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Casey, Quirk & Associates

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Namestring
Casey, Quirk & Associates
Websiteurl
caseyquirk.com
Company typeenum
Private
Founded yearint
2002
Descriptiontext

Casey, Quirk & Associates is a management consultancy founded in 2002 and based in Darien, Connecticut, that focuses exclusively on advising asset management firms. The firm operates as a boutique specialist with 11-50 employees and does not serve clients outside the asset management sector. Its core offering is proprietary benchmarking intelligence drawn from annual survey partnerships with McLagan Performance Intelligence, covering operating profit margins, data and technology spending, and operational efficiency metrics of publicly listed asset managers. Beyond publishing survey-based research, the firm provides strategic advisory engagements to asset managers navigating fee pressure, margin compression, and capability expansion into private markets.

The firm's underlying methodology is survey-based research and industry benchmarking rather than a software platform or technology product. Its products and services take the form of research reports, quantitative benchmarking outputs (such as the documented finding that asset manager operating margins declined from 42% in 2021 to 32% in 2023, while data and technology spending grew 13% from 2020 to 2023), and tailored consultancy engagements. The firm does not publicly disclose pricing or commercial terms.

Commercially, Casey Quirk operates through direct advisory engagements with asset manager clients, distribution of research via press release channels including Deloitte (announced 2025-04-03), and publication of industry research to maintain thought leadership positioning. Its customer base is concentrated in publicly listed asset managers seeking to defend fees, grow AUM, and improve operational efficiency, with a secondary segment of financial services consultants seeking industry insights. No revenue, ownership, or financial detail is publicly disclosed.

Short descriptiontext

Casey, Quirk & Associates is a boutique management consultancy founded in 2002 that advises asset management firms exclusively, providing proprietary benchmarking surveys, industry research, and strategic advisory on fee defense, operational efficiency, and private markets expansion.

Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersDarien, United States
HQ citystring
Darien
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
asset management consulting, industry benchmarking research, private markets strategy, investment management advisory, operational efficiency benchmarking
Industry1 code
1Corporate Strategy Advisory
CodeBPAHADAAPrimaryYes
NAICS code2 codes
  • Management Consulting Services54161
  • Other Management Consulting Services541618
SIC code2 codes
  • Services-Management Consulting Services8742
  • Investment Advice6282
Product category
Asset Management Consulting
Social media profiles1 record
Cost components3 values
Personnel, Operations, Marketing or Sales
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Casey, Quirk & Associates is a management consultancy focused exclusively on the asset management industry. It conducts annual benchmarking surveys on operating profit margins, data and technology spending, and industry performance in partnership with McLagan Performance Intelligence, and provides strategic consulting on fee defense, private markets expansion, operational efficiency, and M&A/partnership guidance to publicly listed asset managers.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • Asset managers' operating profit margins declined from 42% in 2021 to 32% in 2023
+1 more record
Product overview1 text field

Casey, Quirk & Associates is a consulting and strategy firm that provides benchmarking surveys and research services for asset managers. the firm conducts benchmarking surveys in partnership with McLagan Performance Intelligence, analyzing metrics such as operating profit margins, data and technology spending, and industry trends in the asset management sector. The firm produces research reports on topics including private markets, fee structures, and operational efficiency rather than offering a software product platform.

Product and service4 records
1Annual Asset Manager Benchmarking Survey
CategoryIndustry Research / Benchmarking
Description

An annual benchmarking survey conducted in partnership with McLagan Performance Intelligence that analyzes asset managers' operating profit margins, data and technology spending, and overall industry performance metrics. Outputs are used by publicly listed asset managers for benchmarking and strategic planning.

2Strategic Consulting for Asset Managers
CategoryManagement Consulting
Description

Direct advisory engagements for publicly listed asset managers covering fee defense, operational efficiency improvement, capability expansion, and growth strategy. Targets firms navigating declining margins and rising costs.

3Private Markets Expansion Advisory
CategoryManagement Consulting
Description

Strategic guidance for asset managers seeking to pivot into or expand within private markets, including M&A and partnership recommendations and capability-expansion roadmaps.

