Dave Cummings

Managing Partner

Background & History

David Cummings has been a co-founding Managing Partner of Agile Equity since 1998. Mr. Cummings is responsible for the strategic development and continued expansion of the firm’s investment banking business, including sourcing and executing both domestic and International transactions in IT services, software and healthcare industries.

Mr. Cummings has over eighteen years of corporate finance experience through a diverse background in mergers and acquisitions, equity and debt financing activities. Mr. Cummings has successfully completed over one-hundred M&A transaction with several billion dollars of enterprise value for both privately held and large multinational public companies. In addition, he has authored numerous corporate finance articles for various professional journals, magazines and periodicals.

Previously, Mr. Cummings spent seven years as a Vice President and Officer with Fleet Financial Group where he developed acquisition and divestiture strategies that contributed to the bank’s growth. Mr. Cummings began his career with State Street Research & Management as an equity analyst specializing in software technology.

Mr. Cummings has a Bachelors of Sciences Degree in Business Administration and Management and has completed post graduate work at New York University, Stern School of Business in New York City.

Cuatro Tolson

Senior Vice President

Background & History

Cuatro Tolson has worked in the finance industry for over 21 years with particular focus on International private equity, investment banking and asset management. As of 2021, Cuatro has been focused on capital procurement and investment banking activities providing senior transactional advice services to corporate, institutional and family office clients.

Previously, Cuatro was a regional director at Dimensional Fund Advisors, a $700B AUM asset management company founded by David Booth of the Chicago Booth School of Business, where he was responsible for product development, client services, marketing and sales focused on the global marketplace. In his role, he oversaw the creation and development of structured financial pension solutions for large corporate clients and financial advisors in the Netherlands, United Kingdom, United States, and Australia.

Prior to joining Dimensional in 2010, Cuatro worked for over five years for a boutique investment bank called Integrated Finance Limited where he helped launch a startup financial service solution called SmartNest, developed by Nobel Laureate Robert C. Merton, which was purchased by Dimensional in 2010.

Previous to his employment with SmartNest which began in 1995, Cuatro worked for CableVision, S.A., a portfolio company of private equity firm Hicks, Muse, Tate & Furst, based in Buenos Aires, Argentina. Cuatro worked in Argentina for over four years before returning to the United States to complete his master’s degree in Business Administration (MBA) with a focus on Spanish and The Americas.

Cuatro holds a BA from the University of Texas at Austin in business economics and Spanish, and an MBA from the Thunderbird School of Global Management with a focus on Spanish and the Southern Cone.

Shane Reichert

Analyst

Background & History

Shane Reichert joined Agile Equity in January 2021 as an Investment Banking analyst. His day-to-day responsibilities involve business development and deal sourcing and assisting the managing partner with all aspects of the M&A deal process. He is instrumental in our financial modeling, industry research, and valuation analysis efforts. Before joining Agile, Shane gained experience in corporate finance while working as an income statement analyst at PerkinElmer where he compiled, analyzed, and presented relevant KPI’s to upper management. He then gained more client-focused experience on the foreign exchange sales desk at KeyBank, helping clients navigate their FX and treasury risk.

Shane will receive his Bachelor of Science in Economics from Northeastern in December 2021.

Joseph Motta

Senior Advisor

Background & History

Mr. Motta has experience as sell-side advisor to data storage and software companies. Joe has been involved in building comprehensive financial models and in drafting Confidential Information Memorandum for both domestic and International clients. Joe attended Marist College where he earned a BS in Finance.

Luca Cavalli

Senior Analyst

Background & History

Luca Cavalli provides senior transaction support services to clients with domestic and cross-border M&A transaction experience. Luca has extensive experience providing M&A support to the managing partners, including offering memorandums, management presentations, and financial modeling. Before joining Agile, Luca was with Brown Brother Harriman, the oldest and one of the largest private investment banks in the United States.

Luca is a graduate of Northeastern University in Boston, MA, with a Bachelor of Science degree in Business Administration and is currently working on his MBA.