Matt Allen

Managing Director

The Courtney Group

Joined: 2016

Office Phone:

(949) 706-3600


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Bio

Matt Allen, Managing Director, has over 20 years of experience in Investment Banking. He has completed more than 50 transactions with financial services companies nationwide including mergers, acquisitions, capital raising and divestitures. Mr. Allen is also Managing Principal of Little Creek Capital where he provides consulting services to regulated depositories and specialty finance companies. Prior to these positions, Mr. Allen was a Managing Director for Western Financial Corporation where he was head of Investment Banking, Managing Director at Milestone Advisors LLC where he led the Bank and Thrift Group, and worked for a brief period with Houlihan Lokey following its acquisition of Milestone in December 2012. Mr. Allen was a Managing Director for Hoefer & Arnett and a Senior Vice President for Hovde Financial. Mr. Allen’s responsibilities include the origination, structuring, and negotiation of merger and acquisition transactions, valuation of financial institutions, and identification and implementation of strategic alternatives for banks, thrifts and specialty finance companies. Mr. Allen is also responsible for structuring asset and liability sales, branch acquisitions and divestitures, and offerings of all types of equity and debt securities. Mr. Allen has a BS in Biology with a minor in Chemistry from Old Dominion University, and a MBA in Finance from the Mason School at the College of William and Mary.

Education