- Nationwide – Integration planning for two building societies, covering actions required to integrate retail and contact centres and deliver related merger benefits, while insulating customers from impacts
- Netia/Tele2 –Assessed customer operations of alternative Telcos with radically different operating models, to develop single operating model to deliver acquisition benefits
- Private equity, acquisition of market researcher –Assessed separation plans from parent, and cost reduction plans based on technology and outsourcing
- TDF/Antenna Hungaria – Developed detailed plan to help TDF take control of AH, realign its strategy to an infrastructure focus and deliver cost savings. Led management team to agree integration objectives
- European Cable TV Altnet –Synergy planning across sales, marketing and networks in preparation for final binding offer for other competing Altnet delivering Pay TV, MVNO and fixed telecoms services.
- Innovation – Acquisition planning for a publicly quoted client to enable it to acquire, under Class 1 procedures, a loss making business and plan delivery of synergies required to turn it around
- Key player in the music industry – Reviewed previous restructuring actions and a plan to reduce costs, analysing cost base, identifying major risks to base case plan and some upsides
- Mach–Synergy planning to support financing of acquisition and integration of a mobile billing intermediary business
- PE House/Towers Business – Assessed synergy to raise £250m of finance, covering integration of field operations, procurement, and investment programmes
- Towers Business –Post acquisition merger planning under onerous ‘Hold Separate’ conditions, helping to control a high level of business risk, putting in place a ‘ready to go’ integration programme
- PE House, owner of media service business –Advice and challenge on ‘low-balled’ synergies. Helped PE House obtain commitment from top management to higher and more reasonable synergy projections
- Datatec – Operational Due Diligence. Identified key issues on acquisition of distressed US network integrator for group building worldwide service delivery footprint
- Datatec – Analysed similarities and differences in two acquisitions with a high degree of overlap, but some unique elements. Proposed new structures and a carve out/integration roadmap
- Macquarie – Assessed vendor preparations for the separation of Airwave from O2, assessing issues, e.g. impact on contracts, and standalone costs, and developed separation roadmap for acquiring PE house
- Financial Trading Business – Advice on people, transaction and valuation issues created in carving out and moving a business within a complex corporate structure, including General Partnership, LLP and PLC entities
- Macquarie – Diligence for Arqiva refinance – Assessed execution risk on a massive contract with large failure penalties and assumptions underlying a £1b Capexplan