About Milestone Partners
Milestone Partners is a Financial Services company based in Radnor (United States). Milestone Partners is engaged in private equity investments. It operates on a Professional Services model. Milestone Partners has completed 31 acquisitions, including Adaptive Information Tech, Avure Technologies and Blaschak Coal. Milestone Partners offers products and services including Financial Solutions and Technology Investments. Its focus areas include Finance, Investment Management and Private Equity.
Company details
Milestone Partners is involved in private equity investments, focusing on financial solutions and technology sectors. Growth strategies are developed in collaboration with management teams. Support is provided through analysis, planning, and resources like personnel and capital. Value creation is emphasized across all investments.
- Headquarters Radnor, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website milestonepartners.com
- Investments & AcquisitionsAdaptive Information Tech
& 30 more
Products & Services of Milestone Partners
Milestone Partners offers a comprehensive portfolio of products and services, including Financial Solutions and Technology Investments.
Investment solutions for financial services are provided strategically.
Technology sector investments are supported for growth initiatives.
People of Milestone Partners
8 people are tracked at Milestone Partners (7 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Paul Slaats | Operating Partner | Leadership |
Jeff Wheatley | Operating Partner | Leadership |
Kate Jeong | CEO | Leadership |
Jim Finley | Senior Operating Partner | Leadership |
Mike Todd | Chief Financial Officer | Leadership |
Brad Martin | Vice President | Leadership |
Emily Cooney | Chief Financial Officer | Leadership |
Dong Yun Kim | Private Equity Accountant | Team |
Complete people profiles for Milestone Partners
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Investments & Acquisitions by Milestone Partners
Milestone Partners has strategically engaged in corporate development activities, having acquired 31 companies. Notable acquisitions include Adaptive Information Tech, Avure Technologies and Blaschak Coal.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
POS solutions for multiple industries are provided by CDE Services. | cdesolutions.com | Marietta, United States | 1989 | Nov 2023 | •••• | |
Insurance policy management and claims handling solutions for the insurance industry | adaptinfotech.com | Chattanooga, United States | 2007 | May 2022 | •••• | |
Car insurance services are provided across Louisiana. | goautoinsurance.com | Louisiana, United States | 2004 | May 2022 | •••• | |
Automotive news, reviews, and vehicle selection tools are provided. | goauto.com.au | Sandringham, Australia | 1999 | May 2022 | •••• | |
Property & Casualty insurance carrier | cypressig.com | Jacksonville, United States | 2006 | Jan 2021 | •••• | |
Robotic and software solutions for wastewater network monitoring are provided. | redzone.com | Pittsburgh, United States | 1987 | Jun 2018 | •••• | |
Survey analysis software is provided for marketing research platforms. | mtab.com | Yorba Linda, United States | 1987 | May 2018 | •••• | |
Casual wear for women is offered via an internet-first brand. | occasionbrands.com | New York, United States | 1998 | Jun 2017 | •••• | |
Pre-owned vehicles are sold through buy-here-pay-here dealership chains. | usautosales.info | Duluth, United States | 1992 | Jun 2015 | •••• | |
Interest-free payment plans for vehicle service contracts are offered. | paylinkdirect.com | Chicago, United States | 2006 | Jul 2014 | •••• |
Complete acquisition details for Milestone Partners
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Timeline of Milestone Partners
10 dated milestones of Milestone Partners across 9 years, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires PayLink Direct.
- Acquisition Acquires US Auto Sales.
- Acquisition Acquires Occasion Brands.
- Acquisition Acquires mTAB Survey Analysis.
- Acquisition Acquires RedZone Robotics.
- Acquisition Acquires Cypress IG.
- Acquisition Acquires Adaptive Information Tech.
- Acquisition Acquires Goauto Insurance.
- Acquisition Acquires GoAuto.
- Acquisition Acquires CDE Services.
Top companies in Private Equity Funds
3 companies that operate in the same segment as Milestone Partners (Private Equity Funds) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | USD 6.2 B | 3,200 | ||
Private equity and debt investments are managed for businesses. | 2004 | Los Angeles, California, United States | USD 3.15 B | 3,200 | ||
Multiple sectors are invested in by this private equity firm. | 1976 | New York, New York, United States | USD 20.29 B | 4,830 |
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Frequently Asked Questions about Milestone Partners
Milestone Partners is headquartered in Radnor, United States. It is registered at Radnor, Pennsylvania, United States.
Milestone Partners is involved in private equity investments, focusing on financial solutions and technology sectors. Growth strategies are developed in collaboration with management teams. Support is provided through analysis, planning, and resources like personnel and capital. Value creation is emphasized across all investments.
Milestone Partners offers Financial Solutions and Technology Investments.
Milestone Partners has made 31 acquisitions, including Adaptive Information Tech, Avure Technologies, and Blaschak Coal.