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Direct : 704-271-9884
Email: ssmith@abundantpower.com
Shannon Smith is the founder and President of Abundant Power Group, headquartered in Charlotte, NC. Shannon founded Abundant Power Group in 2008 after over 20 years in the financial service and private equity industries. Prior to Abundant Power, Shannon was Managing Partner and founder of Blue Point Capital Partners (1998-2008). Blue Point is a private equity company that has made over $1.0 billion in investments. Blue Point’s focus is control investments in closely held enterprises. Shannon supervised offices in Charlotte, Cleveland, Seattle and Shanghai, China, and was also responsible for the fund’s investments in the Southeast. Shannon invested across numerous industries in companies ranging from $25 million to $500 million in revenue. From 1990 to 1998, Shannon was a principal at Bowles Hollowell Conner & Co, a leading investment bank serving middle market companies in Charlotte, NC
Shannon is a board member of the Southeast Board of Environmental Defense Fund, and a member of the North Carolina Sustainable Energy Association and the Leadership Council of the American Council on Renewable Energy. Shannon has served on numerous corporate boards. Currently Shannon serves on the Operating Executive Committee of Blue Point Capital as well as William M. Bird Company and McCoy Sales.
Shannon holds a BA in Philosophy and Economics from Wheaton College. He was a Rotary Scholar at the Universite De Lille in Lille, France in French language and History. Shannon received his MBA in 1990 from the Darden School of Business Administration at the University of Virginia.
Shannon is married and has four children (two sets of twins).
Direct : 704-271-9889
Email: gmontgomery@abundantpower.com
Prior to joining Abundant Power as a Managing Partner, Greg was the Founder and Managing Director of MCF Advisors in Charlotte, NC, a boutique investment banking firm providing mergers and acquisitions advice and capital formation strategies to privately-held middle market businesses, with a focus over the past several years on the energy industry, and particularly renewables including the solar, methane, biodiesel and carbon credit sectors. Previously he was the Managing Director of the Royal Bank of Canada’s internal investment banking unit for its commercial banking operations based in Charlotte, NC, and prior to that a co-founder and Managing Director of Capital Investment Partners, a private investment banking firm focused on small to middle market transactions in Raleigh, NC. Previously, Mr. Montgomery practiced corporate and securities law in Raleigh, NC and Baltimore, MD. He received a JD/MBA from Tulane University, a BA in Environmental Sciences from the University of Virginia, and his preparatory education at the Hotchkiss School.
Mr. Montgomery is a member of the North Carolina and Maryland State Bars and is a registered representative and investment advisor with Securities Network, LLC and holds his Series 7, 65, and 24 licenses. He has been a founder of and served as a director of numerous privately held companies. He is a member of the Board of Directors and ex-President for the Charlotte chapter of the Association for Corporate Growth. He is also a member of the Board of Managers for Camp Thunderbird which is affiliated with the Charlotte Greater Metropolitan YMCA and the Head of the Outreach Committee for St. Mark’s Episcopal Church in Gastonia, NC, where he resides with his wife and two children.
Direct : 704-271-9887
Email: lostema@abundantpower.com
Larry Ostema is a Managing Partner of Abundant Power Group. Mr. Ostema has over seventeen years of experience advising and representing domestic and international energy technology, renewable energy, high-tech, emerging growth and sustainable real estate entities. Formerly, Mr. Ostema was the outside counsel for London Stock Exchange listed carbon offset developer under the Clean Development Mechanism of the Kyoto Protocol. Prior to joining Abundant Power Solutions, he was the head of the Green Initiatives Group at a Charlotte-region law firm focusing on transactions generating renewable energy certificates, White Tags, and carbon offsets. Mr. Ostema spent 13 years in Colorado, where he was a Partner in the Colorado office of Baker & Hostetler LLP, a 600+ attorney national law firm, focusing on renewable energy and clean technology transactions.
Mr. Ostema was the 18th attorney in the country and the first attorney in North Carolina to receive the designation of LEED Accredited Professional from the US Green Building Council (USGBC). He currently serves on the Board of Directors of the USGBC, Charlotte Region Chapter. He received his BA from Amherst College and his JD from the Marshall-Wythe School of Law, College of William and Mary, where he was the Managing Editor of the William & Mary Law Review. He is married with two children.
Direct : 704-271-9885
Email: rbredder@abundantpower.com
Mr. Bredder joined Abundant Power as a Managing Partner, principally focusing on its Abundant Power Capital asset management business. Mr. Bredder has 20 years of investment banking experience advising and arranging financing for power and infrastructure projects. Prior to joining Abundant Power, Mr. Bredder most recently served as Head of North American Project Finance for Wachovia Securities and Societe Generale. Mr. Bredder has raised over $5 Billion of financing for several of the most successful developers in the independent power sector. Mr. Bredder has extensive experience in structuring debt and equity investments in power projects including syndicated bank loans, private placements, capital market offerings, leveraged leases, and tax equity placements.
Mr. Bredder graduated from Bucknell University with a BS in Chemical Engineering and earned an MBA in Finance with honors from the Simon School at the University of Rochester. Mr. Bredder holds series 7, 24, and 63 security licenses.
Direct : 704-271-9446
Email: nbaldonieri@abundantpower.com
Nikki has over 15 years of experience in quantitative finance for fixed income assets including real estate, transportation and consumer loans and leases.
