PE  Milestone Partners

http://www.milestonepartners.com





     Office Locations:

797 East Lancaster Ave., Suite 200
Villanova, PA 19085
Phone: 610-526-2700
Fax: 610-526-2701

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Manufacturing & Industrial
  • Transportation & Distribution

  •  

    Description:

    Founded 1995, Milestone Partners is a lower middle-market private equity firm specializing in making investments of $25 to $75 million in manufacturing, distribution and service companies with valuations of up to $150 million. The firm targets companies with EBITDA $3 to $50 million. Milestone provides liquidity to non-management shareholders of family-owned businesses, facilitates the transition of ownership to key managers, and capitalizes on growth opportunities while maintaining the legacy of the founding entrepreneurs. The firm manages three active funds representing $650 million in committed capital. Milestone is currently investing in new platforms through Milestone Partners IV with a $300 million target. Milestone Partners III is fully invested at $240 million and Milestone Partners II is fully invested at $120 million.


     

    Funds:


      Fund Name


      Amount


      Date

    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Adam H. Curtin Partner
    Emily Cooney CFO
    John P. Shoemaker Partner
    W. Scott Warren Partner

     

    Portfolio companies include:


      CDE Services


      Drive Assurance Holdings


      eCommission


      EnterpriseDB


      G5


      Heights Finance


      Higher Power Nutrition


      Insure Homes Holdings


      Mariner Finance


      Olive


     

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