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Business

Acquiring Business

Strategic rationale

Blackmont Capital Canadian wealth management

Banking and Financial Services

Grow wealth management business in Canada

Provide retail distribution to existing capital markets business and product offerings in Canada

Constellation Energy US natural gas trading

Fixed Income, Currencies and Commodities

Enhance Macquarie's position within North American natural gas market

Delaware Investments US funds management

Macquarie Funds Group

Develop global asset management capability

Gain broader access to the world's largest capital market - the United States

Fox-Pitt Kelton Cochran Caronia Waller US advisory

Macquarie Capital and Macquarie Securities

Enhance FIG sector expertise and further increase presence in the US

Sal. Oppenheim European equity derivatives, cash equities business

Macquarie Securities

Derivatives: complement existing Asian operation and add wider set of products to growing European business

Cash: broadens existing pan-European reach

Tristone Capital Energy advisory

Macquarie Capital and Macquarie Securities

Enhance global energy offering

Successful integration of acquisitions

Key transitional tasks

Role of RMG

  • RMG are a key stakeholder in integration

planning

  • Participation of RMG stakeholders on

integration committees

  • Determination of how the framework is to be

applied

  • Oversight of progress of integration and

achievement of milestones

  • Training

Some specific examples

  • Constellation and Sal. Oppenheim - RMG

was involved in specifying, building and testing requirements for the data feeds to capture and monitor exposures

  • Delaware – full review and gap analysis

between Delaware and Macquarie policies

  • RMG Credit and Market Risk presence in

Houston expanded following Constellation acquisition

  • RMG Market Risk and Macquarie

Compliance presence placed with Sal. Oppenheim business in Frankfurt

72

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