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Private Equity | Business Support Services

Milestone Funeral Partners has been acquired by Rosewood Private Investments

Bender Equity and Phase3 Advisors have sold Milestone Funeral Partners to Rosewood Private Investments.

Milestone Funeral Partners is a rapidly expanding Northeast-based provider of funeral, burial, cremation and other deathcare services in the US. Currently operating more than 40 funeral homes, crematories and cemeteries, 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.

Rosewood Private Investments, the direct investment arm of family-owned Rosewood Corporation, partnered with the Milestone team to continue building the company into an acquiror of choice, with a sterling reputation for integrity, service, innovation and excellence.

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.

Oaklins TM Capital in the US served as the exclusive financial advisor to Milestone Funeral Partners, a portfolio company of Bender Equity and Phase3 Advisors, in its recapitalization by Rosewood Private Investments.

Parties

Talk to the deal team

Jarrad Zalkin

Managing Director
Boston, United States
Oaklins TM Capital

Kevin Atchue

Principal
Boston, United States
Oaklins TM Capital

Matt Rosenthal

Associate Director
Atlanta, United States
Oaklins TM Capital

Matthew Halbig

Analyst
Atlanta, United States
Oaklins TM Capital

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