EXCELLERE CAPITAL GROUP
GLOBAL OPPORTUNITY ENERGY FUND I
EXCELLERE CAPITAL GROUP
GLOBAL OPPORTUNITY ENERGY FUND I
TABLE OF CONTENTS
Overview 3
Excellere Capital Group 3
Global Opportunity Energy Fund I 4
SK and Company 5
Petro Grande LLC 6
Investment Opportunity 7
Senior Management Team 7
EXCELLERE CAPITAL GROUP
GLOBAL OPPORTUNITY ENERGY FUND I
OVERVIEW
Excellere Capital Group is a Dallas-based investment banking firm specializing in the delivery of capital solutions specifically in the areas of oil and gas, including the formation and management of investment funds, financial restructurings, IPO launches, joint ventures, mergers and acquisitions and asset workouts.
Excellere is currently launching its Global Opportunity Energy Fund I (GO-Energy), for which the firm has strategically partnered with oil and gas companies possessing proven reserves and cash flow but which require additional capital for specific projects. These companies steer clear of wildcat exploration and the traditional risks associated with this type of exploration, and instead specialize in developmental drilling for oil and natural gas using state-of-the-art 3D seismic technology coupled with proven undeveloped reserves (PUDs), which themselves offset risk even further. By targeting companies with this nature of production and drilling strategy and even specific projects within those companies for investment in the Fund, Excellere has built a portfolio of operations that will generate significant value and returns for its investors while mitigating risk to an unusual degree relative to that of the industry as a whole.
EXCELLERE CAPITAL GROUP
Excellere strives to execute win-win financial transactions for its clients, investors and joint venture partners by virtue of the experience, market knowledge and strategic relationships weve developed worldwide over the past three decades. Our experienced team of professionals provides a broad spectrum of sophisticated capital market, financial advisory and entrepreneurial services in the oil and gas industry.
More specifically, Excellere focuses on:
GLOBAL OPPORTUNITY ENERGY FUND I
Excellere has formed strategic partnerships with proven oil and gas companies that are already successful but need additional capital to further their production, exploration, technological advances, IPO and/or acquisition initiatives. These companies use state-of-the-art 3D seismic technology coupled with comprehensive records of previous drilling success to identify probable reserves, an approach which reduces the risk of drilling while also allowing for significant levels of reward. Many of these reserves have remained untapped for years and have only recently become viable thanks to new technology.
Our partner firms hold collective expertise in the following strategic oil and gas niches:
- Proven undeveloped reserves (PUDs)
- Management and operational infrastructure
INVESTMENT OPPORTUNITY
Excellere is seeking investment in GO-Energy. All investments are allocated by Excellere within the portfolio.
Projected returns on investment for GO-Energy are significant:
· 1% monthly, or 12% per annum
· Share of 80% of distributions until 100% of capital is returned, expected within three years
· Share of 50% of annual distributions thereafter
· Share of 50% of any significant payout
EXCELLERE SENIOR MANAGEMENT TEAM
Stephen Bargo
Mr. Bargo is a seasoned industry expert in the oil and gas and real estate fields. His vast experience over the past 30 years includes raising equity and debt, capital restructuring, joint ventures, portfolio optimization, operations management, start-ups and investing in oil and gas and real estate companies.
Mr. Bargo has been able to leverage strategic alliances with oil and gas companies and real estate firms in the U.S. and Mexico in order to gain access to lucrative opportunities while delivering a competitive advantage to investors and joint venture partners.
William Karrington
Mr. Karrington brings over 30 years experience in raising capital, financial restructuring, portfolio management, operations management, and investing in oil and gas and real estate companies. Mr. Karrington has held many senior positions with a number of prominent investment companies including Henry S. Miller & Co., Gerald D. Hines Interests, Trammell Crow Company, Bank of America, Forum Capital Advisors, Patriot America/Apollo, and has been Shareholder, Principal and General Partner of numerous entrepreneurial ventures.
Prior to Excellere, Mr. Karrington was co-founder and Director General of Forumex Partners and Meximae Holdings, providing investment banking, real estate development, and mortgage facilities in Mexico where he maintained a cross border resident relationship for several years. Mr. Karrington has led efforts in the formation of IPOs, achieved meaningful milestones in U.S. and international asset acquisitions and dispositions of all asset types, and has managed large portfolios of investment grade commercial real estate assets.
Mr. Karrington has directed several profitable corporate formations and business expansions and has had active involvement in debt instruments of all types including securitizations. Mr. Karrington has completed in excess of $3.9 billion in transactional activities to date.
Mr. Karrington completed his BS in Business and MBA studies at the State University of New York at Buffalo.
Kendrick James
Mr. James brings a wide breadth of transactional experience to Excellere with more than 25 years of experience in the areas of energy, real estate, finance, and law.
Before joining Excellere, Mr. James served as Chief Operating Officer and in-house counsel for Crimson Capital Ltd/Patrinely Group, LLC, where he oversaw day-to-day operations and was responsible for all acquisitions, development activities and new business opportunities. Mr. James was responsible for negotiating all project and company financing, capital planning, structuring and execution, and served as the principal contact for all capital and financial partners. To date Mr. James has championed more than $5.5 billion in real estate finance and development, corporate finance and legal advisory transactions.
Prior to joining Crimson/Patrinely, Mr. James spent two years as general counsel of Columbia Energy Services successfully directing all legal matters. Columbia Energy Services (CES) was the unregulated energy and trading subsidiary of a NYSE utility company. Mr. James represented Columbia in its acquisition of the predecessor to CES and successfully negotiated the divestment of CES to a major energy company.
Mr. James earned an MBA Degree from St. Thomas University in Houston and BA from the University of Texas.
Eric Pickton
Prior to joining Excellere, Mr. Pickton served as Director of Finance for Forumex Partners, CFO for an international mining and materials separation company and COO for a privately held oil and gas company in the U.S. which involved numerous international transactions and negotiations.
Mr. Pickton has also held positions with senior levels of responsibility with Clark Consulting, KBA Group LLP, Montgomery Coscia Greilich LLP, and David S. Crockett & Co. CPA where he gained proficiency in compliance, internal controls, tax, sophisticated partnerships, personal and corporate trusts and corporate consulting.
Mr. Pickton graduated from Southern Methodist University with a BA in Accounting, and a minor in information technology. Additionally, Mr. Pickton earned a Masters of Science in Accounting with a specialization in International Finance.
Ivan K. Hendren
Prior to Excellere, Mr. Hendren was a land acquisition and development manager at BRE Properties REIT, Irvine, CA (NYSE: BRE), where he delivered nearly $1.2 billion in transaction value and project costs. Prior to BRE, Mr. Hendren worked for the Bargo Group in Austin, TX, where he was involved in valuation analysis, acquisition, development, underwriting, due diligence and raising equity capital from investors.
In his career prior the Bargo Group, Mr. Hendren was a corporate finance analyst at Deutsche Bank Alex Brown where he participated in over ten IPOs as well as equity, debt and M&A transactions in the technology sectors.
Mr. Hendren graduated from Brigham Young University with a BS in Business Management-International Finance and earned his MA in Real Estate Development from the University of Southern California.
Mike Spradling
Mr. Spradling brings over 30 years experience in Texas state government, where he has managed numerous multi-million dollar projects. Mr. Spradling brings an extensive knowledge of sound fiscal policy and has been entrusted to account for millions of dollars of revenue.
Mr. Spradling received his BS Degree from Waylan Baptist University.
