7/28/2008
Bayview Asset Management announces strategic investment from Blackstone
7/22/2008
Lender Processing Services, Inc.
acquires McDash Analytics
6/16/2008
Ronald A. Herzlinger joins Milestone Advisors, LLC Financial Institution Group as a Managing Director
6/12/2008
Wells Fargo to acquire operations of Transcap Associates
6/10/2008
Southeastern Commercial Finance, Dominion Business Finance join forces
6/4/2008
First Tennessee Bank National Association agrees to sell mortgage business outside Tennessee to MetLife Bank, N.A.
5/7/2008
Irwin Financial Engages Milestone Advisors, LLC
3/5/2008
Milestone Advisors, LLC announces opening of California office
1/22/2008
New York Mortgage Trust, Inc. announces completion of $20 million investment by JMP Group
1/7/2008
Crestmark Bank grows by a "factor" of two
12/2/2007
Eagle Bancorp, Inc. and Fidelity and Trust Financial Corporation sign definitive merger agreement
11/5/2007
Resource Management Partners acquires Carrier Finance
10/12/2007
Heritage Oaks Bancorp completes acquisition of Business First National Bank
9/18/2007
Accredited and Lone Star announce amended merger agreement
6/26/2007
BFI Business Finance has been acquired by First Community Bancorp
6/7/2007
Metrocities Mortgage completes strategic investment from Sterling Partners
5/29/07
Heritage Oaks Bancorp enters into definitive agreement to acquire Business First National Bank of Santa Barbara
5/21/07
Impac Mortgage Holdings, Inc. announces transaction with Pinnacle Financial Corp.
4/2/07
New York Mortgage Trust Completes Sale of Its Mortgage Banking Platform Assets to IndyMac Bank, F.S.B.
3/7/07
New World Group and Management Purchases Stone Street Capital Assets
3/6/07
ResMAE signs agreement with Citadel Investment Group
2/22/07
ECC Capital Corporation closes the sale of its mortgage banking operations to Bear Stearns
1/19/07
Umpqua Holdings announces acquisition of North Bay Bancorp
11/30/06
Wells Fargo, Evergreen Announce Definitive Acquisition Agreement
11/29/06
Lotto Sport Italia Announces Acquisition of Etonic
8/21/06
American Home Mortgage Investment Corp. to Acquire Flower Bank, F.S.B.
6/2/06
M & A Veteran In Accounts Receivable Management Industry Joins
Milestone Advisors
2/8/06
Milestone Advisors LLC Names Jeffrey Levine as Principal of Firm
12/22/05
New Century Financial Corporation to Purchase Certain Assets of Access Lending Corporation
11/14/05
Susquehanna expands into southern New Jersey with $165.7 million Minotola deal
6/6/05
Sovereign Bancorp Inc. acquires Business Alliance Capital Corp.
5/27/05
New Century Financial to Purchase Certain RBC Mortgage Assets
11/16/04
New York Mortgage Trust, Inc. Acquires Certain Retail Mortgage Banking Offices of Guaranty Residential Lending, Inc.
07/28/04
American Home Mortgage Investment Corp.
Acquires Certain Mortgage Home Loan Centers of Washington Mutual (Milestone Advisors, LLC advised Washington Mutual on this transaction.)
04/06/04
San Joaquin Bank announces issuance of $6 million Floating Rate Subordinated Capital Note
03/01/04
First Community Bancorp announces completion of acquisition of First Community Financial Corp.
03/01/04
Staten Island Bancorp, Inc. and Independence Community Bank Corp. Complete Sale of SIB Mortgage Corp. Assets to Lehman Brothers
02/05/04
First Community Bancorp to acquire Phoenix-based finance company in $40 million cash deal
01/29/04
Sumitomo unit agrees to acquire Oxford Finance Corp.
11/24/03
Milestone advises Staten Island Bancorp, Inc. in connection with its sale of SIB Mortgage Corp. to Lehman Brothers
10/01/03
TH Lee Putnam Ventures Makes Equity Investment in ResMAE Financial Corporation
11/18/02 Milestone Merchant Partners Hires Jeffrey M. Levine as Managing Director to Open Miami Office
10/28/02 Robert P. Pincus to Join Milestone Merchant Partners as Chairman of MMP Capital Partners, LP
12/01/01 Milestone
Merchant Partners Advises Equivest Finance, Inc. on its sale to Cendant
Corporation
08/27/01 Milestone
Merchant Partners Advises American Home Mortgage Holdings, Inc. on acquisition
of Valley Bancorp, Inc.
04/11/01 Former
senior FBR bankers and leading Asian conglomerate announce the formation of Milestone Merchant Partners, LLC
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