About Us

Growth and M&A Strategies that Will Achieve or Exceed Your Goals

Our ‘Agifall’ Approach Maximizes Your Results for Growing, Acquiring & Selling Your Business

Agifall M&A is a New York based Mergers and Acquisitions (M&A) Advisory firm. We represent business owners, management teams and funds who want to grow, acquire and sell their businesses. Our team brings decades of top tier (Big 4) business growth strategies and Mergers & Acquisition (M&A) expertise to the lower middle market.

Our firm is founded on the disruptive concept of applying an ‘Agifall’ approach to business growth and M&A advisory work. Agifall (pronounced ajĭ-fall) is a software development method that combines the step-by-step waterfall approach and the iterative agile approach. Applied to business growth and M&A, it means that we balance agile speed with a well planned strategies to maximize your outcome.

Our Team

Top Tier Expertise to Ensure that You Achieve or Exceed Your Goals

Caitlyn Kuan, Esq. JD MBA
Managing Director, M&A Advisor
https://caitlynkuan.com
caitlynk@agifalladvisory.com
linkedin.com/in/caitlynkuan/

Founder, Caitlyn Kuan, Esq., MBA, is an entrepreneur, attorney and business consultant with 19 years of experience, advising Fortune 500, NASDAQ 100, PE and small to medium business (SMB) clients.

For the past 13 years, she has specialized exclusively in growth strategy and M&A matters.

  • Growth strategy projects include market assessment, market entry, product development, portfolio optimization, customer insight, persona build, marketing strategy, pricing strategy, competitive intelligence, KPI tracking and performance optimization.

  • Former growth strategy clients include Salesforce, HP, Gartner, DocuSign and TIAA

  • M&A projects comprise of ~40 M&A transactions across industries through every phase of the M&A life cycle, from the initial market assessment, target sourcing and diligence through implementation of the divestiture or integration and post-separation work.

  • Former M&A clients include eBay-PayPal, GE Capital, Hertz, Merck and Fidelity

Previously, Caitlyn was AVP of Global Strategy at MetLife, Inc., Engagement Manager at Deloitte Consulting LLP, Senior Consultant at EY-Parthenon, investment banking associate at Wells Fargo Securities, and founder, managing attorney and consultant at Gerberas Law.

Caitlyn earned her MBA from the University of Michigan, her JD from the University of California, Hastings College of the Law, and her BA from the University of California, Berkeley. She holds a real estate broker’s license, and is a member of the CA state bar. And she is a board member and EVP of the New York Chapter of Berkeley Haas Alumni Network.

Jason Brown, MBA
M&A Advisor
Strategic Partner
jasonb@agifalladvisory.com

Strategic partner advisor, Jason Brown, is the founder of San Antonio based PGP Advisory. He brings a highly unique approach to the business broker realm. Having spent over a decade in the corporate world, working with Fortune 500 companies, Jason understands what it takes to buy and sell businesses and improve small and midsized business transactions. He takes the strategies he learned in the corporate world and applies them to serve his clients.

“I’m more than a deal person. I’m more than a person who has operated in a business. I bring the vast perspective and the business acumen of somebody who truly gets how businesses work.”

~ Jason Brown

During his years in the corporate world, Jason worked in many diverse industries, ranging from aerospace and defense, software implementation, technology, and food and agriculture to automotive, and property and causality insurance. He knows first-hand what it takes to operate a business and brings his perspective and business acumen of someone that understands the ins and outs of how business truly works.

Jason has seen firsthand how his work has impacted the lives of his clients. He is driven by a deep desire and belief that an experienced partner can have a powerful impact on the deal, its stakeholders, and the business. This detailed approach falls into Jason’s overarching mission ­– to help clients build wealth.

Jason earned his M.B.A. from the University of Michigan, Ross School of Business, with a concentration in entrepreneurial finance and general management and his B.S. from Northwestern University in mechanical engineering. Additionally, as a real estate agent licensed by the Texas Real Estate Commission, he is able to provide support to business owners with both lease and real estate property components in transactions.

David Duarte, MBA
Finance Specialist
External Advisor
davidd@agifalladvisory.com

External advisor, David Duarte, is a finance specialist with over 13 years of profesional experience. He has in-depth knowledge of capital markets, financial risk and underwriting.

“As a versatile professional, I draw upon my diverse career experience to transition, to adapt and to be passionate about the business, sector, and region I focus on. Creativity empowers me to couple my appreciation for details, anecdotal evidence and data analysis with a passion to transform basic research into critical and actionable insight. My quest is to investigate, identify, and understand underlying drivers. This enables me to problem solve and add value to the organizations that I serve.”

- David Duarte

Previously, David was a Senior Financial Risk Associate at GE Capital., Associate Director at UniCredit, Controller at BetterCloud, a Latin American Economist at 4Cast, and an underwriter and Senior Funder at Argent Mortgage.

David earned his MBA from the University of Michigan with a concentration in finance and strategy and his BS from Georgetown University.