Allen & Company of Florida Overview
- Service
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Financing Advisory
- Year Founded
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1932
- Employees
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63
- Serviced Companies
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12
- Serviced Deals
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11
- Serviced Investors
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2
Allen & Company of Florida General Information
Description
Allen & Company of Florida is a Lakeland, Florida-based financial advisory firm, established in 1932. The firm focuses to provide financial management services to clients and assists in growth, wealth protection, and prudent transfer. Allen & Company offers advisory services for investment and portfolio management, retirement, tax, estate, and education planning, insurance, succession planning, and stock options.
Contact Information
Website
www.alleninvestments.comYear Founded
Corporate Office
- 1401 South Florida Avenue
- Lakeland, FL 33803
- United States
Allen & Company of Florida Services to Companies
Service on a Deal (11)
Allen & Company of Florida has provided services on 11 deals. It last acted as a underwriter to Oddity Tech on a made for . The deal was made in 2024.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Oddity Tech | Underwriter | Mar 2024 | ||
| Envoy Solutions | Advisor: General | Oct 2023 | ||
| Denver Broncos | Advisor: General | Jun 2022 | ||
| SurveyMonkey | Advisor: Financial Due Diligence | Feb 2022 | ||
| Joby Aviation | Advisor: General | Oct 2021 | ||
| TS Innovation Acquisitions | Advisor: General | Jun 2021 | ||
| Ansys Government Initiatives | Advisor: General | Dec 2020 | ||
| Snowflake | Underwriter | Sep 2020 | ||
| CorEvitas | Advisor: General | Dec 2019 | ||
| Carolina Panthers | Advisor: General | Jul 2018 |
Allen & Company of Florida Services to Investors
Service on a Deal — Buy Side (2)
Allen & Company of Florida has provided buy side services on 2 deals. It last acted as a general advisor to The New York Times on a made for . The deal was made in 2022.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| The New York Times | Advisor: General | Feb 2022 | ||
| Aetna | Advisor: General | Nov 2014 |
Service on a Deal — Sell Side (1)
Allen & Company of Florida has provided sell side services on 1 deal. It last acted as a general advisor to Televisa on a made for . The deal was made in 2020.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Televisa | Advisor: General | Dec 2020 |
Allen & Company of Florida Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Allen & Company of Florida FAQs
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When was Allen & Company of Florida founded?
Allen & Company of Florida was founded in 1932.
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Where is Allen & Company of Florida headquartered?
Allen & Company of Florida is headquartered in Lakeland, FL.
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What is the size of Allen & Company of Florida?
Allen & Company of Florida total number of employees/professionals is 63.
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What service provider type is Allen & Company of Florida?
Allen & Company of Florida's service provider type is Financing Advisory.
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What companies has Allen & Company of Florida invested in or acquired?
Allen & Company of Florida has invested in or acquired companies like Alice, FlyKitt, and Mantra Bio.
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