Welcome to The TICI Group of Companies www.ticigroup.com
“A New Generation…A New Direction”Date:Presented to: Prepared by:
Table of ContentsN Circle of Influence (Who We are, What We Bring & What We Do) Introduction & History Primary Officer Bios & CV Links Menu of Services Offered & Types Of Product Serviced Experience & Commitment Sampling of Relationships & Engagements Industry Affiliations & Networks (Coverage in all Directions) References Licenses & Key Strategic Alliance Partner States
Who We Are Third Party Consultants & Advisors On Business, Real Estate,Facilities, Finance, Asset & Risk Management To Owners, Operators, Investors, Lenders, Landlords & Tenants
What We BringIntegrity Experience Relationships Since 1921
What We Do Formulate Cost Effective &Provide Solid Advice Comprehensive Plans Of ActionCreative Problem Solvers Deliver Timely Results
Introduction & History Steeped in history, Texas International Consultants,Incorporated began as a vision of Mary Lucretia Mendiola. Bornin Mexico in the late 1800’s, her upbringing was of old worldvalues. She was raised with the belief that land was holy andto own it divine. So when she came to Houston in 1911 withher husband, Manuel, an artist and art history professor, andtheir thirteen children, she began to buy land on the north sideof Houston and then established Mendiola Real Estate in 1921. She continued to purchase land all around Houston andultimately small houses & buildings to rent through thetwenties, thirties and forties. Her son Joseph, the youngest ofthe thirteen, returned from World War II with his bride, Pamela,from London and began to build and sell homes to the returningGI’s and their growing families in the forties, fifties and sixties.
Introduction & History Continued During the fifties and sixties the business grew underseveral subsidiaries with Mendiola Properties being the mostprominent. In addition to tract homes, they branched out toconstruction, mortgage and insurance for custom homes andsmall free standing commercial buildings for existing clients. In the sixties and seventies the business continued toexpand with Pamela taking an active role in buying, leasingand managing rental properties along with some other non-real estate related businesses, which she operated throughthe late seventies after the death of Joseph. In 1978, TexasInternational Consultants, Incorporated, (TICI) became theparent company for all of the various subsidiaries andholdings.
Introduction & History Continued At this time the board was expanded to include the third generation,their daughter, Helen, just entering the commercial real estate businessafter college. From the early eighties until her illness in 2003, Pamelaran a successful company consisting of various partnerships and holdingsfor diversified businesses and real estate. After the sudden illness of her mother, Pamela, Helen took a leave ofabsence from her position in corporate real estate with a large regionalbank and stepped into the role as acting CEO. When it became clear thatPamela would not be able to return to her daily activities, Helen resignedher position and assumed the full time role of President and CEO.
Introduction & History Continued From 2003 to the end of 2009, Helen, through a comprehensivebusiness plan, began to divest of partnerships, holdings and loans in fourcities and two states. After the death of Pamela in November of 2009,Helen was tasked with whether to continue with the family legacy orreturn to the corporate world. After much deliberation, in the spring of 2010, Helen elected tocombine the best of both worlds and restructure the company into a fullservice, third party, consulting firm to public and private CEO | CFO &COOs, Real Estate Operating Companies, In-house Real Estate | FacilityExecutives as well as to Landlord|Owners, Operators, Investors,Developers, Lenders and Tenants (end users).
Introduction & History Beginning the next phase of TICI in 2010, Helen and her husbandJay, a risk management and real estate executive, embarked ongrowing the business one client at a time. Their preference is to workclosely with strategic alliance partners across all industry sectors tocomplement the service platform requirements of each client. In thefourth quarter of 2012, The TICI Group of Companies was reborn withthe establishment of Stealth Realty Advisors, LLC to focus on CapitalMarkets, Acquisitions, Dispositions & Tenant Representation for ourclients. As The TICI Group moves into 2013, the owners are reminded thatit all began with the vision of Lucretia in 1911, one hundred + yearsago. It is instilled in the same vein to the third generation to continueto deliver the same values, work ethic and integrity for generations tocome. We hope you will embark on this journey with our ancestors andus.
