Bentley Associates LP

Oliver D. Cromwell

Timothy J. Barney

Philip C. Bowers

Christopher L. Connelly

David Dempsey

Tom Darling

David B. Epstein

Robert S. Fleischer

Herbert E. Goodfriend

Stephen C. Graham

Steven J. Guy

Grant E. Harshbarger

Wayne Homschek

Timothy P. Hurley

Jarlath A. Johnston

Peter Marcil

Elizabeth Menke

Allison Gushée Molkenthin

William Nicoloff

Thomas P. O’Shea

Stephen F. Oakes

John F. Patek

John B. Phillips

Frank Sena

Per Sorensen

Doug Stebbins

Peter Weinbach

Justin Hirs


OLIVER D. CROMWELL first worked for BANKERS TRUST in 1973 and 1974.  He began his investment banking career at DONALDSON, LUFKIN & JENRETTE in 1976.  Mr. Cromwell was promoted to Vice President in 1980 and to Senior Vice President in 1985 (at that time the highest title in Investment Banking at DLJ).  In 1987 he joined the Corporate Finance Department of OPPENHEIMER & CO. and moved to the Investment Banking Group of PAINEWEBBER in 1988.  He founded Bentley in 1990 and serves as the President of Bentley Associates L.P. and Bentley Securities Corporation.  Throughout his investment banking career, he has been a generalist working on a wide variety of transactions for middle market companies in many different industries.  Mr. Cromwell was on the Executive Committee of the Board of Governors of the SECURITIES INDUSTRY ASSOCIATION (New York District), and has earned a Chartered Financial Analyst (C.F.A.) designation.  He has served as a panel moderator and speaker at numerous conferences involving investment banking issues.  He also was a co-author in 2002 of Leading Investment Bankers: The Art & Science of Investment Banking.  Mr. Cromwell served for two terms as President of the Brown University Club in New York from 1991 to 1993.  He received his B.A. from BROWN UNIVERSITY and his M.B.A. from HARVARD BUSINESS SCHOOL.

Phone: (212) 763-0370


TIMOTHY J. BARNEY began his investment banking career in the Corporate Finance department of DEAN WITTER REYNOLDS in 1989. In 1994, he joined LADENBURG THALMANN and CO., ultimately serving as a Managing Director in their Investment Banking group. Mr. Barney thereafter joined PRICEWATERHOUSECOOPERS SECURITIES where he served as a Director in their Investment Banking department. In 2001, Mr. Barney became a Principal at SHATTUCK HAMMOND PARTNERS (the successor firm to PricewaterhouseCoopers Securities) and joined Bentley in 2004. Mr. Barney earned his B.A. from the UNIVERSITY OF VIRGINIA and his M.B.A. from COLUMBIA UNIVERSITY’S GRADUATE SCHOOL of BUSINESS.

Phone: (212) 763-0367

PHILIP C. BOWERS began his career at MERRILL LYNCH in 1982 and spent 22 years in the Investment Banking Department including assignments in Corporate Finance, M&A, High Yield and Restructuring. In 1994, he was asked to join the firm’s Asia Pacific Investment Banking Group to lead the development of the Asia Pacific Corporate Finance Team. Spending two years working in Hong Kong and two years in Singapore, he was able to grow the Asia Pacific based team from 12 to well over 100 bankers in seven offices. Mr. Bowers moved to Tokyo in 1998 and led the growth of the Japan-based operations from 20 to 90 bankers while earning the coveted “Best Foreign Investment Bank in Japan” award for 1999. Returning to New York in 2002, he gained middle market merger & acquisition experience working in the Exclusive Sales and Divestiture Group. In 2004, Mr. Bowers became Head of US M&A for NOMURA SECURITIES before starting his own investment banking boutique, LINKWELL CAPITAL. He joined Bentley in 2008. Mr. Bowers earned his B.S. from UNIVERSITY OF VIRGINIA McINTIRE SCHOOL OF COMMERCE and his M.B.A. from COLUMBIA BUSINESS SCHOOL.

