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.

Cuatro Tolson

Senior Vice President

1 past transactions

Avalara

Venture Round in 2010
Avalara, Inc. provides cloud-based solutions for transaction tax compliance globally, assisting businesses in navigating the complexities of tax regulations. Founded in 2004 and headquartered in Seattle, the company offers a comprehensive suite of tools that streamline tax compliance processes. Its flagship product, AvaTax, determines sales tax in the United States, while Avalara Returns facilitates tax return preparation and filing. The company also offers solutions for managing sales tax exemption certificates, tax registrations, and various indirect taxes, including VAT and GST. Avalara partners with ERP, accounting, and e-commerce platforms to deliver its services, which help businesses automate tax calculations, filing, and record-keeping, thereby reducing errors and compliance costs. Additional offerings include professional services for nexus studies and specialized tax research, as well as tools for product taxability and licensing. By focusing on automation and integration, Avalara aims to simplify the tax compliance landscape for businesses of all sizes.
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