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Home > Financial Services > Stock Brokers > Milestone Advisors Llc
Milestone Advisors Llc
Milestone Advisors Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The firm is the financial advisory division of Milestone Merchant Partners, LLC. Their core focus is providing investment banking services to institutions and companies within the financial services sector. The firm partners and professionals have particular expertise in working with Banks & Thrifts, Commercial, Consumer, and Mortgage Finance Companies, Insurance and Re-insurance Companies.
The firm conducts its investment banking business through Milestone Advisors, LLC. They represent Asset Management/Securities Investment, Ancillary Service Providers etc. The firm is involved in all facets of the merger and acquisition process, representing both buyers and sellers of companies and assets. Building on their long track record and transaction expertise, they work with their clients to analyze their strategic alternatives and identify opportunities that will assist in enhancing shareholder value.
The firms’ core investment banking business focuses on small to middle market financial services companies which are at varying stages of the growth cycle. As a result, Milestone’s deal flow allows them to see a multitude of merchant banking opportunities whereby they look to invest in companies using their own balance sheet and capital. This investment can come in many forms, including, early stage financing for de novo banks and start up finance companies and insurance companies, growth capital for companies looking to accelerate asset growth.
As financial services experts, their professionals possess the skills to evaluate various investment opportunities. Their investment banking team has successfully invested capital in banks, specialty finance companies, and insurance companies, oftentimes alongside the investors that they identify as part of a corporate finance assignment. The principals of the firm have completed over $13 billion in merger and acquisition and Corporate Finance transactions through approximately 220 engagements. With over 15 seasoned investment banking professionals, Milestone has the bench strength to devote senior level attention to the assignment at hand. With the past performance of the company in mind and the expertise and dedication of the management and staff the company is expected go to far greater heights in the near future.
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