News & Insights

Filter by
+
Checked Icon Unchecked Icon Hover Icon Private Equity
Checked Icon Unchecked Icon Hover Icon Private Credit
Checked Icon Unchecked Icon Hover Icon Infrastructure
Checked Icon Unchecked Icon Hover Icon Real Estate
+
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Capital Partners
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Energy Partners
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Expansion Capital
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Infrastructure Partners
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Next Level
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Private Credit
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Private Equity Asia
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Real Estate Investing
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Tactical Value
+
Checked Icon Unchecked Icon Hover Icon Press Release
Checked Icon Unchecked Icon Hover Icon Regulatory
Checked Icon Unchecked Icon Hover Icon All
Checked Icon Unchecked Icon Hover Icon Past Month
Checked Icon Unchecked Icon Hover Icon Past Quarter
Checked Icon Unchecked Icon Hover Icon Past Year
press-release page
Press Release  •  Jun 25, 2024

Morgan Stanley Energy Partners Completes Sale of Durango Permian to Kinetik Holdings 

Morgan Stanley Energy Partners
Investment funds managed by Morgan Stanley Energy Partners, announced today the closing of the sale of Durango Permian LLC (“Durango Permian” or the “Company”) to a subsidiary of Kinetik Holdings Inc. (“Kinetik”; NYSE: KNTK).

Energy Partners Team - Insight Tile
 
press-release page
Press Release  •  Jun 25, 2024

Cloudian Secures $23M Growth Financing from Morgan Stanley Expansion Capital, Reports 30% ARR Growth and Achieves Breakeven  

Pete Chung
Cloudian, the leader in secure S3-compatible AI data lake platforms, announced today that it has closed $23 million in growth financing from Morgan Stanley Expansion Capital. Cloudian will use the proceeds to drive product innovation and sales and marketing initiatives to meet the rapidly growing demand for the firm’s AI data lake software.

Expansion Capital Team - Private Credit - Insight Tile
 
global-fixed-income-bulletin video
GLOBAL FIXED INCOME BULLETIN VIDEO  •  Jun 25, 2024

Video: Lost in the Forest 

The market is pricing in rate cuts for the U.S., as global central banks move to ease policy. But are investors getting ahead of themselves? The Federal Reserve remains cautious, and hard data suggests rate-cut delays – not cuts. Will markets reassess their views? Will the Fed change tact? And will rate uncertainty affect opportunities within global fixed income?

NTC Insights Video Thumbnail-Media-Tile-1x1
Insight thumbnail video icon
 
press-release page
Press Release  •  Jun 19, 2024

Mexican Fintech Unicorn Clip Announces US$100 Million Investment 

Thomas Cahill, Pedro Teixeira
Clip, Mexico's leading digital payments and commerce enablement platform, today announced that it has secured an investment round of US$100 million from investment funds managed by Morgan Stanley Tactical Value (“MSTV”) and from one of the largest, most experienced West-Coast mutual fund managers. The investment values Clip in line with the Series D round completed in 2021.

TacVal_Team_1x1 Tile
 
consilient-observer audio
Consilient Observer  •  Jun 14, 2024  •  49:31 Min

Counterpoint Global’s Michael Mauboussin on Capital Allocators: Pattern Recognition and Public Markets 

Michael Mauboussin
Michael Mauboussin and Ted Seides discuss the recent Consilient Observer article on pattern recognition, including when it works and when it doesn’t. They then transition to discussing the changing nature of public markets, inspired by another of Michael’s recent research reports, Birth, Death, and Wealth Creation. They examine which companies have had the largest stock market capitalizations and how that population has changed.

michael.mauboussin
Insight thumbnail audio icon
 
press-release page
Press Release  •  Jun 11, 2024

Mad Mobile Secures $50 Million in Funding from Morgan Stanley Expansion Capital and Bridge Bank 

Pete Chung
Mad Mobile, a pioneering force in restaurant and retail SaaS and payment solutions, is pleased to announce the closure of a $50 million financing agreement. This funding, managed by Morgan Stanley Expansion Capital and Bridge Bank, will be strategically utilized to amplify the expansion of its SaaS and payment technologies, refinance existing debts, and propel sales growth.

Expansion Capital Team - Private Credit - Insight Tile
 
alternatives page
Alternatives  •  Jun 11, 2024

David Miller on Bloomberg Markets - Video 

David Miller
David Miller, Morgan Stanley Investment Management's Head of Global Private Credit & Equity, speaks on "Markets Today" from SuperReturn International. David speaks to some of the concern around the rapid growth of private market investments and explains why it's important to look upon that growth in the context of overall public market caps.

