Agilis Equity Partners

Agilis builds origination pipelines through dense, localized networks of regional CPA firms, business brokers, attorneys, and industry associations across the Carolina Piedmont and broader Southeast. The firm avoids auctioned processes where possible, cultivating proprietary deal flow through long-term relationships with intermediaries who serve aging business owners. This approach relies on physical proximity — partners attend management meetings and walk factory floors, building the trust that founder-owners require before handing their businesses to institutional investors.

The firm targets business services, industrial manufacturing, and specialty distribution — verticals characterized by fragmentation and durable demand. Within those sectors, Agilis seeks companies where regional consolidation strategies can generate scale advantages without requiring national reach. Outsourced industrial services, niche manufacturing, and regional distribution platforms are representative target areas. The firm screens for businesses with recurring revenue characteristics and low customer concentration.