“Working with the Milestone team has been has been a great experience... As a team they put at our disposal resources that were extremely knowledgeable and well-networked.”

Mike Kirkman

CEO
Pancon Corp.

A true team made up of real people.

Our firm is a cohesive team of experienced professionals who are honest and down to earth, but also intellectually curious and ambitious.

  • 17 investment professionals and 5 operations personnel
  • More than 9 decades of combined middle market investing experience
  • Substantial prior experience in relevant disciplines such as mergers and acquisitions, finance, law and general management
  • Deep and broad experience in the LBO market, acquiring and operating companies, facilitating mergers and acquisitions, and placing private institutional equity and debt of all types
  • We believe you’ll actually like doing business with us
  • We do what we say we’re going to do
  • We believe in building relationships
  • You’ll always know where you stand with us