Phone: (212) 763-0365

CHRISTOPHER L. CONNELLY started his career at PAINEWEBBER and AMERICAN CONSULTING CORPORATION before joining the Investment Banking Department of NOMURA SECURITIES INTERNATIONAL in the late 1980s. His next position was with PRICEWATERHOUSECOOPERS SECURITIES where he became a Director in their Investment Banking group. He became a Principal of SHATTUCK HAMMOND PARTNERS in 2001 and served as the Co-Head of the Financial Institutions and Business Services Practice. Mr. Connelly joined Bentley 2004. Prior to his business career, he was a commissioned officer in the United States Army and reached the rank of Captain. He earned his A.B. from PRINCETON UNIVERSITY and his M.B.A from DARDEN SCHOOL OF BUSINESS at UNIVERSITY OF VIRGINIA.

Representative list of completed assignments by Mr. Connelly.

Phone: (212) 763-0360

DAVID DEMPSEY has over 30 years experience as an international investment banker specializing in private equity and mergers & acquisitions. His on-the-ground international and emerging market experience includes residency and transaction activities in nine countries in Europe (Eastern and Western), Asia and the Middle East. He has focused on China, ‘Greater China’ and South East Asian investments, financings and fundraising and is the founder of China Investment Group LLC. Mr. Dempsey has served clients in a broad range of industries including: financial institutions, technology, transportation and direct marketing. Prior to joining Bentley in 1991 as a Managing Director, he was a Vice President, Mergers & Acquisitions Group at BANKERS TRUST and PRUDENTIAL SECURITIES in New York and, earlier in his career, he was also a Principal at the management consulting firm of BOOZ ALLEN & HAMILTON. He started his career at the CHASE BANK in London after completing his term as Secretary General of AIESEC INTERNATIONAL in Brussels, Belgium. He is a member of the Board of Directors of a NYSE-listed “closed-end fund” and serves or has served on a number of corporate, educational and non-profit Boards and Boards of Trustees. He is active in aviation related consulting, financing and strategic joint ventures and is also a Commercial Pilot, Gold Seal and Master Flight Instructor and the co-founder of a flight training company.. He earned a Bachelor of Commerce from UNIVERSITY COLLEGE DUBLIN, his M.B.A. from FORDHAM UNIVERSITY GRADUATE BUSINESS SCHOOL and was a Visiting Professional at NEW YORK UNIVERSITY.

Phone: (212) 763-0373

TOM C. DARLING started his career as a venture capitalist for BECKER COMMUNICATIONS ASSOCIATES (today known as CEA). Starting in 1992, he founded and managed a private portfolio of WERTHEIM & CO. for three years. Joining CITICORP VENTURE CAPITAL in 1986, in 1988 he founded the Asian investment practice of CVC. Between 1992 and 1995, Mr. Darling was a Director of BARCLAYS CAPITAL CORPORATION, the SBIC he founded under their corporate umbrella. For the next six years he was an independent consultant to major private equity firms, before forming PRIVATE EQUITY ANALYTICS, a non-discretionary investment advisor. In 2010, he formed ChinaBridge as a fund advisory firm with a primary focus on China and India. Joining Bentley in 2015, Mr. Darling works almost exclusively on one raising for funds and related advisory work.. He earned his A.B. at PRINCETON UNIVERSITY and his M.B.A. from HARVARD BUSINESS SCHOOL.

Phone: (212) 763-0372

DAVID B. EPSTEIN has 31 years banking experience, with more than 12 years as a merger & acquisition specialist at CITICORP. Initially, Mr. Epstein spent three years as a generalist in the Corporate Finance Department, including assignments in the Private Placements, Project Finance, Currency Swaps and New Business Development Departments. In 1980 he joined the Mergers & Acquisitions Department, where he worked on domestic and cross-border transactions encompassing a wide variety of industries. Mr. Epstein had responsibility for developing and coordinating the Global Mergers & Acquisitions Department. He was also instrumental in building the U.S. Corporate Finance Department, including the first new business group. Mr. Epstein has been with Bentley since its founding and is a Managing Director. Mr. Epstein is very active in supporting his alma mater, serving as a Vice Chair of the Brown Annual Fund and the Brown Campaign and as a Director of the Brown Club in New York. In addition, he serves as a Director and President of his apartment cooperative, is active with various non-profit organizations in New York and Newport, Rhode Island, and was a member of the Council on Foreign Relations. Mr. Epstein received his B.A. from BROWN UNIVERSITY and his M.B.A. from COLUMBIA BUSINESS SCHOOL.

