Matthew Allen

Matthew Allen

Managing Director at The Courtney Group Incorporated

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Location:
500 Newport Center Drive, Newport Beach, California, United States
HQ Phone:
(949) 706-3600

General Information

Experience

Managing Director  - Milestone Advisors , LLC

Summer Financial Analyst  - Wells Fargo, Real Estate Merchant Bank

Education

finance , Graduate School of Business at The College of William and Mary

Bachelor of Science  - Biochemistry , Old Dominion University

MBA  - Finance , Mason School at the College of William and Mary

Master's of Business Administration  - Finance , Mason School of Business at The College of William and Mary

Affiliations

Financial Analyst  - Houlihan Lokey Limited

Advisory Board Member  - Marathon Financial Ventures , LP

Managing Director  - Hoefer & Arnett Inc.

Managing Director  - Howe Barnes Hoefer & Arnett , Inc.

Recent News  

Matt Allen
Managing Director 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. Mr. Allen is married with a son and a daughter. He loves fishing, hiking, and tennis and all sorts of ocean activities.

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C. Matthew Allen joined Western Financial Corporation as a Managing Director and Head of Investment Banking in June 2013.
He holds the Series 24 (General Securities Principal), Series 79 (Investment Banking Representative), Series 63 (Uniform Securities State Law Registration) and Series 7 (General Securities Representative) registrations as well as a Bachelor of Science in Biochemistry from Old Dominion University and a Master's of Business Administration in Finance from the Mason School of Business at The College of William and Mary. Prior to joining Western Financial Corporation, Mr. Allen was a Managing Director at Milestone Advisors LLC where he led the Bank and Thrift Group, and worked for brief period with Houlihan Lokey following their acquisition of Milestone in December 2012. He also previously held positions with Hoefer & Arnett and Hovde Financial.

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Matthew Allen
Matthew Allen

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