Allen & Associates – Corporate Finance Advisors

ALLEN & ASSOCIATES, LLC

Strategic International Financial Advisors

Allen & Associates serves cross-border institutional, corporate and private clients who wish to explore capital opportunities from startup to midsize to global scale.

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.

Good Planning

Reduces Risk

At Allen, we believe in two fundamental principles.

That means Allen & Associates can support sovereign, corporate Boards/management, institutional investors and NGO’s in executing their capital strategies and identifying economic opportunities in the global marketplace.

We Like to Know Our Clients

We want to know what makes your company unique in its industry, what differentiates you from your competitors, why your customers are loyal.

Therefore, we invest time and resources to understand your business and your goals.

Make Your Dream Come True With Allen & Associates

A Unique Approach to Strategic Finance

Our team represents over 170 years of collective buy and sell side, corporate, strategic and operational expertise including:

Our Team

Marcia Allen

Keli Whitlock

Nick Provenzano

James “Chip” Cottrell

Marcia Allen

Ms. Allen is the CEO and founder of Allen & Associates (“AA”) a global Strategic Advisory and Investment firm. In 2012, Allen & Associates expanded from Los Angeles to London with a 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.

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.

In this capacity, Ms. Allen has developed 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.