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 October 2018)

Mergers and Acquisitions

Hair & Skin Products
Air Consolidator
Industrial Pigments
Pet Products
Doors and Windows
California Pharmacy
RV Distributor
Agricultural
Alaska Construction
Electrical Subassemblies
California RIA
East Coast Properties
Gas Contractor
Crisis Management
Hair Care Products
Concrete Producer
Oregon Stone
Restaurant Supplies
Travel Technology
Technology Device
Creative Toys
Iron Ore/Copper Mine
Casino Cash Access
Wind Energy

Private Placements

Sports Management
Steel Making Process
Printed Titanium Implants
Brazilian Oil Refineries
Sneaker Ecommerce Retailer/Wholesaler
Colombia Cell Towers
Terahertz Technology
Nutrition Products
Alabama Land Fill Deals
For-Profit Chinese Schools
Canadian Pharmaceuticals
Home Builder I (Equity)
Home Builder II (Debt)
Movie Services
Film Management
Orthobiologics
Food Group
Mississippi Energy Properties
West Virginia Oil & Gas
Energy Services
Mexican Digital Marketing
Energy Project Lending
Hematology
Carbon Nanotube Technology
African Mobile Payments

Financial Advisory

Travel Services/Tech
NYC Security
Customer Research
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