Angus Allen
About Angus Allen
Angus Allen is an Investment Banking Associate at Jefferies and Manager of Strategy, M&A at Caltex Australia, with extensive experience in corporate finance and audit.
Current Role at Jefferies
Angus Allen currently holds the position of Investment Banking Associate at Jefferies, located in New York, New York, United States. He began his tenure with Jefferies in 2018. In this role, his primary responsibilities include advising clients on mergers, acquisitions, and other financial transactions, conducting valuation analyses, and managing client relationships to ensure successful deal execution. His work contributes to the overall financial strategy and growth initiatives of the firm's clientele.
Role at Caltex Australia
Since 2019, Angus Allen has been serving as Manager of Strategy and Mergers & Acquisitions at Caltex Australia. In this position, he is responsible for overseeing strategic planning and executing M&A transactions. His role involves evaluating potential acquisitions, performing due diligence, and integrating acquired entities into the company. Though there seems to be a timeline discrepancy, his involvement in significant strategic initiatives within Caltex is a key element of his career.
Previous Position at EY
Angus Allen worked at EY as Manager of Corporate Finance - Infrastructure and M&A from 2017 to 2018 in London, Greater London, United Kingdom. During his time at EY, he was involved in advising on and managing major infrastructure projects and mergers and acquisitions. He analyzed financial performance, provided strategic recommendations, and facilitated client engagements to support large-scale financial transactions.
Educational Background
Angus Allen has a robust educational background in finance and accounting. He earned his Bachelor of Commerce, specializing in Business Law and Accounting, from Macquarie University from 2008 to 2011. He later pursued a Master's degree in Finance at the same institution, completing it between 2015 and 2017. Additionally, Angus attended London Business School to study finance in 2018. His professional qualifications include certifications from the Institute of Chartered Accountants in Australia and Chartered Accountants Australia and New Zealand, achieved between 2012-2014.
Professional Experience in Corporate Finance
Angus Allen brought 5 years of professional services experience in Corporate Finance and Audit into his roles before joining Jefferies. He has held various significant positions including Senior Analyst at RSM Australia from 2014 to 2017, Experienced Analyst at Deloitte Australia from 2013 to 2014, and roles in multiple companies where he contributed to major financial evaluations and audits. His expertise includes corporate valuations, M&A, and financial due diligence.