Milestone Venture Group Mergers and Acquisitions Summary

Private Equity Profile

Milestone Venture Group’s most common sectors for investment are distribution (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 (40%).

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M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity8
    • M&A Sell Activity5
  • Total Sectors Invested 7
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 3

Milestone Venture Group

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: South US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 2 10
Enterprise Value 5 30
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.2/yr) # 7 1 - - - - 8
Sell (0.0/yr) # 5 - - - - - 5
  13

Most Recent M&A

Company Date Value Type
Innovent Biologics, Inc. 2016-11-29 - Venture
Suzhou, China · www.innoventbio.com
Adobe Equipment Houston LLC 2014-06-01 - Add-on Acquisition
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 - Add-on Acquisition
Spring, Texas
Hendee Enterprises, Inc. 2006-10-01 - Secondary Buyout
Houston, Texas · www.hendee.com
Sweet Leaf Tea Co. 2006-05-01 - Secondary Buyout
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
Oilfield Bearing Industries, Inc. 1998-10-01 - Buyout (LBO, MBO, MBI)
Spring, Texas
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Distribution - - 2 (25%) -
Beverages - - 1 (13%) -
Building Materials 1 (50%) - 1 (13%) -
Engineering - - 1 (13%) -
Financial Services - - 1 (13%) -
Life Science 1 (50%) - 1 (13%) -
Retail - - 1 (13%) -
Total 2 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (50%) - 7 (88%) -
  Texas 1 (50%) - 6 (75%) -
  California - - 1 (13%) -
China 1 (50%) - 1 (13%) -
Domestic 1 (50%) - 7 (88%) -
Cross-border 1 (50%) - 1 (13%) -
Total 2 - 8 -

Acquisitions by Deal Type

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

Exits by Deal Type

Type Total # Value
Trade Sale 2 (40%) -
IPO 1 (20%) -
Secondary Sale 1 (20%) -
Sold to Existing Investors 1 (20%) -
Total 5 -

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
1 100%
Exited to
PE Firm(s)
50%
2 50%
Strategic(s)
50%
2 50%

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