Re: FW: Need a bigger project
Subject: Re: FW: Need a bigger project
From: Barrett Brown <barriticus@gmail.com>
Date: 3/8/11, 15:39
To: Stephen Bargo <sbargo@excellerecg.com>

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 (“PUD’s”), 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 we’ve 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:












 

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 IPO’s, 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.


Charles Englin


Charles enjoys over 25 years in the commercial real estate industry.  He served as Senior Partner with Rainier Capital, Dallas, directing all Asset Management divisions of the company.  Prior to Rainier, Charles was CFO of a private real estate firm, where he provided the exit strategy and execution management for more than $200 million (USD) of real estate assets.

Charles developed extensive distressed asset work-out expertise while working at a senior level with the Resolution Trust Corporation on complex real estate workout solutions for a portfolio of over $4 billion in real estate assets. Additionally, he has provided executive management in more than $600 million of mixed-use commercial real estate projects nationwide.

Charles received a bachelor's in Accounting from Abilene Christian University.


Alan Ackerman represents a more refined approach to the real estate brokerage, investing and development. Alan Ackerman has had extensive experience in the areas of investment sales, portfolio and property financing, advisory services, construction management, commercial and retail leasing and raising capital for real estate projects.


Mr. Ackerman has handled thousands of new home sales for homebuilders and developers across the state of Texas, and continues to run one of the highest volume brokerages in Texas. Mr. Ackerman has been a consultant to numerous national homebuilders due to his strength in marketing and sales.


Leon Grabensek


Leon Grabensek served as founder and director of Doksa, a European real estate developer where he was responsible for  strategy and property initiatives, overall management, in addition to the identification of acquisitions and dispositions. He has founded five businesses and has business relationships all over the world. Prior to Doska he designed a Wireless Hotel Biometric System, worked as consultant at Microsoft and was Head of Development in an IT company developing ERP systems for the Slovenian government. He has also founded Innovation Center Chrio as IP incubator for Startups and Publishing Company Chrio for books he author's . He is holder of a patent for biometric payment and is a speaker at technology events for businessmen. Mr.Grabensek has a Master of Science degree in Informatics from University in Ljubljana. He has been married for 15 years, has 3 children, and lives in Ljubljana, Slovenia.


Erick Pickton


Prior to his involvement with Excellere Capital Group and the Global Opportunity Equity Properties Eric served as a Director of Finance for Forumex Partners (FMP). Mr. Pickton also served as CFO for an international mining and materials separation company (designing and manufacturing of mining separation equipment) as well as serving as COO for a privately held oil and gas company in the U.S. which involved numerous international transactions and negotiations.


He 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’s where he gained proficiency in Sarbanes Oxley documentation and compliance, testing for internal controls, completion of corporate tax returns, sophisticated partnerships, and personal and corporate trusts and corporate consulting.


Mr. Pickton graduated from Southern Methodist University with a BBA in Accounting, a minor in information technology. Additionally, has earned a Masters of Science in Accounting with a specialization in International Finance.



Klemen Vidic


Klemen started his first business while he was still a student at the Business University in Ljubljana, Slovenia. After being involved in initiating the political reforms of the new found country of Slovenia, his passion led him to the world of Real Estate in 1995 as an Agency owner and grew into a developer with some of the biggest RE projects in the nation by raising hundreds of millions at the Stock Exchange in London and worldwide. He was the initiator of the vision for the global real estate fund and is overseeing the work of the regional directors. He is married to the US citizen, has 2 children in and lives in Slovenia.


Success Oso


Success has been involved in financial services and entrepreneurial activities in Africa since 1988. He worked in various firms such as Whiteland Agro-allied financial services, Dominion Trust (one of the earliest stock-brokerage firms in Nigeria) and Vineyard Finance where he rose to become director- trade finance. In 1994 Succes led a team to start African Investment Consult services (AICS) a trailblazer at that time in sub-Saharan Africa.


Some of AICS clients were Badagry oil (first indigenous firm to get an approval to start an oil refinery in Nigeria), Salewa Trading who at the time was one of the largest distributors for Unilever in West Africa, Benin Republic, a country in West Africa and the Lagos state government in Nigeria. Within a subsidiary, Tourism consult services, was recognised as one of the leading Leisure consultants in Nigeria and was chosen as one of the delegates to represent the country in World Tourism festival in America, 1996.


