Approach
OUR INVESTMENT PHILOSOPHY
Value Investing
Our refined approach to value investing extends beyond identifying undervalued assets. We actively take positions, not only in companies, but also in promising infrastructure projects and real estate developments. This influence allows us to steer their growth trajectory, optimize their operations, and enhance their market position.
Focus on Growth
We target high-growth sectors-spanning from renewable energy. Al infrastructure, business services, and manufacturing-building a diversified portfolio that also includes pivotal equity and credit allocations. Our strategy involves committing substantial investments, into entities and projects with solid financial foundations, positioned per growth given the current political climate.
Demand-Driven Approach
Our investment strategy is meticulously aligned with the needs of the world's largest corporations, focusing on building substantial and diverse suppliers to meet the overwhelming demand. By validating demand prior to investment closure and adopting a long-term fund approach with moderated leverage, we aim to synchronize our interests with Fortune 500 elationships and their enduring commitment to supporting demand-driven companies and projects.
Active Management
We partner closely with our portfolio companies, infrastructure projects, and real estate developments, providing support and resources to fuel growth and enhance operational efficiency. Our collaborative approach is designed to unlock the full potential of each investment.
INVESTMENT LIFECYCLE
Deal Sourcing
Through management’s extensive network and financial advisory platform, AGILA is able to access high-quality deals from various channels:
- Deals currently in the pipeline
- New deals soured from referrals
- New deals sourced from founders’ proposals
Deal Diligence
Key components of AGILA ‘s due diligence process for selected deals:
- Research & analysis
- Operational assessment & risk review
- Forecasting & projections
- Legal & regulatory assessment
Execution & Financing
By combining effective execution practices with robust financing strategies, AGILA maximizes the potential investment
outcomes:
- Deal negotiation & structuring
- Fund allocation
- Governance framework
Value Creation
AGILA fund actively support its portfolio companies to navigate market shifts and achieve lasting
success:
- Assessment of performance against KPIs
- Involvement in major decision-making
- Review financial reporting
- Redesign governance and organization
Exit
AGILA strategically times its exit to align with favorable market conditions, aiming to optimize returns and achieve the highest exit value:
- Preparation for sale and Sourcing of potential buyers
- Plan and execute redistribution of capital to Limited Partners
- Management of exit process
