Milestone Venture Group Mergers and Acquisitions Summary

Private Equity Firm Profile

Milestone Venture Group’s most common sectors for investment aredistribution (25%) and beverages (13%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and recapitalization (25%). In total, Milestone Venture Group has invested in 2 US states and 2 different countries.

The Firm’s most common exit type is trade sale (34%).

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M&A Summary

  • M&A Total Activity14
    • M&A Buy Activity8
    • M&A Sell Activity6
  • Total Sectors Invested 7
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 5

Milestone Venture Group

Milestone Venture Group, Inc.

5847 San Felipe St,
Houston, Texas 77056
United States
(713) 993-0303
www.milestonevg.com

Milestone Venture Group is a private equity investment firm that focuses on acquiring small to mid market companies. Milestone focuses on investments in the Southwest US in sectors including distribution, manufacturing, service, and value-added processing. Milestone's investment horizon is four to six years. The Firm will not invest in start-ups, pure construction companies, real estate projects, energy exploration or high-tech companies where no revenue-producing product or service line exists. Milestone Venture Group is based in Houston, Texas.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Beverages, Building Materials, Business Services, Consumer Services, Distribution, Engineering, Financial Services, Manufacturing

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Secondary Buyout

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 2 100
Enterprise Value 5 30
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 8 - - - - - 8
Sell (0.0/yr) # 6 - - - - - 6
  14

Most Recent M&A

Company Date Value Type
Innovent Biologics, Inc. 2018-04-27 - IPO
Suzhou, China · www.innoventbio.com
Innovent Biologics, Inc. 2016-11-29 - Venture
Suzhou, China · www.innoventbio.com
Adobe Equipment Houston LLC 2014-06-01 - Trade Sale
Houston, Texas · www.adobeequipment.com
Adobe Equipment Houston LLC 2008-10-26 - Buyout (LBO, MBO, MBI)
Houston, Texas · www.adobeequipment.com
Oilfield Bearing Industries, Inc. 2007-05-01 - Trade Sale
Spring, Texas
Hendee Enterprises, Inc. 2006-10-01 - Secondary Buyout
Houston, Texas · www.hendee.com
Sweet Leaf Tea Co. 2006-05-01 - Secondary Sale
Austin, Texas · www.sweetleaftea.com
Southwest Guaranty Ltd. 2003-08-01 - Recapitalization
Houston, Texas · www.southwestguaranty.com
Sweet Leaf Tea Co. 2002-03-01 - Recapitalization
Austin, Texas · www.sweetleaftea.com
Tracer Industries, Inc. 2000-08-09 - Sold to Existing Investors
Houston, Texas
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Distribution - - 2 (25%) -
Beverages - - 1 (13%) -
Building Materials 1 (100%) - 1 (13%) -
Engineering - - 1 (13%) -
Financial Services - - 1 (13%) -
Life Science - - 1 (13%) -
Retail - - 1 (13%) -
Total 1 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) - 7 (88%) -
  Texas 1 (100%) - 6 (75%) -
  California - - 1 (13%) -
China - - 1 (13%) -
Domestic 1 (100%) - 7 (88%) -
Cross-border - - 1 (13%) -
Total 1 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 4 (50%) -
Recapitalization - - 2 (25%) -
Secondary Buyout 1 (100%) - 1 (13%) -
Venture - - 1 (13%) -
Total 1 - 8 -

Exits by Deal Type

Type Total # Value
IPO 2 (33%) -
Trade Sale 2 (33%) -
Secondary Sale 1 (17%) -
Sold to Existing Investors 1 (17%) -
Total 6 -

M&A Connections

Deals
Acquired from
Investor(s)
13%
1 (13%)
Exited to
Investor(s)
17%
1 (17%)
Strategic(s)
33%
2 (33%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

1997

Specialist/Generalist

Generalist

Leadership

Kelly Williams

Director

Michael Hanks

Principal

FAQ

When was Milestone Venture Group founded?

Milestone Venture Group was founded in 1997.

What type of investor is Milestone Venture Group?

Milestone Venture Group is a private equity firm.

Where is Milestone Venture Group headquartered?

Milestone Venture Group is headquartered in Houston, Texas.

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