Financial Solutions

Milestone has been an active investor in the financial solutions segment since 2009 and has developed a strong knowledge of the complex capital structures, regulatory dynamics and evolving technology applications that are inherent to the industry. Due to our investing experience and deep operating partner network, we are positively positioned to support growth-oriented financial solutions businesses.  Our target companies may provide credit, insurance or related services to underserved customers or may leverage technology to disrupt or circumvent traditional distribution models for financial services products. In general, their focus on niche, higher margin segments as well as innovation may allow them to generate superior returns in areas that would be less profitable for large, traditional institutions.

Business Model Attributes

  • Proprietary technology
  • Niche, high margin segments
  • High ROIC characteristics
  • Underserved sectors

Sample Industry Segments

  • Payments
  • Warranty & Insurance
  • Asset & Wealth Management
  • Diversified Financials

Select Platforms

Financial Services Team