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Insight Article
• Sep 07, 2023
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AIP Hedge Fund Team
The MSIM Hedge Fund Team explores the ways in which hedge funds may directly benefit from a higher cash yield environment making them compelling options as sources of returns and diversification.
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Press Release
• Aug 24, 2023
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Thomas Cahill,
Pedro Teixeira,
Jim Kim
Korea Credit Data (“KCD”), the operator of the super-app “Cashnote” for SMBs (small-to-medium businesses), announced that it has secured an investment of KRW 100 billion (approximately USD 77 million) from investment funds managed by Morgan Stanley Tactical Value (“MSTV”), a private credit and equity investor based in New York.
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Press Release
• Aug 23, 2023
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Markus Hottenrott,
Chris Ortega,
John Klopp
Morgan Stanley Investment Management (“MSIM”), through Morgan Stanley Infrastructure Partners (“MSIP”), and maritime, energy and logistics solutions leader Crowley announced today the creation of a new joint venture to advance offshore wind energy solutions for the United States.
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Press Release
• Aug 08, 2023
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Morgan Stanley Tactical Value Investing, Morgan Stanley Expansion Capital
INRIX, Inc., a leading provider of transportation analytics and connected car services, today announced the successful completion of a $70 million financing round from investment funds managed by Morgan Stanley Expansion Capital and Morgan Stanley Tactical Value. The funding will be utilized to fuel the company's strategic growth initiatives, refinance debt, and further strengthen its position as a key player in the intelligent mobility industry.
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Press Release
• Aug 03, 2023
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Pete Chung,
Bill Reiland,
Nick Nocito
California-based Urban Plates – a chef-driven fast casual restaurant brand with 17 locations – announced today that it has closed a $27 million financing deal from investment funds managed by Morgan Stanley Expansion Capital. Urban Plates will use the proceeds to fund restaurant expansion and to refinance current debt.
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Insight Article
• Jul 27, 2023
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AIP Hedge Fund Team
In recent years, multi-manager platforms (Multi-PMs) have completely transformed the hedge fund world. In this FAQ, we answer fundamental questions about these Multi-PMs. What are they and why are they attracting so many investors?
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Insight Article
• Jul 26, 2023
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Vikram Raju, Adam Ross
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, and Adam Ross, Principal on the 1GT Team, define Avoided Emissions, and why they play a crucial role in the path to net-zero.
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Insight Audio
• Jul 18, 2023
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Vikram Raju
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, and Adam Ross, Principal on the 1GT Team, define Avoided Emissions, and why they play a crucial role in the path to net-zero.
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Press Release
• Jul 05, 2023
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John Moon,
David N Miller
Signal Power Group (“Signal Power" or “SPG”) announced today an expansion of its partnership with Honeywell to broaden the reach of Honeywell’s storied turboshaft turbine engine technology. The latest turboshaft technology, developed as part of Honeywell’s T55-714C program, expands the partnership to now include the energy service market.
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Insight Article
• Jun 22, 2023
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Jeff Levin, Mark Jochims
Appetite for opportunities in private debt investing has been on the rise. In this dialogue, members of Morgan Stanley Investment Management’s Private Credit leadership team, Jeff Levin and Mark Jochims, offer their perspective on the market.
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Press Release
• May 31, 2023
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Investment funds managed by Morgan Stanley Private Equity Secondaries and Clairvest Group (Clairvest) announced today the completion of a growth equity investment in Top Aces alongside Top Aces’ other shareholders, which includes global investment group CDPQ.
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Press Release
• May 17, 2023
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Vikram Raju
Morgan Stanley Investment Management (MSIM) announced today that it has held a first close for the 1GT climate private equity strategy (1GT) at $500 million of equity capital commitments – half of the strategy’s target – from European institutions, including several Nordic Pension Funds, a German Insurance Company, and a UK Local Authority Pension Scheme.
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Media Appearance
• May 03, 2023
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Lauren Hochfelder
Lauren Hochfelder, CEO of Morgan Stanley Real Estate Investing (MSREI) and Head of MSREI Americas, talks commercial real estate outlook, opportunities and lessons learned in this interview for the Commercial Observer.
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Press Release
• May 01, 2023
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Aaron Sack,
Patrick Whitehead,
Adam Shaw,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired RowCal. MSCP is partnering with the current management team led by CEO Jake Christenson, who founded the business in 2018.
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Press Release
• May 01, 2023
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Aaron Sack,
Patrick Whitehead,
Adam Shaw,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired Allstar Services (“Allstar” or the “Company”). MSCP is partnering with the current management team led by Chairman Pete Carlson, who will continue to lead the business.
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Media Appearance
• Apr 27, 2023
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Aaron Sack
This conversation covers Head of Morgan Stanley Capital Partners (MSCP) Aaron Sack’s path to Morgan Stanley, his experience investing from a bank-affiliated PE platform, and his team’s investment principles and approach across sourcing, due diligence, deal making, and operational improvements. The discussion closes with notes on the current market dynamics, competitive positioning, and an example MSCP investment.
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Insight Article
• Apr 18, 2023
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Pamela Fung
Leverage Morgan Stanley Investment Management’s experience and insight to demystify the private equity opportunity in Asia and opportunities for outperformance.
