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Private Equity
milestonepartners.com

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Investments

20

Portfolio Exits

8

Funds

5

Partners & Customers

1

Service Providers

3

About Milestone Partners

Founded in 1995, Milestone Partners is a private equity financing firm. Milestone Partners invests in mature companies with a preference for companies located in the midwest US, northeast US, southeast US, west. They primarily engage in the following transaction types: acquisition / expansion financing, buyout (lbo, mbo, mbi), consolidation, shareholder liquidity. Milestone Partners invests between $5 and $25 million in companies. Milestone Partners invests in firms with an enterprise value upto $100. In terms of profit, Milestone Partners seeks companies with per annum profits of between $3 and $15 million. Companies with revenues between $10 and $100 million are within the range that Milestone Partners seeks.

Milestone Partners Headquarter Location

595 East Ave.

Lancaster, Pennsylvania, 19087,

United States

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Latest Milestone Partners News

10:00 ET Insure Homes, a Milestone Partners Portfolio Company, Invests in StrucSure Home Warranty

Jul 28, 2021

News provided by Share this article Share this article RADNOR, Pa., July 28, 2021 /PRNewswire/ -- 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 for structural failures while transferring the home builder's legal obligation to repair structural issues. StrucSure is a leading provider of warranties in the fast-growing Texas market, while continuing to expand its presence nationally serving mid-market builders. Founded in Denver, Colorado 24 years ago, StrucSure has warrantied over 100,000 homes for its builder and general contractor partners on behalf of consumers nationwide. Adam Curtin, Partner at Milestone, stated: "StrucSure is a market leader and the opportunity to leverage its brand and builder relationships within the Insure Homes enterprise is highly compelling, particularly in light of housing market trends." Jerry Thompson, CEO and founder of StrucSure said: "We are looking forward to our partnership with Milestone and the Insure Homes team. Having served new-home builders and their customers for over two decades, the opportunity to better serve these clients through enhanced insurance offerings entrenches StrucSure as a key provider in the growing new home market." "Partnering with StrucSure provides significant opportunity to expand our product offering through new and existing customers further establishing Insure Homes as a market leader in protecting the home, life's biggest investment," said Joe King, Co-CEO of Insure Homes. Univest Bank and Trust Co. joined a senior credit facility led by Citizens Bank, N.A. to support Insure Homes in its acquisition. Waller Helms acted as exclusive financial advisor to StrucSure. Troutman Pepper Hamilton Sanders, LLP acted as legal advisor to Insure Homes and Milestone. For more information on the transaction, please contact Adam Curtin or James Billmyer of Milestone. Insure Homes is a financial services investment of a partnership formed and managed by Milestone Partners. Within financial services, Milestone targets niche, high margin segments that have compelling supply / demand dynamics within insurance, specialty finance, financial technology and asset management. Transaction targets typically have revenues of $20-$500 million and EBITDA / pre-tax earnings of $10-$100 million. Milestone Partners ( www.milestonepartners.com ) is a private equity firm that partners with management to invest in leveraged buyouts and recapitalizations of middle-market businesses. Based in suburban Philadelphia, Milestone Partners has closed a total of over 100 acquisitions, add-ons and sale transactions since 1995, while managing $947 million of committed equity capital. SOURCE Milestone Partners

Milestone Partners Investments

20 Investments

Milestone Partners has made 20 investments. Their latest investment was in Martex Fiber Souther Corp. as part of their Unattributed - IV on January 1, 2018.

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Milestone Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

1/9/2018

Unattributed - IV

Martex Fiber Souther Corp.

$0.35M

No

1

7/11/2016

Private Equity - III

Martex Fiber Souther Corp.

$7M

No

1

4/2/2014

Private Equity

Cafe Enterprises

$6.63M

No

1

3/11/2014

Unattributed VC - II

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$99M

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10

2/24/2014

Private Equity - IV

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$99M

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10

Date

1/9/2018

7/11/2016

4/2/2014

3/11/2014

2/24/2014

Round

Unattributed - IV

Private Equity - III

Private Equity

Unattributed VC - II

Private Equity - IV

Company

Martex Fiber Souther Corp.

Martex Fiber Souther Corp.

Cafe Enterprises

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Amount

$0.35M

$7M

$6.63M

$99M

$99M

New?

