- Summary & Methodology
- Industry Trends
- Transition Manager League Tables
- Transition Manager Profiles
- Abel Noser, LLC
- BlackRock
- BTIG, LLC
- Citigroup Global Markets Inc.
- Macquarie Group Ltd.
- Northern Trust Investments, Inc.
- Pavilion Global Markets Ltd.
- Russell Investments
- State Street Global Markets
Past Surveys
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 |
N/A = Not Applicable (providers needed a minimum of 10 responses to be rated)