Growing Businesses Preserving Legacies

Milestone is an investment company dedicated to identifying, acquiring, and growing small businesses.

With no fixed exit timelines, we build off the existing strengths of a company - its people and customers - and pursue improvements that will set the business up for success in the long term.

We partner with a select group of experienced investors, operators, and advisors to fund our investments.

Approach

At its core, our model is simple:

1) Seek out proven reputable businesses with owners looking to transition out or retire

2) Align capital with expertise and take a controlling position in the company

3) Inject new energy and perspective into an already great company to create additional value