Bobby Baggett Email & Phone Number

Addison, Tx, Us

Valeo Capital Advisors is a professional services firm focused on the middle market. Our advisory services include Mergers & Acquisitions, Private Equity Investments, Business Performance and Tax Consulting, Transaction Due-Diligence, Litigation Support, Forensic & Expert Testimony and Consulting CFO.

Tax planning & compliance, CFO consulting and family-office management.

Atoka Energy is a 3rd generation Oil & Gas Exploration & Production located in Addison, Texas. The company focuses on de-risking exploration using state-of-the-art geological technologies. We focus on currently owned leasehold acreage and operated producing assets inside of management’s operation and technical expertise (Sherman-Marietta Basin, Ft. Worth Basin, Hardeman Basin, and Eastern Shelf), specifically where the company owns proprietary 3D seismic data can use Apex Spectral Technologies. Our management team possesses over 100 years of direct E&P experience. In addition to our own investment in every drilling program, we are exceedingly investor focused typified by excellent returns to investors through tight fiscal management and skilled operations. We generate superior returns by developing conventional oil and gas properties with a balanced mix of producing properties and low risk drilling prospects. We also operate a significant group of properties in the Eastern Shelf of the Permian Basin and manage the venture for our private equity financial partner.

Private equity-backed E&P and Operating company in the Permian basin.

Dallas, Tx, Us

Texas-based oil and gas exploration and production company, founded in the late 1950's (Formerly known as Fagadau Energy). Core operations in Southern Delaware Permian basin and in Northern Oklahoma. Company operations include approximately 500 wells (operated and no-operated). Primexx was named as Top 20 oil producers in North Texas. Bobby was named as 2014 CFO of the Year finalist by Dallas Business Journal. While at Primexx, Bobby was instrumental in a series of successful debt and equity financings totaling over $500mm. Today, Bobby remains as a partner in Primexx and continues to serve as a tax & financial consultant to the Fagadau family.

Full service CPA firm servicing the North Texas region, specializing in tax, audit & advisory services to banking, energy, real estate and private equity sectors. Named top 10 CPA firms in Collin County. JonesBaggett was merged with Whitley Penn. Primary duties included partner in charge of Tax & Advisory Services and firm development. While at JonesBaggett, Bobby served as the Forensic Accounting & Expert Witness in an oil and gas breach of contract case that resulted in the 8th largest award in the U.S. in 2014 (4th largest in Texas) for his client.

Co-founder & Chairman from formation to sale to partners in 2007. Formed in 2002 via merger of Baggett, Drews, Adams & Kipp and KGA Group. Full service CPA firm providing tax, audit & advisory services. Grew to 100+ professionals, representing the largest single-office Dallas-based CPA firm. Named as Top 10 CPA firm in DFW Area and Top 100 Audit firms in US. Firm was later merged into BKD LLP. Duties included firm strategy and leader of energy & transactional services groups.

Bba, Accounting

Advisory Council