MILESTONE MERCHANT PARTNERS
Milestone Advisors, LLC (“Milestoneâ€) 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. Milestone’s core focus is providing investment banking services to institutions and companies within the financial services sector. Milestone’s 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.
MILESTONE MERCHANT PARTNERS
Industry:
Finance Financial Services FinTech
Founded:
2001-01-01
Status:
Closed
Contact:
415.974.5888
Technology used in webpage:
Microsoft Azure DNS GoDaddy DNS Mimecast GoDaddy Premium DNS Incapsula
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Current Employees Featured
Robert P. Pincus Chairman @ Milestone Merchant Partners
Chairman
David Mirman Vice Chairman @ Milestone Merchant Partners
Vice Chairman
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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