Introduction  |  Team  |  Mergers & Acquisitions  |  Corporate Finance  |  Recent Transactions

Milestone conducts its investment banking business through Milestone Advisors, LLC, a registered broker-dealer and a member of the Financial Industry Regulatory Authority.

Milestone Advisors’ core focus is to provide investment banking services to middle market companies. We represent

• Community Banks & Thrifts
• Commercial, Consumer and Mortgage Finance Companies
• Accounts Receivable Management and Business Process Outsourcing Firms
• Insurance & Re-Insurance Companies
• Asset Management/Securities Investment
• Ancillary Service Providers

MILESTONE HAS BEEN THE #1 M&A ADVISOR TO THE SPECIALTY FINANCE INDUSTRY FOR THE YEARS 2004 THROUGH 2008 BASED ON THE CUMULATIVE NUMBER OF TRANSACTIONS ANNOUNCED DURING THAT PERIOD. (Data collected from SNL Financial LC)