Phone: (212) 763-0376

ROBERT S. FLEISCHER has very extensive experience working as an investment banker with insurance companies. After beginning his career as an accountant for a dozen years with PRICEWATERHOUSECOOPERS, he began his investment banking career at DONALDSON, LUFKIN & JENRETTE in 1978. In 1984, he co-founded their Insurance Group, and remained with that firm for almost 23 years. After the acquisition by CREDIT SUISSE SECURITIES, Mr. Fleischer continued for four years as a Managing Director in their Insurance Industry practice. His next position was as a Managing Director at BANK OF AMERICA SECURITIES. Mr. Fleischer then spent a decade serving as a Managing Director at WILLIS SECURITIES, the investment banking subsidiary of WILLIS TOWERS WATSON, a firm that focuses exclusively on the insurance industry. He joined Bentley at the beginning of 2019. Mr. Fleischer earned his B.A. at DUKE UNIVERSITY.

Phone: (212) 763-0358
Cell: (917) 859-3524

HERBERT E. GOODFRIEND has very extensive experience in the Insurance industry. Before joining Bentley in 2014, he was a Senior Vice President for 14 years at GILL AND ROESER, a boutique investment banking firm focused on the Insurance Industry. Prior to joining that firm, he was a Managing Director of the Insurance Management Consulting Division of KPMG. Previously, he served as Senior Vice President at PRUDENTIAL-BACHE SECURITIES, Research Director and Analyst-Investment Banker at LOEB RHOADES & COMPANY and BEAR STEARNS, respectively. Mr. Goodfriend is the past President and a continuing charter member of the Association of Insurance and Financial Analyst of New York, a member and former President and Director of the New York Society of Security Analysts (now known as CFA Society New York) and its parent, the Association of Investment Management and Research. In addition to speaking before various insurance-related groups, he has also been a frequent contributor to professional journals, textbooks and trade publications, serving more than a decade as guest contributor to A.M. Best Company’s monthly reports. Mr. Goodfriend earned his B.S. from NEW YORK UNIVERSITY and his M.B.A. The Graduate School of Business Administrative now known as THE STERN SCHOOL, NEW YORK UNIVERSITY.

Phone: (212) 763 0344

STEPHEN C. GRAHAM has over 33 years of transaction experience across a range of industries, including consumer products, manufacturing, food and beverage, real estate, media, energy, business services, retail and restaurants, transportation and software. He has provided M&A advisory and arranged debt and equity capital for a wide range of public and private companies since 1976. His activities have included engagements in sellside and buyside mergers and acquisitions, leveraged buyouts and recapitalizations, going private transactions, lease and other tax oriented financings, public underwritings and private placements, financial advisory assignments and expert testimony. He also has cross-border transaction experience in the UK and in Russia. Mr. Graham has served as Managing Director and Co-head of PAINEWEBBER’s Structured Transactions Group and held positions at MERRILL LYNCH, MORGAN GUARANTY TRUST COMPANY and CITICORP. Prior to joining Bentley in 1996, he was Managing Director and Co-founder of THE SARATOGA GROUP, a boutique firm specializing in private placements and financial advisory assignments. Mr. Graham earned an A.B. from PRINCETON UNIVERSITY and an M.B.A. from the Graduate School of Business at COLUMBIA UNIVERSITY.