Als-Newsletter-David-Miller-PCForum
 
press-release page
Press Release  •  Jun 06, 2024

Morgan Stanley Infrastructure Partners Announces Investment in Australia’s Onslow Iron Road Trust 

Markus Hottenrott, Chris Ortega, John Klopp
Morgan Stanley Investment Management (“MSIM”), through investment funds managed by Morgan Stanley Infrastructure Partners (“MSIP”), a private infrastructure investment platform within MSIM, today announced it has agreed to acquire a 49% stake in Onslow Iron Road Trust (“Road Trust”) in partnership with Mineral Resources Limited (“Mineral Resources”), which will continue to own a 51% stake.

Blue abstract
 
audio
Media Appearance  •  May 31, 2024  •  26:28 Min

Morgan Stanley Capital Partners’ Rohanjit Chaudhry on BDO Private Equity PErspectives: Driving Impactful Growth Despite the High Cost of Capital 

Rohanjit Chaudhry
Rohanjit Chaudhry, Executive Director of Morgan Stanley Capital Partners, joined BDO Private Equity PErspectives podcast to discuss how private equity continues to approach economic challenges, like the current high cost of capital, through a lens of cautious optimism

rohanjit.chaudhry
Insight thumbnail audio icon
 
video
Media Appearance  •  May 29, 2024

Lauren Hochfelder on Bloomberg Surveillance Radio 

Lauren Hochfelder
Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, appears on Bloomberg Surveillance to discuss her outlook on commercial real estate and sectors where she sees potential opportunity.

10305667-Insight-Tile-1x1
Insight thumbnail video icon
 
press-release page
Press Release  •  May 22, 2024

Cover Whale Announces $27.5 Million Investment by Morgan Stanley Expansion Capital 

Pete Chung, Lincoln Isetta, Melissa Daniels, David N Miller
Cover Whale Insurance Solutions, Inc., a leading insurtech specializing in connected insurance for commercial auto, today announced funding of $27.5 million in debt and equity from investment funds managed by Morgan Stanley Expansion Capital. The funding round, which also had existing debt investors convert into the Series A preferred, will support Cover Whale’s continued growth and accelerate its progress toward transforming trucking insurance and improving safety on America’s roads.

Expansion Capital Team - Private Credit - Insight Tile
 
page
Media Appearance  •  May 16, 2024

Lauren Hochfelder on Yahoo Finance: Morgan Stanley's Top Real Estate Investing 'Megatrends' 

Lauren Hochfelder
Lauren Hochfelder on Yahoo Finance: Morgan Stanley's Top Real Estate Investing 'Megatrends'

10305667-Insight-Tile-1x1
 
press-release page
Press Release  •  May 14, 2024

Morgan Stanley Real Estate Investing Sells Four Warehouses on the U.S.-Mexico Border for $178 Million 

Morgan Stanley Real Estate Investing
Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), announced today the sale of a portfolio of four fully leased industrial properties, two located in El Paso and two in Laredo, Texas, for $178 million to two distinct institutional investors. The warehouses, which total more than 1.2 million square feet, are located within 10 miles of the United States’ border with Mexico, which is experiencing a sharp increase in manufacturing.

real-estate-investing-team-tile-1x1
 
alternatives page
Article Reprint  •  May 10, 2024

How Morgan Stanley's David Miller dealt with stress 

David Miller
In this piece originally published by in Private Debt Investor, David Miller, Morgan Stanley's global head of private credit and equity discusses his background working for the Troubled Asset Relief Program, and the future ahead for Morgan Stanley Investment Management's private credit platform.

24Q20197 Insight-Tile-1x1
 
press-release page
Press Release  •  May 06, 2024

Morgan Stanley Private Credit Leads Strategic Growth Capital Investment In Guardian Dentistry Partners 

Ashwin Krishnan, David N Miller
Morgan Stanley Private Credit (“MSPC”) announced today that several of its investment funds have led a growth capital investment into Guardian Dentistry Partners (“GDP” or “Guardian”). Prudential Private Capital also participated in the transaction.

Credit Partners Team - Insight Tile
 
page
Media Appearance  •  Apr 17, 2024

Morgan Stanley Real Estate Investing: Lauren Hochfelder on CNBC's The Exchange - Video 

Lauren Hochfelder
Lauren Hochfelder discusses real estate opportunities and supply chain on CNBC's The Exchange.

