Milestone Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Milestone Partners has acquired 1 company.

Milestone Partners’ most common sectors for investment arebusiness services (11%) and financial services (8%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (57%) and recapitalization (16%). In total, Milestone Partners has invested in 21 US states and 2 different countries.

In the last 3 years, Milestone Partners has exited 2 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.

Join Mergr to view Milestone Partners’ full profile and discover more middle-market private equity firm investors just like it.

M&A Summary

  • M&A Total Activity67
    • M&A Buy Activity39
    • M&A Sell Activity28
  • Total Sectors Invested 27
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 33
  • 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 ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.2/yr) # 38 - 1 - - - 39
Sell (1.0/yr) # 23 3 - 2 - - 28
vol $717M $360M $1.1B
  67

Most Recent M&A

Company Date Value Type
USAuto Sales 2023-04-23 - Shut Down
Lawrenceville, Georgia · www.usautosales.info
RedZone Robotics, Inc. 2023-02-01 - Add-on Acquisition
Warrendale, Pennsylvania · www.redzone.com
Drive Assurance Holdings LLC 2022-05-26 - Consolidation
Baton Rouge, Louisiana
Heights Finance 2021-11-17 360M USD Add-on Acquisition
Greenville, South Carolina · www.heightsfinance.com
PayLink Payment Plans LLC 2021-07-21 - Merger
Chicago, Illinois · www.paylinkdirect.com
G5, Inc. 2021-07-20 - Add-on Acquisition
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 Buyout
Bedford, Massachusetts · www.enterprisedb.com
Cafe Enterprises, Inc. 2018-12-01 - Unknown
Taylors, South Carolina · www.cafeent.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (14%) - 4 (10%) -
Consumer Products - - 3 (8%) -
Financial Services - - 3 (8%) -
Apparel/Textiles - - 2 (5%) -
Electrical Equipment - - 2 (5%) -
Insurance 2 (29%) - 2 (5%) -
Internet Software and Services 1 (14%) - 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 (14%) - 1 (3%) -
Food - - 1 (3%) -
Information Services 1 (14%) - 1 (3%) -
Information Technology - - 1 (3%) -
Machinery - - 1 (3%) -
Marketing - - 1 (3%) -
Metals/Mining 1 (14%) - 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 7 - 39 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 38 (97%) -
  Pennsylvania 1 (14%) - 5 (13%) -
  South Carolina 1 (14%) - 4 (10%) -
  Florida 2 (29%) - 3 (8%) -
  California 1 (14%) - 3 (8%) -
  Texas - - 2 (5%) -
  Massachusetts - - 2 (5%) -
  Maryland - - 2 (5%) -
  Kansas - - 2 (5%) -
  Illinois - - 2 (5%) -
  Georgia - - 2 (5%) -
  Louisiana 1 (14%) - 1 (3%) -
  Delaware 1 (14%) - 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 7 (100%) - 38 (97%) -
Cross-border - - 1 (3%) -
Total 7 - 39 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (29%) - 22 (56%) -
Recapitalization 2 (29%) - 6 (15%) -
Growth Capital 1 (14%) - 4 (10%) -
Secondary Buyout - - 3 (8%) -
Consolidation 2 (29%) - 2 (5%) -
Divestiture - - 1 (3%) -
Stake Purchase - - 1 (3%) -
Total 7 - 39 -

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
Petsky Prunier LLC
 1
Janney Montgomery Scott LLC
 1
Legal Deals
Troutman Pepper Hamilton Sanders LLP
 7
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

Adam Curtin

Partner

David Proctor

Partner

John Nowaczyk

Partner

 Subscribe to unlock this and 193,848
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 184K M&A Transactions
  • 189K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.5K M&A Advisors
    (Investment Banks and Law Firms)
  • 72K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal