Milestone Partners (Private Equity) Overview
- Investor Type
-
PE/Buyout
- Status
-
Active
- Professionals
-
9
- Investments
-
90
- Portfolio
-
6
- Exits
-
53
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
Website
www.milestonepartners.comYear Founded
Investor Status
Trade Association
Primary Investor Type
Other Investor Types
Corporate Office
- 797 East Lancaster Avemue
- Suite 200
- Villanova, PA 19085
- United States
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 |
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 |
Milestone Partners (Private Equity) Fund Performance
| Fund Name | Vintage | Size | Dry Powder | DPI | RVPI | TVPI | IRR |
|---|
Milestone Partners (Private Equity) Investments by Industry, Year, and Region
Investments by Industry
Investments by Year
Investments by Region
Milestone Partners (Private Equity) Affiliates
Subsidiaries (1)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Milestone Partners Iii | Villanova, PA | 2007 |
Milestone Partners (Private Equity) FAQs
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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.
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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.
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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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