Phone: (212) 763-0350

STEVEN J. GUY had 14 years of Sales and Marketing experience at various corporations prior to beginning his investment banking career.  Starting his career at QUALITY PACKAGING COMPANY, he also worked at DEE PAPER COMPANY, GRAPHIC PACKAGING CORPORATION, KLEARFOLD INC. and INTERSTATE RESOURCES INCORPORATED, serving as the Director of Marketing at the latter two companies.  In 1999 he founded THE PARKWOOD GROUP, where he served as President, providing M&A advisory services to the owners of privately held corporations seeking to develop exit strategies.  After eight years, he then joined WESTBURY GROUP, where he served as a Managing Director for this boutique investment banking firm.  Joining Bentley in 2013, Mr. Guy continues to focus on privately held companies in a wide variety of industries, particularly on M&A transactions.  He received his B.A degree from MORAVIAN COLLEGE.

Phone: (212) 763-0343

GRANT E.  HARSHBARGER joined Bentley in 2015 as a healthcare-focused investment banker, having previously worked with the firm from 2001 to 2005.  Prior to rejoining, Mr. Harshbarger served as a Managing Director and Med Tech Sector Head at RBS CITIZENS (The Royal Bank of Scotland), executing debt financings and engaging in M&A and Corporate Finance dialogues with RBSC’s Med Tech clients and selected private equity sponsors active in the sector.  Prior to RBS, he initiated the Healthcare Investment Banking Group at CARIS & COMPANY (now B. Riley) including investment banking coverage of research clients in the specialty pharmaceutical, devices, diagnostics, healthcare IT and hospital sectors.  Some of his other prior experience includes the hedge fund, CITADEL, HCPF/BRENNER, DEAN WITTER REYNOLDS (now MORGAN STANLEY) and CHEMICAL BANK (now J P MORGAN).   With over 26 years of investment banking experience, Mr. Harshbarger has advised companies in all sectors of healthcare.  These clients have been in all stages of development, including (i) private companies seeking early stage venture capital, (ii) small/mid-cap companies seeking IPOs, PIPES, public offerings, M&A or recaps, and (iii) market-leading companies seeking syndicated financings (e.g., high yield bonds, equity-linked), or novel strategic acquisition ideas.  Mr. Harshbarger holds a B.A. from BROWN UNIVERSITY and an M.B.A. from the WHARTON SCHOOL at the UNIVERSITY of PENNSYLVANIA.

Phone: (212)-763-0363

WAYNE HOMSCHEK began his financial career in New York, in the Accelerated Career Entry Program of PRUDENTIAL INVESTMENT CORPORATION in 1987. After a little over one year, he was re-located to Sydney, Australia to PRUDENTIAL BACHE in their Investment Banking Group. In 1991, Mr. Homschek joined JARDINE FLEMING AUSTRALIA where he served as an Associate Director, with a focus on Australia and South East Asia. Recruited to join COUNTY NATWEST CORPORATE FINANCE, he did mergers and acquisitions as well as IPOs for five years. Joining SALOMON SMITH BARNEY/CITIGROUP in 1998, he became Head of the Technology/Media/Telecom Investment Banking Group in Australia for five years. In 2003, he co-founded a bakery-cafe restaurant chain that grew to 80 stores in Australia with some initial expansion into Asia, the Middle East and the United States over the course of a dozen years. In 2015, he returned to the investment banking world to focus on companies in the Technology/Media/Telecom sectors by joining Bentley.  Mr. Homschek earned his B.S. from the GEORGIA INSTITUTE of TECHNOLOGY.

Phone: (212) 763-0352

TIMOTHY P. HURLEY began his career in the Corporate Finance Department of MERRILL LYNCH, where he worked principally with financial services companies. In 1981, he joined LEHMAN BROTHERS KUHN LOEB as a Senior Vice President with a similar focus. In 1984 he moved to PAINEWEBBER as a Managing Director. At PAINEWEBBER, Mr. Hurley headed the Non-Bank Financial Institutions Group with 11 professionals reporting to him. Founding DELTA FINANCIAL GROUP in 1987, he served as the President of this boutique investment banking and financial advisory firm until 2006. Delta represented a wide variety of companies as an M&A advisor and as an agent in raising capital. Delta also performed numerous business valuation engagements related to both corporate reorganizations and litigation. In mid-2006 Mr. Hurley joined KEATING DEVELOPMENT COMPANY, a real estate development firm, serving as its Chief Operating Officer. Prior to joining Keating, Mr. Hurley served as a financial advisor to that firm in connection with selling an affiliated company and in raising capital for its real estate development activities. Mr. Hurley joined Bentley in November 2008 as a Managing Director. He earned a B.A. and a B.S. in Civil Engineering from the UNIVERSITY OF NOTRE DAME and an M.B.A. from COLUMBIA GRADUATE SCHOOL OF BUSINESS.

