Agility Equity Partners

Private Equity Pennsylvania, United States

Overview

Agility Equity Partners is an independent, specialized private equity firm focused exclusively on sponsor-led investments in the lower end of the middle market. The firm partners with high-quality independent sponsors and lower-middle-market funded sponsors on a deal-by-deal basis to support the growth of market-leading companies. Agility Equity seeks to provide flexible capital solutions, emphasizing off-market transactions at non-auction valuations, strong alignment with sponsors and management, and operational value-add to enhance portfolio companies' growth and value. The firm's investment strategy targets companies with $5 million to $50 million in EBITDA and equity check sizes ranging from $15 million to $50 million. Agility Equity focuses on inefficient markets characterized by size, competition, and transaction complexity, aiming to create value through a partnership approach that includes speed, certainty, and flexibility. The firm has a selective focus on three core business models: specialty distribution, asset-light manufacturing, and recurring services, where it brings deep experience to drive growth and operational improvements. Agility Equity's investment criteria emphasize resilience, growth, alignment, and a clear path to exit within 3-5 years. The firm seeks high-quality companies with strong cash flow that are less impacted by market cycles and have established organic and inorganic growth playbooks. By investing equity-only alongside sponsors and management teams, Agility Equity uses economic incentives to drive towards an exit, aiming for a premium valuation at exit. The firm's portfolio includes companies across various industries, reflecting its broad investment focus and expertise in the lower-middle market.

Investment Focus

  • Companies with $5 million to $50 million in EBITDA
  • Equity check sizes between $15 million and $50 million
  • Focus on sponsor-led investments in the lower-middle market
  • Emphasis on off-market transactions at non-auction valuations
  • Strong alignment with sponsors and management
  • Operational value-add to enhance growth and value
  • Selective focus on specialty distribution, asset-light manufacturing, and recurring services business models
  • Investment in resilient companies with strong cash flow less impacted by market cycles
  • Established organic and inorganic growth playbooks
  • Equity-only investments alongside sponsors and management teams
  • Clear path to exit within 3-5 years aiming for premium valuation

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Frequently asked questions about Agility Equity Partners

What sectors does Agility Equity Partners invest in?

Agility Equity Partners invests in Financial Services, Technology, Healthcare, Energy, Real Estate and Telecommunications, and is based in Pennsylvania, United States. Agility Equity Partners is listed as a private equity in the ConnectSafely investor database.

What stage does Agility Equity Partners invest at?

Agility Equity Partners backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 15M - 50M.

Which regions does Agility Equity Partners invest in?

Agility Equity Partners invests across United States and Canada.

Who are the partners at Agility Equity Partners?

Team members listed for Agility Equity Partners include Marcy Cohn (Chief Financial Officer) and Nicki Garletts (Chief Compliance Officer).

How do I contact Agility Equity Partners?

Agility Equity Partners's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database