Agility Equity Partners

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.