4Asset Management Industry Research Reports
CategoryIndustry Research / Benchmarking
Description

Research reports covering asset management industry trends including private markets growth, fee structures, operational efficiency, and industry consolidation. Distributed via industry publications and partner platforms such as Deloitte.

Partnership2 partners
1Deloitte
Strategic tierCoreTypeGTM or Marketing PartnerAnnounced on2025-04-03
Description

Deloitte published Casey Quirk results as a press release, highlighting findings about publicly listed asset managers' pivot to private markets in 2024. Deloitte serves as a distribution channel for Casey Quirk's industry research to its broader financial services client network.

2McLagan Performance Intelligence
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Casey Quirk conducts annual benchmarking surveys in partnership with McLagan Performance Intelligence, covering asset managers' operating profit margins, technology spending, and industry performance metrics. This partnership produces comprehensive industry benchmarking reports used by publicly listed asset managers.

Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight3 records

Each record includes

Type, Description

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Casey, Quirk & Associates

Asset Management Consultingcaseyquirk.com

Casey, Quirk & Associates is a boutique management consultancy founded in 2002 that advises asset management firms exclusively, providing proprietary benchmarking surveys, industry research, and strategic advisory on fee defense, operational efficiency, and private markets expansion.

What Casey, Quirk & Associates does

Casey, Quirk & Associates is a management consultancy founded in 2002 and based in Darien, Connecticut, that focuses exclusively on advising asset management firms. The firm operates as a boutique specialist with 11-50 employees and does not serve clients outside the asset management sector. Its core offering is proprietary benchmarking intelligence drawn from annual survey partnerships with McLagan Performance Intelligence, covering operating profit margins, data and technology spending, and operational efficiency metrics of publicly listed asset managers. Beyond publishing survey-based research, the firm provides strategic advisory engagements to asset managers navigating fee pressure, margin compression, and capability expansion into private markets.

The firm's underlying methodology is survey-based research and industry benchmarking rather than a software platform or technology product. Its products and services take the form of research reports, quantitative benchmarking outputs (such as the documented finding that asset manager operating margins declined from 42% in 2021 to 32% in 2023, while data and technology spending grew 13% from 2020 to 2023), and tailored consultancy engagements. The firm does not publicly disclose pricing or commercial terms.

Commercially, Casey Quirk operates through direct advisory engagements with asset manager clients, distribution of research via press release channels including Deloitte (announced 2025-04-03), and publication of industry research to maintain thought leadership positioning. Its customer base is concentrated in publicly listed asset managers seeking to defend fees, grow AUM, and improve operational efficiency, with a secondary segment of financial services consultants seeking industry insights. No revenue, ownership, or financial detail is publicly disclosed.

Casey, Quirk & Associates firmographics

Firmographics
Name
Casey, Quirk & Associates
Website
https://caseyquirk.com
Company type
Private
Founded year
2002
Headcount range
11–50 employees
Short description
Casey, Quirk & Associates is a boutique management consultancy founded in 2002 that advises asset management firms exclusively, providing proprietary benchmarking surveys, industry research, and strategic advisory on fee defense, operational efficiency, and private markets expansion.
Ownership category
akta.pro rank

Casey, Quirk & Associates industry classification

Industry
Product category
Asset Management Consulting
NAICS
Management Consulting Services (54161), Other Management Consulting Services (541618)
SIC
Services-Management Consulting Services (8742), Investment Advice (6282)
akta.pro primary industry
Corporate Strategy Advisory (BPAHADAA)

Keywords

  • Asset management consulting
  • Industry benchmarking research
  • Private markets strategy
  • Investment management advisory
  • Operational efficiency benchmarking

Where Casey, Quirk & Associates is headquartered

Location

Headquarters

HQ city
Darien
HQ country
United States
HQ region
North America

Markets served

Casey, Quirk & Associates business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales

Casey, Quirk & Associates product offering

Product offering

Core offering

Casey, Quirk & Associates is a management consultancy focused exclusively on the asset management industry. It conducts annual benchmarking surveys on operating profit margins, data and technology spending, and industry performance in partnership with McLagan Performance Intelligence, and provides strategic consulting on fee defense, private markets expansion, operational efficiency, and M&A/partnership guidance to publicly listed asset managers.

