Strategic Growth Recent mergers with Cerity Partners and Lumina Financial Consultants indicate rapid consolidation in the OCIO space, suggesting a sales opportunity to offer integrated investment solutions to larger platforms or merged firms seeking scale, enhanced due diligence capabilities, and expanded client service capabilities.

Endowment Focus Agility serves endowments, foundations, and family offices with customized, in-house style investment teams. This presents a continued opportunity to expand by highlighting enhanced governance, bespoke asset allocation, and rigorous manager due diligence to prospective nonprofit clients seeking scale without sacrificing oversight.

Awarded Credibility Historical recognition as Outsourced CIO of the Year and multiple awards reinforce credibility with sophisticated institutions. Use this to accelerate outreach to prospect institutions that value award-winning, disciplined OCIO services and proven risk management processes.

Operational Excellence Recent accolades for operational teams combined with a focused, multi-manager, multi-asset approach suggest sourcing opportunities among clients prioritizing robust operational due diligence, risk controls, and transparent reporting as part of ongoing outsourcing decisions.

Mid‑Market Growth With a current revenue range of tens of millions and a lean employee base, Agility may be well positioned to attract mid-sized nonprofits and family offices seeking scalable OCIO solutions, offering a path to expand client depth without linearly increasing headcount.