Milestone Bank
Milestone Bank offers SBA and equipment financing solutions for businesses, providing funding from $350,000 to $5,000,000 to help companies acquire necessary equipment and grow.
Provider names, logos, and trademarks displayed on this page belong to their respective owners and are used for identification purposes only. VerSquare is not affiliated with, endorsed by, or sponsored by Milestone Bank unless otherwise indicated.
No Reviews Yet
Be the first to share your experience! Reviews help other buyers make informed decisions.
Data source: SBA 7(a) FOIA loan-level data, covering activity through June 30, 2026 across the trailing 3 years (41 loan records for this lender). Refreshed quarterly from public loan-level records; figures are not supplied or reviewed by the lender.
Milestone Bank ranks #46 of 564 SBA 7(a) lenders nationally by acquisition-loan volume.
Most of Milestone Bank’s 7(a) acquisition lending falls in the $500K-$1M range: 13 loans, 31.7% of the portfolio.
| Loan size | Share of loans | Loans | % of portfolio |
|---|---|---|---|
| $0-$500K | 3 | 7.3% | |
| $500K-$1M | 13 | 31.7% | |
| $1M-$2M | 13 | 31.7% | |
| $2M-$3M | 10 | 24.4% | |
| $3M-$4M | 2 | 4.9% |
Industries with highest loan volume
Full-Service Restaurants
5
loans
$1.3M
avg. amount
Plumbing, Heating, and Air-Conditioning Contractors
3
loans
$1.4M
avg. amount
Beer, Wine, and Liquor Retailers
3
loans
$799K
avg. amount
All Other Miscellaneous Retailers
2
loans
$840K
avg. amount
All Other Professional, Scientific, and Technical Services
2
loans
$2.4M
avg. amount
Painting and Wall Covering Contractors
2
loans
$1.2M
avg. amount
All Other Specialty Trade Contractors
2
loans
$2.5M
avg. amount
Limited-Service Restaurants
2
loans
$2.0M
avg. amount
All Other Personal Services
1
loans
$1.5M
avg. amount
Web Search Portals and All Other Information Services
1
loans
$633K
avg. amount
10-Year
0.0%
Percentile Ranking
0th percentile
Milestone Bank’s median variable rate is + 2.75%, against a market median of Prime + 1.88%, 88 above market.
It priced below the market median in 0 of the last 7 quarters.
| Loan Size | Avg Rate |
|---|---|
| $0-$500K | Prime + 2.75% |
| $500K-$1M | Prime + 2.69% |
| $1M-$2M | Prime + 2.56% |
| $2M-$3M | Prime + 2.48% |
| $3M-$4M | Prime + 2.63% |
| Quarter | This lender | Market median | Market range | Loans |
|---|---|---|---|---|
| Q3 '24 | Prime + 2.75% | Prime + 2.00% | Prime + 1.25% – Prime + 2.50% | 3 |
| Q1 '25 | Prime + 2.75% | Prime + 2.00% | Prime + 1.25% – Prime + 2.50% | 6 |
| Q2 '25 | Prime + 2.75% | Prime + 2.00% | Prime + 1.25% – Prime + 2.50% | 5 |
| Q3 '25 | Prime + 2.50% | Prime + 2.00% | Prime + 1.25% – Prime + 2.50% | 3 |
| Q4 '25 | Prime + 2.75% | Prime + 2.25% | Prime + 1.67% – Prime + 2.75% | 6 |
| Q1 '26 | Prime + 2.75% | Prime + 2.00% | Prime + 1.50% – Prime + 2.50% | 6 |
| Q2 '26 | Prime + 2.13% | Prime + 2.00% | Prime + 1.25% – Prime + 2.50% | 6 |
Milestone Bank has originated 7(a) acquisition loans in 19 states, most actively in Florida (8), Texas (7) and Tennessee (3). Darker states on the map carry more volume.
| State | Loans | % of Total |
|---|---|---|
| Florida | 8 | 19.5% |
| Texas | 7 | 17.1% |
| Tennessee | 3 | 7.3% |
| Colorado | 3 | 7.3% |
| Michigan | 3 | 7.3% |
| Nevada | 3 | 7.3% |
| California | 2 | 4.9% |
| Hawaii | 1 | 2.4% |
| Virginia | 1 | 2.4% |
| Vermont | 1 | 2.4% |
| Arkansas | 1 | 2.4% |
| Kentucky | 1 | 2.4% |
| South Carolina | 1 | 2.4% |
| New Jersey | 1 | 2.4% |
| New Hampshire | 1 | 2.4% |
| Iowa | 1 | 2.4% |
| Maryland | 1 | 2.4% |
| Arizona | 1 | 2.4% |
| Utah | 1 | 2.4% |
Claim this profile to manage your information, respond to reviews, and access analytics.