Macquarie Group Limited brief
Meeting prep · ASX: MQG · Mega Diamond · Jordan.Griffiths

Macquarie Group Limited

CEO transition under way (2026); infrastructure, energy and commodities powerhouse

Shemara Wikramanayake

CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
43 Build · Mega Diamond account; about $25M of planned deals (est.); 3 plans not yet started

Their priorities

  • Infrastructure and energy transition investing, data centers (AirTrunk exit), and private credit. Also growing BFS (Australian mortgages and digital banking). unverified
  • CEO transition. Shemara Wikramanayake is handing over (2026). unverified

Recent news

No dated news on file. Check the brief's signals before the meeting.

Talking points

  • A new CEO, plus APRA scrutiny of risk management, makes this a good moment for a risk and controls transformation.

Plays to raise

  1. Risk and regulatory reportingRegulatory & riskIdentified
    Why now: APRA (enforceable undertaking for risk management, 2022-24) and ASIC. A short-selling reporting breach (2025 fine).
    Ask: A 6-week controls and operations diagnostic: baseline alert volumes, backlog and cost per case, then pilot AI-assisted case triage on one queue with model-risk documentation regulators can read.
    Deal range (est.) $5.5M–$19M · proof points
  2. BFS digital bankingCloud & coreIdentified
    Why now: Infrastructure and energy transition investing, data centers (AirTrunk exit), and private credit.
    Ask: A 6-week digital proposition sprint: customer research, a clickable prototype of the priority journey, and a release plan with acquisition and cost-to-serve targets.
    Deal range (est.) $3.3M–$11M · proof points
  3. Infrastructure portfolio company programsCost & operationsIdentified
    Why now: CEO transition under way (2026); infrastructure, energy and commodities powerhouse.
    Ask: A 4-week capital program assurance review on one flagship asset: schedule, cost and supplier risk, with a digital program-controls setup.
    Deal range (est.) $2.8M–$8.2M · proof points

Watch-outs

  • Regulatory compliance and risk culture, plus commodity volatility.

Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.