Milestone has been the #1 M&A Advisor to the specialty finance industry for the years 2004 through 1st quarter 2012 based on the cumulative number of transactions announced during that period.   – Data collected from SNL Financial LC.

Given the Milestone team's deep industry experience and dedication to the financial services sector, the reputation it enjoys throughout the industry creates superior results for Milestone Advisors' clients.

Milestone is 100% dedicated to providing focused solutions for each step of our client's growth cycle.

At Milestone Advisors we understand the dynamics and can meet the needs of community banks, thrifts, and specialty finance companies by providing financial advisory services, corporate finance solutions and balance sheet strategies.