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.
Stacy Osterkamp, Controller
stacy@agileadvisors.net
Stacy has worked in company infrastructure and process improvement,
specializing in Finance, for over 20 years. She started out in the
hospitality industry working for luxury hotel chains worldwide
continuing down a path collaborating with the world’s leading and most
innovative creators of hospitality and luxury experience. While
working with a consulting accounting firm that managed top boutique
restaurants in America, Stacy was able to add value by assisting these
innovative game-changers from start to finish: taking them from the
start-up phase to becoming some of the most successful restaurants in
their regions.
After these accomplishments, Stacy partnered with local and
international architects and designers to finance projects around the
world. Two notable projects that Stacy led the accounting for were the
Beijing Olympics and the lighting of San Francisco’s Golden Gate
Bridge for the bridge’s 75th Anniversary. These branches of Stacy’s
career allowed her opportunities to work with creative and talented
individuals from different countries and the breadth of experience
across many different cultures.
For the past ten years, Stacy has been a Controller working with
consulting firms that specialize in providing full service accounting
for startups around the nation. During these years, Stacy has managed
accounting for a variety of high-performance start-ups within the
Bio-tech, Gaming, SaaS, Property Management, Space Engineering and
E-Commerce fields. By internalizing and leveraging what she has
learned from some of the most talented CFO’s in the business, Stacy
has honed her skills to provide clients with best practices tailored
to fit each client’s individual operational plan.
Melanie Figurelli, Controller
melanie@agileadvisors.net
Melanie comes to Agile Advisors by way of public accounting, internal
audit, and motherhood. She received her Bachelor of Arts degree in
Business Administration with a concentration in Accounting from the
University of Washington and her CPA license in Washington State. Her
career in public accounting included time at both small and large
firms, with varied experiences from being a small part of a large
audit team to working one-on-one directly with managing partners. She
has served all manner of clients across industries. Melanie also spent
five years at a Fortune500 in compliance and audit, working closely
with individuals in all parts of the organization. She is
detail-oriented and process-driven, with a strong knowledge of
financial reporting and an eye for process improvement. She enjoys
working with startups, most especially for the opportunity to flex her
problem-solving muscles and to meet new, interesting and passionate
people. She strives to manage a finance group in the most efficient
way possible while still meeting the often-changing needs of a rapidly
growing business.
She enjoys reading, travel, golf and being outdoors. She, her husband,
and their three kids have been on many amazing trips together, the
most recent and memorable a road trip across the American Southwest.
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.