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Press Release
• Apr 04, 2023
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Vikram Raju
Morgan Stanley Investment Management (MSIM) announced today that the 1GT climate private equity strategy (1GT) co-led a $50 million Series B funding round for Everstream alongside existing investors StepStone Group and Columbia Capital.Everstream applies artificial intelligence to procurement, logistics and business continuity platforms to generate complete information, sharper analysis, and accurate predictions and enable businesses to achieve a more autonomous and sustainable supply chain.
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Press Release
• Apr 03, 2023
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Aaron Sack,
Steve Rodgers,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have entered into an agreement to sell Ovation Fertility (“Ovation”) to US Fertility (“USF”). Financial terms of the transaction were not disclosed.
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Insight Article
• Mar 31, 2023
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Laurel Durkay, Angeline Ho, Desmond Foong
The MSIM Global Listed Real Assets Team explores why the time is ripe to invest opportunistically in Hong Kong and China.
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Insight Article
• Mar 22, 2023
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Jarrod Quigley
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.
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Insight Article
• Mar 16, 2023
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Portfolio Solutions Group
Our Portfolio Solutions Group analyzes the key factors that impacted the "denominator effect" in 2022's market downturn.
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Insight Article
• Mar 15, 2023
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Portfolio Solutions Group
Our Portfolio Solutions Group introduces their proprietary Private Markets Asset Allocation Framework (PMAAF) designed to help investors think about how to allocate their dry powder.
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Media Appearance
• Feb 28, 2023
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Patrick Whitehead
Patrick Whitehead and Katie Lankalis with LLR Partners joined host Todd Kinney, National Relationship Director at BDO's private equity practice, to discuss value creation strategies and how to drive growth in a volatile market environment, how restrictive financing conditions could impact private equity returns and how the deal landscape could shape up in 2023.
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Insight Article
• Feb 14, 2023
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Eban Cucinotta, Jarrod Quigley, Robert Rafter, Ping Chen
Over the past several years, investors piled into sectors like Equity Hedge and Event Driven, which fared poorly in 2022, and historically have been highly correlated with equities. However, our analysis shows that many hedge fund sectors benefit from volatility and higher interest rates and we believe they are likely to be good diversifiers for traditional portfolios in today's environment.
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Press Release
• Feb 13, 2023
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Mesa West Capital (“Mesa West”), the private U.S. real estate credit arm of Morgan Stanley Investment Management, today announced it has raised ~$1.37 billion for Mesa West Real Estate Income Fund V, L.P. (“Fund V” or the “Fund”), exceeding Mesa West’s original $1.0 billion fundraising target for the Fund.
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Insight Article
• Feb 08, 2023
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Seema Hingorani
Now more than ever, asset managers are acknowledging the critical role that talent retention plays in building long-term success. In this piece, Seema Hingorani, Managing Director and Strategic Client and Talent Engagement Lead, explores the talent-retention challenges and opportunities that exist in the industry today, while also examining the specific steps that can be taken to nurture diverse talent, while promoting a more diverse and inclusive workplace.
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Media Appearance
• Feb 03, 2023
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Morgan Stanley Capital Partners
Inc.'s annual list of founder-friendly private equity firms shines a light on firms that have had success supporting founder-led companies.
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Press Release
• Feb 02, 2023
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David N Miller
Morgan Stanley Investment Management (MSIM) announced today that it has held the final close of Ashbridge Transformational Secondaries Fund II (Ashbridge II) at $2.5 billion of total capital commitments. The amount represents nearly four times of that raised in the predecessor fund, Ashbridge Transformational Secondaries Fund I (Ashbridge I), which closed in 2018 at $675 million.
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Press Release
• Feb 01, 2023
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Aaron Sack,
Eric Kanter,
David N Miller,
Gian Turco
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired Apex Companies (“Apex” or the “Company”), a leading provider of end-to-end environmental consulting and engineering solutions, from Sentinel Capital Partners (“Sentinel”).
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Insight Article
• Jan 26, 2023
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Vikram Raju
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, discusses key trends in carbon impact for 2023 and beyond. limited partners can access the attractive return profile offered by the space.
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Insight Article
• Jan 25, 2023
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Matthew King
The MSIM Global Listed Real Assets Team explores how even in the likelihood of economic downturn in 2023, listed infrastructure is expected to have resilient earnings, strong cash flow, and unimpacted capital programs.
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Insight Article
• Jan 12, 2023
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Laurel Durkay
The MSIM Global Listed Real Assets Team explores how a possible recovery in the credit market during 2023 can fuel M&A activity and favorable REIT returns.
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Press Release
• Jan 05, 2023
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Morgan Stanley Tactical Value Investing
Netskope, a leader in Secure Access Service Edge (SASE), on the heels of its recognition as Cloud Security Services Vendor of the Year, its sixth straight ranking on the Forbes Cloud 100 list of top cloud companies, and its recognition as a Leader in the 2022 Gartner® Magic Quadrant™ for Security Service Edge (SSE), today announced an oversubscribed investment round of $401M.
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Insight Article
• Dec 20, 2022
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David Frechette, Patrick Reid
In this paper, we examine some of the opportunities offered through private hybrid/opportunistic funds to lessen the impact of current market challenges.
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Press Release
• Dec 19, 2022
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Morgan Stanley Tactical Value Investing
CyberCube, the market leader in cyber risk analytics, today announced $50 million in additional growth capital from investment funds managed by Morgan Stanley Tactical Value (Morgan Stanley), with continued participation from all existing investors Forgepoint Capital, Hudson Structured Capital Management (Bermuda) Ltd., MTech Capital, and key investors from Stone Point Capital.
