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Private Equity
FINANCIAL | Investment Firms & Funds
alliedcapital.com

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Investments

77

Portfolio Exits

17

Funds

7

Service Providers

3

About Allied Capital

Allied Capital is a business development company, or BDC, in the private equity business. Their investments are in the debt and equity capital of middle market companies in a variety of industries nationwide. The firm is publicly traded (NYSE: ALD).Allied Capital has participated in the private equity business since it was founded in 1958. Through March 31, 2009, Allied has invested more than $14 billion in thousands of companies nationwide. Allied Capital's investment objective is to achieve current income and capital gains. In order to achieve this objective, they primarily invest in debt and equity securities of private companies in a variety of industries.In addition to our portfolio assets, Allied Capital manages private funds with total assets of approximately $3.2 billion. By growing our privately-managed capital base, we seek to diversify our sources of investment capital under management, leverage our investment expertise in our core asset classes and increase fees and other income from asset management activities.

Allied Capital Headquarter Location

1919 Pennsylvania, NW

Washington, DC, 20006,

United States

202.721.6100

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Latest Allied Capital News

FCA warns against Allied Capital Consultants firm

Mar 14, 2017

Regulation March 14, 2017 —by Valentina Kirilova   0 UK financial regulator Financial Conduct Authority (FCA) has issued its latest warning against an unregulated financial services provider targeting UK consumers. The FCA’s latest warning is against the firm Allied Capital Consultants. Allied Capital Consultants is not authorised by the FCA but has been targeting people in the UK and is also carrying on regulated activities which require authorisation: Allied Capital Consultants Address: 361 W 125th St, New York, NY, 10027, United States Tel: +02002222102, 18002020227, 19173989253, 18173989253 Website: www.alliedcapitalconsultants.com

Allied Capital Investments

77 Investments

Allied Capital has made 77 investments. Their latest investment was in Creative Group as part of their Unattributed on November 11, 2006.

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Allied Capital Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

11/8/2006

Unattributed

Creative Group

$15M

Yes

1

9/14/2006

Unattributed VC

NETtel Communications

$210M

Yes

Gold & Appel, Nortel Networks, and WilTel Communications Group

4/22/2005

Private Equity

Service Champ

$39.8M

Yes

11/11/2004

Growth Equity

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$99M

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10

5/15/2004

Private Equity

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$99M

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10

Date

11/8/2006

9/14/2006

4/22/2005

11/11/2004

5/15/2004

Round

Unattributed

Unattributed VC

Private Equity

Growth Equity

Private Equity

Company

Creative Group

NETtel Communications

Service Champ

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Amount

$15M

$210M

$39.8M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Gold & Appel, Nortel Networks, and WilTel Communications Group

Sources

1

10

10

Allied Capital Portfolio Exits

17 Portfolio Exits

Allied Capital has 17 portfolio exits. Their latest portfolio exit was Frozen Specialties on December 03, 2018.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

12/3/2018

Acquired

Bellisio Foods

3

10/9/2015

Acquired

Undisclosed Investors

1

4/2/2015

Acquired

Direct Travel

1

00/00/0000

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10

00/00/0000

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10

Date

12/3/2018

10/9/2015

4/2/2015

00/00/0000

00/00/0000

Exit

Acquired

Acquired

Acquired

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Companies

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Valuation

Acquirer

Bellisio Foods

Undisclosed Investors

Direct Travel

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Sources

3

1

1

10

10

Allied Capital Acquisitions

21 Acquisitions

Allied Capital acquired 21 companies. Their latest acquisition was Reed Group on January 17, 2008.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

1/17/2008

Acq - Fin

Acq - Fin

12/31/2007

Acq - Fin

1

8/9/2007

Acq - Fin - III

$991

Acq - Fin

11/8/2006

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$991

$99M

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10

10/23/2006

Leveraged Buyout

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$99M

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10

Date

1/17/2008

12/31/2007

8/9/2007

11/8/2006

10/23/2006

Investment Stage

Acq - Fin

Acq - Fin - III

Leveraged Buyout

Companies

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Valuation

$991

$991

Total Funding

$99M

$99M

Note

Acq - Fin

Acq - Fin

Acq - Fin

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Sources

1

10

10

Allied Capital Fund History

7 Fund Histories

Allied Capital has 7 funds, including Unitranche Fund LLC.

Closing Date

Fund

Fund Type

Status

Amount

Sources

12/21/2007

Unitranche Fund LLC

Mezzanine (Third-Party)

$3,600M

1

9/30/2007

Allied Capital Senior Debt Fund LP

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$99M

10

12/31/1997

Allied Capital Midwest LLC

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$99M

10

12/31/1995

Allied Capital International Small Business Fund

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$99M

10

12/31/1988

Allied Capital Corp.

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$99M

10

Closing Date

12/21/2007

9/30/2007

12/31/1997

12/31/1995

12/31/1988

Fund

Unitranche Fund LLC

Allied Capital Senior Debt Fund LP

Allied Capital Midwest LLC

Allied Capital International Small Business Fund

Allied Capital Corp.

Fund Type

Mezzanine (Third-Party)

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Status

Amount

$3,600M

$99M

$99M

$99M

$99M

Sources

1

10

10

10

10

Allied Capital Service Providers

5 Service Providers

Allied Capital has 5 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Acq - Fin

Investment Bank

Financial Advisor

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Service Provider

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Associated Rounds

Acq - Fin

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Provider Type

Investment Bank

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Service Type

Financial Advisor

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Partnership data by VentureSource

Allied Capital Team

36 Team Members

Allied Capital has 36 team members, including current President, Desai Vol Robinson.

Name

Work History

Title

Status

Desai Vol Robinson

President

Current

Penni F Roll

Chief Financial Officer

Current

Joan M Sweeney

Chief Operating Officer

Current

R. Dale Lynch

Executive Vice President

Current

Scott S Binder

Managing Director

Current

Name

Desai Vol Robinson

Penni F Roll

Joan M Sweeney

R. Dale Lynch

Scott S Binder

Work History

Title

President

Chief Financial Officer

Chief Operating Officer

Executive Vice President

Managing Director

Status

Current

Current

Current

Current

Current

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