Phone: (212) 763-0340
Cell Phone (914) 525-1110

JARLATH A. JOHNSTON has worked with a wide variety of telecommunications, media, and information technology companies, both public and private. He has worked extensively with companies in cable television, broadcasting, newspaper/magazine publishing, and wireless communications, as well as with specialty niche segments of the converged industries. Mr. Johnston began his career at CITIBANK in 1978 and joined its Media Department after two years. In 1984 he moved to BANKERS TRUST where he was a Vice President and Team Leader/Media Division for two years. Joining SALOMON BROTHERS in 1986 he worked in the Media Investment Banking Group for eight years on public and private financings, as well as merger/acquisition and restructuring assignments. From 1994 until he joined Bentley in 1998 as a Managing Director, Mr. Johnston worked independently on media and telecommunications financings and restructurings. From 1996 to 2000 Mr. Johnston was a bondholder-elected director of Scott Cable Communications, Inc. He earned his B.A. from YALE UNIVERSITY and an M.B.A. from THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA.

Phone: (212) 763-0351

PETER MARCIL who has extensive industry expertise in gaming sector, has obtained experience in a wide variety of industries throughout his career. Mr. Marcil began his investment banking career in 1991 at KIDDER, PEABODY & COMPANY. In 1995, he joined IMPERIAL CAPITAL in Beverly Hills where he worked with a variety of media related companies and industry consolidations. Recruited to join VAN KASPER for three years in San Francisco, Mr. Marcil returned to Los Angeles for two years with the SEIDLER COMPANIES before joining his former colleagues at MERRIMAN, CURHAN & FORD & CO., where he served as the head of the Gaming & Leisure investment banking practice. Mr. Marcil then worked for three years at THOMAS LLOYD CAPITAL LLC as head of the Gaming & Leisure practice for that firm. Mr. Marcil joined Bentley in 2012, where he focuses on companies in gaming sector, as well as working with entrepreneurial companies in the Western United States. Mr. Marcil earned his B. A. from MANHATTAN COLLEGE and his M.B.A. from SOUTHERN METHODIST UNIVERSITY.

Phone: (212) 763-0354

ELIZABETH MENKE  began her financial career at DRESNER BANK and KPMG in Germany before returning to business school and graduate school.  After working at GOLDMAN SACHS between years of her MBA program, she joined that firm full-time in their Investment Banking group for almost three years in their Financial Institutions Group practice. Continuing her work in the FIG arena, she began working at GREENHILL & COMPANY, followed by ROTHSCHILD working as a Vice President in their Restructuring and FIG team.  Ms. Menke then spent five years as an independent consultant working on a wide variety of financial projects. In 2012 she began to focus on the technology industry (Technology/Internet/AdTech/Fintech) when she joined CORPORATE FINANCE PARTNERS, a German-based merger & acquisition firm. In early 2013, she founded SOUNDVIEW CORPORATE ADVISORY as a sole practice before joining Bentley in mid-2016.  Ms. Menke earned her B.A. from BROWN UNIVERSITY, and received a joint M.B.A. from THE WHARTON SCHOOL as well as a M.A. in International/Global Studies at the UNIVERSITY OF PENNSYLVANIA.