Success has led cross-functional teams in trans-regional projects, managing the dual role of a business as well as political liaison. Through his work he has developed and sustained a substantial and varied network of business and political relationships across most of the Continent.


In 1999, he migrated to the UK with the vision of building a global financial services firm based in Europe whose focus would be to meet the demand gap for corporate finance in Africa. Success has since 1999 been quite active as a consultant for various start-ups in Africa and as an SME consultant in the UK.


Previous to joining Excellere Capital Group he was the CEO of a financial services firm Joseph Daniels ltd, a firm that acts as a gateway into the African business terrain for Investors from outside the continent.


The African business, economic and political landscape is without a doubt a very familiar environment for him. Additionally, the exposure he has achieved and the experience he has since gained in Europe is considerable.


Success has developed a series of business outreach seminars and also has started a business network called Josephs & Daniels, which holds ‘WEALTH CREATION IN AFRICA’ seminars. The seminars are designed to help raise entrepreneurs of integrity in Africa.



Paul Price


Price was a founding director of North Communications Ltd in 1996 to develop technologically advanced products that integrate building-controls systems; North is still one of the UK’s leading brands in this field. He set up Exodus Europa Ltd in 2002 to provide consultancy and advice to developers in the use of building-controls technology for some of the UK’s largest construction projects. He is a also director of Exodus Property Ltd which specialises in the re-development of residential property. He has been married for 26 years, has 4 children, and lives in Brighton, UK.


Hector Silva


Hector served as a Senior Bank Examiner with the Texas Department of Banking, specializing in safety and soundness issues.


Previously Mr. Silva served as Executive Vice President at International Bank of Commerce (IBC) 11 Billion in assets. Responsibilities included commercial lending, private banking, and managing high net worth families throughout Mexico. Mr. Silva managed a portfolio (loans and investments) totaling $200 million for his Mexican clients. As a principal, partnered in a large real estate investment and development company handling day-to-day operations.

Attended University of Houston, and received a BBA degree.



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 IPO’s 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.
Matthew Burcar has over fifteen years of finance, marketing, management and operations initiatives experience.

As a Global Finance Manager at MCI, Matthew reported directly to the President of Global Accounts and was charged with the implementation of a $6.7 billion revenue plan and monitoring the adherence toward a $500 million expense plan.  This function encompassed a span of control for 3,500 global employees.  Daily engagements of Regional VPs and Business Managers ensured objectives were achieved.  Matthew administered restructurings, handled special projects throughout the MCI/World-com merger and ensured Y2K compliance.  Appointed as a Branch Manager, Matthew oversaw a staff of 75, consisting of multiple sales, service and admin/analytical support teams.   Revenues managed were in excess of $300 million annually, derived from an account base consisting of 3,000 customers.
As a financial professional, Matthew was identified as a rising star at Merrill Lynch and Morgan Stanley.  Averaging two mid-market sized investment banking and conduit financing projects per quarter, Matthew visited regional branches and spoke to other financial advisors regarding the opportunities to increase firm productivity through commercial lending throughout the region.  The discussions detailed the successful institutional equity raise and debt placement for an $80 million syn-fuel energy company and a $40 million pharmaceutical startup through the placement of institutional equity and debt.  Matthew also acted as an officer by overseeing the draw down of the project’s funds.  Matthew has also been associated with new construction and debt restructuring for mixed use hotel, condo, retail and entertainment developments.   

Matthew has completed a duel concentration MBA majoring in Finance and Marketing.  

Brent Karrington business experience has been focused on international transactions most specifically in Latin America capital formations and finance. Prior to FMP, Mr. Karrington worked with a mining and green energy investment firm with activities focused on finance, real estate, marketing, and investment banking. Previous affiliates have been Fischer and Company, Forum Development, and ESR International.


Brent Karrington graduated from Southern Methodist University with a BS in Economics (Specialization in Latin America), Finance, and BA in Sociology. He attended Swiss Finance Academy and successfully completed the Swiss Finance Academy's Investment Banking Program modeled after U.S. and International Investment Banking Strategies. He was a scholarship athlete on the SMU Mustang Football Team and was a multi year starter.



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.