Officer Bios & CV LinksHelen Mendiola Banks, H. Jay Banks,President | CEO Principal | Chief Risk Officer email@example.com www.linkedin.com/in/helenmbanks firstname.lastname@example.org www.linkedin.com/in/hjaybanks www.visualcv.com/hmb249 www.visualcv.com/hjaybanks 713-705-1598 713-705-3376 Skype @ hmb249 Skype @ hjb249 TICI Corporate Real Estate License # TREC Real Estate License #348207 397864 Stealth Corporate License # 9001756P Personal Brokers License # 246967 www.ticigroup.com
TICI Group Experience & Commitment “Approach each assignment with the intensity of being in condition & position to win a triathlon” Results Proven Results Asset Protection Performance Intensity & Work Ethic Asset Portfolio Transition Market Depth & Winning Contacts NegotiationsCommitmentSince 1921 Thorough Due Diligence Thinking Out of The Box
Sampling Of Relationships & Engagements Humana Meridian Surgical Partners Texas Commerce Bank HCA OGH Healthcare ING The Rose Breast Imaging American Retirement Corp. Nassau National Bank RBS Center Renaissance Senior Group Chase Greenwich Financial ORNDA Roskamp Patterson Bank One Services Tenet Healthcare Carematrix Senior Living Republic Bank Of Texas American General Insurance HEALTHSOUTH Grand Court Senior Living Wells Fargo American National Insurance Christus Health System Capital Senior Living Wachovia TIAA Bon Secours Marriott (Brighton Gardens) Deutsche Bank CHUBB Insurance Devereaux Texas Lifetrust America, Inc. Sterling Bancshares John Hancock InsuranceTreatment U S Memory Care, LLC Bay Area Bank & Trust Pacific Mutual Insurance Network Texas State Optical League City Bank & Trust Prudential Southeast Memorial Lab Corp. League City National Bank Canyon Capital AdvisorsHospital GLAXO Smithkline Pasadena National Bank Genstar Capital, LLC Deacon Hospital (CCRC) Wetcher Clinic South Park National Bank Vista Equity Partners Kelsey Seybold Clear Lake Medical Associates, AmSouth Bank (now Internet Capital Group Med Partners Physician Ltd. Regions) Charles Bank Capital Management Chandler Medical Clinic, LLC First American Bancshares, Partners MDR | MD Resources Lipsky Eye Clinic, LLP Inc. The Boston Consulting Hospital Affiliates Dev. Peggy Levin, DDS City Savings GroupCorp. Robert Burkett, DDS World Savings BAIN & Company Healthcare Realty Trust Percy Butcher, DDS United Savings McKinsey Company, Inc. Equity, Inc. William Sheehan, MD Guaranty Federal Savings Cocke Finkelstein Norvin Properties Rick Ridberg, MD Banks Advanced Commercial Credit Stage Equity Partners, LLC Cal Fed International, Ltd. Mc Shane Medical Bank Of America Bay Capital CorporationProperties Cullen Frost Walker Dunlop Caddis Partners JSC Federal Credit Union Texas Commercial Mortgage MOHR Health Teachers Credit Union & Development Medcore Properties, LLC RTC Medistar Development HUD
Sampling Of Relationships & Engagements Britex United Holdings, Ltd. (UK) Fox Entertainment Hirsch & Westheimer Britton Family Holdings American Express My Fit Foods Brill & Johnson Word Family, LLC Travel Services Astro Resources, Barlow, Lacy & Todd Intertec Financial Group Gerson Leherman Inc. Schlanger Cook Havorford Development Group MONTESSORI Richard Gregg, Esq. The Granger Group Devereaux Marine Schools Joanne M. Badeaux, Esq. Global – Building, LLC / Koniag, Inc. Del Home Marine Clear Creek ISD Mark Biskamp, Munsch Hardt McDowell Enterprises Portofino Marina Barrios Technology Walter G. Hall, Sr. Interests iCORE Global BP Unisys Corp. H.L. Lugenheim Holdings R.D. Garrett Associate Swift Oil & Gas Allied Signal Ed Evans Investments Lakewood Realty Swift World Wide G.B. Tech Wesley West Estate Hplex, Inc. Resources Computer Science James Butte IV Estate National Realty Consultants EXXON Corp. (CSC) CC. Schmidt Family Holdings Commercial Investment Partners, Square D Oceaneering Space Fleming Family Holdings LLC R.G. Miller Systems Estate Of Pamela R. Mendiola John C. Nugent, ReMax Clear Lake Engineers, Inc. BOEING Aerospace By Baldridge Family Trust Mel Powers Investment |Builder Herring Plumbing McDonald Douglas R.A. Butler Estate Friendswood Development Company Supply Company NASA Hershel Bregman Trust Weingarten Realty Trust Snider Transmissions HUD Robert & Doris Hervey Estate Monica Millican Properties Leon Brown Studios Raymond Schindler Interests Pegasus Property Management & Galleries Ashland Investments, Inc. The Duddleston Companies Clear Lake Flowers Gordy Property Investments, LLC The Lewis Companies R.G. Hall Holdings Foster + Associates Security Land Holding Company Lawler-Wood Partners, LLC JR McDowell Enterprises MOHR Partners, Inc. Griffin Partners, Inc.