10552780_Lauren-Hochfelder-CNBC-Media-Tile-1x1
 
alternatives page
Article Reprint  •  Apr 17, 2024

Re-writing the Playbook on Alignment 

Nash Waterman
Amid today’s environment and ongoing growth in GP-led deals, rolling carry and putting additional capital at risk are no longer enough to guarantee alignment, says Morgan Stanley Investment Management’s Nash Waterman.

Nash-Reprint-Insight-Tile-1x1
 
press-release page
Press Release  •  Apr 08, 2024

Buyers Edge Platform Announces $425M Preferred Equity Investment Led by General Atlantic Credit’s Atlantic Park Fund, Alongside Blackstone Tactical Opportunities and Morgan Stanley Tactical Value 

Morgan Stanley Tactical Value
Buyers Edge Platform (the “Company”), a leader in digital procurement solutions for the foodservice industry, today announced a $425M preferred equity investment from a consortium led by General Atlantic Credit’s (“GA Credit”) Atlantic Park fund, alongside funds managed by Blackstone Tactical Opportunities (“Blackstone”) and investment funds managed by Morgan Stanley Tactical Value (“MS Tactical Value”).

Expansion Capital Team - Private Credit - Insight Tile
 
press-release page
Press Release  •  Apr 02, 2024

Morgan Stanley Capital Partners Acquires Resource Innovations 

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, today announced it has acquired Resource Innovations (“RI” or the “Company”), a leading tech-enabled services company focused on energy efficiency and sustainability. Under the terms of the agreement, MSCP acquired a controlling interest in the Company from BV Investment Partners and certain other shareholders.

Blue abstract
 
press-release page
Press Release  •  Apr 01, 2024

Morgan Stanley Infrastructure Partners Announces Investment in The Pasha Group 

Markus Hottenrott, Chris Ortega, John Klopp
Morgan Stanley Investment Management (“MSIM”), through investment funds managed by Morgan Stanley Infrastructure Partners (“MSIP”), a private infrastructure investment platform within MSIM, today announced it has provided an unsecured term loan to The Pasha Group (“Pasha” or the “Company”), a family-owned maritime transportation company, to support continued infrastructure investment in the Hawaii trade.

Blue abstract
 
sustainable-investing page
Sustainable Investing  •  Apr 01, 2024

An equity approach that seeks to deliver an attractive return journey for clients 

Amay Hattangadi, Leon Sun, Jerry Peng
The Eaton Vance Equity Global Team seeks to illustrate the merits of a "sustainable" equity investing approach.

3505837_Equity-Approach_Insight-Tile-1x1
 
press-release page
Press Release  •  Mar 26, 2024

Morgan Stanley Capital Partners Completes Sale of World 50 to New Continuation Fund Investment Vehicle 

Aaron Sack, Adam Shaw, David N Miller
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”) today announced the sale of World 50 Parent LLC and its related subsidiary companies (“World 50” or the “Company”) to a single asset GP-led continuation fund investment vehicle managed by an affiliate of MSCP.

Blue abstract
 
press-release page
Press Release  •  Mar 21, 2024

Morgan Stanley Private Credit Leads $220 Million Recapitalization for Grass Valley 

Ashwin Krishnan, Peter Ma , David N Miller
Morgan Stanley Private Credit (“MSPC”) announced today that it has led a $220 million recapitalization for Grass Valley, a leading media technology company that provides end-to-end solutions for the live media and entertainment industry.

Credit Partners Team - Insight Tile
 
sustainable-investing page
Sustainable Investing  •  Mar 21, 2024

Cutting Through Labels’ Noise in the Sustainable Bond Market: The Merits of a Research-Driven Framework 

Fixed Income Team
The Fixed Income team actively engages with Green Bond market players to promote robust sustainable financing frameworks that help effectively catalyze capital towards environmentally and socially impactful projects, transparent disclosures, and reporting.

10502274_Cutting-Through-Labels_Insight-Tile-1x1
 
press-release page
Press Release  •  Mar 20, 2024

Fetch Secures $50 Million from Morgan Stanley Private Credit After Achieving Profitability, Signaling Strong Growth Ahead 

Ashwin Krishnan, Griffin Coakley, David N Miller
Fetch, America's Rewards App, has secured $50 million in debt financing from investment funds managed by Morgan Stanley Private Credit. This infusion of capital will prime Fetch for another year of aggressive growth as the now-profitable company accelerates its journey to become the world’s first rewards-for-everything platform.