Phone: (212) 763-0369

ALLISON GUSHÉE MOLKENTHIN began her career at BANKERS TRUST in 1984 and was in their New York office until late 1986 when she obtained experience on European transactions by working at the bank’s offices in London, Milan and Paris. Returning to New York in 1988, she continued to work on a variety of international as well as domestic merger and acquisition assignments. In 1989, Ms. Molkenthin joined UI USA, the US subsidiary of Union d’Etudes et d’Investissements, the merchant banking arm of Credit Agricôle, the largest bank in France. Promoted to President and Chief Operating Officer of UI USA in 1995, she worked as both an agent and principal on a variety of projects at UI USA before joining Bentley in early 1999 as a Managing Director. Ms. Molkenthin earned two A.B. degrees from BROWN UNIVERSITY, was awarded a Fulbright Scholarship for the subsequent year, and earned her M.B.A. from INSEAD in France.

Phone: (212) 763-0349

WILLIAM NICOLOFF has over 24 years investment banking experience. He began his investment banking career at CNB CAPITAL (an AXA Group Company) where he worked for seven years, both in Los Angeles and New York, primarily on debt and equity private placements, project financing and middle market M&A transactions for a variety of industries. Continuing his career, Mr. Nicoloff then spent eight years as a Managing Director at STONECREEK CAPITAL MARKETS, where he managed the Corporate Finance Group and Project Finance Group, before joining Bentley in 2009. Although he has worked with a wide variety of industries, over the years he has obtained extensive experience in the power and energy (including alternative/renewable energy and cleantech), real estate, media & entertainment, industrials and consumer products industries. Mr. Nicoloff earned his B.S. from the UNIVERSITY of SOUTHERN CALIFORNIA and his M.B.A. from the UNIVERSITY of CHICAGO.

Phone: (212) 894-4780

THOMAS P. O’SHEA has been an investment banker for over 25 years and has extensive experience in the software and internet services, digital media, telecommunications and consumer industries. Mr. O’Shea was honored with the “Middle Market Deal of the Year ($100 Million – $250 Million)” from Mergers & Acquisitions Advisor for his Technology M&A assignment in 2011. He began his career at ALEX. BROWN & SONS in the Technology, Media and Telecommunications Group of investment banking before joining PETER J. SOLOMON COMPANY in their Merger & Acquisition Group. After spending two years as a Vice President in the Telecommunications Group at UBS SECURITIES, Mr. O’Shea continued to work with the same Telecom investment banking team as they moved to CIBC WORLD MARKETS. He stayed at that firm for five years, where he was an Executive Director in the Telecommunications Group as well as Sector Head of the Internet Infrastructure practice. At MERRIMAN CURHAN FORD & CO. he was the Managing Director and Group Head of the Internet & Digital Media group, working in their San Francisco office. Returning to New York in 2006, he worked for four years as Head of Investment Banking Americas for THOMAS LLOYD CAPITAL LLC before joining Bentley in 2009. He received his B.S. from THE WHARTON SCHOOL of the UNIVERSITY of PENNSYLVANIA.

STEPHEN F. OAKES has been involved, as both an agent and principal, in advising, acquiring, selling and financing middle market companies for the past 29 years. Starting his career at AETNA, he spent five years structuring and purchasing private placements for the Bond Investment Department. He then spent seven years at WERTHEIM SCHRODER & CO. , working on private placement, leveraged buyout and merger & acquisition transactions for a variety of clients in Corporate Finance. Working in a similar capacity, Mr. Oakes spent the next three years as a Managing Director in investment banking at ROBERT FLEMING, INC. in New York. He next worked for seven years making principal acquisitions and managing investments in the oilfield services industry as a Managing Director at RESOURCE INVESTORS MANAGEMENT COMPANY. He then spent two years as Vice President of Acquisitions and Corporate Development at EXECUTIVE GREETINGS, an acquisition platform company in the direct marketing industry, before joining Bentley at the beginning of 2004. Mr. Oakes earned his B.A. from BOWDOIN COLLEGE and his M.B.A. from the AMOS TUCK SCHOOL OF BUSINESS ADMINISTRATION AT DARTMOUTH.

Representative list of completed assignments by Mr. Oakes.