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Insight Article
• Dec 08, 2022
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Laurel Durkay
The MSIM Global Listed Real Assets Team explores why real estate values in the public markets have suffered year to date and why the value of REITs should be more stable and create significant opportunities in the coming year.
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Press Release
• Dec 06, 2022
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Aaron Sack,
Steve Rodgers,
David N Miller
Alliance Technical Group, LLC (“Alliance”), backed by investment funds managed by Morgan Stanley Capital Partners (MSCP), completed its latest acquisition with the purchase of GBMc & Associates. This merger expands Alliance’s consulting capabilities and national resources.
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Insight Article
• Nov 30, 2022
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Vikram Raju
In this piece Vikram Raju, Head of Climate Investing for Morgan Stanley Private Markets, discusses five key findings from the 27th Conference of the Parties of the United Nations Framework Convention on Climate Change ("UNFCC COP27" or "COP27").
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Article Reprint
• Nov 21, 2022
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Luis Garcia
In this piece originally published by the Wall Street Journal Pro, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Markets, discusses the newly launched 1GT Fund, which seeks to mitigate the impacts of climate change by reducing one gigaton of carbon-dioxide emissions from the earth's atmosphere.
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Press Release
• Nov 21, 2022
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Vikram Raju,
David N Miller
Morgan Stanley Investment Management (MSIM) announced today that it has launched the 1GT growth-oriented private equity platform (1GT or the Platform) focused on investments in companies that will collectively avoid or remove one gigaton of CO2-equivalent (CO2e) emissions from the Earth’s atmosphere from the date of the Platform’s investment through 2050, the date by which the United Nations has mandated “Net Zero” must be achieved.
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Insight Article
• Nov 09, 2022
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Neha Markle
In this piece originally published by the Wall Street Journal Pro, Neha Champaneria Markle, head of private- markets fund-of-funds investing, says slowing deal making and rising debt costs can benefit co-investors like Morgan Stanley.
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Insight Article
• Nov 02, 2022
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In this primer, we provide a fundamental overview of managed futures investment strategies. What are managed futures and how are they differentiated from other strategies?
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Insight Article
• Nov 01, 2022
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Michael Shedosky, Brian Farrell
In this primer, we will discuss the basis of what a GP stake is, the private equity industry dynamics that make this style of investing appealing, and the ways in which limited partners can access the attractive return profile offered by the space.
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Insight Article
• Nov 01, 2022
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In periods of volatility, investors may be looking for an alternative investment which may not only provide potential protection to market fluctuations, but also potentially capitalize on this increase in volatility.
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audio
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Media Appearance
• Oct 24, 2022
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Lauren Hochfelder
Lauren Hochfelder participated in a podcast on Bisnow discussing the macroeconomic environment, the shifts in Morgan Stanley’s real estate portfolio since the Global Financial Crisis and how the real estate industry as a whole may have to change the way it makes money.
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Press Release
• Oct 21, 2022
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Aaron Sack,
David Thompson,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle-market focused private equity team at Morgan Stanley Investment Management, have completed an investment in Emler Swim School (Emler or the Company). MSCP is partnering with the current management team and investor group led by Emler Chief Executive Officer Greg Laird and President and Chief Financial Officer Jim Draudt, who will continue to lead the business.
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Insight Article
• Oct 21, 2022
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Laurel Durkay, Mona Benisi
The MSIM Global Listed Real Assets Team explores why investing sustainably matters in real estate, who is setting the priorities for sustainability, how we integrate ESG into real estate investing and where we see sustainability trends evolving.
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Press Release
• Oct 19, 2022
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Michael Carroll,
David N Miller
Morgan Stanley Private Markets Solutions (“Private Markets Solutions” or the “Team”), the multi-manager private markets platform within Morgan Stanley Investment Management, announced today the final close of Private Equity Co-Investment Fund II (“PECO II”). PECO II was oversubscribed, closing on $1.25 billion in total commitments and exceeding its fundraising target of $750 million.
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Press Release
• Oct 04, 2022
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Yash Gupta,
David N Miller
Waud Capital Partners (“WCP”), a growth-oriented private equity firm, today announced the closing of a single-asset continuation fund in connection with the recapitalization of its portfolio company Ivy Rehab Physical Therapy (“Ivy” or the “Company”). The continuation fund, sponsored by WCP, has been supported by new and returning limited partners and is anchored by funds managed by Morgan Stanley Private Equity Secondaries Team, an investment team within Morgan Stanley Investment Management.
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Press Release
• Sep 22, 2022
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Pete Chung,
Lincoln Isetta,
David N Miller
DataGuard, Europe’s leading data privacy, information security and compliance platform for small and mid-sized enterprises (SME) and corporates, has raised a €61 million Series B round led by San Francisco-based Morgan Stanley Expansion Capital and existing investor One Peak. Further investors in the round include strategic angel investors such as SaaS unicorn founders Bastian Nominacher (Celonis), Hanno Renner (Personio), and Carsten Thoma (Hybris), as well as Kreos Capital.
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Press Release
• Sep 19, 2022
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Pete Chung,
Lincoln Isetta,
David N Miller
End-to-end diversity recruiting and retention platform PowerToFly has secured over $30 million in funding led by investment funds managed by Morgan Stanley Expansion Capital ("Expansion Capital"). Additional investors include the Morgan Stanley Next Level Fund ("Next Level Fund"), Chartline Ventures, and Grasshopper Bank (through debt financing).
