WISDOM. TRUST. VIGOR.
Experience
AGEE Capital is a privately-held investment firm organized to acquire and operate an established privately-held business in the New York Tri-state area with annual revenues between $1 Million and $5 Million. We aim to provide a meaningful exit alternative for business owners who care about the legacy of the business they have created.
We are professional entrepreneur-operators. Our management team has 20+ years of experience working for boutique Wealth custodians as senior financial services executives with distinguished expertise in relationship management, sales, strategy, operations and product management; supporting $40+ billion in assets covering the largest registered investment advisers and broker dealers in the country.
We look for companies that have successful track records. We value the legacy that has already been established, and aim to continue that proud legacy. Rather than re-create the wheel, we are looking to find a wheel already in motion, and simply use our expertise and collective experience to push that wheel faster and further.
Get In Touch
We at AGEE Capital know that finding the right partner to represent the next steps in your company is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your expectations.
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