Milestone Advisors, LLC, a registered broker-dealer, and a member of the National Association of Securities Dealers, advises companies on mergers, acquisitions, business development, capital formation and other strategic alternatives. We seek to build long-term client relationships by providing objective counsel on strategic business and financial matters. Several members of the management team have worked together in the past building one of the largest investment banking practices in the United States focused principally on the financial services industry.

Prior to forming Milestone, our principals worked with many of the world's leading financial institutions including GE Capital, American General, Royal Bank of Canada, US Bancorp, H&R Block, Washington Mutual, PNC Bank, Wells Fargo, Union Planters Corporation, Fidelity National Financial, Inc., Capital One, JP Morgan Chase & Co., GreenPoint Financial Corp. and Citigroup. Our team has completed over $10 billion in capital markets transactions including approximately 100 M&A engagements.

We also have substantial experience representing companies in executing transactions in international markets. We have successfully assisted American and foreign companies with the formation of asset management companies and overseas joint ventures and in raising debt and equity from both private sources and multilateral financial institutions.

We offer a full range of services to our clients, including:

• Mergers and acquisitions.
  
• Sales of assets, liabilities and business units.
  
• Positioning our clients for sale, managing the marketing process and negotiating and closing the transaction.
  
• Development of strategic acquisition programs, including identifying targets, negotiating and closing transactions.
  
• Non-traditional advisory and business development strategies.
  
• Counsel to Boards of Directors on market conditions and strategic options available.
  
• Fairness opinions, appraisals and valuations for Boards of Directors contemplating or completing acquisition or sale transactions.
• Balance sheet restructuring initiatives.
  

Please contact us if you would like to learn more about how Milestone Advisors can assist you in your investment banking needs.