SENIOR TEAM 2017-08-16T05:43:30+00:00

SENIOR TEAM

MICHAEL BENNETT

Full Bio

Robert King

Full Bio

Hector Cuellar

Full Bio

John Orr

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Jason Pulley

Full Bio

Ken Timbers

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MARLO OAKS

Full Bio

Michael Lunt

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Thomas Wolf

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Taylor Vowles

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Ezekiel Dumke

Full Bio

Joshua Barrett

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Dan Reeb

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CADE MELLIES

Full Bio

JARED RASMUSSEN

Full Bio

REUBEN ZHUO

Full Bio

Michael Bennett

Managing Partner

Before founding Crewe Capital, Mr. Bennett held senior positions with three different investment banking firms. Mr. Bennett provides capital solutions to middle market companies and alternative investment solutions to institutions and family offices. Mr. Bennett has completed over 80 different investment banking transactions and has raised hundreds of millions of dollars for clients. Expertise includes fund-raising, mergers, acquisitions, corporate finance, strategic advisory, real estate, private equity and hedge funds. Mr. Bennett has experience advising companies across a variety of industries, including technology, healthcare, industrials, consumer retail, restaurant, and real estate. Mr. Bennett is actively involved in his community and participates in various organizations with a charitable focus. He is a member of the board of directors of CharityVision, a non-profit organization focused on restoring curable sight impairment in people of developing nations and founded Crewe Kids, a component fund of a 501(c)(3), nonpartisan, nonsectarian public charity dedicated as a grant making organization to increase philanthropy. He is a graduate of Brigham Young University and the Saïd Business School at the University of Oxford. Mr. Bennett is fluent in Portuguese.

Robert King

Managing Director

Mr. King has held leadership positions at several U.S. and European investment banks. He has spent 28 years providing strategic, M&A, and valuation advice to companies of all sizes. Mr. King is a member of The Economic Club of New York, New York Society of Security Analysts, CFA Institute, and Mid Atlantic Bio Angels. He is a member of the Board of Directors of Applied Cardiac Systems, Inc., Cynvec LLC, FLOHE CRA S.A., and ServeHAITI, Inc. He spent several years as a member of the Society of Jesus (the “Jesuits”) studying for the Roman Catholic priesthood. He holds a BA in Biology from the University of California; a BA in Spanish from Creighton University, where he was a Jesuit Humanities Scholar; an MA in Economics from the University of San Francisco, where he was a lecturer in Economics, Finance, and Statistics; and completed PhD coursework in International Economics at the University of California.

Hector Cuellar

Managing Director

Previously, Mr. Cuellar was President of McGladrey Capital Markets, a global investment bank specializing in mergers, acquisitions, divestitures, recapitalizations, capital raising, restructurings, and fairness opinions. Under Mr. Cuellar’s tenure, MCM completed more than 300 M&A transactions and generated over $8 billion dollars in liquidity for its clients. Mr. Cuellar is consistently ranked within the top three M&A advisors for deals under $250 million. Mr. Cuellar has more than 30 years of experience in corporate and investment banking, including international M&A, corporate finance, and capital raising. Prior to joining McGladrey Capital Markets, he served as Managing Director at Banc of America Securities and manager of the firm’s Los Angeles office where he oversaw the firm’s global activities in Aerospace & Defense, Engineering, and Construction. Mr. Cuellar received a BA in Accounting from Loyola University in Chicago and an MBA from The J.L. Kellogg Graduate School of Management at Northwestern University. Mr. Cuellar is fluent in Spanish.

John Orr

Managing Director

Previously, Mr. Orr gained extensive transactional, strategic, capitalization and communications experience serving in a variety of senior roles at complex and highly active organizations including Ascent Capital Group and Liberty Media Corporation. Mr. Orr has set strategy and led the execution of acquisition and divestiture plans across diverse industries including telecommunications, media, technology, connected home services, and consumer products, successfully completing deals ranging in value from $5 million to $3 billion. These transactions have been strategic in nature and have, among other things, served to broaden product offerings, expand distribution channels, and enhance operational scale. Mr. Orr received a BA in Economics from the University of Colorado and an MBA in Finance from The Wharton School at the University of Pennsylvania.

