M&A Expansion Recent mergers with Cerity Partners and Lumina Financial Consultants in 2024 broaden Agility's client base and reach, creating cross-sell opportunities for outsourced CIO services to a combined roster of nonprofits, foundations, and family offices. This growth aligns with Agility's selective client model and can scale advisory, due diligence, and reporting capabilities across the expanded client base.

Selective OCIO Niche Agility serves a limited number of endowments, foundations, and family offices with a dedicated, partner-led team, delivering a high-touch, governance-focused OCIO solution. This creates sales opportunities to win similar mid-sized institutions that value bespoke asset allocation, rigorous due diligence, and in-house style oversight.

Award Winning Credibility An award-winning track record in outsourced CIO leadership and an affiliation with Perella Weinberg Partners Capital Management LP bolster credibility with risk-conscious clients. Use this to position Agility as a trusted governance partner capable of robust oversight and disciplined risk controls.

Risk Focus The investment process emphasizes collaborative decision making, multi-manager, multi-asset class portfolio construction, customized asset allocation, and rigorous due diligence, complemented by strong operational risk management. This supports upsell of advanced risk analytics, expanded manager research resources, and enhanced due diligence services for foundations and endowments.

Tech Enabled Reporting Current tech stack shows standard tools; there is an opportunity to offer tech-enabled client reporting, data integration, dashboards, and secure onboarding to support scalable OCIO services and faster onboarding for new clients, including post-merger prospects from Cerity and Lumina.