Daniel P. Ferry

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Consumer Services

Finance

Commercial Services

Profile

Mr. Ferry joined Milestone in 2006 having spent most of his career executing merger and acquisition transactions.
From 2004 to 2005, Mr. Ferry was Director of the corporate finance group at Commerce Bank.
From 1999 to 2004, Mr. Ferry was Vice President at Bank of America, formerly Fleet Boston Financial, in the Investment Banking Group.
His primary focus at Commerce and Bank of America was executing buyout, venture capital, and growth capital transactions, as well as providing financial valuation and fairness opinions.
From 1995 to 1999, Mr. Ferry was a consultant at Arthur Andersen in the consulting and assurance practice.
Mr. Ferry graduated Summa Cum Laude with a B.S.
in accounting from La Salle University and has an MBA in finance from the University of Notre Dame.

Former positions of Daniel P. Ferry

Companies	Position	End
Milestone Partners Management Co. LP Milestone Partners Management Co. LP Investment ManagersFinance Milestone Partners invests in companies located in the United States with an EBITDA of USD 3 - 50 million and revenues of USD 10 - 250 million. The firm focuses on tech enabled solutions, financial services and manufacturing sectors. It participates in buyouts and recapitalization transactions with an investment size of USD 10 - 75 million and transaction size of USD 25 - 250 million. It acquires control equity investments and also makes minority investments.	Corporate Officer/Principal	01/03/2007
Commerce Bank (Investment Management) Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank-IM constructs an investment portfolio that may include stocks, bonds, mutual funds, ETFs, alternative investments, annuities, and more. The firm selects investments that balance risk and reward, and are based on the client’s goals, risk tolerance, and investment horizon.	Corporate Officer/Principal	31/12/2004
Arthur Andersen LLP Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Corporate Officer/Principal	-

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Private companies	5
University of Notre Dame University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Commerce Bank (Investment Management) Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank-IM constructs an investment portfolio that may include stocks, bonds, mutual funds, ETFs, alternative investments, annuities, and more. The firm selects investments that balance risk and reward, and are based on the client’s goals, risk tolerance, and investment horizon.	Finance
Milestone Partners Management Co. LP Milestone Partners Management Co. LP Investment ManagersFinance Milestone Partners invests in companies located in the United States with an EBITDA of USD 3 - 50 million and revenues of USD 10 - 250 million. The firm focuses on tech enabled solutions, financial services and manufacturing sectors. It participates in buyouts and recapitalization transactions with an investment size of USD 10 - 75 million and transaction size of USD 25 - 250 million. It acquires control equity investments and also makes minority investments.	Finance
Arthur Andersen LLP Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Commercial Services
LaSalle University LaSalle University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services