Agile Equity
Agile Equity is an investment banking firm based in New York City, founded in 1996. The firm specializes in providing comprehensive financial advisory services to a diverse range of clients, from small private companies to large public organizations. Agile Equity focuses primarily on the technology sector, particularly in IT software and services, cloud computing, and healthcare IT. Its offerings include mergers and acquisitions, management buyouts, fairness opinions, restructuring, and divestitures. Known for its industry expertise and strong client relationships, Agile Equity has established itself as a trusted advisor, delivering exceptional service and proven execution capabilities.
Avalara, Inc. is a provider of cloud-based solutions focused on transaction tax compliance for businesses worldwide. Established in 2004 and headquartered in Seattle, Washington, Avalara offers a comprehensive suite of services that help organizations navigate the complexities of various transaction taxes, including sales and use tax, VAT, GST, and excise taxes. Its key offerings include AvaTax, which determines sales tax in real time; Avalara Returns for tax return preparation and filing; and Avalara Compliance Document Management, which manages sales tax exemption certificates. Additionally, the company provides professional services such as nexus studies and tax registrations, as well as tools like MatrixMaster for product taxability and Avalara Licensing for business licenses. Avalara collaborates with various ERP and financial management system providers to facilitate seamless integration and enhance compliance efficiency for businesses of all sizes.
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