Investments
76Portfolio Exits
17Funds
7Service Providers
3About 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.
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Latest Allied Capital News
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
76 Investments
Allied Capital has made 76 investments. Their latest investment was in Creative Group as part of their Unattributed on November 11, 2006.
Allied Capital Investments Activity
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 | ||
4/22/2005 | Private Equity | Service Champ | $39.8M | Yes | ||
11/11/2004 | Growth Equity | |||||
5/15/2004 | Private Equity |
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 | ||
Amount | $15M | $210M | $39.8M | ||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 1 |
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 | 3 | |||
10/9/2015 | Acquired | Undisclosed Investors | |||
4/2/2015 | Acquired | 1 | |||
Date | 12/3/2018 | 10/9/2015 | 4/2/2015 | ||
|---|---|---|---|---|---|
Exit | Acquired | Acquired | Acquired | ||
Companies | |||||
Valuation | |||||
Acquirer | Undisclosed Investors | ||||
Sources | 3 | 1 |
Allied Capital Acquisitions
22 Acquisitions
Allied Capital acquired 22 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 | |||||
12/31/2007 | Acq - Fin | 1 | ||||
8/9/2007 | Acq - Fin | |||||
12/21/2006 | Debt | |||||
11/8/2006 |
Date | 1/17/2008 | 12/31/2007 | 8/9/2007 | 12/21/2006 | 11/8/2006 |
|---|---|---|---|---|---|
Investment Stage | Debt | ||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acq - Fin | Acq - Fin | Acq - Fin | ||
Sources | 1 |
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) | Closed | $3,600M | 1 |
9/30/2007 | Allied Capital Senior Debt Fund LP | ||||
12/31/1997 | Allied Capital Midwest LLC | ||||
12/31/1995 | Allied Capital International Small Business Fund | ||||
12/31/1988 | Allied Capital Corp. |
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) | ||||
Status | Closed | ||||
Amount | $3,600M | ||||
Sources | 1 |
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 | |
Service Provider | |||
|---|---|---|---|
Associated Rounds | Acq - Fin | ||
Provider Type | Investment Bank | ||
Service Type | Financial Advisor |
Partnership data by VentureSource
Allied Capital Team
38 Team Members
Allied Capital has 38 team members, including current President, Desai Vol Robinson.
Name | Work History | Title | Status |
|---|---|---|---|
Desai Vol Robinson | President | Current | |
Name | Desai Vol Robinson | ||||
|---|---|---|---|---|---|
Work History | |||||
Title | President | ||||
Status | Current |
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