Credit Partners Team - Insight Tile
 
audio
Insight audio  •  Mar 19, 2024  •  38:57 Min

Lauren Hochfelder on Investment Wars: Do Recent Disruptions in the Real Estate Sector Create Opportunity in 2024? 

Lauren Hochfelder
Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, appears on Investment Wars to discuss major disruptions and trends in the commercial real estate market.

10305667-Insight-Tile-1x1
Insight thumbnail audio icon
 
page
Insight Article  •  Mar 14, 2024

Managed Futures as a Potential Solution to Market Volatility 

In periods of volatility, investors may be looking for an alternative investment which may not only provide potential mitigation from the effects of market fluctuations, but also potentially capitalize on this increase in volatility.

10295612_Managed-Futures_Insight-Tile-1x1
 
press-release page
Press Release  •  Mar 05, 2024

Openprise Secures $25 Million in Series B Funding 

Pete Chung, Lincoln Isetta, Melissa Daniels, David N Miller
Openprise, a leader in revenue operations (RevOps) data automation, announced today that it closed a $25 million Series B equity raise led by investment funds managed by Morgan Stanley Expansion Capital. With a strong balance sheet and impressive growth, Openprise is poised to continue helping high-performance RevOps teams in transforming their data into action, achieving operational agility at scale, and simplifying technology to drive efficient growth.

Expansion Capital Team - Private Credit - Insight Tile
 
page
Media Appearance  •  Mar 01, 2024

Inside Saudi Arabia’s Plan to Move Past Oil, by Barron's Reshma Kapadia 

Amy Oldenburg
Morgan Stanley Investment Management’s Head of Emerging Markets Equity Amy Oldenburg was interviewed by Barron’s for their January cover story on investing in Saudi Arabia.

GEM-Team-Insight-Tile-1x1
 
sustainable-investing calvert page
Calvert  •  Mar 01, 2024

Parity Beyond the Boardroom: Closing Diversity Gaps in the Corporate Pipeline 

In the third paper of our gender diversity series, we discuss one of the top remaining global gender issues: the gap in the corporate “talent pipeline” – where gender and ethnic representation at the board and employee levels is much higher than at the executive and senior management levels.

Calvert-Parity-Insight-Tile-1x1
 
press-release page
Press Release  •  Feb 21, 2024

17 Million and Counting: PowerToFly Unlocks Massive Diverse Talent Pool with New AI Matching 

Morgan Stanley Next Level, Morgan Stanley Expansion Capital
PowerToFly, a diversity talent acquisition and engagement platform connecting underrepresented talent to great careers, today announced that the number of candidate profiles in its diversity recruiting software, PowerPro, has expanded to over 17 million.

Expansion Capital Team - Private Credit - Insight Tile
 
page
Insight Article  •  Feb 15, 2024

The Merits of Hedge Fund Co-Investments 

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.

9572052-Tile
 
press-release page
Press Release  •  Feb 14, 2024

cPacket Announces Closing of a $67M Investment from Morgan Stanley Expansion Capital and Trinity Capital Inc. 

Pete Chung, Lincoln Isetta, Melissa Daniels, David N Miller
cPacket Networks Inc. is thrilled to announce the successful completion of a $67 million transaction, including a primary and secondary equity investment by funds managed by Morgan Stanley Expansion Capital and a debt refinancing by Trinity Capital Inc. (Nasdaq: TRIN) (“Trinity").

Expansion Capital Team - Private Credit - Insight Tile
 
page
Insight Article  •  Feb 10, 2024

Managed Futures: A Primer 

Srdjan Teslic
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?

10295613_MSIM-Managed-Futures_Insight-Tile-1x1
 
video
Media Appearance  •  Feb 02, 2024

See Laurel Durkay on CNBC's "The Exchange" discussing how REITs can benefit from AI 

Laurel Durkay
Sometimes overlooked, but a wildly important beneficiary of advancements in the adoption of artificial intelligence, is the data center real estate sector. In fact, Laurel calls now a “transformational moment” for data centers and reveals her top investment ideas for the space on CNBC’s "The Exchange."

