Meeting client requirements can only be accomplished by a solid team possessing deep industry knowledge and contact among potential buyers, sellers, investors, industry leaders and regulatory and government decision makers.
INVESTMENT BANKING
Milestone conducts its investment banking business through Milestone Advisors, LLC, a registered broker-dealer and member of Financial Industry Regulatory Authority (FINRA). We advise clients on mergers, acquisitions, capital formation, business development initiatives and other strategic alternatives, and have a particular expertise in the financial services industry.
RESTRUCTURING ADVISORY SERVICES
Milestone's Financial Restructuring Group is a leading advisor to companies, creditors, boards of directors and other constituencies in complex financial restructurings, both inside and outside of the bankruptcy process. We have represented clients in many of the most recent large restructurings, including Equivest Finance, AMR Corporation, Delta Airlines and Worldcom Corporation.
SABAL FINANCIAL GROUP
Sabal Financial Group L.P. (formerly known as Milestone Asset Resolution Company, a subsidiary of Milestone Merchant Partners) is an affiliated company that specializes in the acquisition and valuation of portfolios of real estate loans, with a concentration in commercial real estate (“CRE”) loans and commercial and residential acquisition, development and construction (“ADC”) loans. Sabal's specialized team has highly developed policies, procedures, evaluation tools, control systems, proprietary models and technology with demonstrated experience including a multi-billion dollar consumer construction portfolio under regulatory conservatorship and currently manages loan portfolios with a total principal balance of approximately $2 billion.
MERCHANT BANKING
Milestone Advisors’ core investment banking business focuses on small to middle market financial services companies, which are at varying stages of the growth cycle. As a result, Milestone’s deal flow allows us to see a multitude of merchant banking opportunities whereby we look to invest in companies using our own balance sheet and capital. This investment can come in many forms, including, early stage financing for de novo banks and start up finance companies and insurance companies, growth capital for companies looking to accelerate asset growth and earnings enhancement, or acquisition financing for companies seeking to complement organic growth with either “fill in” or “bolt on” acquisitions. As financial services experts, Milestone’s professionals possess the skills to evaluate various investment opportunities. Our investment banking team has successfully invested capital in banks, specialty finance companies, and insurance companies, oftentimes alongside the investors that we identify as part of a corporate finance assignment.
LOAN STRATEGIES
Milestone Advisors provides full valuation and loan sale services across a wide variety of asset classes. Milestone and its principals have extensive experience in the valuation and sale of asset portfolios, having valued and/or sold over $180 billion in loans and mortgage servicing rights since 2008 alone. Milestone provides pre-closure portfolio valuations for the FDIC and is one of its approved financial advisors for the marketing and sale of both structured transactions and mortgage servicing rights.