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:

• Yariv Itah

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

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Mergers, acquisitions, and restructuring leaders:

• Jeff Stakel
• Brian Kunisch
• Masaki Noda

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 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:

• Brian Cassidy: Audit & Assurance Trustworthy AI leader

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

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

Our practice will work with you to determine and articulate your ESG ambition for both corporate and investment strategy. We will facilitate the rigor of internal investment processes matching the ambition of external ESG communications and commitments and prepare disclosures for investor and regulatory consumption.

Our offerings:

• Strategy & ambition
• Governance & enterprise risk
• Data process and controls
• Disclosure strategy
• Disclosure readiness and assurance
• Tax governance and transparency readiness and reporting
• Federal, State, and Local Tax Credits, Incentives, and Grants including those eligible for direct pay and/or transferability

Contacts:

• Sarah Digirolamo
• Bhawna Agarwal
• Tyler Cloherty
• Anastasia Traylor