MILESTONE MERCHANT PARTNERS

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Milestone Advisors, LLC (รขโ‚ฌล“Milestoneรขโ‚ฌย) 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. Milestoneรขโ‚ฌโ„ขs core focus is providing investment banking services to institutions and companies within the financial services sector. Milestoneรขโ‚ฌโ„ขs partners and professionals have particular expertise in working with: ... Banks and Thrifts Commercial, Consumer and Mortgage Finance Companies Accounts Receivable Management and Business Process Outsourcing Firms Insurance and Re-Insurance Companies Asset Managers They advise their clients on: Mergers and Acquisitions Corporate Finance Solutions Restructuring Services Merchant Banking Other Strategic Alternatives. The principals of Milestone have completed over $16 billion in M&A and Corporate Finance transactions through approximately 270 engagements.

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MILESTONE MERCHANT PARTNERS

Industry:
Finance Financial Services FinTech

Founded:
2001-01-01

Status:
Closed

Contact:
415.974.5888

Email Addresses:
[email protected]

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Current Employees Featured

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Robert P. Pincus
Robert P. Pincus Chairman @ Milestone Merchant Partners
Chairman

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David Mirman
David Mirman Vice Chairman @ Milestone Merchant Partners
Vice Chairman

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Brian M. Greenberg
Brian M. Greenberg Managing Director @ Milestone Merchant Partners
Managing Director

Acquisitions List

Date Company Article Price
2003-11-11 Florida Tile Industries Inc Florida Tile Industries Inc acquired by Milestone Merchant Partners N/A

Investments List

Date Company Article Money raised
2006-08-01 TradeKing Milestone Merchant Partners investment in Series B - TradeKing 6 M USD
2004-02-10 Ample Communications Milestone Merchant Partners investment in Series C - Ample Communications 15 M USD

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