AGILITY EQUITY PARTNERS
SEC RegisteredFlexible capital. Structured for your conviction.
About the firm
Agility Equity Partners provides flexible, deal-by-deal equity in the lower middle market, structured around sponsor strategy rather than a rigid fund model. The firm partners with independent sponsors and lower middle market funded sponsors on new platform investments, mid-hold recapitalizations, growth capital, and single-asset continuation vehicles.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Flexible, deal-by-deal equity investments including new platform investments, mid-hold recapitalizations, growth capital, and single-asset continuation vehicles for lower middle market businesses with $5–50M EBITDA, deploying $10–50M equity checks in sponsor-led transactions.
Who they serve
Independent sponsors and lower middle market funded sponsors in North America seeking deal-by-deal equity, mid-hold recapitalizations, growth capital, and continuation vehicle solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 11 | $173M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Regulatory & compliance
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AGILITY EQUITY PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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