Meeting client requirements can only be accomplished by a solid team possessing deep industry knowledge and contact amounng potential buyers, sellers, investors, industry leaders and regulatory and government decision makers.

Investment Banking
Milestone conducts its investment banking business through Milestone Advisors, LLC, a registered broker-dealer and member of the National Association of Securities Dealers, Inc. We advise clients on mergers, acquisitions, capital formation, business development initiatives and other strategic alternatives, and have a particular expertise in the financial services industry.

Balance Street Strategies
Milestone's Balance Sheet Strategies Group provides proprietary advice to financial institutions on strategies to create better risk-adjusted earnings and have a positive long-term impact on franchise value by focusing on both the asset and liability sides of the balance sheet.

Restructuring Advisory Services
Milestone's Financial Restructuring Group is a leading advisor to companies, creditors, boards of directors and other constituencies in complex financial restructurings, both inside and outside of the bankruptcy process. We have represented clients in many of the most recent large restructurings, including Equivest Finance, AMR Corporation, Delta Airlines and Worldcom Corporation.

Merchant Banking
Milestone’s deal flow allows us to see a multitude of merchant banking opportunities whereby we look to invest in financial services companies at various stages of their growth cycle using our own balance sheet and capital. As financial services experts, Milestone’s professionals possess the skills to evaluate investment opportunities that oftentimes present themselves as part of a corporate finance assignment.