Allen K.

Skills

Microsoft Excel, M&A, finance, financial modeling, due diligence, post-merger integration, venture capital and private equity transaction advisory (buy-side & sell-side; mergers, acquisitions, roll-ups, carve-outs, joint ventures, spin-offs); operational, financial and commercial due diligence; investment thesis development; market research & analysis; financial modeling and valuations; business development; deal sourcing; financial planning & analysis; startup (angel / seed-stage) advisory; go-to-market strategy.

About

I partner with institutional investors, portfolio companies and well-capitalized, growing firms to evaluate, design, execute, and maximize growth opportunities across strategy, finance, and M&A. My industry expertise is diverse, across multiple industries, including Technology, Business Services, Industrials, Consumer & Retail, Financial Services, Healthcare, Media & Entertainment, and more.

Experience has taught me that broad-based solutions, backed with focused expertise, positions my clients to maximize performance across Strategy, Finance, and M&A initiatives. I've developed a 3-prong engagement process that enables me to hone in on the needs, goals, and desired outcomes of each client: Discovery - gather data, analyze and develop strategy; Implementation - execute, collaborate, and optimize; and Iteration - measure performance, assess, and adapt.

Recent Client Testimonials:

“SMG guided the CFO and Executive team of my portfolio company in navigating a complex debt refinancing and acquisition project. They worked closely with the company and private equity teams to build a financial plan for the acquisition, analyzed and normalized adjustments to the earnings and prepared a comprehensive financial model for the execution of the project. Allen brought financial acumen and an analytical horsepower that mid-sized companies like ours need, but frequently don’t have access to. His collaborative approach was well received by the management team, who felt he was able to express their ideas and strategies in clear quantitative terms. SMG is now working with several of our portfolio companies on similar projects.”
- PRIVATE EQUITY FUND WITH OVER $1B IN AUM

“I had the pleasure of partnering with SMG to prepare a sophisticated fundraising presentation and related collateral for a $2B international Investment and Innovation Fund. SMG exceeded our expectations with their expertise and understanding of investments, economics, and fundraising. Allen was highly responsive throughout the process and delivered the project ahead of the due date. He had insightful contributions that significantly improved the overall project, and I would welcome working with SMG again.”
- $2.0B INVESTMENT AND INNOVATION FUND

I look forward to discovering areas of possible alignment. Let me know how I might be able to support your strategic initiatives.