About Agile Equity
Investment Banking for
IT Services, Software as a Services (SaaS) and Healthcare Technology 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.
$14
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.
230
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 BankingExperienced 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 $25 million to $300 million 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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