- TM Capital served as exclusive financial advisor to Milestone Funeral Partners LLC (“Milestone”), a portfolio company of Bender Equity and Phase3 Advisors, in its recapitalization by Rosewood Private Investments
- Milestone is a rapidly expanding Northeast-based provider of funeral, burial, cremation and other deathcare services
- Currently operating 40+ funeral homes, crematories and cemeteries across the Northeast, the Company is an indispensable partner to owner-operators seeking operational support and liquidity and is dedicated to preserving and building upon their community-based legacies as essential caregivers
- Milestone’s leadership team – lifelong funeral directors with an intense focus on culture, innovation and integrity and a vision to lead market consolidation – founded the platform in partnership with Bender Equity and Phase3 Advisors
- Rosewood Private Investments, the direct investment arm of family-owned Rosewood Corporation, partnered with the Milestone team to continue building the Company into an acquirer of choice with a sterling reputation for integrity, service, innovation and excellence
Business Services
|
Mergers & Acquisitions,
Sponsor Related