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Press Release
• Sep 15, 2022
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Thomas Cahill,
Pedro Teixeira,
David N Miller,
Chengkai Hu
OneTeam Partners, the leader in commercializing group licensing rights of professional and collegiate athletes, announced today that HPS Investment Partners (HPS), Atlantic Park Strategic Capital Fund (Atlantic Park) and Morgan Stanley Tactical Value (Morgan Stanley) are joining as investment partners. The syndicate replaces RedBird Capital Partners (RedBird) who founded OneTeam in 2019 alongside the NFL Players Association and MLB Players Association.
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Press Release
• Sep 08, 2022
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Pete Chung,
David N Miller,
Steven Cao
Dealpath—the real estate industry’s leading and most trusted, purpose-built Deal Management platform—today announced it has closed a $43M Series C funding round. This round was led by investment funds managed by Morgan Stanley Expansion Capital with participation from notable existing investors including Blackstone, 8VC, JLL, Nasdaq Ventures as well as GreenSoil PropTech Ventures.
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Press Release
• Sep 07, 2022
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Aaron Sack,
Adam Shaw,
David N Miller
Fairway Lawns, backed by investment funds managed by Morgan Stanley Capital Partners (MSCP), recently completed two acquisitions in the residential lawncare space, partnering with Luv-A-Lawn and Plant It Earth. Both companies are strong regional brands based in the Central Florida market and strategically expand Fairway Lawns’ Southeast footprint.
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Press Release
• Aug 17, 2022
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Yash Gupta,
David N Miller
Swander Pace Capital, a leading private equity firm specializing in consumer product companies, announced the closing of a continuation fund transaction with Captek Softgel International, a leading Vitamin, Mineral & Supplement (“VMS”) soft gel manufacturer in North America. Morgan Stanley was the lead investor in the continuation fund and is joined by Rabo Investments, the investment arm of Rabobank, as well as Swander Pace reinvesting LPs and GPs.
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Press Release
• Jun 21, 2022
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Pete Chung,
David N Miller
Platform.sh, a unified, secure, enterprise-grade platform for building, running and scaling web applications, today announced it has raised $140 million in Series D funding. The round was led by Munich-based Digital+Partners, San Francisco-based Morgan Stanley Expansion Capital, and Paris-based Revaia, alongside existing investors BGV, Eurazeo, Hiinov, and Partech, all re-investing.
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Press Release
• May 18, 2022
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Aaron Sack,
Adam Shaw,
David N Miller
Sila Heating & Air Conditioning’s Board of Directors announced today that Jason Rabbino will be joining the company as Chief Executive Officer effective immediately. During his 30-year career, Jason has held numerous leadership roles in the Industrial, Business and Consumer Services sectors, most recently as EVP and Chief Commercial Officer of Towne Park.
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Press Release
• May 18, 2022
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Aaron Sack,
Adam Shaw,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle-market focused private equity team at Morgan Stanley Investment Management, have completed an investment in Fairway Lawns (Fairway). MSCP is partnering with the current management team led by CEO Kyle DeMilt, who will continue to lead the business
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Press Release
• Apr 05, 2022
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Pete Chung,
David N Miller,
Nick Nocito
Conversica Inc., a leading provider of Conversational AI solutions for enterprise revenue teams, announces the successful completion of a $25 million financing with investment funds managed by Morgan Stanley Expansion Capital. Conversica will use the capital to support strategic business initiatives as it prepares for exponential growth.
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Market Insights
• Apr 04, 2022
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Nash Waterman
Nash Waterman, Head of Private Markets Secondaries at Morgan Stanley Investment Management, and Boris Secciani, journalist and Head of Research for the Italian publication Fondi&Sicav, discuss the evolving landscape of GP-led secondaries, and why investors should take note. In this Q&A session, the pair address the history of GP-led deals, and how a focus on high performing companies has made the strategy a compelling choice for investors.
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Press Release
• Mar 30, 2022
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Pete Chung,
Melissa Daniels,
David N Miller
Gozio Health, an industry-leading location-aware mobile patient engagement platform, announced the closing of an investment from funds managed by Morgan Stanley Expansion Capital. The investment round will be used to accelerate Gozio's growth and sets the stage for a long-term financial partnership.
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Press Release
• Mar 02, 2022
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Aaron Sack,
David N Miller
Morgan Stanley Capital Partners, the Private Equity team within Morgan Stanley Investment Management, today announced that it has raised $2 billion for North Haven Capital Partners VII and its related funds (collectively, NHCP VII or the Fund), exceeding its original fundraising target and surpassing the size of its predecessor fund, North Haven Capital Partners VI (NHCP VI), by more than 40%.
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Press Release
• Mar 02, 2022
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Aaron Sack,
Steve Rodgers,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired a controlling interest in SpendMend (the “Company”), from Sheridan Capital Partners. MSCP is partnering with the current management team led by CEO Dan Geelhoed and President Rob Heminger, who will continue to lead the business, as well as Sheridan Capital Partners, who will retain a minority stake in the Company.
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Press Release
• Feb 17, 2022
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Aaron Sack,
David N Miller
Minneapolis-based AWT Labels & Packaging, Inc. (AWT), a leading provider of specialty labels and packaging for the healthcare, food & beverage, personal care, and industrial durable end markets, today announced the acquisition of Labeltronix.
