Rob Allen

Rob Allen Email and Phone Number

Accounting & Finance Executive for Equity-Backed Companies | Multinational Experience in Private Equity, M&A and Big-4 Advisory @ Grant Thornton (US)
San Francisco Bay Area
Rob Allen's Location
Los Angeles Metropolitan Area, United States, United States
Rob Allen's Contact Details
About Rob Allen

I help companies of all sizes architect and achieve aggressive multinational growth.My 20 years of international experience spans executive leadership, corporate development, fund raising, accounting & finance, and entrepreneurship. I have led 100+ transactions with $15B+ in aggregate value in 15+ countries with a focus on Asia and Latin America.Career Highlights:• 3 years at SouthernCarlson, where I was promoted to CFO after quarterbacking Kyocera's largest acquisition to date ($800M), which generated 3x MOIC for private equity investor Kelso & Co.• Successfully raised capital for a Seed-stage business and first-time Venture Capital fund. • 10 years living abroad leading corporate development initiatives in cross-border M&A, Restructuring, Debt and Equity Capital raises and Post-acquisition integration.• 5 years at KPMG supporting the Fortune 500 C-suite and equity sponsors in 100+ financial advisory projects in 15+ countries with transaction values as large as $5B.• Operational roles include CFO, Corporate Development, and Co-Founder.• Sector experience in Automotive, Construction, Distribution, Manufacturing, Pharmaceuticals, Retail and Security Technology.Specialties:• Aligning executive leadership teams. • Keeping feet on the street to unify frontline staff with corporate vision.• Building industry leading businesses by designing in/organic corporate development strategy.• Designing go-to-market strategies for long-range business plans.• Driving business performance by building big data and FP&A analytics teams. • Integrating and improving the financial operations of acquired businesses.

Rob Allen's Current Company Details
Grant Thornton (US)

Grant Thornton (Us)

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Accounting & Finance Executive for Equity-Backed Companies | Multinational Experience in Private Equity, M&A and Big-4 Advisory
San Francisco Bay Area
Employees:
11800
Rob Allen Work Experience Details
  • Grant Thornton (Us)
    Grant Thornton (Us)
    San Francisco Bay Area
  • Worldwide Produce
    Chief Financial Officer
    Worldwide Produce Jul 2023 - Present
    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 generate wealth for investors by:• 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
  • Klis Capital
    Operating Partner
    Klis Capital Nov 2019 - Present
    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).
  • Uqual
    Chief Financial Officer
    Uqual Aug 2021 - Jul 2023
    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 responsibility to generate wealth for business owners and investors by:• 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
  • Southerncarlson
    Chief Financial Officer
    Southerncarlson Oct 2020 - Aug 2021
    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, and IT.Key Highlights:• 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.
  • Southerncarlson
    Head Of Corporate Development
    Southerncarlson Oct 2018 - Oct 2020
    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.
  • Kpmg
    Director - Financial Due Diligence
    Kpmg Sep 2013 - Oct 2018
    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 integration-success strategies.Key Highlights:• 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.
  • Serficor Partners, Sapi De Cv
    Associate Director - Investment Banking
    Serficor Partners, Sapi De Cv Mar 2011 - Sep 2013
    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.
  • Capital Indigo Sapi De Cv
    Associate Director - Venture Capital
    Capital Indigo Sapi De Cv 2010 - 2011
    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.
  • Eginity
    Co-Founder
    Eginity 2008 - 2010
    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.
  • Frost & Sullivan
    Senior Associate, M&A Deal Advisory
    Frost & Sullivan 2005 - 2008
    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 MasterCard.Key Highlights:• 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

Rob Allen Skills

M&a Experience Latin America Spanish Financial Modeling Strategic Planning Corporate Development Cross Border Transactions Marketing Analytics Quantitative Research Quantitative Analytics Mexico Market Research Management Consulting Trend Analysis Scenario Planning Business Analytics Business Planning Excel Cross Functional Team Leadership Valuation Dcf Fundraising Market Analysis Private Equity Venture Capital Restructuring Start Ups Mergers And Acquisitions Corporate Finance Strategy Due Diligence Financial Analysis Investment Banking Finance Business Development Entrepreneurship Business Strategy Microsoft Excel

Rob Allen Education Details

  • Rotterdam School Of Management, Erasmus University
    Rotterdam School Of Management, Erasmus University
    International Management & Finance
  • Rotterdam School Of Management, Erasmus University
    Rotterdam School Of Management, Erasmus University
    Master Of Business Administration - Mba
  • Texas State University
    Texas State University
    General

Frequently Asked Questions about Rob Allen

What company does Rob Allen work for?

Rob Allen works for Grant Thornton (Us)

What is Rob Allen's role at the current company?

Rob Allen's current role is Accounting & Finance Executive for Equity-Backed Companies | Multinational Experience in Private Equity, M&A and Big-4 Advisory.

What is Rob Allen's email address?

Rob Allen's email address is ro****@****ook.com

What schools did Rob Allen attend?

Rob Allen attended Rotterdam School Of Management, Erasmus University, Rotterdam School Of Management, Erasmus University, Texas State University.

What skills is Rob Allen known for?

Rob Allen has skills like M&a Experience, Latin America, Spanish, Financial Modeling, Strategic Planning, Corporate Development, Cross Border Transactions, Marketing Analytics, Quantitative Research, Quantitative Analytics, Mexico, Market Research.

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