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)

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