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Caitlin
Shufelt

Principal
New York

Strategy development and execution to maximize enterprise value. Cross-functional expertise across finance, operations, marketing, and branding — with interim management experience as Brand President and VP of Strategy.

Caitlin Shufelt, Principal
12+
Years Strategy, Operations, Marketing & Brand
$100M+
EBITDA PE-Backed Brand Where She Serves as Brand President
MIT Sloan · Columbia
MBA & BA in CS / Financial Economics
BCG · Credit Suisse
Prior Strategy & Banking Foundation
Background

Cross-functional rigor. Brand-builder's instincts.

Ms. Shufelt is a Principal at Areté Partners. With more than a decade of industry experience, her cross-functional expertise ranges from finance and operations to marketing and branding, specializing in strategy development and execution to maximize enterprise value.

During her time with Areté, she has held various interim management roles such as Vice President of Strategy and Brand President. Most recently, she founded and launched a new product line for a PE-backed multi-unit Family Entertainment Center (FEC) franchise organization generating over $100M+ EBITDA annually and served as Brand President for the new offering.

Prior to joining Areté, Ms. Shufelt worked as a Consultant at Boston Consulting Group (BCG). She started her career at Credit Suisse in New York City which led to her role as Vice President of Technology Strategy for Global Markets. She led successful strategic programs to drive change throughout the 7,000+ person organization. In her spare time, Caitlin volunteered for the New York Junior League where she taught financial literacy to underprivileged New Yorkers.

Ms. Shufelt holds an MBA from the MIT Sloan School of Management where she was elected to be an InSITE fellow, advising startups in manufacturing and women’s health, and served as a Teaching Assistant in the Marketing Department. She earned her BA in computer science and financial economics from Columbia College of Columbia University in the City of New York, where she was a member of the D1 NCAA Women’s Rowing Team.

View Full Professional Summary
Areas of Expertise
Strategy Development & Execution
Strategy development and execution to maximize enterprise value — across finance, operations, marketing, and branding for PE-backed and large-organization clients.
Brand Building & New Product Launch
Founded and launched a new product line for a PE-backed multi-unit Family Entertainment Center franchise generating $100M+ EBITDA annually, serving as Brand President for the offering.
Interim Management
Vice President of Strategy and Brand President roles — driving cross-functional execution across finance, operations, and marketing through transitional periods.
Technology Strategy at Scale
VP of Technology Strategy for Global Markets at Credit Suisse — led successful strategic programs to drive change throughout a 7,000+ person organization.
Consulting & Advisory
Consultant at Boston Consulting Group (BCG) supporting clients through strategic transformation and growth initiatives.
Client Work
Notable Engagements
CircusTrix / Cloudbound Family Entertainment / Brand President (PE-Backed)
Areté Partners Advisory / VP of Strategy & Interim Management
Boston Consulting Group Strategy Consulting / Consultant
Credit Suisse — Global Markets Technology Investment Banking / VP of Technology Strategy
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