Our Team

Peter was the Vice President of Corporate Development for Loews Corporation (the corporate parent of CNA Insurance and other holdings), where he managed the strategy and M&A process for the corporate holding company and oversaw the activities of the subsidiaries. Prior to Loews, Peter was a director in the corporate strategy & development group at United Technologies Corporation, a partner at Oliver Wyman Consulting (formerly Mercer Management Consulting), and a professional airline pilot for US Airways. Peter holds an M.B.A. from the Tuck School of Business at Dartmouth College and received his B.S. in Geology with high honors from Bates College. He lives in Utah with his wife and three children.

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Ken was most recently the Chief Financial Officer of Ragnar Holdings, an events management business where he managed finance and operations and was primarily responsible for acquisitions and strategy. Prior to Ragnar, Ken was a founding partner of Dolphin Capital Group, a Utah based private equity firm where he was responsible for the origination, management and realization of portfolio investments. Prior to Dolphin Capital Group, Ken was a Director in investment banking at Deutsche Bank in Baltimore, London and Tokyo. Ken started his career as a CPA with Coopers & Lybrand. Ken holds an M.B.A. from the Columbia Business School and received dual degrees in Finance and Accounting from the University of Delaware. He lives in Utah with his three children.

Sam graduated from Bates College in 2024 with a degree in Economics, where he developed a strong foundation in economic theory and analysis. His academic journey took him to the University of Amsterdam, where he broadened his perspective on global economic issues. Now at AgileCap, Sam applies his skills as a Sales Analyst, working closely with the sales team to identify and evaluate potential new clients. Sam is passionate about staying active outside of work, whether it's playing hockey, mountain biking, skiing, or perfecting his golf swing.

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Jackson brings over 15 years of experience in financial services, M&A strategy, and business consulting. A former corporate trustee and business negotiations executive, he also draws on his background as a former owner of a successful multi-line insurance agency, with more than 16 years as a licensed insurance professional.

He graduated from Utah Valley University’s Financial Planning and Wealth Management program, which is ranked among the top three programs nationally by WealthManagement.com (Nine Colleges with the Best Financial Planning Programs), just behind Texas Tech. Jackson leverages this foundation to help business owners improve enterprise value and secure optimal financing solutions through a consultative, data-driven approach.

Jackson enjoys mountain biking, kayaking, and spending time with his wife and four kids outside of work.

Lindy has worked as an accountant for several years for various businesses. In addition to an accounting degree from Southern Utah University, Lindy brings a wealth of experience in all aspects of accounting. She is excited to work with insurance industry professionals to help them realize their business goals. She also values the culture and team at AgileCap—a phenomenal group of people. Lindy’s free time is spent enjoying adventures with her family.

Ed graduated from Silliman University in 2017 with a Business Degree, majoring in Economics. He began his career at KPMG Philippines, where he gained valuable experience in M&A Advisory, honing his skills in financial analysis, due diligence, and valuation.

Following his tenure at KPMG, Ed joined Universal Robina Corp., a leading snack food company in Asia, as a Corporate Finance Officer. In this role, he provided strategic finance, treasury oversight, and support to C-level executives. Currently, Ed is a Junior Underwriter at AgileCap, where he assists in assessing the creditworthiness of clients.

Outside of his professional endeavors, Ed is passionate about volleyball and cooking, and maintains his fitness through weightlifting and badminton.

Rens previously held the position of Transaction Services Supervisor at Scrubbed Network Services, where they supported US firms in due diligence, preparing financial analysis, QoE analysis, and report writing. Prior to this role, Rens worked as a Transaction Advisory Services Staff at a local audit firm in the Philippines, preparing valuation reports, conducting market research, and performing due diligence for both buy-side and sell-side deals.

Rens began their career as an internal auditor for a bank in the Philippines, where they were involved in operating risk assessment and monitoring. Rens holds an accounting degree and is a Certified Public Accountant (CPA) in the Philippines. Outside of work, Rens enjoys visiting beaches and driving across the country.

Trevor was trained by the FDIC as a bank examiner for the State of South Dakota. He has worked for various regional banks as a credit analyst, portfolio manager, and credit officer. He also oversaw credit risk management for a credit union service organization (CUSO) specializing in underwriting and participating business loans. He obtained an M.B.A. from Black Hills State University, as well as a B.S. in Economics and B.A. in Political Science from Iowa State University.