Managing Director And Founder
CurrentWe are seasoned growth strategy and M&A advisors who help business owners and funds grow, acquire and sell their business
2018 - Present
~8 yrs 7 mos
AeroLeads people directory · profile
Caitlyn Kuan, Esq., Mba Email & Phone Number
Sherpa to grow, acquire and sell companies | Growth and M&A advisor | Fractional Corp Dev
at
Agifall M&A
2 work emails found
@metlife.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Sherpa to grow, acquire and sell companies | Growth and M&A advisor | Fractional Corp Dev
Location
New York City Metropolitan Area, United States
Who is Caitlyn Kuan, Esq., Mba? Overview
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Quick answer
Caitlyn Kuan, Esq., Mba is listed as Sherpa to grow, acquire and sell companies | Growth and M&A advisor | Fractional Corp Dev at Agifall M&A, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at metlife.com and a matched LinkedIn profile for Caitlyn Kuan, Esq., Mba.
Caitlyn Kuan, Esq., Mba previously worked as Managing Director and Founder at Agifall M&A and Founder at Robo Al - Law Bot. Get Help. Save Money & Time.. Caitlyn Kuan, Esq., Mba studied at Uc Berkeley (Ba) . Uc Law Sf (Jd) . Univ Of Michigan (Mba).
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Email format at Agifall M&A
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*@metlife.com
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Profile bio
About Caitlyn Kuan, Esq., Mba
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
Listed skills include Innovation Development, Business Innovation, Product Innovation, Strategy, and 24 others.
Current workplace
Caitlyn Kuan, Esq., Mba's current company
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10 roles · 22 years
Caitlyn Kuan, Esq., Mba work experience
A career timeline built from the work history available for this profile.
Founder
CurrentRobo Automated Legal is a SaaS platform for automating legal services.
2018 - Present
~8 yrs 7 mos
Avp - Global Strategy (Ed/Director In Fin. Svc. Sector)
2016 - 2018
~2 yrs
Engagement Manager - Strategy And Operations Consulting
2015 - 2016
~1 yr
Senior Consultant - Tas - Corporate Strategy And Ma&D Advisory
• 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
2012 - 2015
~3 yrs
Marketing Strategy Consultant (Map)
Fanvision
• 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
2012 - 2012
Marketing Strategy Consultant
• 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
2012 - 2012
Investment Banking Associate
• 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
2011 - 2011
Founder And Consultant
Caitlyn W. Kuan, Esq
• 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%
2008 - 2010
~2 yrs
Founder, Principal, And Managing Attorney
Caitlyn W. Kuan, Esq. Dba Gerberas Law
Founder, 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
2005 - 2010
~5 yrs
6 education records
Caitlyn Kuan, Esq., Mba education
Education record
Uc Berkeley (Ba) . Uc Law Sf (Jd) . Univ Of Michigan (Mba)
Master Of Business Administration (Mba), Emphases In Strategy, Marketing And Finance
University Of Michigan - Stephen M. Ross School Of Business
Mba - Study Abroad, Marketing And Innovation - Emphasis In The European And Spanish Markets
Esade
Mba - Study Abroad, International Business And Finance - Emphasis In The European Market
Whu – Otto Beisheim School Of Management
Juris Doctorate
University Of California, College Of The Law, San Francisco (Formerly Uc Hastings)
Bachelor Of Arts, Legal Studies
University Of California, Berkeley
FAQ
Frequently asked questions about Caitlyn Kuan, Esq., Mba
Quick answers generated from the profile data available on this page.
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 Agifall M&A?
Caitlyn Kuan, Esq., Mba is listed as Sherpa to grow, acquire and sell companies | Growth and M&A advisor | Fractional Corp Dev at Agifall M&A.
What is Caitlyn Kuan, Esq., Mba's email address?
AeroLeads has found 2 work email signals at @metlife.com for Caitlyn Kuan, Esq., Mba at Agifall M&A.
Where is Caitlyn Kuan, Esq., Mba based?
Caitlyn Kuan, Esq., Mba is based in New York City Metropolitan Area, United States while working with Agifall M&A.
What companies has Caitlyn Kuan, Esq., Mba worked for?
Caitlyn Kuan, Esq., Mba has worked for Agifall M&A, Robo Al - Law Bot. Get Help. Save Money & Time., Metlife, Deloitte Consulting, and Ernst & Young.
How can I contact Caitlyn Kuan, Esq., Mba?
You can use AeroLeads to view verified contact signals for Caitlyn Kuan, Esq., Mba at Agifall M&A, including work email, phone, and LinkedIn data when available.
What schools did Caitlyn Kuan, Esq., Mba attend?
Caitlyn Kuan, Esq., Mba studied at Uc Berkeley (Ba) . Uc Law Sf (Jd) . Univ Of Michigan (Mba).
What skills is Caitlyn Kuan, Esq., Mba known for?
Caitlyn Kuan, Esq., Mba is listed with skills including Innovation Development, Business Innovation, Product Innovation, Strategy, Business Strategy, Financial Analysis, Business Development, and Strategic Planning.
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