Business Services | Mergers & Acquisitions, Sponsor Related

Milestone Funeral Partners has been Acquired by Rosewood Private Investments

  • 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