On Tue, Mar 8, 2011 at 2:34 PM, Barrett Brown <barriticus@gmail.com> wrote:

EXCELLERE CAPITAL GROUP

GLOBAL OPPORTUNITIES EQUITY PROPERITIES FUND – NORTH AMERICA

INVESTMENT OPPORTUNITY

2010

EXCELLERE CAPITAL GROUP

GLOBAL OPPORTUNITIES EQUITY PROPERITIES FUND – NORTH AMERICA

TABLE OF CONTENTS

Overview 3  

Excellere Capital Group  4

Global Opportunities Equity Properties Fund (“GOEP”) – North America 4

     Asset Acquisition Process  

     Investment Management  

     Target Markets  

Investment Opportunity 7

Financial Governance and Valuations  7

Senior Management Team 8

GOEP – North America Initial Asset List 13

EXCELLERE CAPITAL GROUP

GLOBAL OPPORTUNITIES EQUITY PROPERITIES FUND – NORTH AMERICA

OVERVIEW


Excellere Capital Group is a Dallas-based investment banking firm specializing in the delivery of capital solutions specifically in the areas of real estate and oil and gas to include the formation and management of investment funds, financial restructurings, IPO launches, joint ventures, mergers and acquisitions and asset workouts.  


Excellere is taking its Global Opportunities Equity Properties Fund – North America (“GOEP-North America”) public on the London Stock Exchange (“LSE”). The Fund is comprised of investment-grade real estate assets in North America that are distressed, undervalued and experiencing historic lows in their valuations.  The aim is to build an income-producing, value-appreciating portfolio that will generate significant value for its shareholders.


GOEP-North America will be established in the Isle of Guernsey, a British Crown Dependency.  The Guernsey domicile takes advantage of a corporate tax structure currently more favorable than similar REIT benefits available in the US.   

The London Stock Exchange was selected as the optimal exchange as it is the world’s leading market for growing companies.  Its internationally recognized stature, presence, trading platform and capacity best serve the objectives of GOEP-North America.


Excellere is seeking pre-IPO investment in GOEP-North America. Investors will be able to invest a minimum of in exchange for direct shares in the GOEP-North America Fun. Thus, for every dollar committed, an investor will receive twice the value.   


This is the pre-IPO stage of the Fund; these rates will not be available once the Fund is public.  This is the first such offering and another is not expected.

EXCELLERE CAPITAL GROUP

Excellere strives to execute win-win financial transactions for its clients and investors using the experience, market knowledge and relationships that have been developed worldwide over the past three decades by an experienced team of professionals provides a broad spectrum of sophisticated capital market, financial advisory and entrepreneurial services for the real estate and oil and gas industries.


Specifically, Excellere focuses on:   

  • Formation and management of real estate investment funds

  • Formation and management of oil and gas investment funds

  • Raising equity and debt

  • Capital restructuring

  • IPO launches

  • Joint ventures

  • Start-up and venture capital

  • Re-positioning, re-branding and re-developing distressed assets

  • Property development

GOEP – NORTH AMERICA FUND


The investment objective of GOEP-North America is to build a comprehensive income-producing and value-appreciating property portfolio.  Due to the current property market downturn in North America, fundamentally stable yet undervalued properties can be acquired at much lower investments than before.


CHANGE FAA TO ADVISORY COMMITTEE


As Acquisitions Manager, Excellere identifies real estate assets and opportunities throughout North America that possess strong long term strengths which will return significant yields on investment.

Asset Acquisition Process


Excellere focuses on large investment properties and investment grade projects available for acquisition within target markets. Fundamentally stable yet undervalued properties are priorities; due to the current property market downturn, these properties can be acquired at much lower investment levels than in the previous ten-year investment cycle.


In identifying quality assets, Excellere’s acquisition team looks for the following:

  • Assets that demonstrate stable cash returns

  • Assets that demonstrate enviable IRR potential

  • Assets that have recurring revenue streams, brand recognition, irreplaceable locations and strong absorption characteristics

Assets are acquired through:  

  • Direct purchase

  • Contribution by owner in exchange for shares in the Fund

  • Joint venture, when the continuing involvement of the existing landowner, local authority or central government agency is necessary, or for larger projects, where sharing of financial risk is appropriate

  • Indirect investment through property investment partnerships, holding companies or trusts

Investment Management


Once a qualifying asset has been identified, The Asset Advisors, as Investment Manager, has the responsibility for approving and monitoring each asset to include:

  • Conducting all necessary due diligence

  • Securing third-party valuations and appraisals

  • Negotiating purchase prices and finance terms

  • Structuring each asset in order to optimize its performance

  • Monitoring assets

  • Selecting the best possible professionals in leasing, retail and commercial management, hotel operations and residential development to manage each asset at the property level

The key factors in our decision to approve an asset include value, capital structure, cash flows, upside potential, location, condition, marketability, and legal and ownership structures. In addition, population growth, economic expansion, market stability, tourism, culture, employment and geography influence the selections.

