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 November 2023)

Mergers & Acquisitions

Credit Union Security
Outdoor Lighting Rentals
Services for Non-Profits
Consulting
Sports Bars
College Health Services
Behavioral Health
DevOps Software & Services
Advanced Materials
Bowling/Golf Restaurant
Laboratory Equipment
Organic Chemicals
Event Production
Electronic Medical Records
Cyber Security Consulting
Digital Brand Marketing
Pet Treat Contract Manufacturer
Turbine Repair
CA Winery & Land
Team Logo Products
Medical Components Manufacturer
Australian Food
Addiction Treatment Center
Coffee Chain
Coatings
Casino Services

Private Placements

California Farming
Structured Credit
Singapore FinTech
Texas Facilities
Water Treatment
IT Services-II
Canadian Brewing
Energy Farm Developer
NYC Temporary Office Space
3-D Printing Supplies
Pig Iron Facility
Bioenergy Renewables

Financial Advisory

Acquisition Advisory
IT Services-I
PE Fund-II
Wine Spritzer

Fund Raising for Funds

Fund Raising for Fund
Rural Investment Fund
Technology Fund II