10561819 Media-Tile-1x1-v2
Insight thumbnail video icon
 
page
Insight Article  •  Feb 01, 2024

The Founder Advantage: Finding Alpha in Middle-Market Private Equity 

Aaron Sack, Patrick Whitehead
In the increasingly crowded private equity sector, we believe that the middle market can be a differentiated source of alpha—especially for companies with founder involvement. But we believe that generating alpha in the middle market requires a manager with specialized capabilities, a rigorous due diligence approach, and a proven playbook for creating value in the sector. Such expertise becomes even more crucial when partnering with entrepreneurs and business founders.

10520247_Founder_Insight-Tile-1x1
 
video
Media Appearance  •  Feb 01, 2024

Listen to Laurel Durkay discuss the currently compelling REIT valuations 

Laurel Durkay
Listen to Laurel Durkay, CFA, Morgan Stanley Investment Management Head of Global Listed Real Assets, discuss the compelling valuations that REITs currently offer on the Nareit REIT Report Podcast.

Insight-Tile-Laurel-Durkay_REIT-1x1
Insight thumbnail video icon
 
press-release page
Press Release  •  Jan 23, 2024

Instagrid raises $95mn and enters the North American market 

Vikram Raju
Europe’s leading provider of high-performance portable battery systems, Instagrid, today announces a Series C funding round of $95 million. The round was led by Teachers’ Venture Growth (TVG), part of the C$250bn Ontario Teachers' Pension Plan, with participation from Morgan Stanley Investment Management’s (MSIM) 1GT climate private equity strategy. Existing investors Energy Impact Partners, SET Ventures, blueworld.group, and Hightech Gründerfonds, as well as the chair of the advisory board, Pierre-Pascal Urbon, also contributed to the round.

Blue abstract
 
press-release page
Press Release  •  Jan 17, 2024

SolMicroGrid Announces Appointment of Kirk Edelman as Chief Executive Officer 

John Moon, David N Miller
SolMicroGrid, an Energy-as-a-Service microgrid company focused on commercial and industrial (“C&I”) end markets, announced today the appointment of Kirk Edelman as Chief Executive Officer, effective immediately. Kirk joins SolMicroGrid following recent senior executive roles at Safari Energy, a solar-focused renewables developer focused on C&I end markets, and Verdagy, a green hydrogen company. SolMicroGrid continues to be backed by Morgan Stanley Energy Partners, part of Morgan Stanley Investment Management.

Blue abstract
 
video
Media Appearance  •  Jan 17, 2024

Lauren Hochfelder Discusses 2024 Commercial Real Estate Trends on Bloomberg Television 

Lauren Hochfelder
Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, appears on Bloomberg Television to discuss 2024 themes and trends in commercial real estate.

24Q110144 Media-Tile-1x1
Insight thumbnail video icon
 
page
Insight Article  •  Jan 16, 2024

Digital (De)Dollarization? 

Andrew Peel, Digital Asset Markets
The U.S. dollar has been the prominent global currency for more than 80 years, but its dominance is coming under pressure in the face of evolving geopolitical shifts and increasing twin deficits in the United States. Digital assets such as bitcoin, stablecoins in addition to the promise of Central Bank Digital Currencies (CBDCs), have potential to significantly alter the currency landscape. These innovations, while still in their nascent stages, hold opportunities to both erode and reinforce the dollar’s hegemony in global finance, Andrew Peel of Digital Asset Markets explains.

10543396 Insight-Tile-1x1
 
press-release page
Press Release  •  Jan 08, 2024

Morgan Stanley Expansion Capital Leads $34M Series C Investment in Vortexa 

Pete Chung, Lincoln Isetta, Melissa Daniels, David N Miller
Vortexa, the leading real-time global analytics platform for energy and freight markets, is excited to announce the successful completion of its $34 million Series C funding round. Investment funds managed by Morgan Stanley Expansion Capital spearheaded the funding, with strong participation from existing investors Notion Capital, Monashees, Metaplanet, FJ Labs and Communitas Capital.

Expansion Capital Team - Private Credit - Insight Tile
 
alternatives page
Article Reprint  •  Jan 03, 2024

Look Ahead 2024: Re-, near-, and friend- shoring points to a different logistics market 

Lauren Hochfelder
In this article, originally published by PERE, Lauren Hochfelder, co-chief executive officer for Morgan Stanley Real Estate Investing, says logistics will remain a favorite asset class. But she predicts there will be less of a rising tide lifting all boats now.

