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Adherence to a strict credit approach developed by Milestone will aid in its ability to manage and underwrite risks. One of the key elements of Milestones evaluation is building a close working relationship with the portfolio company management, assessing their vision for the business, their ability to lead, and their chemistry with Milestone. In addition to assessing strengths, Milestone is focused on identifying financial management weaknesses and will only lend in situations where Milestone believes these deficiencies can be remedied through financial consultative services. During the due diligence process, the transaction team will complete extensive company and industry analysis, along with appropriate legal and accounting investigation.
Milestone will leverage its strengths in sourcing investment opportunities with a particular focus on the Central Ohio market where we have well-developed relationships. Milestones extensive deal flow network includes banks, law firms and accountants in our market area. The market area includes 23 counties located in Central Ohio, including Montgomery, Marion, Coshocton, Franklin and Ross.
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