Bentley Associates LP

CURRENT ASSIGNMENTS

Bentley is typically working on approximately 40-50 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 May 2018)

Mergers and Acquisitions

Environment Services
Agricultural
Alaska Construction
Customer Research Technology
Soccer Facility
California RIA
Electrical Subassemblies
East Coast Properties
Pipeline Fabrication
HR Software
Hair Care Products
Concrete Producer
Oregon Stone
Sale of Restaurant Supplies
Travel Technology
Technology Device
Cabinets
Creative Toy
Iron One/Copper Mine
Casino Cash Access
Wind Energy

Private Placements

Colombia Cell Towers
Terahertz Technology
Alabama Land Fill Deals
New Jersey Home Builder
Nutrition Products
Profit Schools
Canadian Pharmaceuticals
German Wellness Products
Home Builder I & II
Food Group
Film Management
Movie Services
Orthobiologics
Consumer Phone App
Bakersfield Properties
West Virginia Oil & Gas
Performance Energy Services
Mexican Technology
Energy Project Lending
Hematology
Carbon Nanotube Technology
African Mobile Payments

Financial Advisory

NYC Security
Crisis Management Fund
Insurance Company
Acquisition Advisory
Education Entity

Fund Raising for Funds

Hedge Fund
African Healthcare Fund
Film Production Fund
Real Estate Fund
Fund Raising For Fund
UK Fund
Japanese Asset Mgmt.Fund