Jason Pulley

Managing Director

Mr. Pulley has over 18 years of investment banking experience as a mergers and acquisitions advisor and has worked on both domestic and cross-border transactions. During that time he provided sale and divestiture services to corporate and private equity clients, completed acquisitions of public and private companies, represented special committees of public company boards, rendered fairness opinions, and engaged in strategic alternatives reviews on behalf of public and private clientele. Mr. Pulley previously worked for Phi Capital, an alternative asset investment vehicle focused on international investment opportunities in the global general industrial sector. Prior to Phi Capital, Mr. Pulley was a Vice President in Deutsche Bank’s General Industrial Group, where he headed the flexible packaging coverage in North America and Europe. Before Deutsche Bank, his previous investment banking experience included McGladrey Capital Markets and Banc of America Securities. Mr. Pulley holds a BS in Finance from the University of Utah and an MBA from Columbia Business School.

Ken Timbers

Managing Director

Previously, Mr. Timbers gained broad operational and strategic experience in a number of senior-level positions (including CFO, SVP, and President) and acquired a diverse background in M&A and corporate development. Mr. Timbers deal experience at Western Union, First Data Corporation, and IHS has been from multiple perspectives and with varied leadership responsibility and involvement (executive sponsor, strategic advisor, and deal manager) on deals ranging from $1 million to $1 billion, including buy and sell sides, tuck-ins, and strategic adjacencies. Mr. Timbers received BA and MA degrees in Economics from Stanford University and holds an MBA from the University of Michigan.

MARLO OAKS

MANAGING DIRECTOR

Mr. Oaks began his career in banking at Standard Chartered Bank, Hong Kong. After which he returned to the United States to work in the investment team at Farmers Insurance Group, where he served as a securities analyst, investment strategist, and director of investments overseeing $24 billion in insurance and retirement assets. In 2011 he joined Intermountain Healthcare’s investment group where he oversaw all income-based strategies across the $7.5-billion of investable assets. He also managed all of Intermountain’s community foundations’ investments and currently sits on the investment committee of a large public university’s endowment fund. Since November 2013, Mr. Oaks has been consulting with a variety of companies. He volunteers as the chairman for FIRST Utah Robotics, a series of four progressive programs for children K-12 designed to inspire children to pursue STEM studies and careers. He is a member of the CFA Society of Salt Lake City, the CAIA Association of San Francisco, holds a Bachelor of Arts in Economics from Brigham Young University, and completed an MBA at UCLA Anderson School of Business. Mr. Oaks is proficient in Mandarin and Cantonese.

Mike Lunt

Managing Director

Mr. Lunt has extensive experience in both public and private investments across a variety of industries. Prior to Crewe Capital, Mr. Lunt formed Bennett Capital with former U.S. Senator Bob Bennett. Mr. Lunt previously oversaw and managed the portfolio at Lunt Capital Management, an investment advisory firm which manages a hedge fund for both private and institutional investors. He worked as a venture partner with Intrepid Equity Partners, a successful middle market private equity firm. In addition, he has participated as both a managing and capital partner in multiple ventures. His background also includes experience with Ford Motor Company, Fidelity Investments, and the Notre Dame Endowment Fund. Mr. Lunt serves as the Board Chair for the Salt Lake County Economic Development Revolving Loan Fund, which provides capital to early stage companies. In 2014 he was honored by Utah Business Magazine as a “Top 40 under 40”. He holds a BS in Finance from Brigham Young University and an MBA from the University of Notre Dame. Mr. Lunt is fluent in Portuguese.

Thomas Wolf

Managing Director

Mr. Wolf has spent his entire career in finance as agent or principal in public and private equity and real estate. His career began with JP Morgan in New York City in 1986 and he has worked in a variety of corporate and entrepreneurial capacities since. Notably from 1994-99, he worked in London for CSFB and then Morgan Stanley. Upon returning to the states, he has focused on active and passive investments in private equity and worked in corporate venture capital. In 2003, he returned to the securities industry and the pursuit of capital for private securities and alternative funds. To date, he has completed or is active in private fund mandates that cover a variety of private equity including; buyout, distressed, venture, real estate and infrastructure as well as hedge strategies including RV, global macro, equity market neutral, European equity long/short, and merger arbitrage. Mr. Wolf and his wife are active philanthropic investors focused on education and health. Mr. Wolf currently chairs Impact 360 which supplements secondary public education with sport and life skill curriculum to assure a pathway to college for lower income students. He is a graduate of University of Iowa with a BS Chemistry/Physics/Biology, as well as the University of Denver with a MBA in Finance. Additionally, he is a Chartered Alternative Investment Analyst.

