One boutique financial services firm. One simple mission.
Agile Advisors is committed to providing flexible financial services to
small and mid-sized businesses. Our mission is simple:
To support your growing, dynamic business with quality accounting
services, when and as much as needed.
Founded by CEO Sue Mulligan, Agile Advisors has its roots on a soccer
field, of all places. The former CFO of a venture capital firm, Sue had
retired to focus on raising her children, but couldn’t completely leave
her passion behind. What started as Sue working with and advising other
parents later grew into a full-fledged firm. Now, the woman-owned business
includes a dynamic team of individuals, many who reentered the workforce
after taking time to put family first.
Our expert senior accountants, controllers, CFOs, and tax specialists
often bring a completely different -and valuable- mindset to clients. We
help define your needs, develop a strategy, and implement it, so you can
focus on your company’s growth.
Sue Mulligan, CEO & Founder
sue@agileadvisors.net
Sue is the founder and CEO of Agile Advisors. She began her career
at KPMG working in both the audit and technology consulting
groups. Prior to starting Agile Advisors, she was the CFO for a
venture capital firm focused on the high-tech and bio-tech
industry. As a former CFO of the fund, Sue has extensive
experience working with companies going thru the capital raise
process. At Agile, Sue, working with an experienced team of
accounting professionals, provides specialized accounting and
finance assistance to small and mid-sized companies. She has been
actively involved in several successful fund raises for client
companies along with client acquisitions. Additionally, she has
worked with clients on the buy side due diligence process. Her
clients include technology, fulfillment centers, logistics,
investment banking and medical technology companies.
Sue attended Marquette University where she received a degree in
accounting. In her free time, she enjoys traveling with her
husband and 5 kids, attending their sporting events and being
active. Last year, she completed her first and only Chicago
Marathon.
Tish Borkowski, CFO
tish@agileadvisors.net
Tish’s career has included over 30 years in the financial services
industry working primarily with small and middle market companies.
She has helped companies achieve their growth objectives through
providing both debt and equity in addition to assisting with
acquisitions. Tish is well versed in lender and investor requests
and, therefore, is able to quickly assist companies in
successfully executing their strategic initiatives. Tish has
served as interim CFO for growth stage companies overseeing
everything from financial statement and board packet preparation
to quality of earnings assessments for potential acquisition.
Tish’s deep background in due diligence and detail-oriented nature
has been praised by many management teams.
Tish received a B.S. in Accounting from Marquette University and a
M.B.A. from Northwestern University’s Kellogg School of Management
with a concentration in Finance and Management & Strategy. Tish
and her family reside in the suburbs of Chicago.
Jimmy Hugill, CFO
jimmy@agileadvisors.net
Jimmy is a seasoned, results-oriented finance professional with
over 12 years of experience in Financial Planning and Analysis
(FP&A), Financial Reporting, Operational Finance, and
Controllership. Jimmy is a Certified Public Accountant with
experience across a variety of industries and business models,
including public accounting, distribution, not-for-profit,
financial services, SaaS & software licensing, manufacturing,
retail/fashion, ecommerce – B2C & B2B and VC & PE backed
companies. He’s a friendly team player that’s willing to roll up
his sleeves to gain a deep understanding of the financials, and
has extensive experience working across functions and lines of
business. He helps small companies who are sick of having the same
results year over year by providing valuable insights related to
cash flow, reducing the overall cost of doing business, increasing
the speed and efficiency of operations, and providing a strategy
for reinvesting.
Jimmy’s interests include spending time with family & friends,
startups, cooking, outdoor activities and traveling. He has three
boys under the age of five!
Pamela LaPlaca, CFO
pamela@agileadvisors.net
Pamela received her MBA from the University of Chicago, Booth
School of Business in 2002, and since that time Pam has gained
extensive finance and accounting experience across diverse
industries. She has focused her career on fast-growing, privately
held businesses and the unique skill set needed to guide them to
solid financial ground. A “Champion of the Entrepreneurial
Spirit”, she enjoys wearing many hats and giving Founders the
support they need to stay at 40,000 feet. As a certified public
accountant, Pam has an uncanny way of combining accounting and
financial management to the often times unorganized chaos of
emerging companies. Her primary contributions include capital
acquisition, financial modelling and analysis, performance
metrics, operational efficiencies, and stakeholder reporting.
Pam and her family relocated in 2009 to Austin, Texas, where they
can enjoy the outdoors year-round. She loves coffee, travel
adventures and family moments in the kitchen with her culinary
obsessed family.
Kathy Knapp, CFO
kathy@agileadvisors.net
Kathy is a top-performing executive with over 25 years of
experience working with companies ranging in size from start-up to
Fortune 500 and with both B2B and B2C. As a Certified Public
Accountant, she began her career at KPMG in audit. She earned her
MBA from Kellogg School of Management at Northwestern University,
majoring in finance, entrepreneurship and marketing. Kathy is a
well-rounded, forward-thinking executive whose expertise includes
finance as well as business planning and operations experience. As
a result, when she serves as your CFO, she takes a holistic
approach to learning your company, striving to add value beyond
your financial needs. Kathy’s clients say she is trustworthy,
resourceful and dedicated. Her friendly, approachable
interpersonal style make her effective with client teams and her
efforts to thoroughly understand her client’s business makes her a
valuable addition to your management team.
Kathy served on her condo board for 10 years, including 8 years as
president during which she led a $5 million exterior renovation
project. Kathy and her dog are a certified therapy team and enjoy
reading with children at the library as part of K9 Reading Buddies
of the North Shore.
Meet Our Leaders
Meet Our Clients
Agile Advisors’ clients represent a variety of industries, including
technology, Saas, medical technology, investment services,
fulfillment centers, real estate, and hospitality.
