Investing
in the Future
ROOTED IN AUSTRALIA, GROWING OUR GLOBAL REACH
Agio Global brings together 30 years of hands-on
experience as transformational investors.
Our well-grounded Australian values have given us a unique global vision. We offer a range of investment products for individual investors in the key sectors of renewable energy (wind and grid scale battery), resources, environmental rehabilitation and infrastructure.
FUND I:
Agio Global Business Investment Fund
Our flagship fund presents a unique opportunity for private investors to invest in Australia’s up-and-coming, unlisted SMEs.
FUND II:
Agio Global Environmental Opportunities Fund
Fund II offers an opportunity to invest in Australia’s rapidly growing decarbonisation and sustainability economy.
FUND III:
Agio Global Australian Private Equity Fund
Our Fund invests in SMEs with potential for strong financial returns primarily in the decarbonisation economy.
AGIO GLOBAL
VALUE STATEMENT
What is value?
Intrinsic value? Or market value?
Knowing the difference is about knowing what lies between.
At Agio, this is where we operate.
We work with businesses operating in Australia. Medium-sized ones, that fly under the radar of bigger financing partners. And where we see potential, we make it our business to help these businesses grow.
With the right funding. The right people. And the right plan.
This way, we bridge the space between, to create lasting value. Both for the companies where we invest, as well as for our funding partners.
That’s how we define true value.
30+ years
of transforming businesses
globally
34+
businesses
owned, run and sold to date
A$400m+
in corporate finance loans and
equity originated and
introduced
WE INVEST IN TOMORROW
More than managing risk, and delivering impressive financial returns, we also actively invest to accelerate Australia towards a more sustainable future.
Environmental impact
We invest
Using a rigorous investment process, our Investment Committee will identify, select and perform due diligence on undervalued companies with attractive P/E multiples, as well as other investment opportunities that show potential for strong and defensible returns.
Social impact
We transform
We bring the right balance of leadership and support to achieve company growth through the implementation of successful business plans. We feel a deep sense of personal responsibility in the performance of these investments.
Corporate governance
We grow
We develop long-term relationships based on trust, to deliver effective investment solutions for our co-investors, partners and our clients, and to help them achieve their financial objectives.
Expert executive leadership
Rich Brown
CEO
With over 20 years’ senior management experience in Finance, Telecommunications and Energy, Richard has extensive experience in SME, strategy, transformation, sales and operations, especially in his most recent role of General Manager, Wealth, National Australia Bank.
Richard is responsible for the management of finance, governance, compliance, operations, investor relations, key structuring, and financial due diligence roles in the Fund’s investments.
He holds a Graduate Diploma in Business Administration (Waikato University, New Zealand).
Nick Barnsdall
CHAIRMAN
Since 1994, Nick has been a builder, investor and company director of over 34 companies, many of which have grown from zero to over A$100m revenue per annum.
Nick was recently recognised by the Queensland State Government as the leading business recovery expert in its COVID-19 “Unite & Recover” programme for small to medium enterprise.
His previous roles include that of Managing Director and CEO of Hyundai Construction Equipment Australia (2006 – 2015), and he has served as Chairman of 11 companies across Australia, New Zealand and the United Kingdom.
James Dean
BOARD ADVISOR
James has over 30 years of financial industry experience, 25 of those as a direct professional investor in a diverse range of projects.
James’ primary motivation is to build entities that will see others benefit from his activity for decades afterwards. With this in mind, he sources projects that include aspects of environmental benefit as well as anomalous returns.
James brings a wealth of knowledge, global relationships and personal expertise to his current role. His ability to evaluate, negotiate, and match stakeholders’ decision-making to achieve best outcomes, is central to the Fund’s ongoing success.
Graham Frank
BOARD ADVISOR
Graham has 20 years’ experience in executive leadership both in Australia and Asia Pacific and was Ernst&Young’s Deputy Tax Leader for the Asia Pacific Area from 2010 until 2019, based in Singapore Prior to that, Graham was EY Managing Partner of Tax for Australia and New Zealand from 2004 to 2010.
Graham holds a BCom degree in Accounting and Finance from the University of Western Australia and is a member of the Chartered Accountants Association, Australia, and New Zealand.