Lauren-Hochfelder-Reprint-Insight-Tile-1x1
 
alternatives page
Article Reprint  •  Dec 15, 2023

Morgan Stanley Hunts for Deals in Commercial-Property Upheaval 

Lauren Hochfelder
In this article, originally published by Bloomberg, Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, discusses the search for real estate opportunities during commercial-property upheaval.

Lauren-Hochfelder-Reprint-Insight-Tile-1x1
 
alternatives page
Alternatives  •  Dec 14, 2023

Lauren Hochfelder interviews for Bloomberg's "Wall Street Week" - Video 

Lauren Hochfelder
Watch Lauren Hochfelder on Bloomberg's "Wall Street Week" explain why she is so bullish on the commercial real estate sector heading into 2024.

10552780_Lauren-Hochfelder-Bloomberg-Media-Tile-1x1
 
press-release page
Press Release  •  Dec 07, 2023

Morgan Stanley Investment Management Raises $1.2Bn for Later-Stage Growth Equity and Credit Investments 

Pete Chung, Lincoln Isetta, Melissa Daniels, David N Miller
Morgan Stanley Investment Management (“MSIM”) announced today that it has closed on approximately $1.2 billion of total equity capital commitments for North Haven Expansion Equity IX and North Haven Expansion Credit II to fund later-stage growth equity and credit investments in the technology, healthcare, consumer, digital media and other high-growth sectors. The funds, managed by Morgan Stanley Expansion Capital (“Expansion Capital”), exceeded the target total raise of $850 million by over 40%.

Expansion Capital Team - Private Credit - Insight Tile
 
press-release page
Press Release  •  Dec 06, 2023

Morgan Stanley Investment Management Adopts +SUBSCRIBE® Mobilizing Digital Investor Onboarding for Alternative Investment Offerings  

We are excited to announce that Morgan Stanley Investment Management has mobilized the +SUBSCRIBE® platform as part of the firm’s initiative to digitally transform, and further enhance the customer experience when onboarding investors, processing subscription documents, and reporting on their suite of alternative investment products.

Blue abstract
 
press-release page
Press Release  •  Nov 21, 2023

Morgan Stanley Next Level Fund Raises $50 Million to Invest in Early-Stage Technology Companies 

Alice Vilma, David Cook, Jason Wood, Carla Harris
Morgan Stanley Investment Management (MSIM) announced the final close of Morgan Stanley Next Level Fund, L.P. (“Next Level” or the “Fund”) at its target size $50 million of total capital commitments. Investors in the strategy include the inaugural corporate partners Hearst, Microsoft and Walmart as well as Altria, Ten Figures Ventures and Phalanx Impact Partners.

Blue abstract
 
press-release page
Press Release  •  Nov 21, 2023

Morgan Stanley Infrastructure Partners Announces Investment in UltraEdge 

Markus Hottenrott, Chris Ortega, John Klopp
Morgan Stanley Investment Management (“MSIM”), through investment funds managed by Morgan Stanley Infrastructure Partners (“MSIP”), a private infrastructure investment platform within MSIM, announced it has entered into an exclusivity agreement to partner with Altice France S.A. (“Altice France”) to establish the first nationwide independent distributed colocation provider in France through the acquisition of a majority interest in UltraEdge, subject to regulatory approvals and other customary conditions.

Blue abstract
 
press-release page
Press Release  •  Nov 17, 2023

Alliance Technical Group Builds Nationwide Environmental Laboratory Network, Expanding Comprehensive Services 

Aaron Sack, Eric Kanter, David N Miller
Alliance Technical Group (Alliance), a global leader in environmental compliance services, is pleased to announce the successful acquisitions of four environmental laboratories across the United States. This marks the next milestone in Alliance's mission to provide comprehensive environmental solutions to its customer base.

Blue abstract
 
sustainable-investing calvert video
Calvert  •  Nov 13, 2023

Navigating global change as investors 

What does global change mean for long-term investing and how should you respond? Get answers from an industry leader.

Calvert-Global-Insight-Title-1x1
Insight thumbnail video icon
 
press-release page
Press Release  •  Nov 09, 2023

Persistence Capital Partners Exceeds Target and Closes on Over C$375 Million to Support MedSpa Partners Growth 

Persistence Capital Partners (“PCP”), a leading Canadian private equity fund exclusively focused on high-growth opportunities in the healthcare field, is pleased to announce the closing of its second investment vehicle, anchored by investment funds managed by Morgan Stanley Private Equity Secondaries, for MedSpa Partners Inc. (“MSP”), the leading acquirer and operator of top-tier medical aesthetics clinics in North America.

