Excellion Capital

Robert Stafler, Co-Founder and sole CEO since early 2013, leads the firm's real estate activities together with Ashley Marks, Head of Real Estate. The senior team also includes COO Chris Woodford. With a combined century of experience from JP Morgan, AXA, Cazenove and RBS, the three-person senior group determines both advisory and principal investment strategy (per firm website).

Excellion sources opportunities through its dual operating model. The Real Estate Finance advisory arm generates direct visibility into borrower needs — often bridge financing or capital-structure optimization — while relationships with operating partners such as German Hotelier group and Red Oak Taverns bring repeat joint-venture and co-investment flow. The firm attributes its pipeline to long-term partnerships with clients and operators (per firm website).

It is both, explicitly structured that way. Excellion Capital houses the advisory Real Estate Finance division, which assists borrowers with debt arrangements, while Excellion Investments is the proprietary principal-investing arm that makes asset-backed investments in UK real estate. The firm describes itself as a unique boutique because it combines advisor, lender and investor roles (per firm website).

Fintex Capital is a sister company to Excellion Capital. Within it, Fintex Confluence operates as the UK secured lending arm that provides real estate debt, separate from Excellion's own advisory Real Estate Finance division. This creates a related credit vehicle alongside Excellion's equity and advisory activities, though the exact ownership link between the two entities is not detailed on the firm's site (per firm website).

Excellion focuses on asset-backed UK real estate niches, executing majority equity positions, minority-stake joint ventures and board-representation investments. The firm has deep experience in hotels — including a joint venture to develop properties in Zone 1 London — along with UK ground rents, co-working assets, and freehold pubs through repeat deals with Red Oak Taverns. It previously held a majority position in a co-working operator that was exited to a large private equity house (per firm website).

Excellion has not publicly disclosed the source of its proprietary investment capital or the identities of its ultimate beneficial owners. The firm describes itself as a boutique principal investor and advisor without reference to a specific family wealth origin (per firm website).

All disclosed activity points to direct, asset-level transactions and joint ventures. There is no mention of fund-of-fund commitments or LP allocations to third-party managers. The investment arm takes principal positions — equity and asset-backed — while the advisory side arranges debt, a posture that relies on a proprietary balance sheet rather than an LP/GP model (per firm website).