Our Firm

Milestone’s core focus is providing investment
banking services to institutions and companies
within the financial services sector.

Our Clients

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 clients.

Our clients include:

Banks and Thrifts

Commercial Finance Companies:

  • Asset-Based Lenders
  • Factoring and A/R Management Companies
  • Equipment Lenders
  • Equipment Leasing

Consumer Finance Companies:

  • Auto Lenders
  • Student Lenders
  • Credit Card Companies
  • Consumer Debt - Servicers and Buyers
  • Structured Settlement Buyers
  • Pay Day Lenders

Mortgage Finance Companies:

  • Retail Lenders
  • Wholesale Lenders
  • Correspondent Lenders
  • Prime (or Agency) Lenders
  • Government (or FHA/VA) Lenders
  • Alt A
  • Jumbo
  • Subprime
  • REITs
  • Mortgage Brokers

Accounts Receivable Management (ARM) firms:

  • Contingency Debt Collection (Consumer, Commercial, Government)
  • Debt Purchasing
  • Outsourcing and Early-outs
  • Billing
  • Vendors to the industries noted above

Asset Managers:

  • Securities Clearing Firms
  • Trading Firms
  • Broker/Dealers

Financial Technology:

  • Mortgage Technology
  • Payments and Transaction Processing
  • Data / Analytics
  • Business Process Outsourcing firms

In addition, Milestone’s Financial Restructuring Group is a leading Advisor in complex financial restructurings representing:

  • Companies
  • Creditors
  • Boards of Directors
  • Other Constituencies

For our current and prospective clients, please click here to read Milestone's Business Continuity Plan.