Allen Tate - M&A Summary and Business Overview

Real EstateCompany

Allen Tate M&A Summary

Allen Tate has acquired 1 company, including 1 in the last 5 years.

Allen Tate has acquired in 1 US state. The Company’s most targeted sectors include real estate (100%).

Allen Tate Business Overview

Where is Allen Tate headquartered?

Allen Tate is headquartered in Charlotte, North Carolina.

What sector is Allen Tate in?

Allen Tate is a real estate company.

When was Allen Tate founded?

Allen Tate was founded in 1957.

M&A Summary

M&A Total Activity1
- M&A Buy Activity1
Total Sectors Invested 1
Total Countries Invested 1

Allen Tate Co.

6700 Fairview Road,
Charlotte, North Carolina 28210
United States,
(800) 210-0321
www.allentate.com

Allen Tate Co. is a locally owned, independent real estate and homeownership Family of Companies, including Allen Tate Realtors; Allen Tate Mortgage; Allen Tate Insurance; Allen Tate Relocation Services; Master Title Agency, and Builder Services, LLC. Allen Tate was formed in 1957 and is based in Charlotte, North Carolina.

M&A Summary

Buy vs Sell

Year		≤ '19	'20	'21	'22	'23	'24	T
Buy (0.0/yr)	#	1	-	-	-	-	-	1
Sell (0.0/yr)	#	-	-	-	-	-	-	0
								1

Most Recent M&A

Company	Date	Value	Type
Realty One Triad, Inc.	2019-10-01	-	Add-on Acquisition
Winston-Salem, North Carolina · www.realtyonetriad.com
View All >>

M&A by Sector

Sector		Buy #	Value	Sell #	Value
Real Estate		1 (100%)	-	-	-
Total		1	-	-	-

By Geo

State/Country		Buy	Value	Sell	Value
United States		1	-	-	-
	North Carolina	1	-	-	-
Total		1	-	-	-

Company Summary

SECTOR

Real Estate

Established

1957

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Allen Tate - M&A Summary and Business Overview

Real EstateCompany