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Case Study 3: Early Stage Business Strategy Development

CLIENT:

Early-stage asset management subsidiary of large U.S. insurance company

CLIENT SITUATION:

• Insurance company intended to build significant investment management business
• Planned to turn an early stage business infrastructure into a global asset management leader

CASEY QUIRK APPROACH:

• Assessed early-stage infrastructure: people, clients, investment capabilities
• Researched and presented most relevant trends in and projections on the industry
• Developed and iterated on vision strawman with senior management
• Assisted management in developing and executing implementation plan

PROJECT OUTCOME:

• Complete shift away from original vision
• Client adopted revolutionary (rather than incremental) change in direction
• Pursued both organic and acquisition-driven growth
• Five years later– client is a large and growing global investment management firm