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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:
We advise our clients on:
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
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