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 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 $16 billion in M&A and Corporate Finance transactions through approximately 270 engagements.