From 2005-2009, Nikki ran Secondary Operations at Equifirst Corporation, a subsidiary of Barclays Bank. She was responsible for the development and management of the pricing, trading, hedging, quantitative analytics, investor relations, contract finance and pipeline management for the mortgage originator. Prior to Equifirst, Nikki held the position of Principal in Principal Finance at Bank of America. She was responsible for executing the purchase and sale of fixed income assets for securitization. Nikki also served as Director of Debt Capital Markets and Director of Structured Transactions at Wachovia Securities, and Manager of Capital Markets at Ocwen. As Director at Wachovia, Nikki designed, quantified and communicated reverse inquiries, investments and financing options for institutional investors.
Nikki holds a Bachelor of Science degree in Applied Mathematics from the University of Pittsburgh.
Direct : 704-271-9545
Email: lcollins@abundantpower.com
Lori Collins is responsible for building out environmental financing programs for consumer and commercial needs. She has over 20 years experience in financial services marketing and product development, particularly in building new businesses. Lori was a member of the original Executive Team at LendingTree that grew the company from $7 million to $476 million in revenue over seven years. As SVP and General Manager, she led sales, product management, client relations, and areas of marketing and technology for the core business.
Prior to LendingTree, Lori was head of marketing for Bank of America’s mutual fund business, which grew assets from $28 to $68 billion during her tenure. Lori also served as VP at Fidelity Investments in Boston, where she launched the first mutual fund marketplace and drove assets from zero to more than $9 billion in three years. Previously she was a director of marketing at American Express Company in New York. Lori earned her MBA from Kellogg at Northwestern University, and graduated Phi Beta Kappa from UNC-Chapel Hill.
Lori is Chairman of Environmental Grants for the Women’s Impact Fund in Charlotte and is a LEED Accredited Professional.
Direct : 704-271-9886
Email: dmcgarry@abundantpower.com
Derek has extensive experience working with engineering firms in North Carolina and California. Prior to joining Abundant Power Group as a Principal, he was the President and founder of Refresco, a Charlotte-based engineering consulting firm, which targeted energy efficiency projects in the existing buildings sector. Over the past 10 years, he has successfully managed and designed mechanical, electrical and plumbing systems for commercial, municipal, institutional and multifamily projects, including district energy plants. The first engineer in North and South Carolina to become a LEED Accredited Professional (since 2001), he has designed systems and performed energy/economic analysis for multiple LEED certified projects, including many ‘firsts’ in the Carolinas.
Project highlights include the recommendation and design of the then-largest solar thermal array in the U.S., at the University of South Carolina (Green Quad), the mechanical design concepts for a flex-space 700,000SF R&D facility in San Francisco, and the recommendation and creation of a Revolving Loan Fund in Union County, NC, to upgrade existing municipal buildings.
Derek has served on the Boards of the Southern Piedmont Chapter of ASHRAE (American Society of Heating, Refrigerating and Air-Conditioning Engineers) as well as the Charlotte Region Chapter of the US Green Building Council. He received his BS in Mechanical Engineering from Cornell University. Derek and his wife are raising their daughter in Charlotte, NC, where they both grew up.
Direct : 704-271-9874
Email: bclifton@abundantpower.com
Blake Clifton is a Principal of Abundant Power Group. Blake has over ten years of private equity, investment banking and renewable energy experience, spanning: transaction diligence and execution, leveraged buyouts and growth equity investments, fundraising, and project development. Blake has experience originating and negotiating renewable energy investments and hands-on portfolio monitoring skills. Prior to joining Abundant Power Group, he worked with the Hastings Climate Leaders Fund, a private equity fund focused on renewable energy generation assets, and prior to that with Intrinergy LLC, a renewable energy project developer. Blake began his career in investment banking with Stephens, Inc. and Thomas Weisel Partners, and then Liberty Partners, a middle-market buyout firm.
Blake holds an MBA from the Darden School of Business, University of Virginia, and a Bachelor of Arts in English (Concentration in Applied Mathematics) from Davidson College, North Carolina, where he played Division-I tennis. Blake is a “Big Brother” in the Big Brother Big Sister Program and is on the Board of Directors of Street Soccer USA, a non-profit organization that utilizes soccer and community-based programs as vehicles to eradicate homelessness.
Direct : 704-271-9902
Email: spearson@abundantpower.com
Scott Pearson is a Principal with Abundant Power Group. Scott has extensive experience conducting corporate and real estate transaction due diligence, making private equity investments, monitoring portfolio companies and properties, and restructuring non-performing assets. Prior to joining Abundant Power Group, Scott worked with Cherokee Investment Partners, a private equity firm focused on the acquisition, remediation, and sustainable redevelopment of brownfield properties throughout North America. Scott began his career as an investment banking analyst within the mergers & acquisitions group of First Union Securities, Inc. and subsequently worked for Wind Point Partners, a private equity firm that acquires middle-market businesses across a broad range of industries. Scott also spent a year in Kigali, Rwanda working with World Relief, an international aid and development organization. While in Rwanda, he helped transition a small agricultural pilot program into Ikirezi Natural Products, a community interest company that partners with farmers' cooperatives to pioneer the production of organic essential oils in Rwanda.
Scott graduated with distinction from the University of Virginia with a BA in Economics (concentration in Finance) where he was an Echols Scholar and earned an MBA from the Harvard Business School. Scott and his wife reside in Charlotte with their two children.
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