Overview


Lower middle market private equity since 1995.

Milestone Partners collaborates with management to make control equity investments in established operating businesses with a focus on the Financial Solutions and Technology sectors. Since our founding, we have managed over $650 million of original capital commitments and closed over 100 transactions representing over $3.5 billion of value. We strive to generate superior returns for our investors. And we do it our own way. We listen. We apply a relationship-oriented, open-minded approach to everything we do.

  • Located in suburban Philadelphia, PA
  • Cohesive team of 15 professionals with diverse backgrounds
  • Integrated operating partner program
  • Targeted focus and deep expertise across two industry segments:
  • Control equity in buyouts and recapitalizations of companies with equity investments between $25 million and $75 million
    • Minority investments on a selective basis
  • Milestone I: Fully realized
  • Milestone II: $120 million; fully realized
  • Milestone III: $240 million
  • Milestone IV: $301 million
  • Milestone FS: $240 million
  • Milestone FS Insure: $46 million
  • Milestone FS Drive: $75 million
  • Milestone FS PaySNAP: $15 million