We partner with management to make control equity investments in LBOs and recapitalizations of lower middle market businesses. We pursue niche-market leaders that provide high-margin products or services.

Our transactions typically provide liquidity to shareholders of privately owned businesses, facilitate transition of ownership to key managers, and allow management to capitalize on growth opportunities.

We see what others miss

Milestone has distinguished itself among its peers by identifying solid fundamental long-term value that went underappreciated by others. We don’t have all the answers, but we listen and we are creative.

Type of Investment:

• Control equity investments in:
• Leveraged buyouts
• Management buyouts
• Recapitalizations
• Buy-and-build strategies
• Minority investments on a selective basis

Platform Investment Parameters:

• Revenue: $15–$150 million
• EBITDA: $3–$20 million
• Transaction size: $15–$150 million
• Equity Investment: $5–$40 million
• Headquarters in North America (may have significant overseas operations)

Add-on Investments:

• We seek to support all of our platform companies with capital and resources for add-on acquisitions
• No size minimum