SENIOR TEAM

MICHAEL BENNETT

Full Bio

Robert King

Full Bio

Hector Cuellar

Full Bio

John Orr

Full Bio

Jason Pulley

Full Bio

Ken Timbers

Full Bio

Michael Lunt

Full Bio

Thomas Wolf

Full Bio

Marlo Oaks

Full Bio

Hugh Hannesson

Full Bio

Lance Lehnhof

Full Bio

Dan Reeb

Full Bio

CADE MELLIES

Full Bio

AARON BRITTON

Full Bio

JARED RASMUSSEN

Full Bio

LOUISE HAWKINS

Full Bio

Michael Bennett

Chief Executive Officer

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 advisory to institutions and family offices. Mr. Bennett has completed over 80 investment banking transactions. Expertise includes mergers, acquisitions, corporate finance, strategic advisory, fund raising, and direct investment into real estate, private equity, and private credit. Mr. Bennett sits on multiple boards and is actively involved in his community by participating in various organizations with a charitable focus. He is a member of the board of directors of CharityVision and founded Crewe Kids 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.

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.

Marlo Oaks

Managing Director

Mr. Oaks spent nearly 18 years overseeing multi-billion portfolios as an allocator. He has experience managing foundation, endowment, healthcare/hospital system, insurance, defined benefit, defined contribution, taxable, and tax-exempt portfolios, including manager searches, due diligence, risk management, asset allocation, investment strategy, investment policies and guidelines, and reporting to senior executives and boards of investment committees. As a volunteer Mr. Oaks sits on the investment committee of a large public university’s endowment fund. He also co-founded the Stella H. Oaks Foundation that provides hope to single mothers through educational scholarships. 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.

Hugh Hannesson

Senior Vice President

Mr. Hannesson has led numerous businesses and technologies from early stage innovation to the commercial market, with an emphasis on software. Within the software sciences, Mr. Hannesson has led initiatives spanning R&D, M&A, multiple funding rounds, and exits including the development of numerous strategic collaborations resulting in accelerated business execution, increased revenues, and valuations. Mr. Hannesson was an executive sales leader with Oracle and IBM, where he held both domestic and international positions. At Oracle, he led the effort to formally commercialize the open-source Java platform with a focus on Io/T. At IBM, he introduced new technologies for Heterogeneous Systems Management, Security, and High Transaction / High Security Online Trading, in addition to establishing and leading global partner relations. Mr. Hannesson was appointed as the Wall Street Business Unit Executive, IBM’s largest and most complex organization, where he enjoyed record success and recognition. Mr. Hannesson consequently led the ground-zero emergency response and disaster recovery efforts immediately following the events of September 11, 2001, to re-establish critically damaged banking infrastructure and data recovery. In 2008-2009, Mr. Hannesson was a member of the HGGC fund raising team. Mr. Hannesson has held long-term membership in the Licensing Executive Society and The New York Academy of Science. He is the former President and Chairman of the Brigham Young University Men’s D2 Hockey Club and has served as a senior advisor and on boards to organizations focused on saving children’s lives from malaria and pneumonia. Hannesson has authored academic research papers titled, Nanotechnology Drug Innovation in a Chemical Based World, A Retrospective Assessment of the Unrealized Dreams of a High Potential Enterprise, and A Critical Assessment of Modern Economic Theory and The Externalities of Carbon Based Emissions. Hannesson was a Rhodes Scholar Nominee and earned his MBA from the University of Oxford, Saïd Business School, with an emphasis in Finance & Business Economics, Reading at Pembroke College.

Lance Lehnhof

Senior Vice President

With over 18 years of experience as a practicing M&A and securities attorney, Mr. Lehnhof has unique expertise and perspective advising companies on M&A, financing and other financial and strategic matters. Mr. Lehnhof began his career with the law firm of Sullivan & Cromwell LLP assisting issuers and underwriters with public capital markets transactions, following which he worked at Stoel Rives LLP in Salt Lake City focusing on mid-market and emerging-growth companies in fundraising and M&A activities as well as a wide range of other complex transactions on behalf of companies and institutional investors. Mr. Lehnhof is a founding partner of the law firm of Carman Lehnhof Israelsen LLP, is licensed to practice law in New York, Utah and the District of Columbia, and holds a BA and a JD from Brigham Young University. Mr. Lehnhof is fluent in French.

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.

AARON BRITTON

Vice President

Aaron Britton advises companies on capital raises, mergers, acquisitions and strategic initiatives. Prior to joining Crewe Capital, Mr. Britton gained significant transaction advisory experience at two separate middle market investment banks — serving clients in the Consumer, Manufacturing, Food & Beverage, Agriculture, Industrials and Financial Services industries throughout the United States. Before working as an investment banker, Mr. Britton’s previous employment included making direct equity and debt investments into early-stage companies. Mr. Britton serves clients in a broad range of industries, with an affinity for companies creating positive social impact and sustainability. He earned a BS of Accountancy from Brigham Young University and an MBA from the University of Notre Dame. Mr. Britton is fluent in Spanish.

CADE MELLIES

VICE PRESIDENT

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

VICE PRESIDENT

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.

LOUISE HAWKINS

ASSOCIATE

Louise Hawkins is an Associate at Crewe Capital, based out of London. Mrs. Hawkins supports senior bankers with mergers, acquisitions, capital raising and cross boarder transactions. Louise has worked in investment banking and corporate development for over 15 years. She was instrumental in setting up the London office of McGladrey Capital Markets (formerly RSM EquiCo Capital Markets) and before this, played a pivotal role working as part of Accenture Plc’s Corporate Development group in London.

CONTACT US