform that provides digital architecture for private capital – a multi-sided tool that benefits investors, lawyers, tax advisers and fund administrators.

The company’s transaction management platform leverages a single source of truth architecture to streamline workflows, improve accuracy and reduce risk.

Now in partnership with Alvarez & Marsal, Pactio can enhance the way M&A tax advisory services are delivered, and Alvarez & Marsal is able to offer more transparent, robust deal delivery processes for its clients. 

Eric Heimark, Co-Founder & CEO at Pactio, says: “The ideal strategic partner for Pactio is a business capable of fully embracing the transformative power of our platform. 

“Alvarez & Marsal’s commitment to constantly innovating and improving the way they do business made them an obvious choice as one of our first strategic partnerships.”

Transforming private equity deal execution

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Per the partnership Alvarez & Marsal will utilise the secure platform architecture Pactio provides, to help its clients mitigate transaction risk, drive productivity and improve data retention.

Marvin Rust, Managing Director and European Tax Practice Leader at Alvarez & Marsal Tax UK notes: “Pactio’s software is designed to alleviate the common pain points in getting deals completed, such as the preparation of fund flows and tax memoranda. 

“Its advanced technology is one of the biggest innovations in deal-making technology and will revolutionise the way we guide clients through the deal close and beyond, delivering a rapid, reliable output that can evolve throughout the investment lifecycle.”

Ernesto Perez, Global Practice Leader of A&M Tax, adds: “For too long, deal-making has relied on established – albeit cumbersome – methods. Our partnership with Pactio brings an end to that and ensures that we are best placed to deliver an unparalleled advisory experience for clients."

Unpacking Pactio

While a lot of focus tends to be placed on fintechs serving larger banking organisations and financial institutions, it’s nice to shine a light on startups providing solutions to niche areas of the financial landscape.

Pactio is one such company, providing the private equity capital industry – worth a combined US$12tn – with the infrastructure it needs for its digital transformation efforts. 

Its partnership with Alvarez & Marsal highlights that the need for digital transformation not just for large financial institutions, but at the private equity firms too.

The partnership, therefore, does not only boost deal execution for private equity deals but also for the industries where private equity deals take place, with fintech among them. 

By leveraging Pactio’s controlled tech architecture, private equity investors and their advisers can be supported across the full lifecycle of private investments, streamlining, supercharging and de-risking workflows from exchange through to exit.

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