Bentley Associates

What Bentley Associates does

Bentley Associates is a private, New York-based boutique investment bank founded in 1990 by Oliver D. Cromwell. The firm is structured around its Managing Directors, who deliver a full array of investment banking services to middle market and growth companies. Based on the available data, its leadership team consists of President and Founder Oliver D. Cromwell alongside Managing Directors Philip Bowers, Peter Weinbach, and Timothy Barney — a compact senior-banker partnership consistent with boutique M&A and capital markets advisory practices.

The firm's described service scope ("full array of services") implies coverage across the conventional middle market investment banking stack — including M&A advisory, private placements, capital raising, and related strategic advisory work — though the source data does not enumerate specific products, deal credentials, or sector verticals. Headcount is reported at 11–50 employees, which is consistent with a lean, partner-led boutique rather than a scaled platform. The firm is privately held with no disclosed parent company, investor base, or ownership commentary.

Source data on revenue, deal volume, client roster, geographic footprint, technology stack, AI capabilities, partnerships, and recent strategic actions is absent — the firm's own website (bentleylp.com) returned only a loading/verification page rather than substantive company content. As a result, deeper characterization of business model mechanics, pricing, customer segments, and forward strategy cannot be grounded in the available evidence.

Name

Bentley Associates

Website

https://bentleylp.com

Company type

Private

Founded year

1990

Headcount range

11–50 employees

Short description

Bentley Associates is a New York-based boutique investment bank founded in 1990, providing a full array of advisory services to middle market and growth companies through its Managing Director team.

Ownership category

akta.pro rank

Product category

Middle Market Investment Banking

NAICS

All Other Financial Investment Activities (52399), Other Management Consulting Services (541618)

SIC

Investment Advice (6282)

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Corporate Strategy Advisory (BPAHADAA), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Investment banking services
• Middle market advisory
• Mergers and acquisitions
• Capital raising advisory
• Growth company advisory

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Bentley Associates is an investment banking firm comprised of Managing Director-level investment bankers that delivers a full array of advisory services to middle market and growth companies. The firm operates as a boutique advisory practice, serving corporate clients from its New York headquarters.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Banking Services for Middle Market and Growth Companies

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Expansion highlights1 record

Direct peers

• Moelis & Company: Moelis is a publicly traded boutique investment bank providing M&A, restructuring, and capital advisory services globally. It competes head-to-head with Bentley in the middle-market advisory segment while operating at significantly greater scale.
• Capstone Partners: Capstone Partners is a middle-market investment banking advisory firm providing M&A and capital advisory services. It is a closely comparable boutique peer to Bentley in terms of segment focus, deal-size sweet spot, and client profile.
• Houlihan Lokey: Houlihan Lokey is a publicly traded investment bank with deep middle-market M&A and capital advisory practices. It is the most directly comparable scaled boutique peer to Bentley Associates, competing for the same middle-market and growth-company mandates.
• Evercore: Evercore is a leading publicly traded independent investment banking advisory firm providing M&A, restructuring, and capital markets advice. While typically focused on larger transactions, it increasingly competes down-market and serves as a comparable boutique advisory peer.
• Lincoln International: Lincoln International is a global mid-market M&A advisory firm focused on transactions in the lower- to mid-market. It is a direct peer to Bentley in segment focus (middle-market M&A advisory) and in serving founder-led, family-owned, and PE-backed companies.

Broad incumbents

• Piper Sandler: Piper Sandler is a publicly traded full-service investment bank with a strong middle-market investment banking group. It competes with Bentley for middle-market advisory mandates while also offering equities, fixed income, and equity research.
• Jefferies Financial Group: Jefferies is a large global investment bank with a particularly strong middle-market M&A and capital markets franchise. It is a broader competitor that increasingly competes with boutique firms like Bentley for middle-market mandates.
• Stifel Financial: Stifel is a full-service broker-dealer and investment bank with a sizable middle-market advisory franchise built largely through acquisitions. It overlaps with Bentley in middle-market M&A and capital markets advisory and represents a scaled competitor.
• Robert W. Baird: Robert W. Baird is a privately held, employee-owned financial services firm with a substantial middle-market investment banking practice. It is comparable to Bentley as a middle-market M&A and capital advisory competitor, though Baird also operates wealth management and asset management businesses.
• Raymond James Financial: Raymond James operates a substantial middle-market investment banking group alongside its wealth and asset management businesses. It competes with Bentley for middle-market advisory mandates, particularly in the lower middle market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bentley Associates