Phone: (212) 763-0345

JOHN F. PATEK has worked on behalf of middle market companies, their private owners and related families for 25 years, with experience in both capital raising and mergers & acquisitions. Prior to joining Bentley in early 2010, he was a Managing Director with the CAPITAL STRATEGIES GROUP of Citi Smith Barney, and its successor Morgan Stanley Smith Barney. Previously, Mr. Patek was a founding partner of SHATTUCK HAMMOND PARTNERS LLC, a boutique investment banking firm that bought out the advisory business of PRICEWATERHOUSECOOPERS, where Mr. Patek had been a Managing Director (partner equivalent). Earlier he was a Managing Director in the capital raising group of BANK OF AMERICA SECURITIES, and began his banking career in the Capital Markets Group of THE FIRST NATIONAL BANK OF CHICAGO (a predecessor to JP Morgan Securities) where his transaction work involved a diverse group of large domestic and international clients. In the past he has served on the Board of Advisors to Georgetown College, the Board of Trustees of the Sacred Heart Academy in Chicago, and the Board of Trustees for Georgetown’s Baker Scholar Program. Mr. Patek graduated with a B.A. degree at GEORGETOWN UNIVERSITY, and he earned his M.B.A. from THE BOOTH SCHOOL at the UNIVERSITY OF CHICAGO.

Phone: (312) 961-0662

JOHN B. PHILLIPS has over 25 years of middle market investment banking experience, providing merger & acquisition advisory and capital raising services to his clients principally across the food & beverage, pet food & products, consumer health and consumer products & services landscapes. His clients cover the spectrum from private emerging growth companies and their family/entrepreneur owners to public strategic players; he also advises leading private equity funds who employ specific investment theses centered around the consumer. From March 2017 until re-joining BENTLEY ASSOCIATES in April 2018, Mr. Phillips provided his consumer clients with M&A advisory services through his own firm, SANKATY ASSOCIATES. Previously, he was a Managing Director in the consumer sector investment banking groups of OPPENHEIMER, BMO CAPITAL MARKETS, BENTLEY and PAINEWEBBER. Earlier in his career, he worked in the Corporate Finance Department of SMITH BARNEY, as well as in the Principal Investments Group, the Mergers & Acquisitions Department and the Corporate Finance Department of OPPENHEIMER & CO. (during which tenure he served as a Director of ArvinAir). Mr. Phillips continued his career after business school in the Investment Banking Department of DREXEL BURNHAM LAMBERT. Mr. Phillips earned his AB at COLGATE UNIVERSITY and his MBA at COLUMBIA BUSINESS SCHOOL.

Summary of Selected Consumer Sector Credentials and Bio for John B. Phillips

Phone: (212) 763-0341

FRANK SENA began his career with CAMBRIDGE TECHNOLOGY GROUP where he held management positions at two successful startup software companies.  After business school, he joined the Investment Banking Department of SALOMON SMITH BARNEY in their Technology Group, where he worked with clients in the telecommunications equipment, information technology services, Internet, software and PC hardware sectors.  In 1998, he joined CIBC WORLD MARKETS as an Executive Director in the Mergers & Acquisitions Group where he worked with clients from various industries, including travel services, leisure, lodging, gaming and technology.  In 2003, Mr. Sena joined LIBRA SECURITIES, as Managing Director and Head of the Travel & Leisure Investment Banking Group.  He and his team joined Bentley in early 2009.  Mr. Sena received his B.S. from YALE UNIVERSITY and his M.B.A. from the WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA.

