About Agile Equity

Investment Banking for IT Services, Software as a Services (SaaS) and Healthcare Technology Companies.

About Agile Equity

Investment Banking for

IT Services, Software as a Services (SaaS) and Healthcare Technology Companies.

 

About
Agile Equity

Investment Banking for Technology and Healthcare Companies

Agile Equity offers

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.

25

Years

M&A Track Record

Founded in 1996, Agile has been operating with the same ownership for over 20 years, through numerous economic cycles and changes with the M&A industry.

$10

Billion+

In Enterprise Value

We are creating liquidity events for company owners with personalized client service, senior banker management of every transaction, and hands-on operational and strategic experience.

215

Closed

M&A Transactions

We have a research-driven process and a global client base–including extensive domestic and international buyer relationships– creating opportunities for clients with Cross Border transactions.

25+

Years

Industry Expertise in IT Services & Software

Our specialists outperform other generalists. With a focus on IT Software/Services, Cloud Computing, and Healthcare IT gives our clients the benefit of insightful research and focus.

A leading investment banking firm with services worldwide

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.

Investment Banking

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.

Steadfast during very challenging Economic Conditions and different M&A environments

Agile Equity has persevered during many complex economies by providing investment banking services to clients during difficult times.

2020

Global Pandemic

2008

Financial Crisis & the Great Recession

2001

September 11th Attacks

2000

Dot.com Bubble

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.

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