Investments
20Portfolio Exits
9Funds
5Partners & Customers
2Service Providers
3About 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.
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Latest Milestone Partners News
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.
Milestone Partners Investments Activity
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 | |||||
2/24/2014 | Private Equity - IV |
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 | ||
Amount | $0.35M | $7M | $6.63M | ||
New? | No | No | No | ||
Co-Investors | |||||
Sources | 1 | 1 | 1 |
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 | 2 | |||
Date | 7/26/2022 | ||||
|---|---|---|---|---|---|
Exit | Acq - Fin | ||||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 2 |
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 | Acq - Fin | 1 | |||
6/12/2018 | Series E+ | $53.39M | Acq - Fin | 1 | ||
6/7/2018 | Acq - Fin | 1 | ||||
12/24/2013 | Debt | |||||
5/31/2012 |
Date | 5/26/2022 | 6/12/2018 | 6/7/2018 | 12/24/2013 | 5/31/2012 |
|---|---|---|---|---|---|
Investment Stage | Debt | Series E+ | Debt | ||
Companies | |||||
Valuation | |||||
Total Funding | $53.39M | ||||
Note | Acq - Fin | Acq - Fin | Acq - Fin | ||
Sources | 1 | 1 | 1 |
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 | ||||
4/1/2005 | Milestone Partners II LP | ||||
12/31/2003 | Milestone Partners I LP | ||||
Milestone Partners V LP |
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 | ||||
Status | Closed | ||||
Amount | $302M | ||||
Sources | 1 |
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 |
Date | 5/2/2018 | |
|---|---|---|
Type | Partner | Partner |
Business Partner | ||
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 | |
Service Provider | |||
|---|---|---|---|
Associated Rounds | Acq - Fin | ||
Provider Type | Investment Bank | ||
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 | |
Name | Robert G. Levine | ||||
|---|---|---|---|---|---|
Work History | |||||
Title | Founder | ||||
Status | Current |
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