Bentley Associates LP

CURRENT ASSIGNMENTS

Bentley is typically working on approximately 50-60 formal client assignments. This listing of code-names for current projects only includes clients in which Bentley has a signed engagement letter.

In no way should this list be construed to be an offer to sell securities, which are offered strictly though the private placement memorandum and/or other offering materials through the firm’s affiliated broker-dealer, Bentley Securities Corporation.

OVERVIEW

Bentley works with middle-market companies, primarily located in the United States, but occasionally which are based overseas.

MERGERS & ACQUISITIONS: On exclusive company sale assignments we seek to work with companies worth at least $10 million, but have been the investment banker for deals worth well over $100 million.

PRIVATE PLACEMENTS: Our financing assignments are typically to raise equity, although we also raise mezzanine capital and debt. Our sources of capital are institutional, not high net worth accredited investors. We almost never raise money for start-ups or very early stage companies. Our minimum dealt size is $5 million, but most of our assignments are well in excess of this minimum amount.

FINANCIAL ADVISORY: These assignments cover a wide range of projects, but many are acquisition advisory projects, valuations (but not fairness letters), financing/M&A alternatives studies and expert witness work for litigation. At times, a Financial Advisory project precedes a transaction.

FUND RAISING FOR FUNDS: These projects can be done on an exclusive basis or in an ancillary role to “top off” a fund. Bentley raises money for all types of alternative asset investment funds including, private equity (both growth and buyout), venture capital, real estate and hedge funds. Our sources of capital are institutional, not high net worth accredited investors. Our minimum deal size is $75 million, but most of our assignments are well in excess of this minimum amount.

LISTING (As of February 2019)

Mergers and Acquisitions

Audio Visual Services
Texas RV Distributor
North Carolina Distributor
Marine/Pool Products
Precision Products
B2B ecommerce Software
NYC Women’s Clothing
Hair & Skin Products
Air Consolidator
Industrial Pigments
Pet Products
Doors and Windows
California Pharmacy
RV Distributor
Agricultural
Electrical Subassemblies
California RIA
East Coast Properties
Gas Contractor
Hair Care Products
Concrete Producer
Restaurant Supplies
Travel Technology
Technology Device
Creative Toys
Casino Cash Access

Private Placements

Renewables Natural Gas Facilities
New Insurance Company
Transportation Services
Patient Oncology Portal
Bioenergy Renewables
Sports Management
Steel Making Process
Brazilian Oil Refineries
Colombia Cell Towers
Alabama Land Fill Deals
For-Profit Chinese Schools
Mississippi Energy Properties
Production Fund
West Virginia Oil & Gas
Mexican Digital Marketing
Hematology

Financial Advisory

Global Cybersecurity Software
One Public Company
Travel Services/Tech
NYC Security
Insurance Company I
Insurance Company II

Fund Raising for Funds

Defense Security Intelligence
Asian Fund
African Healthcare Fund
Hedge Fund
UK Fund
Film Production Fund
Real Estate Fund
Japanese Asset Mgmt.Fund
Philipines Fund