All members have extensive experience in valuation, finance, development, construction and project management.  While the majority of assets are income producing, has the capability to develop, redevelop and reposition assets when necessary to ensure valuation improvements and success.  In addition, top professionals in leasing, retail and commercial management, hotel operations and residential development will be engaged to manage each asset at the property level. The firm believes using its own team in conjunction with local, regional and national management and leasing expertise will optimize not only the asset but the overall Fund performance.   


Target Markets


GLOBAL, OPPORTUNITIES AS THEY ARISE


North American real estate markets have been heavily impacted by the economic downturn of the past two years.  Not since the Savings and Loan crisis of the late 1980’s and early 1990’s have such significant opportunities for value, growth and investment return in real estate been available.

GOEP looks for acquisition opportunities across all asset classes with the primary focus being those nations, states/provinces and sub-markets that show the most promise economically and demographically.  


INVESTMENT OPPORTUNITY  


This is the pre-IPO stage of the Fund; these rates will not be available once the Fund is public.  This is the first such offering and another is not expected.


Shares will be locked for a 12 month period, and will be released based on a waterfall schedule, with possibility for acceleration. This schedule ensures the stability of the total investment of the portfolio.


The schedule is as follows:

  • 100% lockout for the first 12 months post - IPO

  • 75% lockout starting 18 months post - IPO

  • 50% lockout starting 24 months post - IPO

  • 25% lockout starting 30 months post - IPO

  • No lockout starting 36 months post – IPO

FINANCIAL GOVERNANCE AND VALUATIONS

GOEP’s financial statements will be prepared annually in accordance with International Financial Reporting Standards (“IFRS”). Shareholders will be sent updates regarding significant GOEP-North America activities as and when possible.  Under IFRS, GOEP-North America will prepare an income statement, which, unlike a statement of total return, does not differentiate between revenue and capital and also includes net realized and unrealized investment gains. GOEP-North America’s management and administration fees, finance cost (including interest on any bank facility) and all other expenses will be charged through the income statement.  The Investment Committee will appoint leading international independent property valuation specialists prior to the acquisition of all assets.  It is the intention that all assets be valued on an annual basis.  Such valuations will be undertaken in accordance with International Valuation Standards as issued by the International Valuation Standards Committee and subject to the covenants of the LSE.

SENIOR MANAGEMENT TEAM

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 IPO’s, 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.


Charles Englin


Charles enjoys over 25 years in the commercial real estate industry.  He served as Senior Partner with Rainier Capital, Dallas, directing all Asset Management divisions of the company.  Prior to Rainier, Charles was CFO of a private real estate firm, where he provided the exit strategy and execution management for more than $200 million (USD) of real estate assets.

Charles developed extensive distressed asset work-out expertise while working at a senior level with the Resolution Trust Corporation on complex real estate workout solutions for a portfolio of over $4 billion in real estate assets. Additionally, he has provided executive management in more than $600 million of mixed-use commercial real estate projects nationwide.

Charles received a bachelor's in Accounting from Abilene Christian University.


Alan Ackerman represents a more refined approach to the real estate brokerage, investing and development. Alan Ackerman has had extensive experience in the areas of investment sales, portfolio and property financing, advisory services, construction management, commercial and retail leasing and raising capital for real estate projects.


Mr. Ackerman has handled thousands of new home sales for homebuilders and developers across the state of Texas, and continues to run one of the highest volume brokerages in Texas. Mr. Ackerman has been a consultant to numerous national homebuilders due to his strength in marketing and sales.


