Milestone Partners Management Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 9


  • Investments
  • 91

  • Portfolio
  • 7

  • Exits
  • 51


Milestone Partners Management General Information

Company Description

Founded in 1995, Milestone Partners is a private equity firm based in Radnor, Pennsylvania. The firm seeks to invest in the tech-enabled solutions, software, financial services, and tech-driven manufacturing sectors. The firm prefers to invest in the North American region. This firm is a Registered Investment Adviser (RIA).

Business Details

Year Founded
Investor Status
Actively Seeking New Investments
Trade Association
Association for Corporate Growth (ACG)
Primary Investor Type
Other Investor Types
Limited Partner
Corporate Office
  • 797 East Lancaster Avemue
  • Suite 200
  • Villanova, PA 19085
  • United States
+1 (610) 000-0000

Milestone Partners Management Investments (91)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
CDE Services 31-Oct-2023 0000000000 Financial Software Generating Revenue 00000 00000000 00
Budco Financial 07-Dec-2022 0000000000 Other Financial Services Profitable 0000 000000
GoAuto Insurance 23-May-2022 0000000000 Automotive Insurance Generating Revenue 0000 000000
StrucSure Home Warranty 27-Jul-2021 0000000000 Multi-line Insurance Generating Revenue 0000 000000
Cypress Property & Casualty 19-Jan-2021 Buyout/LBO Property and Casualty Insurance Generating Revenue
You’re viewing 5 of 91 investments. Get the full list »

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Milestone Partners Management Exits (51)

Company Name Exit Date Exit Type Exit Size
Revive Fiber 05-Mar-2024 000000000000000000
US Auto Sales 13-Sep-2023 0000000000: 000000
Image API 01-Sep-2023 000000000000000000
Orange & Gold Accountancy 28-Mar-2023 000 00 00000000
G5 Search Marketing 15-Sep-2021 Buyout/LBO
You’re viewing 5 of 51 exits. Get the full list »

Milestone Partners Management Fund Performance

Fund Name Vintage Size Dry Powder DPI RVPI TVPI IRR

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Milestone Partners Management Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Milestone Partners Management Management, Team & Partners (47)

Name Title Deals Funds Boards Office
Michael Todd Chief Financial Officer & Chief Compliance Officer Radnor, PA
Scott Warren Founder, Partner & Investment Committee Member 0 0 0 Radnor, PA
Adam Curtin Partner & Board Member of Investment Committee 0 0 0 Radnor, PA
John Shoemaker JD Partner & Investment Committee Member 00 0 0 Radnor, PA
James Billmyer JD Partner 0 Radnor, PA
You’re viewing 5 of 47 team members. Get the full list »

Milestone Partners Management FAQs

  • What is Milestone Partners Management?

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

  • When was Milestone Partners Management founded?

    Milestone Partners Management was founded in 1995.

  • Who is the founder of Milestone Partners Management?

    Scott Warren and Robert Levine JD are the founders of Milestone Partners Management.

  • Where is Milestone Partners Management headquartered?

    Milestone Partners Management is headquartered in Villanova, PA.

  • What is Milestone Partners Management's total asset value?

    Milestone Partners Management has around 00000 in total assets under management.

  • How many investments has Milestone Partners Management made?

    Milestone Partners Management has made 91 investments.

  • What has Milestone Partners Management invested in?

    Milestone Partners Management 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 Management invested in recently?

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

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