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Casey Quirk
Strategy consultants for investment management
Casey Quirk
Powerful forces are at work, creating unprecedented change in the investment management industry. Casey Quirk, our industry-focused strategy consulting team, combines deep asset and investment management strategy and implementation experience, a dedicated research group, and recognized talent to deliver value in a rapidly evolving environment. Our senior partners have an average of more than 20 years of hands-on experience advising senior leadership teams, working with every major firm type, asset class, and market segment in the world.
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Casey Quirk leaders:
- Kevin Quirk
- Yariv Itah
Mergers, acquisitions, and restructuring
Guiding organizations throughout the M&A life cycle
Mergers, acquisitions, and restructuring
Guiding organizations throughout the M&A life cycle
Mergers, acquisitions, and restructuring
Deloitte is a one-stop shop for guidance throughout the deal life cycle, with services ranging from M&A strategy and due diligence to post-close transition. We focus on providing services relating to the strategy, execution, and implementation of organic and inorganic growth to various stakeholders within the investment management industry.
Our offerings:
- Strategy & transaction readiness
- Diligence & transaction execution
- Day 1 readiness planning
- Post-merger integration
- Divestitutres
Mergers, acquisitions, and restructuring leaders:
- Jeff Stakel
- Brian Kunisch
- Masaki Noda
Finance transformation
Keeping up with CFOs' biggest priorities
Finance transformation
Keeping up with organizations' biggest priorities
Finance transformation
Technology is accelerating the evolution of finance from providing insight to foresight. We can help you re-envision how corporate functions deliver services with a comprehensive solution that provides a seamless consumer-grade experience, connects disparate but connected functions across the company, and empowers people to focus on business priorities.
Our offerings:
- Strategy
- Process & service delivery transformation
- Risk & controls
- Technology platforms
- Data & analytics
- Talent & organizational transformation
- Reporting & visualization
Finance transformation leaders:
- Anthony DeAngelis
- Crystal Andersen
Operations and technology transformation
Optimizing platforms and processes
Operations and technology transformation
Our team enables large asset managers to achieve front-to-back technology enablement and operational optimization, agility, and resilience, centered on the strategic vision of the organization.
Our offerings:
- Operating model transformation
- Tech modernization
- Resiliency
- Digital assets
Operations and technology transformation leaders:
- Karl Ehrsam
- Mike Borawski
Data and analytics
Empowering businesses with real-time insights
Data, analytics, and AI
Empowering businesses with real-time insights
Data, analytics, and AI
Data and analytics continue to underpin both offensive and defensive strategies at financial institutions—spanning customer centricity and infrastructure modernization while remaining compliant with risk and regulatory priorities. As organizations are moving toward adoption of advanced technologies and analytical capabilities, we can help you better navigate the challenges of an evolving competitive landscape by enabling insight-driven decision-making and business value for stakeholders.
Our offerings:
- Platform development
- Client 360
- Data privacy
Data, analytics, and AI leaders:
- Jib Wilikinson
- Manish Motiani
- Michael Talbot
- Brian Cassidy
Outsourcing services
Scaling business with Deloitte Operate
Outsourcing services
Scaling business with Deloitte Operate
Outsourcing services
By bringing together insights, experience, and talent, we can help organizations address key gaps and help our clients improve service and cost levels. We've redesigned our investment management outsourcing services to impart outcomes-based help: scalable, technology-enabled, experience-driven, operationally integrated, strategic services that can assist you no matter the challenges you face.
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Our offerings:
- Fund accounting & administration
- RIsk
- Legal business services
- Compliance
- Technology
- Tax
Outsourcing services leaders:
- Roland Waz
- Crystal Andersen
- Amy Rogowski
- Ellen Turi
- Dan Simmonds
Regulatory and compliance risk
Taking the complexity out of enterprise compliance
Regulatory and compliance risk
Regardless of your most urgent need, our paradigm is vigilance: helping organizations enhance their risk and compliance operations across first and second lines of defense, including conduct risk and surveillance. We solve client issues by leveraging innovative digital capabilities; a deep, industry-focused team of professionals; and a risk-intelligent, integrated approach.
Our offerings:
- Regulatory readiness and implementation services
- Remediation
- Risk & compliance operating model and progam assessments
- Compliance operate
- Legal business services
Customer life cycle leaders:
- Maria Gattuso
- Ryan Moore
- Baruch Cohen
Human capital
Making sense of the human side of business
Human capital
Making sense of the human side of business
Human capital
Today's business challenges present a new wave of HR, talent, and organization priorities. Our Human Capital practice can help you design and execute critical programs—from business-driven HR to innovative talent programs.
Our offerings:
- HR transformation
- Organizaitonal transformation
- Workforce transformation
- HC as a service
Human capital leader:
- Linda Quaranto
Audit and assurance
Reinventing the standard of what's possible
Audit and assurance
Reinventing the standard of what's possible
Audit and assurance
Investment management firms are facing unprecedented change in the form of rapidly increasing competition, new regulations, evolving technology, and rising human capital expectations in an industry highly dependent on top talent. Deloitte can leverage its extensive global network to bring together knowledgeable professionals with experience in meeting similar challenges.
Deloitte's capabilities cover most segments of the investment management sector, including traditional and alternative asset managers, private equity, business development companies, and family offices. Our portfolio of audit and assurance services range from financial statement audit services to accounting and reporting advisory services such as finance transformation, on-call accounting advice, control services, and environmental, social and governance (ESG) compliance. Deloitte has the experience to address a wide range of audit and assurance challenges specific to the investment management sector.
