Info

With over 30 employees, including 20 seasoned investment banking and balance sheet strategies professional, Milestone has the bench strength to devote senior level attention to the assignment at hand. Milestone was founded:, In February 2001 by a group of financial services sector veterans with extensive industry experience and transaction success. , To fulfill two primary voids in the marketplace: Lack of "Middle Market" Players: Industry consolidation has left few investment banks serving the needs of middle market companies. Knowledge Gap: Of those investment banks serving the financial services sector, very few understand the dynamics and can meet the needs of community banks, thrifts, and specialty finance companies by providing financial advisory services, corporate finance solutions, and balance sheet strategies. , To provide focused solutions for each step of our client's growth cycle:Merger & Acquisition Advisory: Buy Side, Sell Side, Restructurings & Recapitalizations, Buyouts, and Fairness Opinions.Corporate Finance: Private Equity, Senior & Subordinated Debt, Mutual Conversions, Trust Preferred Securities, and Structured Finance Solutions.