2020 Transition Management Survey

Transition Manager Profiles


Macquarie Group Ltd.
Macquarie.com

Summary of Offering

Macquarie Portfolio Solutions Group is a global provider of transition management and related services based in London, New York, Sinapore and Sydney. Our highly experienced global team leverage technology to offer clients innovative transition solutions. Macquarie’s unique platform, PILOT, was internally developed by experienced transition managers enabling the team to offer a complete end-to-end project management and execution service, while helping to manage risks and minimise costs. Experience, technology, strong communication and a commitment to complete transparency form the basis of our offering. We work in partnership with our clients, providing bespoke solutions to successfully achieve their project’s objectives.

Client Restrictions: None

Business Summary (as of 09/30/2020)

Total TM clients NR
Total TM mandates 135
Total assets transitioned ($USD) $51.2B

Regions with Clients that Completed TM Events (2019-2020)

U.S.
Canada
U.K.
Continental Europe and Republic of Ireland
Asia
Australia
All other locations

Summary of Client Feedback from 2020 Survey

Total respondents 15
Net recommendation/promoter score 80%
% independently audited 33%
% accepted fiduciary role over event 90%

Responses by transition type

Principal 7%
Agency 67%
Hybrid 20%

Responses by value of securities transitioned

<$50MM 7%
$50MM – $250MM 27%
>$250MM – $1B 27%
>$1B – $3B 13%
>$3B 27%

Client ratings
5 = Extremely satisfied; 1 = Unsatisfied

Transition strategies and planning capabilities 4.93
Operational capabilities and trading quality 4.93
Risk management capabilities 4.93
Quality/transparency of reporting 4.93
Accuracy of pre-trade estimate 4.73
Transparency of disclosures 4.93
Overall project management 4.93
Knowledge/responsiveness of staff 4.93
NR = Not Reported in time for publication
N/A = Not Applicable (providers needed a minimum of 10 responses to be rated)
1 7 8 9 10 11 13