Blue abstract
 
press-release page
Press Release  •  Nov 08, 2023

Flip AI Launches to Bring the ‘Holy Grail of Observability’ to All Enterprises With $6.5 Million in Seed Funding Led by Factory 

Alice Vilma, David Cook, Jason Wood, Carla Harris
Today Flip AI launched with its observability intelligence platform, Flip, powered by a large language model (LLM) that predicts incidents and generates root cause analyses in seconds. Flip is trusted by well-known global enterprises, including a top media and entertainment company and some of the largest financial institutions in the world.

Blue abstract
 
alternatives audio
Alternatives  •  Nov 02, 2023  •  27:58 Min

Neha Champaneria Markle on Private Equity Fast Pitch Podcast 

Neha Champaneria Markle
Morgan Stanley Investment Management’s Head of Private Equity Solutions Neha Champaneria Markle joins Private Equity Fast Pitch’s Jeff Henningsen to talk about where she sees opportunity in the current environment, her team’s investment process, as well as her career trajectory and advice for those just starting out.

9978958 AIP PM-Tile-1x1
Insight thumbnail audio icon
 
press-release page
Press Release  •  Nov 01, 2023

Durango Midstream Announces Credit Facility Refinancing to Underpin Construction of Kings Landing Gas Processing Complex 

John Moon, David N Miller
Durango Midstream LLC (“Durango” or the “Company”), a portfolio company majority owned by funds managed by Morgan Stanley Energy Partners, has secured underwritten commitments from a syndicate of commercial banks led by Wells Fargo Bank, National Association in support of the Company’s ongoing construction of its Kings Landing Gas Gathering and Processing Development (“Kings Landing” or the “Project”)

Blue abstract
 
press-release page
Press Release  •  Nov 01, 2023

Morgan Stanley Infrastructure Partners Completes Investment in Valoriza Servicios Medioambientales S.A. 

Markus Hottenrott, Chris Ortega, John Klopp
Morgan Stanley Investment Management (“MSIM”), through investment funds managed by Morgan Stanley Infrastructure Partners (“MSIP”), a private infrastructure investment platform within MSIM, announced today it has closed the acquisition of Valoriza Servicios Medioambientales S.A. (“Valoriza” or the “Company”) from Sacyr, S.A. (“Sacyr”).

Blue abstract
 
press-release page
Press Release  •  Nov 01, 2023

Kobalt Partners with Morgan Stanley Tactical Value to Invest More Than $700 Million In Music Copyrights 

Thomas Cahill, Pedro Teixeira, Jim Kim
Kobalt today announced a new partnership with investment funds managed by Morgan Stanley Tactical Value to invest more than $700 million to acquire music copyrights over the next few years. As part of the venture, Kobalt will manage the creative, synch, licensing, administration, and investment services for the copyrights.

TacVal_Team_1x1 Tile
 
press-release page
Press Release  •  Oct 31, 2023

Huel unveiled as latest addition to Morgan Stanley Investment Management’s 1GT climate private equity strategy 

Vikram Raju, David N Miller
Huel, the leading sustainable nutrition brand, is pleased to announce an investment by Morgan Stanley Investment Management’s (MSIM) 1GT climate private equity strategy which will see the two parties work in close collaboration.

Blue abstract
 
page
Insight Article  •  Oct 31, 2023

Climate Change is Here… And So Is the Need to Embrace Sustainability in Real Estate 

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.

10272886_Climate-Change_Insight-Tile-1x1
 
sustainable-investing calvert page
Calvert  •  Oct 31, 2023

Calvert’s Approach to Investing in the Energy Transition 

The energy transition will be complex, but in our view it’s this complexity that creates a rich opportunity set for investors intent on making a positive global impact, in addition to pursuing solid financial returns.

42897 Energy Issue Insight-Tile-1x1
 
sustainable-investing calvert page
Calvert  •  Oct 31, 2023

As Corporate DEI Performance Improves, Calvert’s Methodology for Evaluating DEI Issues Builds on Those Gains 

This paper discusses how as corporate DEI performance improves, Calvert refines its methodology to recognize those gains and promote improvement, thus helping to identify leaders and improvers. It discusses the Calvert Diversity, Equity and Inclusion Index Series and the strategies derived from them, and notes that Calvert’s DEI indexes have each outperformed their broad market benchmark since inception as of September 2023.

