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.

*Office of affiliate, Milestone Merchant Partners, LLC