Taylor Vowles

Managing Director

Mr. Vowles investment banking expertise is primarily focused in the SaaS, wearables, marketing analytics, automotive, alternative energy, and financial services sectors. He has worked with family offices, institutions, and over 20 alternative investment sponsor clients including hedge funds, private equity, venture capital, and private credit. Previously, Mr. Vowles ran a private credit fund and was an assistant portfolio manager at Russell Investments. He is a CPA and has passed Level I of the CFA exam. Mr. Vowles holds a BS in Accounting from the University of Utah, an MBA from the University of South Carolina, and a post graduate degree in Finance from the University of Oxford. Mr. Vowles is fluent in Hmong.

Ezekiel Dumke

General Counsel

Mr. Dumke is an experienced financial and legal professional, with an expert understanding of family office investing, impact investing, private equity, and venture capital. Previously, Mr. Dumke founded and managed Reddo Capital Partners, a social impact investment firm and has worked with his own family office. While managing Reddo, he focused on real estate finance, private credit, consumer lending, and private equity. Mr. Dumke served as finance chair for a respected philanthropic foundation for a decade and is backed by a successful career as an attorney specializing in civil litigation and intellectual property, admitted to the Bar in the states of California, Texas, and Utah. Mr. Dumke has lead microfinance projects in Southeast Asia, where he was able to fuse his passion for social impact with his professional expertise. He is the founder and managing editor of Business Law for Managers and Entrepreneurs, in conjunction with the Business Section of the Utah Bar. He currently sits on the boards of the Utah Museum of Contemporary Art, SJINC Foundation, the Katherine and Ezekiel Dumke Jr. Foundation, and volunteers as an advisor to other non-profits in the field of venture philanthropy. He holds a BS in Business and Economics from Westminster College, an MBA from Bond University in Australia, and a JD from the University of San Francisco.

Joshua Barrett

Senior Vice President

Mr. Barrett specializes in real estate investment banking and middle market capital solutions including; equity and debt transactions, secondary stock transactions, and alternative investment advisory services. Additionally, Mr. Barrett provides private fund syndications, mergers, acquisitions, and recapitalization support across multiple industries. Previously, Mr. Barrett worked on the commercial real estate investment team for a global real estate firm. Mr. Barrett received a BA from Brigham Young University and an MBA from the Said Business School at the University of Oxford.

Dan Reeb

Senior Vice President

Previously, Mr. Reeb served in various senior leadership roles gaining extensive experience in sales and marketing, management consulting, strategy, and corporate finance. Mr. Reeb has worked with and advised public and private companies of all stages including start-ups, rapid growth disruptors, and mature billion dollar enterprises across many industries including healthcare, technology, food and beverage, building materials, and various other service companies and trades. Mr. Reeb received his MS degree in Accounting with a secondary focus in Finance from the University of Colorado and is a licensed CPA in the state of Colorado.

CADE MELLIES

ASSOCIATE

Mr. Mellies engages on all aspects of the deal cycle, including due diligence, financial analysis, modeling, and developing management presentations. He assists on mergers, acquisitions, capital raises, and alternative investments. He was formerly with Cross Creek Advisors, a late stage venture capital firm, and focused on direct and fund investments in the technology and life sciences industries. Additionally, he has held leadership roles in corporate finance, management consulting, and sales and trading. Mr. Mellies holds a BS in Finance from Brigham Young University and an MS in Finance from the University of Utah. Mr. Mellies is fluent in Romanian and interprets for local courts, hospitals, and conferences.

JARED RASMUSSEN

ASSOCIATE

Mr. Rasmussen provides capital solutions to middle market companies and alternative investment solutions to institutions and family offices; including equity and debt transactions, mergers, acquisitions, and alternative investment advisory services. Previously, Mr. Rasmussen was an investment analyst at Velzy Capital and has experience investing in small cap companies and trading futures using statistical modeling. He received a BA in Psychology from Brigham Young University-Hawaii and an MBA from the Johnson Graduate School of Management at Cornell University.

REUBEN ZHUO

ASSOCIATE

Mr. Zhuo’s expertise includes financial and data analysis, research, and valuation modeling. He supports deal teams in mergers, acquisitions, fund raises, and valuation related mandates. Mr. Zhuo passed Level I of CFA Program and won the regional and quarter final CFA Institute Research Challenge competition. He holds a BS in Chemistry from Northeast Normal University, an MBA in Finance from Washington University in St. Louis, and a PhD in Medicinal Chemistry from Peking University. Mr. Zhuo is bilingual in English and Mandarin Chinese.

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