Dean Miltimore

L. Dean Miltimore is a Managing Director at TrueNorth Capital Partners LLC, a middle-market investment banking and financial advisory firm headquartered in Stamford, Connecticut. He is involved in all aspects of the firm's investment banking activities, with a career-long focus on corporate finance advisory work — buy- and sell-side M&A assignments, fairness opinions, IPOs, public tenders, LBO/MBOs, and debt and equity placements. TrueNorth operates a "senior banker delivery" model and reports that its senior bankers have collectively completed more than 500 financial advisory assignments.

Miltimore began his career in investment banking at Kidder, Peabody in 1978. Over the following decades he held senior positions at a series of Wall Street institutions: he spent roughly eight years at Bankers Trust Company (where he managed the KKR relationship and exclusive sale mandates), headed U.S. M&A at HSBC Securities, and served as a Managing Director at BNY Capital Markets, Inc., where he held senior coverage responsibility for private equity firms as well as national corporate and middle-market clients. In 2004 he co-founded Cape Partners, LLC with the principals of the M&A group of Fieldstone Inc. Immediately before joining TrueNorth he was a Senior Advisor to Knox & Co.

His advisory engagements have spanned middle-market companies both domestically and internationally, including Europe, Asia, Latin America, and South Africa, across sectors such as manufacturing, medical devices, food retail and distribution, services, telecommunications, pharmaceuticals, and energy.

Miltimore earned a B.A. in Economics from Union College and a Master's degree in Finance from the Wharton School. He holds Series 7, 63, 79, and 99 securities licenses, and serves on the Audit Committee of the Corporation of the Woods Hole Oceanographic Institution.

• Primary work is sell-side and buy-side M&A advisory for middle-market companies, not venture/angel equity investing.
• Also advises on capital raising — debt and equity placements, IPOs, public tenders, and LBO/MBO structures — and provides fairness opinions.
• Deep, long-standing relationships with private equity firms (a coverage focus dating to his BNY Capital Markets and Bankers Trust/KKR days), making him a connector between owners of middle-market companies and institutional buyers/capital.
• Sector comfort is broad within the middle market: manufacturing, medical devices, food retail/distribution, business services, telecom, pharmaceuticals, and energy.