News


Milestone Partners 2024 Recap

Villanova, PA, January 30, 2025 – Milestone Partners is pleased to present our 2024 Recap, showcasing the firm’s achievements. Our 30th year in business was productive in investment activity, marked by successful exits, multiple refinancings, and strategic partnerships. ExitsIn 2024, Milestone executed two portfolio company sales for the last remaining portfolio company in MPIII and…

Read more about Milestone Partners 2024 Recap

Milestone Partners Promotion Announcement

Milestone Partners is pleased to announce the promotion of Emily Cooney to the position of Chief Financial Officer. She has been an instrumental contributor to the success of the firm with her hard work and dedication. Emily has been with Milestone since 2019 when she joined as a Staff Accountant and served most recently as…

Read more about Milestone Partners Promotion Announcement

Milestone Partners 2024 Mid-Year Review

Milestone Partners is pleased to present a mid-year review showcasing our 2024 achievements to date. We have had a productive year of investment activity, consisting of a sale process, multiple refinances, and a strategic partnership. Milestone’s 2024 activity to date included a sale process for the final portfolio company remaining in MPIII. In July, through…

Read more about Milestone Partners 2024 Mid-Year Review

Milestone Partners Promotion Announcement

Milestone Partners is pleased to announce that Sujit Hiremath has been promoted to Associate. Sujit has become a valuable member of our team, demonstrating a passion for excellence, and playing an important role in sourcing, evaluating, analyzing, and monitoring investments. Sujit joined Milestone as an Analyst in 2022 following his graduation from the LeBow College…

Read more about Milestone Partners Promotion Announcement

Milestone Partners Leads Acquisition of CDE Services

The acquisition will enable CDE Services to expand its market share and product offerings in the fast-growing integrated payments space Villanova, PA, November 9, 2023 – Milestone Partners, a private equity firm that specializes in technology enabled services and financial solutions, is pleased to announce the acquisition of CDE Services LLC (“CDE”) (www.cdesolutions.com). CDE provides…

Read more about Milestone Partners Leads Acquisition of CDE Services

Milestone Capitalizes Specialty Auto Insurance Holding Company

Radnor, PA, May 26, 2022 – Milestone Partners is pleased to announce the formation of specialty auto insurance holding company Drive Assurance Holdings LLC (“Drive Assurance”) and the related acquisition of GoAuto, LLC (“GoAuto”) and its affiliated technology platform, Adaptive Information Technologies, LLC (“AIT”). GoAuto is a tech-focused, vertically integrated personal auto insurance platform providing…

Read more about Milestone Capitalizes Specialty Auto Insurance Holding Company

Milestone Partners Sells Heights Finance

Radnor, PA, January 13, 2022 – Milestone Partners (“Milestone”) is pleased to announce the sale of Heights Finance (“Heights” or the “Company”) to CURO Group Holdings Corp. (NYSE: CURO), on December 27, 2021 for total equity consideration of $360 million.  Headquartered in Greenville, South Carolina, Heights provides installment loans and related insurance products primarily to underbanked consumers…

Read more about Milestone Partners Sells Heights Finance

Milestone Partners Sells G5

Radnor, PA, October 12, 2021 – Milestone Partners (“Milestone”) is pleased to announce the sale of G5 Search Marketing, Inc. (“G5” or the “Company”) to RealPage, Inc., a portfolio company of Thoma Bravo, on August 26, 2021.  Financial terms of the transaction were not disclosed.  Milestone invested in G5 in August 2015 along with PeakEquity…

Read more about Milestone Partners Sells G5

Insure Homes Invests in StrucSure Home Warranty

Radnor, PA, July 27, 2021 – Milestone Partners is pleased to announce that specialty insurance holding company, Insure Homes Holdings LLC (together with its affiliates, “Insure Homes”) has completed its investment in StrucSure Home Warranty, LLC and affiliated reinsurance and insurance service entities (“StrucSure”). StrucSure offers insurance-backed new home structural warranties providing homeowners multi-year coverage…

Read more about Insure Homes Invests in StrucSure Home Warranty

Milestone Capitalizes Specialty Insurance Holding Company

Radnor, PA, January 19, 2021– Milestone Partners is pleased to announce that on December 31, 2020 it formed specialty insurance holding company, Insure Homes Holdings LLC (“Insure Homes”), which invested in the recapitalization of Cypress Group Holdings, Inc. (“Cypress”) as well as affiliated insurance service technology companies, and agreed to acquire control of Cypress upon…

Read more about Milestone Capitalizes Specialty Insurance Holding Company