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AlixPartners Turns Disruption Into Dollars

Show Notes
A collapsed UK mortgage lender just triggered a £1.3 billion worldwide asset freeze, and the speed is the tell. After Market Financial Solutions fell in February, courts in London and Dubai granted orders sought by AlixPartners, blocking founder Paresh Raja from moving assets and imposing a travel ban. Allegations include double‑pledged collateral and related‑party borrowers. Why this matters: banks and funds from Barclays and Santander to Jefferies, Elliott, Castlelake, and Apollo’s Atlas SP could face losses, and this case will set the tone for private‑credit workouts this year. Early freezes keep recovery options alive. Cross‑border tempo is now an edge for advisors — if AlixPartners can keep moving this fast, it pressures Alvarez & Marsal and FTI.
But here’s the catch: the same execution muscle is being tested in autos, where the math is rough. Europe may sell about 18.7 million vehicles in 2025 and produce 17 million against roughly 28 million in capacity, while energy shocks and mandated electrification collide with weak demand and slow charger build‑out. In the U.S., EV plants are being repurposed to BESS, battery energy storage systems, to keep lines running, yet long‑term success depends on utility buying and policy staying put. Tariffs have already cost automakers at least $35.4 billion since 2025, gas averages $3.98, and the winners are those who can flex powertrains, rationalize capacity, and move capital fast.
Featuring reporting from The Guardian, Il Sole 24 Ore, Automotive News, Harvard Business Review, and Inc.
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