Investment Banking
Milestone conducts its investment banking business through Milestone Advisors, LLC, a registered broker-dealer and a member of the Financial Industry Regulatory Authority. Milestone Advisors’ core focus is to provide investment banking services to middle market companies. We represent
- Community Banks & Thrifts
- Commercial, Consumer and Mortgage Finance Companies
- Accounts Receivable Management and Business Process Outsourcing Firms
- Insurance & Re-Insurance Companies
- Asset Management/Securities Investment
- Ancillary Service Providers
- Financial Technology
Milestone has been the #1 M&A Advisor to the specialty finance industry for the years 2004 through 2010 based on the cumulative number of transactions announced during that period. (Data collected from SNL Financial LC)
Mergers & Acquisitions
Milestone Advisors is involved in all facets of the merger and acquisition process, representing both buyers and sellers of companies and assets. Building on our long track record and transaction expertise, we work with our clients to analyze their strategic alternatives and identify opportunities that will assist in enhancing shareholder value.
- Targeted buy-side engagements
- Sell-side representation
- Valuations and appraisals
- LBOs/MBOs
- Fairness opinions
- Takeover defense strategies
- Strategic advice to Boards of Directors and Management
Corporate Finance
Milestone Advisors offers a full range of corporate finance services to our clients, including:
- Private Placements of Equity, Trust Preferred Securities, Mezzanine Financing and Senior Debt
- Restructurings and Recapitalizations
- Mutual-to-Stock Conversions and Demutalizations
- Strategic Partnerships and Joint Ventures