Caitlyn Kuan, Esq., Mba Email and Phone Number
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Caitlyn Kuan, Esq., MBA, is the Managing Director at Agifall M&A. Headquartered in Manhattan, Agifall M&A offers growth and M&A advisory services for business owners and funds. An attorney, serial entrepreneur, management consultant and banker, Caitlyn has 19 years of experience advising Fortune 500 and NASDAQ 100 companies, PE firms and SMBs. For the past 13 years, she has specialized exclusively in M&A and growth strategy. A former consultant at Deloitte Consulting and EY-Parthenon, she has managed numerous high-profile M&A deals that have made headline news over the past decade. All-in-all, Caitlyn has led 40+ M&A deals ($1M to $50B valuation), spanning an array of industries. She has extensive knowledge of every phase of the M&A life cycle, from pre-sale strategies (growth, exit planning, M&A readiness) and pre-acquisition strategies (corp. dev., market assessment, target selection and sourcing) through diligence, close, and carve-out/integration. Other sector experience includes business and real estate law firm owner, Fortune 100 financial services executive, top middle market investment bank associate.13 years growth strategy and M&A advisory | 8+ years attorney (business and real estate law) | 10 years entrepreneurship
Agifall M&A
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Managing Director And FounderAgifall M&A 2018 - PresentNew York, Ny, UsWe are seasoned growth strategy and M&A advisors who help business owners and funds grow, acquire and sell their business
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FounderRobo Al - Law Bot. Get Help. Save Money & Time. 2018 - PresentRobo Automated Legal is a SaaS platform for automating legal services. -
Avp - Global Strategy (Ed/Director In Fin. Svc. Sector)Metlife 2016 - 2018New York, Ny, Us -
Engagement Manager - Strategy And Operations ConsultingDeloitte Consulting 2015 - 2016Worldwide, Oo -
Senior Consultant - Tas - Corporate Strategy And Ma&D AdvisoryErnst & Young 2012 - 2015London, Gb• Advise private equity and corporate strategic clients in assessment of markets and targets, and development of strategy for acquisitive and strategic growth • Advisory services include commercial and operational due diligence, target selection, and market entry and growth strategy projects• Notable projects in the financial services sector include market assessment and entry strategy for a top 35 global asset manager, target selection of U.S. wealth management firms, and target selection of niche insurance advisory firms.• Private equity work includes target and market assessment driving opinion on target's forecast achievability in a broad range of industries affected by expected macro-economic growth drivers -
Marketing Strategy Consultant (Map)Fanvision 2012 - 2012• Developed and presented an overall marketing strategy to CEO Stephen M. Ross for FanVision's innovative product, which represents a new product category• Designed a go to market campaign focused on social media and guerilla advertising tailored to the Chicago sports fan market • 1 of 5 students chosen for MBA consulting team for FanVision, a wireless handheld device that streams live games on-site developed by Stephen M. Ross, the name sake of the Ross MBA Program and owner of the Miami Dolphins
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Marketing Strategy ConsultantAkervall Technologies Dba Sisu Mouth Guards And Sisu Sova Night Guards 2012 - 2012Saline, Mi, Us• Developed and presented a marketing strategy to CEO and CMO for mouthguard focused on military personnel who are highly active sports participants • Designed questionnaires and analyzed data, which drove marketing analysis and recommendations -
Investment Banking AssociateWells Fargo Securities 2011 - 2011San Francisco, California, Us• Presented analyses and recommendations on a leading solar panel manufacturerʹsbusiness strategy and financial structure in light of projected trends in the globalrenewable energy industry to facilitate financing discussions with the manufacturer• Wrote CIM memorandums to support the issuance of equity offerings including that ofthe first public infrastructure Real Estate Investment Trust (REIT)• Analyzed company presentations, financial statements, credit reports and equityreports to obtain key financial data, credit ratings, and consensus projections forfinancial models and analyses• Prepared and compiled company, industry and financial analyses into books for bankʹspitches and deals that range from mergers and acquisitions to capital market offerings -
Founder And ConsultantCaitlyn W. Kuan, Esq 2008 - 2010• Developed an add-on consulting practice advising law firms on their operations, marketing, and litigation strategies• Designed marketing plans that opened new channels increasing firms' engagement opportunities by more than 50%
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Founder, Principal, And Managing AttorneyCaitlyn W. Kuan, Esq. Dba Gerberas Law 2005 - 2010Founder, Principal, and Managing Attorney• Found and grew a successful real estate and business law practice from the ground up• Established a book of business of over 80 clients in two years• Pitched case strategy, recommendation, and legal services to clients including projectʹstimeline, budget, goals, and staffing, which led to a 95% client engagement rate• Managed multiple projects with over 20 people assigned to different legal teamsresulting in outcomes that met more than 90% of all initial case projections• Projected cash flows and estimated cost of capital to determine all business decisionsincluding budget, pricing, staffing, and capital structure• Negotiated and wrote contracts from asset purchase agreements to commercial leases,which contained terms that achieved 100% of clientsʹ stated objectives• Developed marketing materials and created an effective campaign that generated over$200k in revenue in the first year
Caitlyn Kuan, Esq., Mba Skills
Caitlyn Kuan, Esq., Mba Education Details
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Uc Berkeley (Ba) . Uc Law Sf (Jd) . Univ Of Michigan (Mba) -
University Of Michigan - Stephen M. Ross School Of BusinessMarketing And Finance
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EsadeMarketing And Innovation - Emphasis In The European And Spanish Markets
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Whu – Otto Beisheim School Of ManagementInternational Business And Finance - Emphasis In The European Market
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University Of California, College Of The Law, San Francisco (Formerly Uc Hastings)Juris Doctorate
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University Of California, BerkeleyLegal Studies
Frequently Asked Questions about Caitlyn Kuan, Esq., Mba
What company does Caitlyn Kuan, Esq., Mba work for?
Caitlyn Kuan, Esq., Mba works for Agifall M&a
What is Caitlyn Kuan, Esq., Mba's role at the current company?
Caitlyn Kuan, Esq., Mba's current role is Sherpa to grow, acquire and sell companies | Growth and M&A advisor | Fractional Corp Dev.
What is Caitlyn Kuan, Esq., Mba's email address?
Caitlyn Kuan, Esq., Mba's email address is ck****@****ife.com
What schools did Caitlyn Kuan, Esq., Mba attend?
Caitlyn Kuan, Esq., Mba attended Uc Berkeley (Ba) . Uc Law Sf (Jd) . Univ Of Michigan (Mba), University Of Michigan - Stephen M. Ross School Of Business, Esade, Whu – Otto Beisheim School Of Management, University Of California, College Of The Law, San Francisco (Formerly Uc Hastings), University Of California, Berkeley.
What are some of Caitlyn Kuan, Esq., Mba's interests?
Caitlyn Kuan, Esq., Mba has interest in Children.
What skills is Caitlyn Kuan, Esq., Mba known for?
Caitlyn Kuan, Esq., Mba has skills like Innovation Development, Business Innovation, Product Innovation, Strategy, Business Strategy, Financial Analysis, Business Development, Strategic Planning, Marketing Strategy, Finance, Business Planning, Management.
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