Allocations - M&A Summary and Business Overview

Business ServicesCompany

Allocations M&A Summary

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

Allocations’ largest acquisition to date was in 2021, when it acquired Lumen Advisory & Finance for $3M. Allocations has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

Allocations Business Overview

Where is Allocations headquartered?

Allocations is headquartered in Miami, Florida.

What sector is Allocations in?

Allocations is a business services company.

When was Allocations founded?

Allocations was founded in 2019.

M&A Summary

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

Allocations

Allocations Fund Administration LLC

382 NE 191st Street,
Miami, Florida 33179
United States,
www.allocations.com

Allocations is a US-based fintech company that is building tools for economic freedom. Allocations enable investors to create private equity deals with a 1-click experience - starting with SPVs & Funds. Allocations was founded in 2019 and is based in Miami, Florida.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - 1 - - - 1
vol $3M $3M
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Lumen Advisory & Finance 2021-10-08 3M USD Add-on Acquisition
Clackamas, Oregon · www.lumenadvisory.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (100%) 3M (100%) - -
Total 1 $3M - -

By Geo

State/Country Buy Value Sell Value
United States 1 3M - -
  Oregon 1 3M - -
Total 1 $3M - -

Deal Values

buy # Total
< $100M 1 $3M
TOTAL $3M
Largest Lumen Advisory & Finance
$3M (2021-10-08)

 Subscribe to unlock this and 207,600
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 200K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.