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Press Release
• Jan 13, 2022
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Pete Chung,
David N Miller
GoFundMe, the trusted leader in online fundraising, announced it has signed a definitive agreement to acquire Classy, a leading modern nonprofit fundraising software company.
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Press Release
• Dec 15, 2021
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Aaron Sack,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”) today announced the sale of 24 Seven (“24 Seven” or the “Company”) to a single asset GP-led continuation investment vehicle managed by an affiliate of MSCP. The continuation fund is led by Glendower Capital with participation from other secondary investors including Pantheon.
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Press Release
• Nov 17, 2021
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Alice Vilma,
David Cook,
Carla Harris,
David N Miller
Cohesion, a leader in smart building and digital twin SaaS technology, raised $15 million in its Series A financing round co-led by Morgan Stanley Next Level Fund and Hyde Park Angels (HPA).
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Press Release
• Oct 29, 2021
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Markus Hottenrott,
Chris Ortega,
John Klopp
Investment funds managed by Morgan Stanley Infrastructure Partners, a private infrastructure team within Morgan Stanley Investment Management, announced today that they have acquired SpecialtyCare, Inc. from Kohlberg & Company, LLC.
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Press Release
• Oct 28, 2021
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Pete Chung,
David N Miller
Vbrick, the leader in enterprise video solutions, today announced the appointment of Paul Sparta as Chief Executive Officer in addition to his role as Chairman of the Board of Directors. Effective immediately he will assume day-to-day leadership of the company and spearhead its next phase of product innovation and global growth.
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Press Release
• Oct 01, 2021
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Pete Chung,
David N Miller
Lightspeed Commerce Inc. (NYSE: LSPD) (TSX: LSPD), the one-stop commerce platform for merchants around the world to simplify, scale and create exceptional customer experiences, today announced the closing of the previously reported acquisition of Ecwid, a best-in-class, global eCommerce platform, that allows customers to create standalone businesses in minutes.
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Press Release
• Sep 23, 2021
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Pete Chung,
Melissa Daniels,
David N Miller,
Steven Cao
Morgan Stanley Expansion Capital and Ally Bridge Group, announced the firms have completed an investment in Elligo Health Research, a healthcare-enabling research organization powered by the novel IntElligo technology. The $135 million Series E financing also included participation from Norwest Venture Partners and all major existing investors, including Cerner, Hatteras Venture Partners, Noro-Moseley Partners, Piper Sandler Merchant Banking, Shumway Capital, and Syneos Health.
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Press Release
• Sep 14, 2021
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Morgan Stanley Private Credit
SkyKick, a global provider of no-code and low code cloud automation software for Information Technology Services Providers (ITSPs), announced today that it closed a $130 million financing bringing its total capital raised to over $200 million.
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Press Release
• Sep 09, 2021
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Morgan Stanley Real Estate Investing
Morgan Stanley Real Estate Investing, the private real estate investment arm of Morgan Stanley Investment Management, announced it has raised ~$3.1 billion for North Haven Real Estate Fund X Global, exceeding its original fundraising target and surpassing the size of its predecessor fund, North Haven Real Estate Fund IX Global. G10 investors include a sophisticated group of public and private pension funds, sovereign wealth funds, insurance companies, and individuals from around the world.
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Press Release
• Aug 04, 2021
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John Moon,
Robert Lee,
David N Miller
Presidio Investment Holdings LLC, a portfolio company of Morgan Stanley Energy Partners, announced today that it has closed upon the issuance of term asset backed securities in a private placement transaction with a syndicate of U.S.-based institutional investors. The Notes are the largest single issuance of asset backed securities by an energy producer, the first such issuance to a syndicate of Note purchasers, and include two investment grade rated tranches.
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Press Release
• Aug 04, 2021
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As of today, the offer document for the public delisting tender offer (cash offer) of Kublai GmbH, Frankfurt am Main, Germany, an affiliate of funds managed and advised by Morgan Stanley Infrastructure Inc., to the shareholders of Tele Columbus AG, Berlin, Germany, for the acquisition of their registered no-par-value shares in Tele Columbus AG (ISIN DE000TCAG172) as well as its non-binding English convenience translation are available for distribution free of charge at BNP Paribas Securities Services S.C.A., Frankfurt Branch, Europa-Allee 12, 60327 Frankfurt am Main, Germany.
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Press Release
• Aug 03, 2021
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Morgan Stanley Private Credit
Morgan Stanley Investment Management announced that it has raised $1.6 billion for North Haven Credit Partners III, exceeding its original fundraising target by 29%. Investors in North Haven Credit Partners III, the successor fund to North Haven Credit Partners II, include public and private pension funds, sovereign wealth funds, insurance companies and individual investors.
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Press Release
• Jul 22, 2021
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Aaron Sack,
Eric Kanter,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners, the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired a controlling interest in Alliance Technical Group, from Align Capital Partners. Morgan Stanley Capital Partners is partnering with the current management team led by CEO Chris LeMay, who will continue to lead the business.
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Press Release
• Jul 12, 2021
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Morgan Stanley Private Credit
Patriot Growth Insurance Services, LLC, one of the country’s largest and fastest-growing national insurance agencies, today announced that it has closed on a new round of financing in support of its aggressive organic and acquisition-driven growth strategy. The additional capital represents another significant expansion of Patriot’s existing debt facility; this raise was co-led by existing lenders Morgan Stanley Private Credit and Antares.
