Milestone’s systematic value creation approach was developed over 20 years and is tailored to meet the particular demands of lower middle market Financial Solutions and Software businesses. Our investment professionals and operating partners work actively with management to foster earnings growth, usually in parallel with organizational development and professionalization of the businesses in matters ranging from high level strategy down to internal systems.

We help management teams develop or refine business strategies, address personnel needs and succession plans, identify and execute add-on acquisitions, update systems and procedures and make various other improvements to our portfolio companies. We understand growth creates complexity and demands resources, new ways of doing business and new areas of expertise. We work hard with our teams to identify what they need and help them get it.

Decades of experience have taught Milestone’s professionals that there is no one solution, no one operating partner, no checklist that applies equally well in all cases. So, while we have a sophisticated program that it uses, that program is designed to be applied in a way that is customized for every company. This will assist in creating a result that more precisely targets resources to help management realize its vision.

Proven value creation initiatives:

  • People: organizational design, talent recruitment, industry relationships, incentive structures, operating partners
  • Product: product development & enhancement, cross-sell opportunities, strategic road-mapping, scalability
  • Go-to-Market: strategy & positioning, affiliate partnerships, increasing distribution channels
  • Process: strategic plan framework, leading indicator metrics, data-driven optimization, technological build-out