Milestone Partners (Private Equity) Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 9

Professionals

  • Investments
  • 90

  • Portfolio
  • 6

  • Exits
  • 53

Exits

Milestone Partners (Private Equity) General Information

Company Description

Founded in 1995, Milestone Partners is a private equity firm based in Villanova, Pennsylvania. The firm prefers to invest in the technology and financial solution sectors. This firm is a Registered Investment Adviser (RIA).

Business Details

Year Founded
1995
Investor Status
Actively Seeking New Investments
Trade Association
Association for Corporate Growth (ACG)
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Limited Partner
Corporate Office
  • 797 East Lancaster Avemue
  • Suite 200
  • Villanova, PA 19085
  • United States
+1 (610)

Milestone Partners (Private Equity) Investments (90)

Milestone Partners (Private Equity)’s most recent investment was a with CDE Services. The deal was made on 31-Oct-2023 with as the lead partner.

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
CDE Services 31-Oct-2023 Financial Software Generating Revenue
Budco Financial 07-Dec-2022 Other Financial Services Profitable
GoAuto Insurance 23-May-2022 Automotive Insurance Generating Revenue
StrucSure Home Warranty 27-Jul-2021 Multi-line Insurance Generating Revenue
Cypress Property & Casualty 19-Jan-2021 Buyout/LBO Property and Casualty Insurance Generating Revenue
You’re viewing 5 of 90 investments. Get the full list »

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Milestone Partners (Private Equity) Exits (53)

Milestone Partners (Private Equity) has made a total of 53 exits. Its latest exit was from Image API on 01-Jan-2025. The exit was categorized as .

Company Name Exit Date Exit Type Exit Size
Image API 01-Jan-2025
Blaschak Anthracite 19-Jul-2024
Revive Fiber 05-Mar-2024
US Auto Sales 13-Sep-2023
Orange & Gold Accountancy 28-Mar-2023 Out of Business
You’re viewing 5 of 53 exits. Get the full list »

Milestone Partners (Private Equity) Fund Performance

Fund Name Vintage Size Dry Powder DPI RVPI TVPI IRR

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Milestone Partners (Private Equity) Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Milestone Partners (Private Equity) Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Milestone Partners Iii Villanova, PA 2007

Milestone Partners (Private Equity) FAQs

  • What is Milestone Partners (Private Equity)?

    Founded in 1995, Milestone Partners is a private equity firm based in Villanova, Pennsylvania.

  • When was Milestone Partners (Private Equity) founded?

    Milestone Partners (Private Equity) was founded in 1995.

  • Where is Milestone Partners (Private Equity) headquartered?

    Milestone Partners (Private Equity) is headquartered in Villanova, PA.

  • What is Milestone Partners (Private Equity)'s total asset value?

    Milestone Partners (Private Equity) has around in total assets under management.

  • How many investments has Milestone Partners (Private Equity) made?

    Milestone Partners (Private Equity) has made 90 investments.

  • What has Milestone Partners (Private Equity) invested in?

    Milestone Partners (Private Equity) has made numerous investments in companies like CDE Services, Budco Financial, and GoAuto Insurance within the Financial Software, Financial Services, and Automotive Insurance industries.

  • What has Milestone Partners (Private Equity) invested in recently?

    Milestone Partners (Private Equity)'s latest investment was on 31-Oct-2023 in CDE Services, a company within the Financial Software industry.

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