KB Associates

Name

KB Associates

Website

https://kbassociates.ie

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

51–100 employees

Short description

KB Associates is a Dublin-based professional services firm founded in 2003 that advises investment funds and asset managers, primarily on fund governance, compliance, and related advisory mandates. It operates as a privately held boutique with 51 to 100 employees under founder Mike Kirby.

Ownership category

akta.pro rank

Product category

Investment Management Advisory

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• Investment fund advisory
• Asset management consulting
• Credit fund services
• Fund governance advisory
• Alternative investment consulting

Headquarters

HQ city

Dublin

HQ country

Ireland

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Core offering

KB Associates is a leading professional services firm that advises investment funds and asset managers. Its core work centers on providing specialized consulting and advisory services to fund managers and asset management firms, supporting them with fund-related strategic, governance, and operational guidance.

Differentiator

Problem solved

Functional benefit

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Apex Group: Large global fund-services platform formed via acquisition of Sanne Group. Overlaps with KB Associates in serving asset managers with administration, governance and advisory solutions.
• IQ-EQ: Global investor services group offering fund administration, AIFM and ManCo services. Comparable to KB Associates in providing governance and operational support to investment funds.
• Maples Group: Cayman and Irish-domiciled legal and fiduciary services firm serving investment funds. Comparable in providing fund governance and advisory to the same asset-manager clientele.
• Carne Group: Dublin-headquartered specialist providing management company, fund governance and advisory services to investment funds across Europe. Closest comparable given shared Irish domicile and similar client vertical of asset managers and fund promoters.
• Waystone (formerly MBSA / MDO Management Company): Leading European provider of governance, ManCo, depositary and fund-administration services. Directly comparable as a specialist fund-services platform serving the same asset-manager client base.

Broad incumbents

• Deloitte Ireland: Big Four consultancy with a substantial Irish asset-management practice advising fund promoters on operations, regulation and transactions. Competes for similar advisory mandates from a larger platform.
• EY Ireland: Big Four firm with an asset-management advisory practice serving Irish and European fund managers. Comparable as a generalist incumbent offering overlapping advisory services.
• PwC Ireland: Big Four firm operating in Dublin with asset-management advisory and assurance offerings. Overlaps with KB Associates in serving Irish and European fund managers, but at materially larger scale and breadth.
• KPMG Ireland: Big Four advisory firm in Ireland with a dedicated asset-management practice. Provides overlapping consulting and advisory services to investment funds but as part of a broader portfolio.

Regional players

• William Fry: Leading Irish law firm with a strong asset-management and funds practice. Adjacent to KB Associates in serving the same client base, with overlap in regulatory and governance advisory to fund managers in Ireland.

Market position

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KB Associates