Epic Financial Funding, LLC
June 2012
Funding Green Energy Projects 1

Managing Partners of Epic Financial Funding, LLC
James Mizelle, Managing Partner graduated from the New York University Stern School of Business with
an M.A. Degree in International Business and graduated from Georgetown University McDonough School of
Business with a B.A. Degree in International Business and graduated from Georgetown University McDonough
School of Business with a B.A. Degree. He began his professional career with AT&T as a Project Manager with
the conversion software development system to convert the yellow pages from a manual system to a fully
mechanized system. This project was first developed in California and was implemented through all other Bell
Operating Companies. James also worked as an International Program Manager in Mexico, Ireland and South
Africa. He was responsible for troubleshooting for international projects that were missing deadlines and in
danger of contract failure. The main responsibility was to put in place procedures, deadlines, escalation
processes and subcontractor performance metrics so projects would be on time and within budget. James was
also responsible for the implementation of the first DSL project to go live at Verizon.
After a career in telecommunications, James owned and was the managing broker for a real estate company
that provided real estate services both locally and internationally. The firm grew from a small real estate firm
to a firm processing multi-million dollar transactions. The business grew to the international arena by
partnering with several real estate development firms in Panama. The company worked with international
clients to help facilitate contracts for the purchase of various real estate transactions throughout the country
of Panama.
For the past several years James has been working in the financial sector to help provide funding for green
energy, real estate and bio-fuel projects. He has many national and international contacts for funding projects
both within the United States and internationally.
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Managing Partners of Epic Financial Funding, LLC
Phillip (Randy) Carson, Managing Partner studied at the University of Cincinnati on the GI Bill to obtain an AD in
Police administration in conjunction with the Ohio state highway patrol academy in Columbus Ohio, graduating in
December of 1969. After three years as a law enforcement officer in Ohio, enrolled at Xavier University and studied
Finance and Stock Market Analysis. In 1977 received a professional designation of (Certified Insurance Counselor) in
Risk Management.
Randy has 30 years experience in financial services and lending and began his career in 1974 as Founder and President
of Clermont Insurance and Financial Services. In 1993 Mr. Carson founded Midwest National Mortgage Bank, where his
company was nationally rated in the top 100 privately owned mortgage banks in the United States.
From 1973-1998 Randy was active in Ohio Republican politics in several capacities. He was elected to public office twice
and served eight years as an elected official. Randy was a statewide delegate to the Ohio Republican Party and served
as Finance Chairman of his county. He was the youngest ever in Ohio to be appointed to Chairman of the Board of
Elections. Randy worked and managed two congressional district positions for Ronald Reagan and James A. Rhodes,
Governor of Ohio. Randy worked throughout Ohio for Senator Robert A Taft's re-election to the U.S. Senate. In 1999 he
served in an official position for Governor Robert A. Taft II as a small group of statewide host committee members and
served as one of his chief fund raisers. Randy was nominated to President Gerald Ford's National Education Committee
in 1974, and was invited to the White House on two occasions. In addition, Randy was elected as a life member of the
national registry of Who's Who in Business in 1999.
Phillip is a Managing Partner of Epic Financial Funding, LLC located in greater Cincinnati, Ohio. The company represents
traditional lending and banking conduits, with an emphasis on land development, debt/equity projects, public financing
& alternative energy worldwide. Since 2004 Randy has added various national and international money conduits from
global banks, hedge funds, insurance institutions and private equity firms. The top 10 firms that provide joint ventures,
commercial lending, and trade financing will do transaction amounts from $10 Million USD and upwards of two billion
on a single deal over the required time, public or private.
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Phillip Carson’s Political Background
Gov. Bob Taft, Mr. & Mrs. Phillip Carson and George Bush Jr.
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Recommendations for Phillip Carson
“I have known Randy for 12 years and worked for him very early in my career. While at Midwest National I
watched the company successfully transform from a single branch operation to a nationally recognized lender
in the mortgage industry. Randy's leadership skill, and "no non-sense" direct approach was a factor in his
success. I have a great deal of respect for his years of knowledge, professionalism, integrity and would
highly recommend him.” April 9, 2009
Julie Dietz, Director of Training, Bear Stearns
worked directly with Phillip(Randy) at Midwest National Mortgage, Banc
“It is my distinct pleasure to write a recommendation for Phillip. I have had the pleasure of working with him
for more than 4 years and I think the world of Phillip. Phillip Carson is a highly talented professional and an
incredibly giving individual. He treats his clients and colleagues with the utmost respect and will jump
through fires to help someone in need. I would highly recommend him for any professional organization and
firmly believe that he could make a very significant contribution to an organization.”
