About Us

Leaders in Lower Middle Market Private Equity

Milestone Partners collaborates with management to make control equity investments in established operating businesses with a focus on the industrial, financial services and technology-enabled services sectors. Milestone is currently investing in new platform companies out of Milestone IV, a $301 million fund raised in 2013. We have been committed to the lower middle market for over 20 years, and we believe success in this market requires discipline, flexibility, relationships and hard work.

We invest in fundamental value. We help our companies’ management teams capitalize on growth opportunities. We generate superior returns for our limited partners.

And we do it our own way. We are open-minded. Relationship-oriented. Tireless. Scrappy. Aggressive. Honest. Ethical. No assumptions. No egos. Just results.

  • Located in suburban Philadelphia, PA
  • Manage three active funds representing over $660 million in committed capital
  • Thirteen investment and business development professionals with over twelve decades of combined private equity–related experience
  • Cohesive team of senior investment professionals
  • Control equity in buyouts and recapitalizations under $150 million in transaction size
  • Minority investments on a selective basis
  • Diversified across business sectors and U.S. geographies
  • Milestone I: Fully realized
  • Milestone II: Fully invested — $120 million
  • Milestone III: Fully invested — $240 million
  • Milestone IV: Currently Investing — $301 million