We invest in middle market companies typically with EBITDA of $15 million or more which enjoy leading market positions and generate strong free cash flow and returns on invested capital. We employ a rigorous credit-centric process and a long term partnership approach to our relationships with management teams and financial sponsors. Our investments typically range from $15-65 million, with the ability to collaborate with the other investors for larger transactions.
Our Investment Team, comprising eleven dedicated professionals, has extensive experience in credit analysis, principal investing and deal origination and structuring.
We bring an extensive network of relationships from the private equity, commercial banking, investment banking and corporate arenas. The team leverages this global network to augment deal flow. Our network also provides significant due diligence advantages in analyzing potential investments.
Once investments are closed and funded, we are able to provide portfolio companies access to the network and resources of a global financial services firm through the term of the investment and beyond.
Regular updates on relevant M&A processes
Capital markets updates
Failed / pulled deals
Access to industry conferences
Speed, certainty, and transparency
We work independently and in parallel with sponsors to provide greater confidence
We try to be constructive even when we decline an opportunity
Patient, long-term capital
We view ourselves as true partners
Constructive view on credit agreement changes needed to grow businesses or react to a changing environment
Ability to make follow-on investments
We ensure that relevant investment bankers are made aware of our portfolio companies
All value creation solutions are brought to your attention
We are in constant dialogue with sponsors and seek to identify potential buyers
Complete access to the Morgan Stanley network
Management teams of Merchant Banking portfolio companies
Merchant Banking operating partners
Opportunity to leverage Morgan Stanley cost synergies
Potential business opportunities from Morgan Stanley and portfolio companies
Proprietary Merchant Banking executive database
Risk management experts