Milestone Partners

Milestone Partners, founded in 1995, is a private equity firm located in suburban Philadelphia, PA, that focuses on the lower middle market. The firm collaborates with management teams to make control equity investments in established operating businesses, primarily in the Financial Solutions and Technology sectors. Milestone Partners has managed over $650 million in original capital commitments and has closed over 100 transactions, representing over $3.5 billion in value. The firm's investing thesis emphasizes generating superior returns for investors through a relationship-oriented, open-minded approach and leveraging deep expertise in their focus sectors. They typically invest between $25 million and $75 million in control equity buyouts and recapitalizations, with selective minority investments as well. Milestone funds include several capital amounts: Milestone I (fully realized), Milestone II ($120 million, fully realized), Milestone III ($240 million), Milestone IV ($301 million), Milestone FS ($240 million), Milestone FS Insure ($46 million), Milestone FS Drive ($75 million), and Milestone FS PaySNAP ($15 million). More information can be found on their [website](https://www.milestonepartners.com/about-us/overview/).