Product overview

Casey, Quirk & Associates is a consulting and strategy firm that provides benchmarking surveys and research services for asset managers. the firm conducts benchmarking surveys in partnership with McLagan Performance Intelligence, analyzing metrics such as operating profit margins, data and technology spending, and industry trends in the asset management sector. The firm produces research reports on topics including private markets, fee structures, and operational efficiency rather than offering a software product platform.

Differentiator

Problem solved

Functional benefit

Products and services

  • Annual Asset Manager Benchmarking Survey An annual benchmarking survey conducted in partnership with McLagan Performance Intelligence that analyzes asset managers' operating profit margins, data and technology spending, and overall industry performance metrics. Outputs are used by publicly listed asset managers for benchmarking and strategic planning.
  • Strategic Consulting for Asset Managers Direct advisory engagements for publicly listed asset managers covering fee defense, operational efficiency improvement, capability expansion, and growth strategy. Targets firms navigating declining margins and rising costs.
  • Private Markets Expansion Advisory Strategic guidance for asset managers seeking to pivot into or expand within private markets, including M&A and partnership recommendations and capability-expansion roadmaps.
  • Asset Management Industry Research Reports Research reports covering asset management industry trends including private markets growth, fee structures, operational efficiency, and industry consolidation. Distributed via industry publications and partner platforms such as Deloitte.

Quantifiable outcome

  • Asset managers' operating profit margins declined from 42% in 2021 to 32% in 2023
  • +1 more outcomes

Companies that use Casey, Quirk & Associates

Customer profile

Segments2 records

Ideal customer profiles2 records

Casey, Quirk & Associates technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Casey, Quirk & Associates partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

  • DeloittecoreGTM or Marketing Partner · 3 April 2025Deloitte published Casey Quirk results as a press release, highlighting findings about publicly listed asset managers' pivot to private markets in 2024. Deloitte serves as a distribution channel for Casey Quirk's industry research to its broader financial services client network.
  • McLagan Performance IntelligencecoreStrategic or Co-development PartnerCasey Quirk conducts annual benchmarking surveys in partnership with McLagan Performance Intelligence, covering asset managers' operating profit margins, technology spending, and industry performance metrics. This partnership produces comprehensive industry benchmarking reports used by publicly listed asset managers.

Recent moves3 records

Expansion highlights3 records

Casey, Quirk & Associates competitors and assessment

Company assessment

Market position

Strengths5 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Casey, Quirk & Associates social profiles

Digital presence

Casey, Quirk & Associates financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Casey, Quirk & Associates leadership team

Management profile

Number of profiles

Casey, Quirk & Associates funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Casey, Quirk & Associates M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Casey, Quirk & Associates

What does Casey, Quirk & Associates do?

Casey, Quirk & Associates is a management consultancy focused exclusively on the asset management industry. It conducts annual benchmarking surveys on operating profit margins, data and technology spending, and industry performance in partnership with McLagan Performance Intelligence, and provides strategic consulting on fee defense, private markets expansion, operational efficiency, and M&A/partnership guidance to publicly listed asset managers.

When was Casey, Quirk & Associates founded?

Casey, Quirk & Associates was founded in 2002. It employs 11 to 50 people.

Where is Casey, Quirk & Associates based?

Casey, Quirk & Associates is headquartered in Darien, United States, in the North America region.

Does Casey, Quirk & Associates have an API?

No public API is recorded for Casey, Quirk & Associates.

What industry is Casey, Quirk & Associates in?

Casey, Quirk & Associates's product category is Asset Management Consulting. Its primary akta.pro industry code is BPAHADAA, Corporate Strategy Advisory. Its NAICS code is 54161 and its SIC code is 8742.

