About Agile Equity

Investment Banking for Technology and Healthcare Companies

Agile Equity offers its clients in-depth industry knowledge, financial expertise, and access to key relationships globally.


Established in New York City in 1996, we are a leading investment banking firm that provides a wide range of services to companies worldwide. Agile Equity has become the bank of choice for companies by offering its clients in-depth industry knowledge, financial expertise, access to key relationships and excellent service. Our dedication to our clients, combined with our extensive network of business relationships and proven execution capabilities, makes us a trusted advisor to our corporate clients.

Agile Equity advises companies in the technology sector, with a specific focus on IT Software/Services, Cloud Computing, and Healthcare IT. We offer a full suite of corporate finance advisory services built on a solid foundation of mergers and acquisitions experience, encompassing fairness opinions, restructuring, and divestitures.

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A 21 year track record of executing on technology M&A transactions

Experienced and Proven Results

We are built on a solid foundation of mergers and acquisitions, fairness opinions, restructuring and divestiture experience, with an exclusive focus on M&A and corporate advisory services. Our clients include closely held businesses, family offices and private equity sponsors both domestically and in Europe. We have a research driven process with strong connections and expertise in the IT Services and Software industries. Agile Equity has built strong executive relationships with buyers over time, and extensive relationships with private equity sponsors. Agile Equity’s transaction sweet spot is a lower middle-market specialization: at a value between $25m to $150m in transaction value.

Industry Knowledge with Global Reach.

  • Deep Domain Expertise

    Our firm drives shareholder value for clients through industry expertise which is gain through CEO briefings, industry research and end user interviews.

  • Boutique Approach

    The quality of the communication dictates the quality of the relationship. Our ethos is to be impeccable with our word and treat each client’s business like it was our own. We care more because we’re business owners too.

  • High Touch

    Agile provides a senior banking professional on each transaction with an average of twenty-five years of corporate finance experience. Our clients have direct access to the owners and decision makers with our firm.

  • Extensive Relationships with PE Sponsors

    We’ve had the opportunity to work with many great private equity sponsors, putting them in companies we have represented and selling their portfolio businesses. We make an effort to reach out to newly formed funds.

A Global M&A Firm

With a 21 year proven track record, and a global reach for clients with Cross Border transactions, our Sector specialists will outperform other generalist investment firms every time. Agile Equity offers personalized service, a senior banker for management of every transaction, and hands-on operational and strategic experience. Contact us to find out how we can support your company’s goals.

Dave Cummings, Managing Partner

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