Rob Allen Email & Phone Number

San Francisco Bay Area

Los Angeles, California, US

• Worldwide is a private equity sponsored multi-site distributor of the highest quality fresh fruits, vegetables, dairy products and specialty foods to restaurants in the Western United States.It’s my responsibility to.
• Improving the Skill, Knowledge, Experience (SKE) score of Accounting & Finance department staff
• Maturing the overall quality of the fundamental aspects of financial reporting (Relevance, Reliability, Timeliness, Understandability, Comparability and Verifiability)
• Improving department processes to underpin M&A growth strategies
• Enhancing business and internal controls across all steps of O2C and P2P processes
• Ensuring financial records align to FASB Accounting Standards

Mexico City, CDMX, MX

• Klis Capital is the investment partner of choice for Latin American family offices and high net-worth individuals who wish to invest in the US. I am one of 7 partners.Key Highlights:
• Evaluate investment targets, identifying free cash flow expansion opportunities which create outsized ROI.
• Annually vet 50+ opportunities with deal structures spanning SPAC, take-private, growth-stage VC, minority interest PE and real estate.
• Present deals with potential MOIC of 2.5x or higher to investors (average 3-4/year ranging $50M - $750M).

Westminster, CO, US

• NCH is a private equity sponsored holding company of financial services businesses, including Uqual an early-stage fintech platform dedicated to helping future home buyers achieve their American dream. It’s my.
• Creating analytics which lead data driven business decisions
• Architecting and measuring progress and outcomes of organic and inorganic growth initiatives
• Scaling and streamlining operations for Accounting, Finance, HR and Compliance departments
• Creating positive culture and unifying teams during organizational change and maturation

Omaha, NE, US

• A growing leader in construction materials & supply, Southern Carlson is a $650M autonomous subsidiary of Kyocera. Post acquisition, I was promoted to lead Accounting, Finance, Compliance, Corporate Development, HR.
• Growing annual revenue by 8.5% and operating income by 25% via M&A, greenfield and profitability improvement initiatives.
• Strategic Finance: Architecting 5-year growth trajectory to $1B by institutionalizing long-range planning, addressable market sizing and go-to-market strategies.
• Operational Finance: Achieve $3.75M in PBT expansion, containing corporate overhead and improving inefficient operations.

Omaha, NE, US

• Led M&A roll-up strategy, prepared business for sale, and refreshed pricing & channel strategies, to deliver value to private-equity sponsor.Key Highlights:
• Quarterbacked Kyocera’s $820M acquisition of Southern Carlson, generating a 3x MOIC for the PE sponsor, Kelso & Co.
• Contributed $90M in revenue (20% growth) to the business by leading the acquisition and integration of seven companies.
• Improved gross margin by 180 bps average via pricing reset and by simplifying price book classifications.

New York, NY, US

• KPMG is a Big-4 accounting and advisory firm. I led deal advisory teams of 25+ supporting Fortune 500 C-suite executives and PE sponsors in transactions up to $5B. We specialized in international acquisition and.
• Spearheaded 100+ financial advisory projects in 10 countries for marquee clients Ford Motor Co., Sprint, Walgreens Boots Alliance, and more.
• Validated buy and sell-side investment theses to achieve defined ROI targets, generally in excess of 15%.
• Applied big data and FP&A analytics to expose net-new, multi-million dollar value creation opportunities—beyond explicit client requests.

Lomas De Santa Fe, México DF, MX

• Serficor is a boutique, Mexican investment bank focused on mid-market, cross-border M&A transactions between $10M - $500M. I oversaw an investment banking team of 5 analysts.Key Highlights:
• Managed optimal capital structures for 25 transactions ranging in $25 - $250M in value, achieving values up to 20% above original estimates.
• Initiated and maintained strategic relationships with 25+ global organizations looking to enter and expand their presence in Latin American, such as Bunzl Plc, Cheque Dejeuner, and Marubeni Corporation.
• Boosted firm efficiency and quality by designing and implementing a formal analyst training program and standard operating procedures.

Bosques De Las Lomas, CDMX, MX

• Capital Indigo is an early-stage venture fund with $60M in capital, dedicated to green, base-of-pyramid, and technology initiatives.Key Highlights:
• Secured $12.5M capital for our first-ever private equity investment vehicle.
• Developed all policies & procedures for funds pipeline management, methodology, and compliance.
• Cultivated limited partner pipeline, originating 50+ strategic relationships.

Orlando, FL, US

• Eginity develops Internet-of-Things solutions for B2B clients. As Co-founder, my responsibilities and accomplishments spanned ideating, launching, and running the business. Key Highlights:
• Designed market entry and business plan.
• Oversaw resource allocation, fundraising, and GTM initiatives.
• Raised $700k in seed capital.

San Antonio, Texas, US

• Frost & Sullivan is a research & consulting firm that partners with 98% of the top 1,000 companies. I was responsible for developing growth strategies and investment theses for key clients including Goldman Sachs and.
• Conducted due diligence for $770M acquisition to form L1 Identify Solutions, which guided 6 following acquisitions totaling $321M in value.
• Originated firm’s thought leadership stance on biometric technologies.
• Defined policies and procedures as group scaled to maturity

Master Of Business Administration - Mba, International Management & Finance

Master Of Business Administration - Mba

Bba, Business Administration And Management, General