TICI Group ReferencesEDWARD GRIFFIN TODD McKISSICK, CFA, CRE, PATRICK WIFLER SENIOR VICE PRESIDENT, GEORGE W. JONESPRESIDENT | CEO CCIM, FRICS CORPORATE REAL ESTATE FIRST VICE PRESIDENTGRIFFIN PARTNERS, INC. CFO DAVITA DIALYSIS, INC. CBRE – BROKERAGE | INVESTMENTS1177 WEST LOOP SOUTH SUITE 1750 COCKE FINKELSTEIN 15253 BAKE PKWY. 2800 POST OAK BOULEVARDHOUSTON, TX 77027 1801 PEACHTREE ROAD IRVINE, CA 92618 SUITE 2700OFFICE: 713-439-5322 SUITE 200 MOBILE: 949-322-3080 HOUSTON, TX 77056MOBILE: 713-202-7327 ATLANTA, GA 30309 email@example.com OFFICE: firstname.lastname@example.org Office: 404-410-7426 MOBILE: 713-254-4213 Mobile: 678-296-5091 email@example.comSUZANNE T. MESTAYER firstname.lastname@example.orgMANAGING MEMBER MARK MILLIS JEFF LEHMAN, EDAC, LEED AP PRESIDENT | CEO AUSTIN T. EARHARTTHIRTYNORTH INVESTMENTS, LLC DIRECTOR THE MILLIS GROUP PRINCIPAL1460 ENERGY CENTRE THE GRANGER GROUP 19855 S.W.FREEWAY BEAU BOX COMMERICAL1100 POYDRAS STREET 2221 HEALTH DR. SW SUITE 300 REAL ESTATENEW ORLEANS, LA 70163 SUITE 2200 SUGARLAND , TX 77479 6777 JEFFERSON HWY.OFFICE: 504-528-3688 WYOMING, MI 49519 OFFICE: 281-343-1400 BATON ROUGE, LA 70808MOBILE: 504-491-2552 OFFICE: 616 242 5384 email@example.com MOBILE: firstname.lastname@example.org MOBILE: 616-540-5500 email@example.com firstname.lastname@example.orgPAUL TRINGALLI JOANNE M. BADEAUX ATTORNEY BRUCE REED, MCRPRESIDENT NOEL “WYNN” SEARLE, AIA 16055 SPACE CENTER SENIOR VICE PRESIDENTBAY CAPITAL & PRINCIPAL BOULEVARD CHAS. HAWKINS COMPANY |DEVELOPMENT CORPORATION MOHR HEALTH SUITE 260 CORFAC INTERNATIONAL1009 BAY RIDGE AVE. 14643 DALLAS PKWY. HOUSTON, TX 77062 776 MELROSE AVENUESUITE 143 SUITE 10000 OFFICE; 281-486-4737 NASHVILLE, TN 37210ANNAPOLIS, MD 21403 DALLAS, TX 75254 email@example.com OFFICE: 615-345-7203OFFICE: 443-453-5788 OFFICE: 214-273-8647 firstname.lastname@example.orgMOBILE: 443-510-1015 MOBILE: email@example.com firstname.lastname@example.orgDAVID CROSKERY HERMAN KLUGE, CFMSENIOR MANAGING DIRECTOR SENIOR VICE PRESIDENTHOLLIDAY FENOGLIO FOWLER, LP CORPORATE REAL ESTATE9 GREENWAY PLAZA, SUITE 700 & FACILITIESHOUSTON, TX 77046 AMEGY BANKOFFICE: 713-852-3586 FIVE POST OAKMOBILE: 713-269-7216 HOUSTON, TX email@example.com OFFICE: 713-232-1274 MOBILE: 281-232-4930 firstname.lastname@example.org
BOMA MEDICAL OFFICE & HEALTHCARE FORUMTexas Association ofHealthcare FacilitiesManagement TAHFM
TICI Texas Real Estate Corporate License # 397864Stealth Texas Real Estate Corporate License # 9001756Helen E. Mendiola Banks, Texas Real Estate Brokers License # 246967Also Licensed In Louisiana & TennesseeReciprocity & Strategic Alliance Partners in multiple states & countries withheavy concentrations in Arizona, Florida, Louisiana, Ohio, Tennessee, Texas, Wisconsin & the UK Thank you for your time & consideration www.ticigroup.com