Here you will find a non-exhaustive list of referenceable keystone- initiatives where Albert Eng or an advisory council member played a lead or significant role.
In almost every case we’ve been accountable for these initiatives from beginning to end. Click on the gold-lettered list below to read case study abstracts in more detail
M&A & Corporate Development
TIAA Acquisition of Nuveen Investments – Confirmatory, Close, F180, IMO, Synergy Analysis, Value Creation Governance
Reed Company Divestiture to Alight – Transition Services Agreement Rationalization and Implementation, SMO, Fee Management, Negotiations, External transition staff management
Guardian Strategic Partnership with HPS Partners – Transfer of 26Bln in Private Credit, Systems, Data, People with investment stake in HPS
Guardian Strategic Partnership with Cressey: Avesis - Disentangle Avesis as a standalone and transfer operating control to Cressey to grow Avesis’ vision and dental businesses
Citi Venture Capital Carve-Out with Polaris Software - Roll-up Citigroup India Division with India Premier Services Provider
Voya Financial IPO – Separate from ING Group, Outsource all Insurance operations to Cognizant, Transfer Real-Estate Assets
Re-Insurance and Admin with Talcott Resolution - Re-insure $8Bln in closed block variable annuity policies
Transformation
AI for Comtrade Systems - Build AI go-to-market strategy and new division for a European Service Provider
Turn-around failed re-insurance closed block transfers - Resolve, fix and make operational closed block admin between DXC, GAFG and, Athene
AIG Captive Centers in Asia and Outsourcing Strategy – Build
Revised Risk Framework - Operational Risk Management Framework
Turnaround - Business Credit Portfolio