Amalgamated Australian Investment Group

Our Mandate

Amalgamated Australian Investment Group (aaig) is a private equity firm established in 2009 to bring together the fragmented nature of the financial services industry. Our goal has been to build on integrated and diversified financial services business that generates a return for investors and shareholders through strategic acquisitions, organic growth and in-house development of proprietary products and technologies.

Our focus is on the growth and development of our diversified portfolio of established companies under our management to increase their market share and long-term value.

Our Approach

Our approach is designed for flexibility to allow the business to evolve. This business model allows us to focus on three core priorities: choice of timing, resilience through the business cycle, and agility in seizing opportunities as they arise. We have been careful to only target investments in areas where we possess existing expertise which we can then apply to the restructure, enhancement and integration of these businesses – positioning aaig to capture valuable opportunities over time.

Our Philosophy

Our versatile and integrated approach leverages the synergies between our businesses to create value. Over the last decade, we have experienced sustained growth and developed a solid end-to-end negotiation, acquisition, integration and divestment framework.

We invest in quality companies that are poised for significant growth and can benefit from the specialised skills and networks that we possess. We are disciplined and opportunistic investors focused on identifying complementary high potential businesses that can be acquired at an attractive price.

Our Strategy

Our strategy is not limited to acquiring and improving businesses. We have also invested heavily in developing proprietary investment platforms and generating new intellectual property. We are intimately involved with the operations of our businesses and seek to leverage all of the resources of our portfolio of assets to create a multi-directional flow of innovation, revenue generation and value creation.

We constantly scan the market for partnering opportunities with like-minded management teams and entrepreneurs with successful track records. We believe that the combination of our market knowledge, investment experience, and operational expertise in finance and technology provides aaig with an advantage in identifying and generating value creation opportunities.

board of directors

MATTHEW ROBERTS

Managing Director

Matthew Roberts has over 15 years of experience in mergers and acquisitions, structuring, capital raising, IPOs and reverse listings. He specialises in corporate advisory, capital raisings and M&A in the mining and financial services industries throughout Australasia, Europe and the United States.

GEORGE PAXTON

CEO/Director

George Paxton is a business analyst with an extensive portfolio of financial analytical skills. Previous experience includes senior positions within Pearson Plc, an FTSE 100 company, working within financial research and analysis providing banks and hedge funds with actionable intelligence.

IVAN OSHRY

Head of Legal/Director

Ivan is a solicitor with great experience in corporate and commercial legal activity both in Australia and internationally. He has advised on a large number of local and cross border transactions and capital raisings for both listed and unlisted entities. Ivan is also an experienced company director sitting on the board (or chairing) for multiple publicly listed and private companies.

OUR COMPANIES

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In the media

THE AUSTRALIAN

15 February 2023

How HALO’s UK acquisition enables European growth

HALO Technologies will springboard its entry into the United Kingdom financial services market, after agreeing to a strategic acquisition for a licensed UK entity.

STOCKHEAD

8 June 2023

HALO Technologies eyes stake in internationally recognised media brand licensee Success Publishing

HALO Technologies has announced plans to expand its marketing reach, signing a term sheet to take a strategic stake in Success Publishing Pty Ltd.

STOCKHEAD

8 June 2023

With users on-board and $36m raised, investment tech IPO HALO Technologies eyes global ambitions

The uptake from existing software users on its $36.14 million IPO raise was big vote of confidence for HALO (ASX:HAL), a profitable global online equities and trading platform with a large proportion of high-net wealth users and international growth ambitions.

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