Recent transactions & projects

Transaction/Project	Industry	Challenge	Activities	AU$
Transurban (NSW) Tolling System Migration Program (2013)	Transport/Infrastructure	Develop Business Case and Implementation Plan against complex stakeholder and regulatory requirements	Project Directorship Facilitate Steering Committee meetings Development of Business Case and Implementation Plan Mitigation of Key deployment, stakeholder and regulatory risks	$50Milliion (approximated as per confidentiality)
Westlink M7/Roam platform upgrade program (2012)	Transport/Infrastructure	Successfully deliver urgently required platform uplift for obsolete core business systems within tight time and cost constraints.	Management of the Steering Committee process End to end Program Management Responsibility Management of stakeholder groups	$2Million (approximated as per confidentiality)
Transformation of UniSuper's Defined Benefit Division (2012)	Superannuation	Construct program team and mobilise diverse stakeholders whilst maintaining strict confidentiality	Management of the Steering Committee process Assessment and mitigation of transformation risks Development of Communication Plans Establishment of program office	$32Billion FUM
Deployment of a new Core business Tolling and Customer Billing and Management solution for Citylink (2011)	Transport/Infrastructure	Turnaround of a troubled major Business Transformation project and successfully deliver the new core business solution into production against waning organisational confidence	Assessed health and status of the GLIDe project and developed, then executed the remediation plan. Facilitated Project Control Group Meetings Facilitated Steering Committee Meetings Chaired Working Group Meetings Program Management of entire project team activities and deliverables Directed Project Management Office	$150M+ (approximated as per confidentiality)
Merger of Australian Unity & Big sky Credit Union (2010)	Financial Services	Management of transaction and integration team activities.	Chaired Transaction Team Meetings Coordination of merger team activities Development and execution of transaction and business integration plan.	$650 Million Gross Assets
Westpac Balance Sheet Transformation Program (2010)	Financial Services	Implementing a new term liquidity premium methodology to entire Westpac Group	Program Management Responsibility Established program office Chaired Steering Committee & Working Group meetings.	$10Mil (approx project spend)
Merger of Australian Unity and Lifeplan Funds Management (2009)	Financial Services	Coordinating transaction team activities whilst managing the complex risks inherent in merging two mutual organisations	Chaired Transaction Team Meetings Assessment and mitigation of transaction risks Coordination of transaction team activities Development and execution of business integration plan	$7Billion FUM
Merger of Westpac and St.George (2008) awarded "Best M&A Deal" for 2008 by FinanceAsia Magazine	Financial Services	Coordinate deal activities across multiple stakeholders whilst maintaining strict confidentiality	Management of the Steering Committee process Coordination of all deal team tasks Coordination of due diligence Maintenance of timetable momentum Prioritisation of key decisions through the correct forums	Value $12 billion Transaction costs $50 million
Merger of Hastings Funds Management and Westpac Specialised Capital Group (2008)	Financial Services	Organisational restructure and integration of two highly specialised businesses	Management of the Steering Committee process Development and execution of the integration plan
BT Investment Management IPO (2007)	Financial Services	Complete the financial sections of the prospectus within tight timeframes	Chair of the Finance Stream Steering Committee Coordination of due diligence Coordination of the prospectus drafting and verification	Value $800 million Transaction costs $15 million
Purchase of Rams by Westpac (2007)	Financial Services	Prepare finance for Day 1 within a short timeframe	Chair of the Finance Stream Steering Committee. Development and execution of the transition plan Issue resolution
Merger of Australian Unity and Grand United Corporate Funds (2007)	Health Insurance	Major functional changes to core systems and processes	Merged Corporate Health funds Chair of the Steering Committee Management of the Vendor relationship Coordination of Project Work Streams Development and execution of the integration plan	Project spend $8 million
Sale of Australian Unity’s General Insurance business to Calliden Group (2007)	Financial Services	Completed deal with limited HR involvement	Negotiate Transitional Services Agreement Negotiate Employee Offer letter (100% offer acceptance, same T&C's) Development of Communication Plan	Value $62.5 million
Transition of Westpac's Custody Business to HSBC (2007)	Financial Services	Maximise Earnout	Developed and executed a joint transition plan with HSBC Established a joint Governance framework for the transition program Ensured Westpac's compliance with contractual sale obligations	Value $150 million
Sale of Westpac's Custody Business to HSBC (2006)	Financial Services	Drive the process to an unpredictable end date	Coordinated the deal team activities Turn around of queries by purchaser Negotiated Transitional Services Agreement Development and execution of sale communication plan Completion of residual tasks	Value $150 million
Merger of Australian Unity and Grand United Retail Funds (2005)	Health Insurance	Turn anger and uncertainty into active participation	Merged the Retail Health Funds (180,000 members) Established program office Team leadership (8 work streams) Chaired Steering Committee Dispute resolution	Combined turnover $500 million Project spend $7.5 million
Disaggregation of Epic Energy between Hastings Funds Management and DUET/Alcoa/Alinta (2004)	Oil and Gas	Separate the business between two competing consortia	Chaired Steering Committee Duplicated systems, processes and procedures Team leadership/relationship management Issue resolution and reporting Change management	Pipeline assets $1.7 billion and $800 million Project spend $2.5 million
Purchase of Delhi Petroleum by Australian Petroleum Investments and Transition out of ExxonMobil (2004)	Oil and Gas	Negotiate a Transitional Services Agreement allowing sufficient time for knowledge transfer	Chaired Steering Committee Documented core business activities Negotiated Transitional Services Agreement Developed transition strategy Migrated business from Melbourne to Sydney	Turnover $300 millon Project spend $2.5 Million
Sale of AGC from Westpac to GE Capital (2003)	Financial Services	Migrate the equipment finance book ($5 billion) from AGC to Westpac in four months	Migrated business groups to GE Separated the equipment finance book ($5 billion) Completed internal requirements critical to deal negotiation Terms and conditions of sale agreement executed Facilitated workshops between the vendor and purchaser	Transaction value $1.7 billion Project spend >$20 million
Purchase of Hastings Funds Management by Westpac (2003)	Funds Management	"Light touch" required to integrate a small company of 30 employees into Westpac	Executed conditions precedent Integrated into Westpac as required Developed and delivered a communication plan Point of reference for all parties	Transaction value $100 million

Merger and acquisition execution PUSH > MOMENTUM > DRIVE

Recent transactions & projects