Our Values

We believe that integrity is the basis of our relationships with all our clients and partners. Our accountability derives from our willingness to be responsible in all our decisions and actions, dealing with professionalism and providing clients with a high standard of service. 

Knowledge and Experience

Excellgate LLC brings together a team of experienced and well educated professional valuers with a deep and broad knowledge of the current national and international real estate market. We follow a consistent approach in delivering excellence with our service, and we are flexible enough to build into each relationship value that is meaningful for our clients.

Why Our Credentials Matters

Today’s financial markets demonstrate the importance of having reliable evidence of your adviser’s integrity, experience, and commitment. Among the credentials that financial professionals may hold, none are more highly regarded than or as rigorously focused on investment knowledge as the Chartered Financial Analyst® designation. At Excellgate, senior members of our team are both qualified and compliant with those high standards.

Global Relevance

The CFA charter has become the global professional investment credential. There are CFA charterholders in more than 130 countries in the world. CPA designation brings a convergence of shared values, diverse business skills and exceptional talents to the accounting field worldwide. 

Our Ethics

Ethics are a core component of our everyday activities. We follow a Code of Ethics and Standards of Professional Conduct and have established procedure to manage potential conflicts of interest.

Our Management

Valentin Manev, CFA
Financial Analysis and Valuations

Valentin Manev is a financial advisor with over fifteen years of progressive valuation and investment analysis experience for privately held companies and real estate investments. His background in different industries helps him to deal with various kinds of companies and to understand the economics behind their business models. He has experience in subjects that include investment tools, asset valuation, portfolio management, and the application of ethical and professional standards in the investment industry. He received his Bachelor’s degree from the University of Economics in Varna/Bulgaria. In 2001 he received his certification as a valuer of private companies and was registered at the Chamber of Independent Valuers in Bulgaria. From 2015 he is a Chartered Financial Analyst®, a member of the CFA Institute and holds an investment consultant license, issued by the Bulgarian Financial Supervision Commission. His activities include financial modelling, risk modelling, optimization, private equity and debt valuation.

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Evelina Makris
Accounting Services 

Evelina has more than 15 years of experience in accounting services for limited partnerships, including broad exposure to family-owned small businesses of various types. Those companies include manufacturing, distribution, real estate, personal services and retail firms. Evelina currently focuses on tax planning and advisory services for EU based small, medium-sized businesses and individuals. She helps by finding solutions for optimization and access government support with оperational programmes, co-financed by the EU Cohesion and Structural funds. She believes that taxes can have a significant impact on investment returns and wealth accumulation for, and managing taxes in an investment context is one way advisers can add value to their customers.

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Garabed Barakian, PhD 
Srtategic Planning

Garabed Barakian brings more than 20 years of international HR management, organizational and people development experience. He held various managerial positions in Human Resources and Company/Country management within Sandvik Group (a Swedish high-tech and global engineering Group) for 14 years. In each of his roles, Garabed helped to drive company transformations and led significant culture change with a focus on core values, behaviours, and diversity & inclusion.
Having global HR management experience, he helped the company to build a broad-based Human Resources support, including strategic organizational planning, learning and development programs, performance and employee relations management, full-cycle recruiting, talent management and more. His experience as a management coach has allowed him to support many senior business managers and leaders in becoming more successful, through adequate performance acceleration, more effective transformational change, and in boldly shaping the future.
Garabed has considerable international experience, having lived and worked in several countries. Prior Sandvik Group Garabed held different roles in Austrian Academy of Sciences, CARE International Foundation, Sofia University and several consultant companies with responsibilities in education and training, recruitment, coaching, mentorship and project management.
Garabed earned his B.A. in Psychology, Masters in Pedagogy and PhD in Education from Sofia University St Kliment Ohridski.

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Our Advisory Approach

As our client, you will benefit from a collaborative relationship that addresses and anticipates your needs

1

Understand your goals

Together, we define your needs, goals, and risk profile. 

2

Create a plan

We determine the appropriate allocation of assets to realize your particular objectives

3

Deployment

We take the specific actions that align with and support your strategy

4

Stay on course

We assess performance on a regular basis, making changes and refinements of our actions and strategy as needed

Address:

103 Gotse Delchev Blvd.
Floor 8, Office 21
1404 Sofia, Bulgaria

Contacts:

office@excellgate.com
+359 (2) 444 2030
+359 (2) 421 9365

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