Milestone Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Milestone Partners has acquired 2 companies.

Milestone Partners’ most common sectors for investment arefinancial services (10%) and business services (10%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (58%) and recapitalization (15%). In total, Milestone Partners has invested in 21 US states and 2 different countries.

In the last 3 years, Milestone Partners has exited 5 companies. The Firm’s most common exit type is trade sale (40%). Milestone Partners’ largest (disclosed) exit occurred in 2017 when it sold Precision Partners Holding for $360M.

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M&A Summary

  • M&A Total Activity68
    • M&A Buy Activity40
    • M&A Sell Activity28
  • Total Sectors Invested 27
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 35
  • M&A Advisors 4

Milestone Partners

Milestone Partners Management Co., L.P.

797 East Lancaster Ave., Suite 200,
Villanova, Pennsylvania 19085
United States
(610) 526-2700
www.milestonepartners.com

Milestone Partners is a lower middle-market private equity firm specializing in investments in manufacturing, distribution, and service companies. Milestone looks for businesses valued up to $250 million with EBITDA of $5 to $50 million. The Firm's target revenue size is $10 to $250 million. Milestone prefers companies with growth potential and proven management. The Firm will not invest in businesses in high cyclical industries, with low barriers to entry, or have a high reliance on technology. Milestone Partners was formed in 1995 and is based in Villanova, Pennsylvania.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Automotive, Business Services, Communications, Consumer Products, Consumer Services, Distribution, Education, Electrical Equipment, Financial Services, Food, Manufacturing, Marketing, Metals/Mining, Restaurants, Safety/Security, Software, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Secondary Buyout, Stake Purchase, Add-on Acquisition

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 10 250
Target EBITDA 5 50
Investment Size 10 40
Enterprise Value 25 250
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # 37 1 - 1 1 - 40
Sell (1.0/yr) # 23 - 3 - 2 - 28
vol $717M $360M $1.1B
  68

Most Recent M&A

Company Date Value Type
CDE Services, Inc. 2023-11-09 - Buyout (LBO, MBO, MBI)
Marietta, Georgia · www.cdesolutions.com
USAuto Sales 2023-04-23 - Shut Down
Lawrenceville, Georgia · www.usautosales.info
RedZone Robotics, Inc. 2023-02-01 - Trade Sale
Warrendale, Pennsylvania · www.redzone.com
Drive Assurance Holdings LLC 2022-05-26 - Consolidation
Baton Rouge, Louisiana
Heights Finance 2021-11-17 360M USD Trade Sale
Greenville, South Carolina · www.heightsfinance.com
PayLink Payment Plans LLC 2021-07-21 - Merger
Chicago, Illinois · www.paylinkdirect.com
G5, Inc. 2021-07-20 - Trade Sale
Bend, Oregon · www.getg5.com
Insure Homes Holdings LLC 2020-12-31 - Consolidation
Jacksonville, Florida
Pancon Corp. 2019-10-07 - Shut Down
Stoughton, Massachusetts · www.panconcorp.com
EnterpriseDB Corp. 2019-06-26 - Secondary Sale
Bedford, Massachusetts · www.enterprisedb.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (13%) - 4 (10%) -
Financial Services 1 (13%) - 4 (10%) -
Consumer Products - - 3 (8%) -
Apparel/Textiles - - 2 (5%) -
Electrical Equipment - - 2 (5%) -
Insurance 2 (25%) - 2 (5%) -
Internet Software and Services 1 (13%) - 2 (5%) -
Manufacturing - - 2 (5%) -
Building Materials - - 1 (3%) -
Digital Media - - 1 (3%) -
Distribution - - 1 (3%) -
E-Commerce - - 1 (3%) -
Education - - 1 (3%) -
Environmental 1 (13%) - 1 (3%) -
Food - - 1 (3%) -
Information Services 1 (13%) - 1 (3%) -
Information Technology - - 1 (3%) -
Machinery - - 1 (3%) -
Marketing - - 1 (3%) -
Metals/Mining 1 (13%) - 1 (3%) -
Packaging - - 1 (3%) -
Restaurants - - 1 (3%) -
Retail - - 1 (3%) -
Safety/Security - - 1 (3%) -
Software - - 1 (3%) -
Test/Measurement Equipment - - 1 (3%) -
Transportation - - 1 (3%) -
Total 8 - 40 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) - 39 (98%) -
  Pennsylvania 1 (13%) - 5 (13%) -
  South Carolina 1 (13%) - 4 (10%) -
  Florida 2 (25%) - 3 (8%) -
  Georgia 1 (13%) - 3 (8%) -
  California 1 (13%) - 3 (8%) -
  Texas - - 2 (5%) -
  Massachusetts - - 2 (5%) -
  Maryland - - 2 (5%) -
  Kansas - - 2 (5%) -
  Illinois - - 2 (5%) -
  Louisiana 1 (13%) - 1 (3%) -
  Delaware 1 (13%) - 1 (3%) -
  Wisconsin - - 1 (3%) -
  Tennessee - - 1 (3%) -
  Oregon - - 1 (3%) -
  North Carolina - - 1 (3%) -
  New York - - 1 (3%) -
  New Jersey - - 1 (3%) -
  Michigan - - 1 (3%) -
  Indiana - - 1 (3%) -
  Idaho - - 1 (3%) -
Canada - - 1 (3%) -
  Ontario - - 1 (3%) -
Domestic 8 (100%) - 39 (98%) -
Cross-border - - 1 (3%) -
Total 8 - 40 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (38%) - 23 (58%) -
Recapitalization 2 (25%) - 6 (15%) -
Growth Capital 1 (13%) - 4 (10%) -
Secondary Buyout - - 3 (8%) -
Consolidation 2 (25%) - 2 (5%) -
Divestiture - - 1 (3%) -
Stake Purchase - - 1 (3%) -
Total 8 - 40 -

Exits by Deal Type

Type Total # Value
Secondary Sale 9 (32%) -
Trade Sale 8 (29%) 545M (51%)
Trade Sale - Public Company 4 (14%) 532M (49%)
Unknown 4 (14%) -
Shut Down 2 (7%) -
Merger 1 (4%) -
Total 28 $1.1B

Top M&A Advisors

Financial Deals
Janney Montgomery Scott LLC
 1
Petsky Prunier LLC
 1
Legal Deals
Troutman Pepper Hamilton Sanders
 8
Drinker Biddle & Reath LLP
 3

Deal Values

sell # Total
$100M to $1B 4 $1.0B
< $100M 1 $57M
TOTAL $1.1B
Largest Precision Partners Holding Co.
$360M (2017-08-10)

M&A Connections

Deals
Acquired from
Investor(s)
8%
3 (8%)
Strategic(s)
3%
1 (3%)
Exited to
Investor(s)
32%
9 (32%)
Strategic(s)
46%
13 (46%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

650M USD

Established

1995

Specialist/Generalist

Generalist

Leadership

W. Scott Warren

Founder & Managing Partner

John Shoemaker

Managing Partner

Michael Todd

CFO & CCO

Adam Curtin

Partner

James Billmyer

Partner

FAQ

When was Milestone Partners founded?

Milestone Partners was founded in 1995.

What type of investor is Milestone Partners?

Milestone Partners is a private equity firm.

Where is Milestone Partners headquartered?

Milestone Partners is headquartered in Villanova, Pennsylvania.

How much capital does Milestone Partners have under management?

Milestone Partners has 650M USD under management.

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