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Live signals
WikipediaList of asset management firmsAn asset management company pools funds from retail investors to invest in securities, providing greater diversification and professional management than individual investors typically can access. According to a study by consulting firm Casey Quirk, which is owned by Deloitte, asset management firms achieved record highs in both revenue and assets under management by the end of 2020.Deloitte United StatesIntegrated Asset ManagementCasey Quirk, a practice of Deloitte Consulting, published an executive playbook detailing the strategic importance and operational framework for integrating asset managers following mergers and acquisitions. The report highlights that effective post-merger integration drives faster organic growth and higher operating margins by realizing revenue and cost synergies in a consolidating industry. It outlines a four-step process involving diligence, planning, legal day one execution, and post-close integration to help firms navigate these complex transactions.PR NewswireCasey Quirk: Both Assets and Revenue Under Pressure at Publicly Traded Asset Managers in Q1 2022Publicly traded asset managers in North America experienced declines in both assets under management and revenue during the first quarter of 2022, driven by broad selloffs in bond and equity markets. Casey Quirk's analysis of 18 listed firms showed a median drop of 6% in AUM and 7% in revenue compared to the previous quarter, marking the first time since Q2 2020 that revenues, assets, and profits have all decreased.PR NewswireCasey Quirk Appoints Former Allianz Head of Strategy Thorsten Heymann as New Senior Advisor for EuropeCasey Quirk, a Deloitte business, has appointed Thorsten Heymann as its new Senior Advisor for Europe. Heymann brings extensive experience from his previous role as head of global strategy at Allianz, where he significantly grew assets under management and operating profit.PR NewswireCasey Quirk: Listed Alternatives Managers Outperform Traditional Firms on Financial Metrics, Organic Growth in Q3Casey Quirk reported that publicly traded alternatives managers increased their assets under management by 2% in the third quarter of 2021, outperforming traditional asset managers whose AUM declined by 1%. Aggregate profits for the analyzed firms reached $7.9 billion, with alternatives managers maintaining significantly higher median operating margins than their traditional peers.PR NewswireVying for Competitive Edge, Asset Managers Will Boost Technology Spending by Two-Thirds to $84 Billion by 2023: Casey QuirkAsset managers are projected to increase annual spending on data and technology from $50 billion in 2019 to $84 billion by 2023 to gain a competitive edge, according to research by Casey Quirk. The study indicates that firms classified as "front runners," which spend approximately 12% of their budget on technology, significantly outperform "late movers" in revenue growth, client retention, and profit margins. Overhauling legacy systems is identified as the primary challenge for transformation, with success relying on strategic execution rather than mere scale.PR NewswireRising Noncompensation Costs Contribute to Margin Erosion for Asset Managers: Casey Quirk and McLaganCasey Quirk and McLagan released their annual Performance Intelligence analysis showing that noncompensation costs at asset managers have risen to over 30% of total expenses from 26% in 2014, adding economic stress to the industry. While industry assets under management grew to $71.8 trillion in 2018 from $68.3 trillion in 2017, aggregate fees declined nearly 20% over four to five years, causing operating margins to fall to 32% from 34%. The report suggests automation, data streamlining, and team structure optimization could reduce expenses by 6.5% to 17%, potentially saving $13 billion industry-wide.PR NewswireCasey Quirk and McLagan Study Shows Growing Divide Between Winners and Losers in Asset ManagementA 2018 study by Casey Quirk and McLagan reveals a widening performance gap in the asset management industry, where only 25% of firms achieved profitable growth while others faced stagnation or contraction. The research indicates that successful firms command a 19 percent fee premium by investing in technology and strategic areas, whereas those merely cutting costs saw a 2.7 percent decline in growth. This bifurcation highlights the increasing difficulty of achieving profit amidst fee compression and passive investing trends.PR NewswireCasey Quirk Analysis: Assets and Operating Margins Rose for Publicly Traded Asset Managers Worldwide in 2017, but Revenues Did Not Keep PaceCasey Quirk, a practice of Deloitte Consulting LLP, released an analysis showing that publicly traded asset managers worldwide improved operating margins to 31 percent in 2017 from 29 percent in 2016, while assets under management rose 16 percent. However, revenues grew only 11 percent, lagging behind asset growth due to persistent fee pressure from passive investing trends, which captured 48 percent of asset flows. The five firms with the highest inflows captured 72 percent of total growth, indicating increasing concentration and competition within the industry.