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Press Release
• Jul 08, 2021
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Morgan Stanley Private Credit
Morgan Stanley Private Credit and Onex Falcon recently announced the completion of their investment in CSS Corp, a global customer experience and technology services provider. The investment includes both mezzanine financing and equity participation. Additionally, Morgan Stanley Private Credit and Onex Falcon will be involved with the company’s board of directors.
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Press Release
• Jun 07, 2021
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Pete Chung,
David N Miller
Lightspeed (TSX: LSPD) (NYSE: LSPD), the one-stop commerce platform for merchants around the world to simplify, scale and create exceptional customer experiences, announced it has entered into definitive agreements to acquire two global leaders in digital commerce. Once closed, the acquisitions will provide Lightspeed customers new entry points to the digital economy, unprecedented supply chain management as well as increased opportunities to provide outstanding customer experiences online.
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Press Release
• May 21, 2021
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Aaron Sack,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners, the middle-market focused private equity team at Morgan Stanley Investment Management, have completed an investment in Nivel Parts & Manufacturing, sold by funds managed by Kelso & Company. Morgan Stanley Capital Partners is partnering with the current management team led by Brent Moore, who will remain as CEO.
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Press Release
• May 21, 2021
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Aaron Sack,
Adam Shaw,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners, the middle-market focused private equity team at Morgan Stanley Investment Management, have completed an investment in Sila Heating & Air Conditioning, from investment funds managed by Dubin Clark & Company, Inc. Morgan Stanley Capital Partners is partnering with the current management team led by CEO Lou Pellegrini, and founder, Jack Rothacker, who will continue to lead the business.
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Press Release
• May 04, 2021
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Pete Chung,
Melissa Daniels,
David N Miller
ValGenesis, Inc., the market leader in Enterprise Validation Lifecycle Management Systems (VLMS), announced the closing of a $24 million investment from Morgan Stanley Expansion Capital. Proceeds will bolster sales and accelerate ValGenesis’ focus on innovation in digital validation technologies and global deployment.
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Press Release
• Mar 23, 2021
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Thomas Cahill,
Pedro Teixeira,
David N Miller
Dataminr, the leading real-time information discovery platform, today announced the close of a $475 million financing round at a $4.1 billion valuation. Investors in the financing include Eldridge, Valor Equity Partners, MSD Capital, Reinvent Capital, ArrowMark Partners, IVP, Eden Global and investment funds managed by Morgan Stanley Tactical Value.
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Press Release
• Feb 23, 2021
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Morgan Stanley Private Credit
Patriot Growth Insurance Services, LLC, one of the country’s largest and fastest-growing national insurance agencies, today announced that it has closed on a new round of financing in support of its aggressive acquisition and organic growth strategy. The additional capital raised represents a significant expansion of Patriot’s existing debt facility. The raise is co-led by existing lenders Barings Global Private Finance and Antares Capital LP, and also includes new participant Morgan Stanley Private Credit.
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Press Release
• Feb 09, 2021
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David N Miller
Investment funds managed by Morgan Stanley AIP Private Markets Secondaries Team, an investment team within Morgan Stanley Investment Management, announced today that they have completed an investment in Axispoint Technology Solutions Group through a transformational secondary partnership with RunTide Capital.
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Press Release
• Jan 13, 2021
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Morgan Stanley Private Credit
Morgan Stanley Private Credit (“MSPC”) is pleased to announce its role as co-lead arranger in providing junior capital securities to Talent Systems LLC that will support refinancing of existing debt facilities and the company’s acquisition of Spotlight Unlimited. Talent Systems is a portfolio company of Caltius Equity Partners, a Los Angeles-based private equity firm.
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Press Release
• Jan 12, 2021
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Pete Chung,
David N Miller
airSlate, a leader in no-code business automation solutions, today announced the closing of $40 million in additional investment from leading growth investors for a total of $80 million in capital raised to date. The financing will be used to bolster sales to over $100 million ARR in 2021 with a focus on expanding product functionality and integrations for additional use cases, building up the sales and marketing organization, and entering new international markets.
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Press Release
• Jan 07, 2021
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John Moon,
Ryan Jordan,
Andrew Griffin,
David N Miller
Investment funds managed by Morgan Stanley Energy Partners (MSEP), part of Morgan Stanley Investment Management, announced today that they have completed an investment in Alpharetta, Georgia-based SolMicroGrid. This strategic partnership will support the growth of SolMicroGrid’s business, which offers innovative microgrid solutions through an Energy-as-a-Service (EaaS) business model.
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Press Release
• Dec 23, 2020
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Pete Chung,
Lincoln Isetta,
David N Miller
SmartyPants, Inc., a Morgan Stanley Expansion Capital portfolio company and a leading producer of premium multi-vitamins, was acquired by Unilever (NYSE: UL), a leading global supplier of personal care products. Terms of the transaction were not disclosed.
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Press Release
• Dec 18, 2020
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Aaron Sack,
Eric Kanter,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle-market focused private equity team at Morgan Stanley Investment Management, announced today that they have completed an investment in Advanced Web Technologies Holding Company, which operates as AWT Labels & Packaging and Citation Healthcare Labels.
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Press Release
• Nov 06, 2020
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Aaron Sack,
David N Miller
The Carlyle Group today announced that it has acquired a majority stake in Manna Pro Products (Manna Pro) from investment funds managed by Morgan Stanley Capital Partners (MSCP). Financial terms of the transaction were not disclosed.