May 6, 2009
Noelle Kim, Investment Advisor representative, Investment Advisors International
worked directly with Phillip(Randy) at World Financial Group
“Randy Carson is a great center of influence and a leader in the financial services industry. He led the
Cincinnati team he built to success with quality and a commitment to excellence. We created an amazing
amount of synergy which led to record setting performance. Randy reached SVP as fast as it could be
achieved and was fun to work with. I highly recommend him.” April 20, 2009
Tom Mathews, National Sales Director, A.L. Williams
managed Phillip(Randy) at A.L. Williams/Priamerica Corp.
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Why Choose Epic Financial?
Epic is aligned with 5-10 major manufacturers.
Our wind turbine manufacturers:
Develop high efficiency wind turbines
• ISO-9001 certified
• Maintain an integrated design for key wind turbine components such
as blades, gearbox and controls
• 20+ Years in design, manufacturing and installation of wind turbines
• Offer multiple wind turbine models
Our solar panel manufacturers:
• Work with brand manufacturers and research institutes
• Provide ongoing performance testing backed by certification
• Offer latest available products with a high level of efficiency
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Funding Partners
Partial List
HUD/FHA GE Capital
Rabo Bank Goldman Sachs
ING Investment Management Citibank
John Hancock Life Morgan Stanley
Wells Fargo JP Morgan
Metropolitan Life KeyBank
New York Life Axa SA
U.S Bank AEGON NV
Vasari Energy Allianz
Ming Yang/China Zurich Financial Services
Bank of Montreal Bank of America
Compass Capital Management BNP Paribus
Krannich Solar Samsung
Deutsche Bank Mitsubishi
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How We Help Finance Wind & Solar Projects
• Epic Financial Funding, LLC helps finance large scale
projects with their main focus and expertise in viable
renewable energy projects.
• The company is able to offset the higher initial capital
costs associated with renewable generation by
strategically aligning itself with key financial partners
and by utilizing sophisticated financing structures to
raise capital required to develop a project.
• We know that purchasing, installing and maintaining
green energy systems such as wind and solar can
require a significant outlay of both capital and resources.
• Epic’s founders have combined decades of corporate
experience with innovative and entrepreneurial problem
solving to truly understand today’s developers.
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Brooke-Alvinston Wind Project
Funded in April, 2012
Ho- cheol Chang of Samsung with John Cobb at Brooke-AlvinstonTownship, Ontario, a
project owned by Zephyr Farms Limited. This is one of four of Samsungs 2.5MW turbines
located in southwest Ontario.
Epic Financial Funding, LLC worked on this wind project since September 2009. For
additional information go to: www.qtww.com/press-releases?view=91 or call 859-534-5781
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EPIC VISITING SOLAR PLANT IN BULGARIA
James Mizelle inspecting a solar Dinner with partners ,clients and
plant in Bulgaria. Korean officials from industrial
companies.
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Epic’s Expectation of the Client
• Shovel-Ready or as close as possible - This is vital to financing a transaction. There are hundreds
of transactions out there, and lenders want to move as quickly as possible on transactions. This
means any deal we take to our sources we expect to be as close to having pre development
completed as possible without having a back end financer. This includes all feasibility studies, wind
studies, environmental impact studies, final or preliminary PPAs, final building permits, grid
connection approval, etc
• Strong Management/ Development team - With the number of deals and the size of
transactions, lenders will want to see experienced and capable management/ development teams in
place. If we perceive that this is lacking, we can recommend large partners for many projects who
will help make financing their project viable as well as adding a strong strategic partner to the
project.
• Size and Scope of Business - Projects must be of ample size to warrant our contacts' interest and
time. This means we do not work on energy projects smaller than 5MW and prefer them to be
20MW+. .Our long term goal is to develop relationships with clients who can provide a pipeline of
businesses that will grow due to our contacts and their expertise over years to come
• Professionalism and Flexibility - Our relationships are with very serious institutions and will not
be risked by working with those who do not share our expectation of high work ethics and
professionalism. In addition, we work only with flexible developers, as this industry calls for creativity
and ingenuity. No deal is quite the same and very rarely do they close with the same terms and
structure that was initially conceptualized by the developer. This is simply the reality of large scale
projects.
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Typical Loan Terms
• High LTC ratio-Up to 80%
• Low interest rates-between 5.95% and 7.25%
• Wide uses
• Repayment and amortization-up to 40 years
• Flexible draw down schedules-18,24,and 36 months
• Non recourse-no personal guarantees
• Credit-no minimum credit requirements
• Experience-no minimum experience requirements
• Collateral- flexible collateral requirements-e.g. shares or
receivables
• No upfront fees-fees only charged after term sheet issued
• Limits-can be stacked in capital structure or off balance sheet
• Loan size preference-between $10mm and $250mm
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Contact
Phillip R. Carson
Managing Principal
Epic Financial Funding, LLC
Phone:+1 859.534.5781
Skype: r.carsonskype
rcarson@pmfohio.com
James Mizelle
Managing Partner
Epic Financial Funding, LLC
James@TandC-Investments.com
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