Overview of Bentley Associates Travel & Leisure Group and Selected Transactions

Phone: (212) 763-0361

PER SORENSEN has expertise working with companies in a wide range of industries, particularly companies with operations in Latin America extending from Mexico to Patagonia. Prior to joining Bentley in 2012, he founded VISTECH CORPORATION in 1993 and served as its Managing Director. The firm continues to focus on financial advisory, investment banking, and joint venture opportunities for clients based in Latin America, Europe and the United States. During the past decade some of Mr. Sorensen’s advisory assignments included significant operating management roles: such as serving as Managing Director of the Americas for a major European engineering/construction company; President/CFO of an emerging Cleantech lighting manufacturer; and as President of a large tuna packing facility. In addition to these particular industries, he has expertise working with companies engaged in energy, minerals and mining, infrastructure, petroleum and petrochemicals, biotech, and agribusiness. Prior to founding VISTECH, Mr. Sorensen had 20 years of corporate operational experience at major firms such as STONE & WEBSTER, DRAVO CORPORATION, WESTINGHOUSE ELECTRIC CORPORATION, and COMBUSTION ENGINEERING. Mr. Sorensen is fluent in Spanish, and conversant in Portuguese, Italian, and French. While holding relevant securities licenses, Mr. Sorensen is also a Registered Professional Engineer licensed in Pennsylvania, Massachusetts and Wisconsin. He earned a B.A. and B.S. degree from LEHIGH UNIVERSITY and his M.B.A. from MIT SLOAN SCHOOL of MANAGEMENT, and simultaneously cross-registering at HARVARD BUSINESS SCHOOL.

Phone: (212) 763-0342

DOUG STEBBINShas over 20 years of industry experience at major firms in Tokyo and New York. Prior to joining Bentley in 2015 he was the Head of Alternative Investment Private Placements at the New York office of MIZUHO SECURITIES, where he cultivated relationships with institutional investors and represented a number of leading fund groups in the Private Equity and Hedge Fund space. Prior to joining Mizuho in 2005, he worked in Tokyo for 14 years. He spent the early part of his career in client coverage rolls at FIMAT, NIKKO SECURITIES, BEAR STEARNS AND DRESDNER KLEINWORT WASSERSTEIN, helping large Japanese institutional investors access global markets and developing strong relationships with leaders in the Japanese corporate and financial communities. At Bentley, he primarily focuses on private placement activity targeted at U.S. AND GLOBAL INSTITUTIONAL INVESTORS. With over 25 years of Japan experience, Mr. Stebbins in fluent in written and spoken Japanese. He earned his B.A. From the UNIVERSITY OF MICHIGAN and is a CFA charter holder.

Phone: (212) 763-0355

PETER WEINBACH has over twenty years’s experience in senior roles in private equity and investment banking. Prior to joining Bentley in early 2017, he was working full time as Managing Director/ Co-Founder of YANKEE HILL CAPITAL MANAGEMENT (his personal family office) and Vice Chairman of GREAT WESTERN PRODUCTS (manufacturer of snack foods). Previously he was Managing Director/ General Partner and Investment Committee Member at AIG HORIZON PARTNERS ($340M private equity fund) and Vice President of APAX PARTNERS ($70B+ AUM private equity firm). As a private equity professional, he has served on a half dozen Boards of Directors in the software/ services, media and consumer industries. Additionally, Mr. Weinbach was a Director in the Investment Banking Group of ING BARINGS FURMAN SELZ and a Vice President in Mergers & Acquisition at CITIBANK/ SALOMON SMITH BARNEY. He is currently an Adjunct Professor at the MARSHALL SCHOOL OF BUSINESS AT UNIVERSITY OF SOUTHERN CALIFORNIA. Mr. Weinbach received his B.S. (with academic honors) and M.B.A. from the WHARTON SCHOOOL at UNIVERSITY OF PENNSYLVANIA, as well as M.A. from the UNIVERSITY OF PENNSYLVANIA.

Phone: (212) 763-0366


JUSTIN HIRS joined Bentley in 2009 as a Vice President, focusing on mergers and acquisitions, financings, and strategic advisory assignments for companies in the travel, leisure, and hospitality industries. Prior to Bentley, Mr. Hirs held roles as Associate and Analyst at LIBRA SECURITIES, a boutique investment bank founded by Drexel Burnham Lambert professionals. He also held a previous position at J.P. MORGAN in 2001 in the Private Banking Group. Mr. Hirs has extensive experience working within the travel and leisure, e-commerce, and technology industries. Mr. Hirs received a B.S. from the WHARTON SCHOOL and a B.A. from the UNIVERSITY OF PENNSYLVANIA. He is also a CFA charter holder.

Overview of Bentley Associates Travel & Leisure Group and Selected Transactions

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