Introduction
Milestone Advisors, LLC (“Milestone”) is the financial advisory division of Milestone Merchant Partners, LLC. Milestone is a FINRA licensed broker/dealer and is headquartered in Washington, DC, with additional offices in Newport Beach, CA, New York, NY and Miami, FL.
Milestone’s core focus is providing investment banking services to institutions and companies within the financial services sector. Milestone’s partners and professionals have particular expertise in working with:
- Banks and Thrifts
- Commercial, Consumer and Mortgage Finance Companies
- Accounts Receivable Management and Business Process Outsourcing Firms
- Insurance and Re-Insurance Companies
- Asset Managers
We advise our clients on:
- Mergers and Acquisitions
- Corporate Finance Solutions
- Restructuring Services
- Merchant Banking
- Other Strategic Alternatives
The principals of Milestone have completed over $25 billion in M&A and Corporate Finance transactions through approximately 400 engagements.
About Us
With over 20 seasoned investment banking professionals, Milestone has the bench strength to devote senior level attention to the assignment at hand.
Milestone Was Founded
- In February 2001 by a group of financial services sector veterans with extensive industry experience and transaction success.
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To fulfill two primary voids in the marketplace:
- Lack of “Middle Market” Players: Industry consolidation has left few investment banks serving the needs of middle market companies.
- Knowledge Gap: Of those investment banks serving the financial services sector, very few 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.
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To provide focused solutions for each step of our client’s growth cycle:
- Merger & Acquisition Advisory: Buy Side, Sell Side, Restructurings & Recapitalizations, Buyouts, Pre-M&A preparation, Valuations and Fairness Opinions.
- Corporate Finance: Private Equity, Senior & Subordinated Debt, Mutual Conversions, Trust Preferred Securities and Structured Finance Solutions.
- Merchant Banking: Early Stage Financing, Growth Capital and Acquisition Financing