No

No

No

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Co-Investors

Sources

1

1

1

10

10

Milestone Partners Portfolio Exits

8 Portfolio Exits

Milestone Partners has 8 portfolio exits. Their latest portfolio exit was Neutronics on July 09, 2018.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

7/9/2018

Acquired

2

00/00/0000

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$991

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10

00/00/0000

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$991

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10

00/00/0000

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10

00/00/0000

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10

Date

7/9/2018

00/00/0000

00/00/0000

00/00/0000

00/00/0000

Exit

Acquired

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Companies

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Valuation

$991

$991

Acquirer

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Sources

2

10

10

10

10

Milestone Partners Acquisitions

20 Acquisitions

Milestone Partners acquired 20 companies. Their latest acquisition was RedZone Robotics on June 12, 2018.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

6/12/2018

Series E

$53.39M

Acq - Fin

1

6/7/2018

Acquired

Acq - Fin

1

12/24/2013

Mezzanine

Acq - Fin

1

5/31/2012

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$99M

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10

5/18/2012

Line of Credit

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$99M

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10

Date

6/12/2018

6/7/2018

12/24/2013

5/31/2012

5/18/2012

Investment Stage

Series E

Acquired

Mezzanine

Line of Credit

Companies

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Valuation

Total Funding

$53.39M

$99M

$99M

Note

Acq - Fin

Acq - Fin

Acq - Fin

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Sources

1

1

1

10

10

Milestone Partners Fund History

5 Fund Histories

Milestone Partners has 5 funds, including Milestone Partners IV LP.

Closing Date

Fund

Fund Type

Status

Amount

Sources

4/5/2013

Milestone Partners IV LP

Buyouts & Acquisitions

$302M

1

2/9/2009

Milestone Partners III LP

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$99M

10

4/1/2005

Milestone Partners II LP

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$99M

10

12/31/2003

Milestone Partners I LP

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$99M

10

Milestone Partners V LP

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$99M

10

Closing Date

4/5/2013

2/9/2009

4/1/2005

12/31/2003

Fund

Milestone Partners IV LP

Milestone Partners III LP

Milestone Partners II LP

Milestone Partners I LP

Milestone Partners V LP

Fund Type

Buyouts & Acquisitions

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Status

Amount

$302M

$99M

$99M

$99M

$99M

Sources

1

10

10

10

10

Milestone Partners Partners & Customers

1 Partners and customers

Milestone Partners has 1 strategic partners and customers. Milestone Partners recently partnered with Yelp on May 5, 2018.

Date

Type

Business Partner

Country

News Snippet

Sources

5/2/2018

Partner

Yelp

United States

Milestone Partners with Yelp to Launch New Client Offering

This partnership gives Milestone Partners customers the ability to manage their Yelp pages from one convenient location .

1

Date

5/2/2018

Type

Partner

Business Partner

Yelp

Country

United States

News Snippet

Milestone Partners with Yelp to Launch New Client Offering

This partnership gives Milestone Partners customers the ability to manage their Yelp pages from one convenient location .

Sources

1

Milestone Partners Service Providers

3 Service Providers

Milestone Partners has 3 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Acq - Fin

Investment Bank

Financial Advisor

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Service Provider

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Associated Rounds

Acq - Fin

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Provider Type

Investment Bank

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Service Type

Financial Advisor

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Partnership data by VentureSource

Milestone Partners Team

5 Team Members

Milestone Partners has 5 team members, including current Chief Financial Officer, J. Peter Lloyd.

Name

Work History

Title

Status

J. Peter Lloyd

TL Ventures

Chief Financial Officer

Current

John Nowaczyk

Chief Financial Officer, Chief Compliance Officer

Current

John P. Shoemaker

Managing Partner

Current

Pete Lloyd

Peak Equity Partners, KTR Capital Partners, TL Ventures, Morgan Stanley, and Dynisco

Chief Financial Officer

Former

Mark Martinelli

Chief Financial Officer

Former

Name

J. Peter Lloyd

John Nowaczyk

John P. Shoemaker

Pete Lloyd

Mark Martinelli

Work History

TL Ventures

Peak Equity Partners, KTR Capital Partners, TL Ventures, Morgan Stanley, and Dynisco

Title

Chief Financial Officer

Chief Financial Officer, Chief Compliance Officer

Managing Partner

Chief Financial Officer

Chief Financial Officer

Status

Current

Current

Current

Former

Former

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