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Press Release
• Oct 29, 2020
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Aaron Sack,
Steve Rodgers,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners (MSCP), a Private Equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in US HealthConnect.
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Press Release
• Aug 13, 2020
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Aaron Sack,
David N Miller
Manna Pro Products, a St. Louis-based manufacturer and marketer of pet care and nutrition, has agreed to acquire Doggie Dailies, a family-owned and operated online pet brand that offers premium nutritional supplements and wellness products for dogs.
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Press Release
• Aug 06, 2020
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John Moon,
Robert Lee,
David N Miller
Presidio Investment Holdings LLC (“Presidio Petroleum”) announced today that it has completed the acquisition of substantially all of the oil and natural gas producing properties of Templar Energy LLC and certain affiliates in the Anadarko Basin (“Templar”). Presidio Petroleum is a leading oil and gas efficiency company founded to acquire, operate, and optimize producing oil and natural gas properties in the Anadarko Basin and other established U.S. onshore basins.
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Press Release
• Aug 04, 2020
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Morgan Stanley Private Credit
Morgan Stanley Private Credit and Comvest Partners are pleased to announce their role as co-lead arrangers in providing $90.0 million in junior capital securities to von Drehle Corporation, a leading manufacturer of away-from-home paper products.
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Press Release
• May 21, 2020
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Pete Chung,
David N Miller
Ecwid, a leading global software-as-a-service (SaaS) e-commerce company, today announced a funding round of $42 million led by Morgan Stanley Expansion Capital and PeakSpan Capital. Ecwid provides online selling solutions for small businesses and enables them to establish a digital storefront in a matter of hours.
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Press Release
• May 04, 2020
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Alternative Investment Partners Private Markets, part of Morgan Stanley Investment Management, today announced it has built upon its $800 million
impact investing platform by closing on a fund which will focus on climate solutions. The $110
million fund seeks to address critical climate issues including global warming and pollution,
depleting resources and eco diversity.
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Press Release
• Apr 03, 2020
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Aaron Sack,
David N Miller
TSG Consumer Partners, a leading private equity firm focused exclusively on the branded consumer and retail sectors, today announced that it has acquired a majority stake in Pathway Vet Alliance LLC from investment funds managed by Morgan Stanley Capital Partners. As part of the transaction, Pathway management will continue to lead the Company and retain a significant minority stake. Financial terms of the transaction were not disclosed.
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Press Release
• Feb 26, 2020
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Pete Chung,
David N Miller
cPacket Networks, a leading provider of network-aware application and security assurance solutions, announced it has completed a $15 million round of funding by Morgan Stanley Expansion Capital. The investment will be used to accelerate cPacket’s focus on product innovation and deployment of its broad range of high-performance network visibility products for the cloud, data center, and branch offices.
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Press Release
• Feb 12, 2020
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Aaron Sack,
David Thompson,
David N Miller
Funds advised by Apax Partners today announced they have reached an agreement to acquire Cadence Education, a leading provider of early childhood education in North America, from investment funds managed by Morgan Stanley Capital Partners (MSCP). The transaction is expected to complete in March 2020. Financial terms of the transaction were not disclosed.
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Press Release
• Feb 05, 2020
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Aaron Sack,
James Howland,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced recently that they have completed an investment in World 50, Inc., a leading provider of private peer communities. MSCP partnered with the current management, led by CEO David Wilkie, who will remain CEO and continue to drive organic growth and acquisitions during the investment.
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Press Release
• Jan 30, 2020
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Pete Chung,
David N Miller
OpsRamp, service-centric AIOps platform for hybrid enterprise IT operations, today announced the closing of its latest round of investment led by Morgan Stanley Expansion Capital, and with new investor Hewlett Packard Enterprise (HPE). OpsRamp will use the investment to grow and scale the industry’s first cloud-based platform for discovery, monitoring, and automation of hybrid, multi-cloud, enterprise environments.
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Press Release
• Jan 27, 2020
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Aaron Sack,
James Howland,
David N Miller
Comar, a premier plastic packaging, dispensing, and medical device provider serving the Medical, Pharmaceutical, Consumer Healthcare, Personal and Home Care, Food and Beverage, and other niche market segments is thrilled to announce the acquisition of iMARK Molding, a custom contract manufacturer focused on serving the medical device industry.
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Press Release
• Dec 19, 2019
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Morgan Stanley Infrastructure Partners
Morgan Stanley Infrastructure Partners, the private infrastructure investment team within Morgan Stanley Investment Management, today announced that it has raised $5.5 billion for North Haven Infrastructure Partners III, six months after the fund’s first close on June 19, 2019.
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Press Release
• Aug 19, 2019
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Pete Chung,
Melissa Daniels,
David N Miller
Alternative Behavior Strategies (ABS), a leading provider of services to children with autism spectrum disorders, announced today it has received funding from private equity platform Morgan Stanley Expansion Capital along with Petra Capital Partners, investing in the next stage of ABS’ growth.
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Press Release
• Jul 30, 2019
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Chin Chou,
David N Miller
SAFE Fertility Centre Co., Ltd announced that North Haven Thai Private Equity L.P., a fund managed by Morgan Stanley, has invested an undisclosed amount in the Company for a minority stake.
