FormDSignal
45

Beneficient raises $9.7M under Reg D

Company raise · Closed · DALLAS, TX · Form D filed 2025-04-18
Placement agent engaged

Why now — by persona

Relevant to: Executive & technical recruiting, B2B software & services sales, Commercial banking / treasury, D&O and management-liability insurance, Outsourced accounting / CFO. Lead card pending.

People on the filing

Peter T. Cangany, Jr.Director
Greg T. EzellChief Financial Officer
Brad K HeppnerChief Executive Officer and Director
Maria T. RutledgeChief Technology Officer
Patrick T. DoneganDirector
Bruce T. SchnitzerDirector
Karen O. WendelDirector
Jeff T. WeldayGlobal Head of Originations & Distribution
Derek T. FletcherChief Fiduciary Officer, Director
Scott T. WilsonChief Underwriting Officer
Thomas O. HicksDirector

Signed by David B. Rost, General Counsel.

Placement agents / sales compensation: AltAccess Securities Company, L.P.

Filing contact

The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.

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