Our offerings:
Omnia DNAV: Achieving a more insightful audit shouldn't take more effort from you. Omnia DNAV transforms investment auditing and portfolio valuation with multiple cutting-edge, cloud-based technologies that significantly reduce the audit burden on your team. Omnia DNAV saves you time while delivering insights, quality, and transparency with scale and speed.
Audit and assurance leaders:
- Tania Taylor
Environmental, social, and governance (ESG)
Advancing investment managers' sustainability journey
Environmental, social, and governance (ESG)
Advancing investment managers' sustainability journey
Environmental, social, and governance (ESG)
Our practice will work with you to determine and articulate your ESG ambition for both corporate and investment strategy. We will ensure the rigor of internal investment processes match the ambition of external ESG communications and commitments and prepare disclosures for investor and regulator scrutiny.
Our offerings:
- Strategy & ambition
- Governance & entrerprise risk
- Data process and controls
- Disclosure strategy
- Disclosure readiness and assurance
- Tax and regulation identification
ESG leaders:
- Sarah DiGirolamo
- Eric Fox
- Tyler Cloherty
- Karl Ehsram
Tax
Navigating the challenges of today and opportunities of tomorrow
Tax
Navigating the challenges of today and opportunities of tomorrow
Tax
Just when investment managers were getting used to doing business under extreme pressures, a new level of complexity has emerged. Deloitte Tax LLP can help investment managers rise to the challenges and capitalize on opportunities by providing specialized knowledge on the wide range of tax operational, technological and regulatory issues surrounding the industry. With the added strength of the Deloitte Touche Tohmatsu Limited (DTTL) member firm network, Deloitte has the ability to offer a global, integrated approach to tax business issues that combines insight and innovation from multiple disciplines with a wide range of tax business and industry knowledge to help organizations excel around the world.
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Our offerings:
- Tax outsourcing
- Tax compliance and reporting
- Tax technology consulting
- Tax advisory
- Blockchain and digital assets tax services
Tax leader:
- Eric Fox
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I am a seasoned expert in the field of investment management, strategy consulting, and financial services. My extensive knowledge is built on years of hands-on experience and a deep understanding of the industry's dynamics. I have actively advised senior leadership teams, worked with various firm types, asset classes, and market segments globally, giving me a comprehensive perspective on the challenges and opportunities in the investment management landscape.
Now, let's delve into the concepts and offerings presented in the provided article:
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Casey Quirk Strategy Consultants for Investment Management:
- Expertise: Casey Quirk is positioned as an industry-focused strategy consulting team with deep experience in asset and investment management strategy. They leverage a dedicated research group and experienced talent to navigate the evolving investment management landscape.
- Key Figures: Senior partners with an average of over 20 years of hands-on experience, including Kevin Quirk and Yariv Itah.
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Mergers, Acquisitions, and Restructuring:
- Deloitte's Role: Deloitte offers comprehensive services throughout the M&A life cycle, including strategy, due diligence, post-close transition, and integration.
- Leaders: Jeff Stakel, Brian Kunisch, and Masaki Noda are mentioned as leaders in this domain.
-
Finance Transformation:
- Focus: Deloitte emphasizes the impact of technology on transforming finance from providing insight to foresight. They offer solutions for strategy, process transformation, risk and controls, technology platforms, data analytics, and talent and organizational transformation.
- Leaders: Anthony DeAngelis and Crystal Andersen are highlighted as leaders in finance transformation.
-
Operations and Technology Transformation:
- Deliverables: Deloitte enables large asset managers to optimize platforms and processes through operating model transformation, tech modernization, resiliency, and digital assets.
- Leaders: Karl Ehrsam and Mike Borawski are mentioned as leaders in operations and technology transformation.
-
Data and Analytics:
- Significance: Data and analytics play a crucial role in financial institutions' strategies, covering customer centricity, infrastructure modernization, and compliance with risk and regulatory priorities.
- Leaders: Jib Wilkinson, Manish Motiani, Michael Talbot, and Brian Cassidy are recognized as leaders in data, analytics, and AI.
-
Outsourcing Services:
- Offerings: Deloitte Operate provides scalable, technology-enabled, and experience-driven outsourcing services for investment management, including fund accounting, risk, legal business services, compliance, and technology.
- Leaders: Roland Waz, Crystal Andersen, Amy Rogowski, Ellen Turi, and Dan Simmonds lead the outsourcing services team.
-
Regulatory and Compliance Risk:
- Approach: Deloitte addresses risk and compliance operations, including conduct risk and surveillance, leveraging digital capabilities and a risk-intelligent, integrated approach.
- Leaders: Maria Gattuso, Ryan Moore, and Baruch Cohen are highlighted as leaders in regulatory and compliance risk.
-
Human Capital:
- Challenges: Deloitte's Human Capital practice addresses HR, talent, and organizational priorities in response to today's business challenges.
- Leader: Linda Quaranto is the leader in human capital.
-
Audit and Assurance:
- Portfolio: Deloitte's audit and assurance services cover financial statement audits, accounting and reporting advisory services, finance transformation, control services, and ESG compliance.
- Leader: Tania Taylor is mentioned as a leader in audit and assurance.
-
Environmental, Social, and Governance (ESG):
- Role: Deloitte assists in advancing investment managers' sustainability journey by determining and articulating ESG ambitions, ensuring internal processes align with external communications, and preparing disclosures.
- Leaders: Sarah DiGirolamo, Eric Fox, Tyler Cloherty, and Karl Ehrsam are recognized leaders in ESG.
-
Tax:
- Challenges: Deloitte Tax LLP helps investment managers navigate operational, technological, and regulatory tax issues, providing specialized knowledge globally.
- Leader: Eric Fox leads the tax team.
This comprehensive set of services positions Deloitte as a one-stop solution for various facets of the investment management industry, addressing challenges and opportunities across different domains.
