Allen & Associates

ALLEN & ASSOCIATES, LLC

Strategic International Financial Advisors

Allen & Associates provides comprehensive capital advisory services to a diverse clientele of international institutional investors, corporations, and private clients. We support clients throughout their growth journey, from early-stage ventures to established global corporations, by offering expert guidance on capital strategy development, mergers and acquisitions, and due diligence.

Vision, Strategy & Implementation

We help our clients to create and implement capital strategies that drive significant growth by aligning enterprise goals with capital markets. We have developed and represented multinational corporations and sovereigns in the global financial markets and continue to provide valuation, due diligence, mergers and divestiture all under our advisory, as we have successfully done for the last 30 years.

Driving Significant Growth

Aligning Goals with Capital Markets

At Allen & Associates, we believe in two fundamental principles:

With a proven track record of success in the global financial markets, Allen & Associates supports sovereign, corporate Boards/management, institutional investors, and NGOs in executing their capital strategies and identifying economic opportunities. They provide expert advice on capital strategy development, mergers and acquisitions, due diligence, and valuations, leveraging their deep understanding of capital markets and economic trends.

Partnering with You: Your Goals, Our Expertise

Instead of simply providing services, we invest time and resources to understand your unique business challenges and goals. This deep understanding allows us to tailor our solutions and deliver exceptional value that drives your success.

By partnering with you, we become an extension of your team, working collaboratively to achieve your financial objectives.

Make Your Dream Come True With Allen & Associates

A Unique Approach to Strategic Finance

Our team boasts 170+ years of collective expertise across buy-side, sell-side, corporate, and operational expertise including:

Our Team

Marcia Allen

Keli Whitlock

James “Chip” Cottrell

Matia Wills

Simon Davies

Marcia Allen

Ms. Allen is the CEO and founder of Allen & Associates (“AA”) a global Strategic Advisory and Investment firm. Marcia has a broad financial background, with both corporate and institutional experience. She is not your typical Investment Banker. For the past three decades she has been devoted to corporate finance, focused on wealth management, private equity, venture capital and M&A. She has represented all levels of investors and corporate clients for strategic consulting, acquisitions, restructures and divestitures. Her primary focus is to build value and/or resolve problems through balanced structures and proper timing of financing, growth and divestiture.

Allen & Associates has a 25+ year history. The Company was primarily based in Los Angeles and New York until 2012 when AA expanded from the US to London with an expanded focus on the EU debt markets. At this time, AA initiated debt securitization programs and related business in Luxembourg. This expansion of AA led to several notable transactions Including in 2017 founding and directing the Consortium which structured, organized and initiated operations of the Türkiye Varlık Fonu, the Turkish Sovereign Wealth Fund for the government of Turkey. This successful transaction saw the valuation and movement of US$220B of the country’s assets into the wealth fund for the purposes of creating below market debt.

In this capacity, Ms. Allen has structured and successfully completed many financial transactions through her companies, Allen & Associates, Elite Capital, a California based Venture Capital Firm, Allen/Brenner, Inc., a wealth and cash management firm focused on the entertainment and media industry. During these years Ms. Allen was a founder and Managing Director of The Movie Group, (AMX) the originating company which is today Lionsgate Entertainment (NYSE).

Ms. Allen’s began her career as a member of the founding group of Ruby Tuesday, Inc. Upon her departure, she joined Taco Bell, Inc. (NASDAQ) as the Chief Financial Officer; where she structured and facilitated the acquisition of Taco Bell, Inc. by PepsiCo, Inc (NYSE). From PepsiCo, Ms. Allen moved to W.R. Grace & Co. (NYSE) initially she was with the Restaurant / Retail Division as CFO, and later as a Corporate Development Officer (M&A).

Her Advisory clients are quite diverse from the House of Al Thani and the QIA, the governments of Zambia, Turkey and other developing countries to US hospitality giants Marriott and McDonalds. She is a problem solver and she is known for successfully executing her “out of the box” financial and operational strategic plans.

She was educated at the University of Tennessee in finance and accounting. She has been a speaker for Forbes, Strategic Research Institute, Inc. magazine, the National Restaurant Association, Los Angeles Venture Association (LAVA). She is active in numerous civic and political organizations. Currently she is a Member of the Board of Directors of Ark Restaurants (ARKR), INmuneBio (INMB) along with several private companies.