Crewe Capital Team

Mr. Bailey serves as an advisor and key member of the Private Fund Group at Crewe Capital. His career commenced with the founding of a trading company at the World Trade Center in 2000. Following the events of 9/11, he relocated to Dallas, Texas. Mr. Bailey actively participates in the investment committees for the Texas Employee Retirement System, American Heart Association, Dallas Police and Fire, and Parkland Hospital. Additionally, he serves as a director on the boards of Blue Dolphin Energy (BDCO), Bridgeway Capital Management, STREAM Foundation, Portfolios with Purpose, Dallas CFA Society, and is an Angel for the Texas Wall Street Women.

Throughout his career, Mr. Bailey has earned recognition for his exceptional contributions and industry expertise. He was featured in D Magazine in June 2011, named one of the “40 under 40” by Asset International–Chief Investment Officer Magazine (aiCIO) in April 2015, and a finalist for the aiCIO’s 2015 Next Generation Award. He received the Institutional Investor 2016 Investor Intelligence Award for Healthcare Institutions’ Portfolio Construction and was a finalist for CIO Magazine’s Industry Innovation Award for Healthcare in 2017. In addition, he was honored with Institutional Investor’s Healthcare System of the Year Award in 2018.

Mr. Bailey is a graduate of Yale University with a BA in Economics. He holds esteemed certifications, including Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Chartered Alternative Investment Analyst (CAIA), and Chartered Market Technician (CMT).

Mr. Edwards worked for 25 years as an investment banker at Morgan Stanley, Bear Stearns, and Macquarie, closing hundreds of leveraged buyout transactions totaling more than $40 billion, including the $1.1 billion buyout of Dresser, Inc., Euromoney Magazine’s 2001 Deal of the Year. Mr. Edwards has significant deal structuring and restructuring proficiency and extensive experience negotiating and syndicating transactions across a range of industries with numerous capital markets counterparties. More recently, Mr. Edwards served as CFO of CommonBond, a leading FinTech in the student lending space and Head of Capital Markets for Orchard.com, a leader in single-family home acquisitions. He has raised more than $3.5 billion in committed debt and equity over six years. Mr. Edwards is a partner in the management group that recently acquired Burnley FC in the English Premier League. He is a former board member of the Loan Sales and Trading Association and sits on the National Advisory Council for the Marriott School of Business at Brigham Young University, where he earned an MBA with Highest Distinction.

Mr. Kunzler primarily focuses on financial modeling, due diligence, and the development of management materials. His professional background encompasses various roles in private equity, sales, and startup management, affording him extensive experience in financial analysis and private markets. Mr. Kunzler studied Finance at Brigham Young University’s Marriott School of Business.

Mr. Melo has over 20 years of investment banking, finance, and operational experience, primarily in the TMT, renewable energy, real estate, and financial services industries. His banking experience includes executing M&A, equity and debt capital raises, structured finance, tax equity, mortgage loan origination, workouts, and restructuring. Mr. Melo started his career on the buy-side as an equity research analyst with George Soros in Hong Kong and then on the sell-side for Merrill Lynch in New York and Banc of America Securities in San Francisco. From there he transitioned to a series of start-ups and middle-market firms holding various positions including Co-Founder of EquityLock Financial and CFO & Treasurer of Hybridyne Power Systems. Mr. Melo received his Juris Doctorate and a BS in Accounting from Brigham Young University. Mr. Melo is a native Spanish speaker.

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.

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.

Mr. Basil is the Managing Director leading Crewe’s investment banking practice in Detroit, executing mergers, acquisitions, divestitures, and financing transactions. He has more than 25 years of investment banking experience, providing transaction advice to middle market companies in many industries including: healthcare, business services, automotive, aerospace & defense, food & beverage, plastics, information technology, distribution, metal forming/processing, ecommerce, and building products among others. Prior to joining Crewe, Mr. Basil held leadership positions with three other Investment banks. He is the 2019 ACG Investment Banker of the Year for Southeastern Michigan. Mr. Basil is a graduate of the Eli Broad School of Management at Michigan State University. He earned his law degree and an MBA from Wayne State University. Mr. Basil is also an active member of the State Bar of Michigan.

Louise Hawkins has been working in the investment banking arena for over 20 years and worked previously at the partner level for Accenture plc within their Corporate Development group. Miss Hawkins is a key member of our team and is well known to our clients both in the US and in Europe, having worked closely with Hector Cuellar since 2004. Louise has extensive and far-reaching skills allowing her to skillfully craft complex documents and presentations, but she is equally at home providing research, project management, and client relationship support. She also has extensive event management experience having successfully managed events in the US and in Europe.

Mr. Leck previously worked as an investment banker for Credit Suisse and Macquarie advising companies on a broad range of transactions including IPOs, mergers & acquisitions, leveraged buyouts, and capital raises. He serves as a board advisor to several technology companies and is regularly sought after for advice on transactional and strategic advisory. Mr. Leck works with the United Angels Foundation, a non-profit focusing on helping families with children who have special needs. He holds a BS in Management and played rugby collegiately for Brigham Young University.

Mr. Mitchell primarily focuses on due diligence, financial analysis, and developing management materials. Prior to joining Crewe Capital, Mr. Mitchell worked in various roles for multiple startups and entrepreneurs where he gained significant experience in business operations, finance, and sales and marketing. Mr. Mitchell studied Business and Communications at Brigham Young University.

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.

Mr. Bennett is the Managing Partner of Crewe Capital. Mr. Bennett held senior positions with three different investment banking firms prior. Mr. Bennett provides capital solutions to middle-market companies and alternative investment advisory to family office clients. Mr. Bennett has completed over 100 investment banking transactions. Expertise includes mergers, acquisitions, corporate finance, strategic advisory, fundraising, and direct investment in 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.

Mr. Jones supports clients across all aspects of deal execution, including process preparation, financial analysis, management materials, and due diligence. Prior to joining Crewe Capital, he held positions with other leading investment banks, including Houlihan Lokey, Piper Sandler, and Citi. Mr. Jones holds a B.S. in Finance from Brigham Young University.

With over 20 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 various firms 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 shareholder at the law firm of Buchalter, PC and 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.

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.

Mr. Siegrist has over 25 years of financial services experience including real estate finance, private wealth management and investment banking. He now provides capital solutions to middle-market companies and leads the firm’s capital introduction business for alternative investment sponsors. Mr. Siegrist expertise helps provide alternative investment solutions to institutions and family offices. He started his career in Public Accounting and received his CPA along with the Certified Exit Planning Advisor (CEPA®) designation. He earned his BA in Accounting from Michigan State University and an MBA from USC Marshall School of Business.