Milestone Partners is a private equity firm that partners with management to invest in leveraged buyouts and recapitalizations of lower middle-market businesses. Milestone targets niche, high margin segments that have compelling supply / demand dynamics within technology enabled services and financial solutions. Transaction targets typically have revenues of $10-$250 million and EBITDA / pre-tax earnings of $3-$50 million. Based in suburban Philadelphia, Milestone Partners has closed a total of over 100 acquisitions, add-ons and sale transactions since 1995, while managing over $1.0 billion of committed equity capital.

Enterprise Software

Milestone Partners

Milestone Partners' headquarters in Villanova, PA, United States

Kate Jeong

Kimberlee Redmile

Brad Martin

Emily Cooney

Jim Finley

The Finance and Accounting team at Milestone Partners is responsible for managing the firm’s financial operations, ensuring accurate accounting practices, and providing strategic financial insights to facilitate investment decisions. This includes overseeing financial reporting, managing cash flow, conducting due diligence for potential acquisitions, and ensuring compliance with financial regulations. Their expertise supports the firm's mission to maximize returns on investments in lower middle-market businesses.

Finance and Accounting

The Leadership Team at Milestone Partners, comprised of the CEO, Chief Financial Officer, and Vice President, is responsible for setting the strategic vision, financial oversight, and operational direction of the firm. They lead efforts in identifying and evaluating investment opportunities, managing portfolio companies, and ensuring that financial and operational goals align with the firm's overarching investment objectives within technology-enabled services and financial solutions sectors.

Milestone Partners

Org chart

Teams

Finance and Accounting

Leadership Team

Offices

Milestone Partners

Org chart

Teams

Finance and Accounting

Leadership Team

Offices

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