Leon Grabensek


Leon Grabensek served as founder and director of Doksa, a European real estate developer where he was responsible for  strategy and property initiatives, overall management, in addition to the identification of acquisitions and dispositions. He has founded five businesses and has business relationships all over the world. Prior to Doska he designed a Wireless Hotel Biometric System, worked as consultant at Microsoft and was Head of Development in an IT company developing ERP systems for the Slovenian government. He has also founded Innovation Center Chrio as IP incubator for Startups and Publishing Company Chrio for books he author's . He is holder of a patent for biometric payment and is a speaker at technology events for businessmen. Mr.Grabensek has a Master of Science degree in Informatics from University in Ljubljana. He has been married for 15 years, has 3 children, and lives in Ljubljana, Slovenia.


Erick Pickton


Prior to his involvement with Excellere Capital Group and the Global Opportunity Equity Properties Eric served as a Director of Finance for Forumex Partners (FMP). Mr. Pickton also served as CFO for an international mining and materials separation company (designing and manufacturing of mining separation equipment) as well as serving as COO for a privately held oil and gas company in the U.S. which involved numerous international transactions and negotiations.


He 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’s where he gained proficiency in Sarbanes Oxley documentation and compliance, testing for internal controls, completion of corporate tax returns, sophisticated partnerships, and personal and corporate trusts and corporate consulting.


Mr. Pickton graduated from Southern Methodist University with a BBA in Accounting, a minor in information technology. Additionally, has earned a Masters of Science in Accounting with a specialization in International Finance.



Klemen Vidic


Klemen started his first business while he was still a student at the Business University in Ljubljana, Slovenia. After being involved in initiating the political reforms of the new found country of Slovenia, his passion led him to the world of Real Estate in 1995 as an Agency owner and grew into a developer with some of the biggest RE projects in the nation by raising hundreds of millions at the Stock Exchange in London and worldwide. He was the initiator of the vision for the global real estate fund and is overseeing the work of the regional directors. He is married to the US citizen, has 2 children in and lives in Slovenia.


Success Oso


Success has been involved in financial services and entrepreneurial activities in Africa since 1988. He worked in various firms such as Whiteland Agro-allied financial services, Dominion Trust (one of the earliest stock-brokerage firms in Nigeria) and Vineyard Finance where he rose to become director- trade finance. In 1994 Succes led a team to start African Investment Consult services (AICS) a trailblazer at that time in sub-Saharan Africa.


Some of AICS clients were Badagry oil (first indigenous firm to get an approval to start an oil refinery in Nigeria), Salewa Trading who at the time was one of the largest distributors for Unilever in West Africa, Benin Republic, a country in West Africa and the Lagos state government in Nigeria. Within a subsidiary, Tourism consult services, was recognised as one of the leading Leisure consultants in Nigeria and was chosen as one of the delegates to represent the country in World Tourism festival in America, 1996.


Success has led cross-functional teams in trans-regional projects, managing the dual role of a business as well as political liaison. Through his work he has developed and sustained a substantial and varied network of business and political relationships across most of the Continent.


In 1999, he migrated to the UK with the vision of building a global financial services firm based in Europe whose focus would be to meet the demand gap for corporate finance in Africa. Success has since 1999 been quite active as a consultant for various start-ups in Africa and as an SME consultant in the UK.


Previous to joining Excellere Capital Group he was the CEO of a financial services firm Joseph Daniels ltd, a firm that acts as a gateway into the African business terrain for Investors from outside the continent.


The African business, economic and political landscape is without a doubt a very familiar environment for him. Additionally, the exposure he has achieved and the experience he has since gained in Europe is considerable.


Success has developed a series of business outreach seminars and also has started a business network called Josephs & Daniels, which holds ‘WEALTH CREATION IN AFRICA’ seminars. The seminars are designed to help raise entrepreneurs of integrity in Africa.



Paul Price


Price was a founding director of North Communications Ltd in 1996 to develop technologically advanced products that integrate building-controls systems; North is still one of the UK’s leading brands in this field. He set up Exodus Europa Ltd in 2002 to provide consultancy and advice to developers in the use of building-controls technology for some of the UK’s largest construction projects. He is a also director of Exodus Property Ltd which specialises in the re-development of residential property. He has been married for 26 years, has 4 children, and lives in Brighton, UK.


Hector Silva


Hector served as a Senior Bank Examiner with the Texas Department of Banking, specializing in safety and soundness issues.


