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 June 2022)

Mergers & Acquisitions

 

Measurement Software
Environmental Services
Minnesota Fabricator
Wisconsin Manufacturing
Marine Repair
Coffee Chain
Industrial Equipment Wholesaler
Fabrics
Inspections & Engineering
Utah Servicing
Hawaii Transportation
Bathroom Products
European Social Media
Decorative Hardware
Transportation Logistics
Tax Consulting
NY Metro Electrical
Florida Testing Lab
Aviation Toy Collectables
Casino Services

Private Placements

 

Mobile Payment Systems
Janpaese Technolgy
Food Allergy
Gaming
Precious Metals Reserves
E-Commerce Products
Restaurants
Latam Cattle/Beef
Bioenergy Renewables

Financial Advisory

 

Financial Advisory
PE Firm

Fund Raising for Funds

 

Biotech
Technology Fund II
Topoff Fundraising
Indian Impact Fund
Agricultural Fund
Japanese LBO Fund