Case studies

Acquisition of large insurance portfolio on behalf of multinational insurance company

Supported the project lead at a multi national insurer in acquiring a $1b business. Project managed the investment banking and legal teams to establish the appropriate bidding position and successful deal completion for the insurer.

 

Big 4 Bank and Global Insurer Alliance

Assisted the Big 4 Bank to select a partner for a long term financial service product and systems alliance. Co-negotiated the complex agreement between parties and then assisted in coordinating the launch of the multi billion dollar alliance within the national banking network.

 

Separation of significant operation of oil and gas ASX Top 50 company

Project managed the separation of an existing business unit into a stand alone entity valued at greater than $1bn. Coordinated internal stakeholders and external services providers on a day to day basis across a team of over 200 people.

 

Bid for large insurance portfolio on behalf of multinational insurance company

Supported the project lead at a multi national insurer in undertaking a bid for a significant business being offered by a competing multi national insurer. Worked closely with investment banking team to establish the appropriate bidding position for the insurer.