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Press Release
• Jul 29, 2019
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Pete Chung,
David N Miller
Investment funds managed by Morgan Stanley Expansion Capital announced the sale of their interest in HighQ Solutions Limited, a leading collaboration platform for legal and regulated industries, to Thomson Reuters. HighQ provides secure cloud-based business collaboration, workflow automation and client engagement software to over 400 customers, including more than half of the top 100 global law firms.
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Press Release
• Jul 24, 2019
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Aaron Sack,
Adam Shaw,
David N Miller
CoAdvantage, one of the nation’s top privately held professional employer organizations (PEO) and a leading national provider of strategic human resource (HR) solutions for small to mid-sized companies, announced today a definitive agreement to be acquired by Aquiline Capital Partners, a private equity firm investing in financial services and technology. CoAdvantage is being acquired from investment funds managed by Morgan Stanley Capital Partners (MSCP), which have owned the company since 2015.
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Press Release
• Jul 23, 2019
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John Moon,
Robert Lee,
David N Miller
Presidio Investment Holdings LLC announced today that it has completed its acquisition of all the oil and natural gas producing properties in the western Anadarko Basin of Texas, Oklahoma, and Kansas from Apache Corporation and its affiliates (NYSE: APA). Presidio Petroleum is a portfolio company majority owned by investment funds managed by Morgan Stanley Energy Partners, the energy private equity business of Morgan Stanley Investment Management.
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Press Release
• Jul 08, 2019
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Pete Chung,
David N Miller
Investment funds managed by Morgan Stanley Expansion Capital today announced that they have entered into a definitive agreement to sell their interest in DocuWare GmbH, a leading global provider of content services software, to Ricoh (TYO:7752). Expansion Capital invested in Founder-backed Docuware in June 2012 in a transaction designed to accelerate Docuware’s growth, recapitalize select holders and position the company for future growth.
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Press Release
• Jun 18, 2019
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Aaron Sack,
James Howland,
Adam Shaw,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners (MSCP), announced today that they have completed an investment in Project Management Academy, a leading provider of training and exam preparation services for project management professionals. MSCP is partnering with the current CEO, Jason Cassidy, and the rest of the management team, who will remain in place and retain an equity stake in the business.
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Press Release
• Jun 17, 2019
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Aaron Sack,
James Howland,
Steve Rodgers,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Ovation Fertility. MSCP partnered with the current management team and physician shareholders, led by Nate Snyder, who will remain CEO and continue to drive organic and acquisitive growth.
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Press Release
• Jun 11, 2019
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Aaron Sack,
James Howland,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Impact Fitness, a leading Planet Fitness franchisee with 29 clubs across the United States and Canada. MSCP partnered with the current management team, led by CEO Adam Willaeys, as well as founder Chris Klebba, who will remain as Executive Chairman.
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Press Release
• Jun 04, 2019
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Aaron Sack,
James Howland,
David N Miller
Manna Pro Products, a St. Louis-based manufacturer and marketer of pet care and nutrition, has agreed to acquire Dallas-based Hero Pet Brands, a company that provides solutions to pet owner needs including nutrition, grooming, waste pickup and cleanup.
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Press Release
• May 20, 2019
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Thomas Cahill,
Pedro Teixeira,
David N Miller
Tikehau Capital Advisors, Tikehau Capital SCA’s main shareholder, today announced that it has secured from institutional partners firm and irrevocable commitments of €195m in new equity as part of a share capital increase of at least €300m.
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Press Release
• May 17, 2019
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Hank D'Alessandro,
David N Miller
Morgan Stanley Investment Management today announced it has raised $785 million for the North Haven Senior Loan Fund L.P. and its related vehicles (collectively “NH SLF”) exceeding its original fundraising target. When combined with target leverage, NH SLF has approximately $1.1 billion of capital available for investment. NH SLF seeks to invest in privately negotiated senior secured loans issued by lower middle market companies in North America.
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Press Release
• Apr 24, 2019
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John Moon,
David N Miller,
Logan Burt
XRI Holdings, LLC (“XRI”), a leading water midstream company with owned infrastructure throughout the Permian Basin, announced today that it has acquired the water treatment and recycling division of Fountain Quail Energy Services, LLC (“Fountain Quail Water Treatment”). Fountain Quail Water Treatment is a leading produced water treatment, recycle, and reuse business with operations throughout the Permian Basin and other key producing basins across the United States.
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Press Release
• Apr 11, 2019
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Pete Chung,
David N Miller
SolarWinds (NYSE:SWI), a leading provider of powerful and affordable IT management software, today announced that it has signed an agreement to acquire Samanage, a highly reviewed and highly rated IT service desk solution company based in Cary, NC. Over the past 7 years, Samanage has built a strong, well-respected product guided by a customer-centricity that aligns well with SolarWinds’ mission and commitment to the technology professional community.
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Press Release
• Jan 25, 2019
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Aaron Sack,
James Howland,
Steve Rodgers,
David N Miller
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the Private Equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Clarity Software Solutions. MSCP is partnering with the current management team led by founder Sean Rotermund, who will remain CEO and continue to drive organic growth and product development during the investment.
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Press Release
• Dec 20, 2018
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Pete Chung,
David N Miller
Vbrick, a Morgan Stanley Expansion Capital portfolio company and the leader in enterprise video platform solutions, today announced that Christian Rockwell, an accomplished marketing executive for high-growth technology businesses, has been appointed as Chief Marketing Officer. In this role Rockwell will be responsible for marketing strategy and will lead the global marketing organization for the rapidly-growing company.
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Press Release
• Dec 13, 2018
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