Bentley Associates/Deal History

Deal History

6 completed transactions spanning 2011–2024 · 6 industries

6
Deals Tracked
6
Industries
2011–2024
Years Active
Business Services1
Aimia Acquires Excellence in Motivation2015
Strategic acquirer: Aimia Inc.

Bentley acted as financial advisor to Excellence in Motivation on acquisition by Aimia, a global leader in loyalty management. Transaction expanded Aimia's service offerings to include motivation and incentive management.

Sell SideSell Side Advisor
Consumer Products1
Lederer Seeks Acquiror2011
Strategic acquirer: Strategic/Financial Buyers

Bentley retained as financial advisor to Lederer in seeking an acquiror. Demonstrates Bentley's historical advisory on consumer products transactions.

Sell SideSell Side Advisor
Environmental Services1
Valicor Environmental Acquires Clean Water Environmental from Hunting Dog Capital2023
Acquired by PE: Valicor Environmental Services (Pritzker Private Capital)

Bentley served as exclusive financial advisor to Clean Water Environmental and holding company Hunting Dog Capital on the sale to Valicor, North America's largest non-hazardous wastewater treatment provider. Transaction added two state-of-the-art centralized wastewater treatment facilities in Ohio, expanding Valicor's environmental services platform.

$20M-$30MSell SideSell Side Advisor
Healthcare Products1
Quest Products Acquires Summit Pharmaceuticals / Alliance Labs2020
Acquired by PE: Quest Products LLC (Promus Equity Partners)

Bentley advised Summit Pharmaceuticals/Alliance Labs on sale to Quest Products, a branded consumer packaged goods company. Transaction brought OTC healthcare brands Enemeez and DocuSol into Quest's portfolio of self-care products, expanding OTC distribution channels.

$10M-$20MSell SideSell Side Advisor
Healthcare Services1
Toney Healthcare Acquires Rebellis Group2024
Acquired by PE: Toney Healthcare (Centre Partners & Health Enterprise Partners)

Bentley acted as exclusive financial advisor to Rebellis Group on acquisition by Toney Healthcare. Rebellis, founded 2020, provides expert consulting to Medicare Advantage plans on strategy, regulatory compliance, and operations. Transaction combined clinical operations expertise with strategic consulting services, with Rebellis CEO joining Toney board.

Sell SideSell Side Advisor
Software & SaaS1
ALICE Acquires GoConcierge2017
Strategic acquirer: ALICE

Managing Directors Frank Sena and Justin Hirs from Bentley advised GoConcierge on acquisition by ALICE, a hotel technology platform. Transaction expanded ALICE's capabilities in hospitality guest experience management, combining concierge services with hotel operations technology.

Sell SideSell Side Advisor