Previously Mr. Silva served as Executive Vice President at International Bank of Commerce (IBC) 11 Billion in assets. Responsibilities included commercial lending, private banking, and managing high net worth families throughout Mexico. Mr. Silva managed a portfolio (loans and investments) totaling $200 million for his Mexican clients. As a principal, partnered in a large real estate investment and development company handling day-to-day operations.

Attended University of Houston, and received a BBA degree.



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 IPO’s 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.
Matthew Burcar has over fifteen years of finance, marketing, management and operations initiatives experience.

As a Global Finance Manager at MCI, Matthew reported directly to the President of Global Accounts and was charged with the implementation of a $6.7 billion revenue plan and monitoring the adherence toward a $500 million expense plan.  This function encompassed a span of control for 3,500 global employees.  Daily engagements of Regional VPs and Business Managers ensured objectives were achieved.  Matthew administered restructurings, handled special projects throughout the MCI/World-com merger and ensured Y2K compliance.  Appointed as a Branch Manager, Matthew oversaw a staff of 75, consisting of multiple sales, service and admin/analytical support teams.   Revenues managed were in excess of $300 million annually, derived from an account base consisting of 3,000 customers.
As a financial professional, Matthew was identified as a rising star at Merrill Lynch and Morgan Stanley.  Averaging two mid-market sized investment banking and conduit financing projects per quarter, Matthew visited regional branches and spoke to other financial advisors regarding the opportunities to increase firm productivity through commercial lending throughout the region.  The discussions detailed the successful institutional equity raise and debt placement for an $80 million syn-fuel energy company and a $40 million pharmaceutical startup through the placement of institutional equity and debt.  Matthew also acted as an officer by overseeing the draw down of the project’s funds.  Matthew has also been associated with new construction and debt restructuring for mixed use hotel, condo, retail and entertainment developments.   

Matthew has completed a duel concentration MBA majoring in Finance and Marketing.  

Brent Karrington business experience has been focused on international transactions most specifically in Latin America capital formations and finance. Prior to FMP, Mr. Karrington worked with a mining and green energy investment firm with activities focused on finance, real estate, marketing, and investment banking. Previous affiliates have been Fischer and Company, Forum Development, and ESR International.


Brent Karrington graduated from Southern Methodist University with a BS in Economics (Specialization in Latin America), Finance, and BA in Sociology. He attended Swiss Finance Academy and successfully completed the Swiss Finance Academy's Investment Banking Program modeled after U.S. and International Investment Banking Strategies. He was a scholarship athlete on the SMU Mustang Football Team and was a multi year starter.



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.


On Mon, Mar 7, 2011 at 2:50 PM, Stephen Bargo <sbargo@excellerecg.com> wrote:

 

 

______________________________________

Stephen Bargo
Excellere Capital Group
tel. +1 214.953.9358
fax. +1 214.233.2548
mobile +1 956.206.0320

sbargo@excellerecg.com

www.ExcellereCG.com

Description: Excellere Capital Group

 

From: Robert Brown [mailto:rbrownbarachel@hotmail.com]
Sent: Thursday, November 11, 2010 10:40 AM
To: steve bargo; william karrington; denvergartner@yahoo.com; lewis sessions
Subject: Need a bigger project

 

Steve,William
 
Lewis, Denver, and I spoke yesterday among ourselves, and then to Doug. Denver was hoping to
go up to Doug's office, meet who ever is advising him on oil and gas, and make a one on one presentation
as he felt it would be far more effective. Doug thought at this point just sending up some of the more important
maps, logs, would be sufficient. Denver has started sending up via email what he can. ( he has dozens of maps,
dozens of logs, and two large satchels of information, much of it not in electronic form, or easily convertible, but
he will do what he can.
 
Lewis reintegrated that he likes New Waverly and Tigre lagoon, but of course his due diligence is not complete.
 
He did state again though that he still is looking for a LARGER DEAL. So I am going to tell Denver to be looking for something
much larger, probably with existing production. I think we should get Steve to reach out as soon as he can to Lewis Energy
to see what we could bring to the table whether it's Colombia or South Texas.
 
May be you and Steve could call Lewis and get what Doug has told him first hand.
 
Thanks,
RB




--
Regards,

Barrett Brown
512-560-2302



--
Regards,

Barrett Brown
512-560-2302