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Private Equity
milestonepartners.com

Investments

20

Portfolio Exits

9

Funds

5

Partners & Customers

2

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.

Headquarters Location

595 East Ave.

Lancaster, Pennsylvania, 19087,

United States

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Latest Milestone Partners News

Milestone Forms Drive to Pursue Specialty Automotive Insurance

Jun 21, 2022

Milestone Partners has formed Drive Assurance as a specialty automotive insurance holding company and has completed its first transaction with the buy of GoAuto, a provider of personal automotive insurance, and its affiliated technology platform, Adaptive Information Technologies (AIT). GoAuto’s automotive insurance products include low-limit policies that are sold to consumers through 70 stores located... […]

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

9 Portfolio Exits

Milestone Partners has 9 portfolio exits. Their latest portfolio exit was United Road Towing on July 26, 2022.

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

7/26/2022

Acq - Fin

$99M

2

7/9/2018

Acquired

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$99M

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10

7/3/2017

Acquired - II

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$99M

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10

4/13/2017

Acquired

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$99M

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10

5/17/2016

Acq - Fin

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$99M

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10

Date

7/26/2022

7/9/2018

7/3/2017

4/13/2017

5/17/2016

Exit

Acq - Fin

Acquired

Acquired - II

Acquired

Acq - Fin

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

2

10

10

10

10

Milestone Partners Acquisitions

21 Acquisitions

Milestone Partners acquired 21 companies. Their latest acquisition was Drive Assurance on May 26, 2022.

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

5/26/2022

Debt

$99M

Acq - Fin

1

6/12/2018

Series E+

$99M

$53.39M

Acq - Fin

1

6/7/2018

$99M

Acq - Fin

1

12/24/2013

Debt

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$99M

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10

5/31/2012

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$99M

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10

Date

5/26/2022

6/12/2018

6/7/2018

12/24/2013

5/31/2012

Investment Stage

Debt

Series E+

Debt

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$53.39M

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

Closed

$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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10

Milestone Partners V LP

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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

Closed

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Amount

$302M

$99M

$99M

Sources

1

10

10

10

10

Milestone Partners Partners & Customers

2 Partners and customers

Milestone Partners has 2 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

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

Partner

United States

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10

Date

5/2/2018

Type

Partner

Partner

Business Partner

Country

United States

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 .

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Sources

1

10

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

Provider Type

Investment Bank

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Service Type

Financial Advisor

Partnership data by VentureSource

Milestone Partners Team

7 Team Members

Milestone Partners has 7 team members, including , .

Name

Work History

Title

Status

Robert G. Levine

Founder

Current

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Name

Robert G. Levine

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Work History

Title

Founder

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Status

Current

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