Mergers, demergers and takeovers

Engaged by GE and its adviser, Goldman Sachs, to manage the retail communications, sharedealing service and printers as part of its takeover of Amersham (October 2003 to May 2004)

Engaged by Scottish Power and its adviser, HSBC, to manage the shareholder communications and printer as part of its demerger of Thus (October 2001 to April 2002)

Engaged by Sun Life of Canada to organise and oversee the logistics of their merger with Clarica, including printing, mailing and call centre activities (November 2001 to February 2002).

Engaged by NCB Stockbrokers and Goldman Sachs, on behalf of Valentia, to assist with the logistics for the bid and to advise on methods for optimising retail response (July 2001 to January 2002).

Engaged by Halifax to assist with the management of the printing and mailing requirements, leading up to its EGM, for its merger with BoS (April to June 2001).

Engaged by Norwich Union to manage the logistics requirements, leading up to its EGM, for its merger with CGU (February/March 2000).

Engaged by Enron to manage the logistics requirements for their agreed takeover of Wessex Water (July/August 1998).

Engaged by MTL (an employee-owned company) and their financial adviser, Warburg Dillon Read, to manage logistics and create employee communication materials for an abortive flotation and an abortive takeover, and finally for a restructuring (and release of shareholder capital) into MTL Services plc (September 1997 to April 1999).

Engaged by TSB and JP Morgan, their financial adviser, to manage the logistics requirements for the merger between Lloyds Bank and TSB (October/November 1995).

Engaged by PowerGen to manage the logistics requirements for PowerGen's agreed (but lapsed) offer for Midlands Electricity (September to November 1995).

Engaged by Scottish Power and Baring Brothers, their financial adviser, to advise on and manage the approach to Manweb's more than 100,000 small investors during Scottish Power's successful contested offer for the company (August to October 1995).

Engaged by TeleWest to manage the logistics, particularly the printing operations, in connection with its merger with SBC CableComms (June to October 1995).

Engaged by Kleinwort Benson, financial adviser to the twelve UK Regional Electricity Companies, to develop and manage the logistics requirements for the flotation by demerger of The National Grid Group plc (July 1994 to December 1995).