42752 DEI Insight-Tile-1x1
 
alternatives page
Alternatives  •  Oct 30, 2023

The Opportune Time for Climate Growth Investing 

Vikram Raju, Jake Van Koevering
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, and Jake Van Koevering, Lead Investment Principal on the 1GT Team, discuss the opportunity in Private Equity climate growth investing.

10314209 Option 17 Insight-Tile-1x1
 
page
Media Appearance  •  Oct 23, 2023

Lauren Hochfelder interviews for CNBC's "The Exchange" - Video 

Lauren Hochfelder
Watch Lauren Hochfelder on CNBC's "The Exchange" discuss how real estate geographic differences between return to office policies are misunderstood.

10552780_Lauren-Hochfelder-CNBC-Media-Tile-1x1
 
press-release page
Press Release  •  Oct 19, 2023

Adam Love Named Chief Executive Officer of Allstar Services 

Aaron Sack, Patrick Whitehead, Adam Shaw, David N Miller
Allstar Services announced today that its Board of Directors has appointed Adam Love as Chief Executive Officer. During his 20-year career, Adam has held multiple leadership roles in the residential and commercial services sectors, most recently as Chief Operating Officer at integrated facilities management solutions provider SMS Assist.

Blue abstract
 
page
Insight Article  •  Oct 09, 2023

An Introduction to Alternative Lending 

Kenneth Michlitsch
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.

man on phone
 
sustainable-investing calvert page
Calvert  •  Sep 30, 2023

Reshaping Worker Expectations: From the Great Resignation to the Great Reshuffle 

Yija Chen
In this second paper of our 2023 gender diversity series, we examine changes in the makeup of the U.S. labor force and workforce that occurred partly because of the pandemic—in particular, the effects on women workers. We also explore these trends among other developed economies and offer perspectives on how companies can recruit and retain workers in this new era.

42971 Insight-Tile-1x1
 
video
Insight Video  •  Sep 22, 2023

Listen to Vikram Raju ION Influencers Fireside Chat Series 

Vikram Raju
Morgan Stanley Investment Management’s Head of Climate Private Equity Investment Vikram Raju joins ION Analytics’ Giovanni Amodeo to talk about climate investing opportunities for the ION Influencers fireside chat series.

10314209 Option 17 Insight-Tile-1x1
Insight thumbnail video icon
 
page
Insight Article  •  Sep 07, 2023

How Higher Yields and Growing Alpha Opportunities May Lift Hedge Funds 

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.

10468317_Higher-Yields_Insight-Tile-1x1
 
sustainable-investing page
Sustainable Investing  •  Aug 31, 2023

Engagement & Stewardship MSIM Cross–Asset Class Perspectives 

Barbara Calvi, Thomas Kamei, Mona Benisi, Marte Borhaug
The ESG lead for our Fixed Income, Counterpoint Global, Real Assets and International Equity teams discuss how they incorporate ESG and sustainability into their work, and what collaboration means to them.

1044834055_Takeaway Image AssetsInsight-Tile-1x1
 
press-release page
Press Release  •  Aug 24, 2023

Korea Credit Data Secures KRW 100 Billion Investment from Morgan Stanley Tactical Value 

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.

TacVal_Team_1x1 Tile
 
press-release page
Press Release  •  Aug 23, 2023

Morgan Stanley Infrastructure Partners, Crowley Advance U.S. Wind Energy 

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.

Blue abstract
 
press-release page
Press Release  •  Aug 08, 2023

INRIX Secures $70 Million Financing from Morgan Stanley Investment Management 

Morgan Stanley Tactical Value, 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.

Expansion Capital Team - Private Credit - Insight Tile
 
press-release page
Press Release  •  Aug 03, 2023

Fast Casual Restaurant Brand Urban Plates Closes $27 Million Financing with Morgan Stanley Expansion Capital 

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.

Blue abstract
 
page
Insight Article  •  Jul 27, 2023

How Multi-Manager Platforms Find Strength in Numbers 

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?

10223292-multi-manager-platforms-insight-tile-1x1
 
page
Insight Article  •  Jul 26, 2023

What are Avoided Emissions, and Why Should Companies and Investors Care? 

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.

10314209 Option 17 Insight-Tile-1x1
 
audio
Insight Audio  •  Jul 18, 2023  •  53:47 Min

Listen to Vikram Raju on the My Climate Journey Podcast 

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.

10314209 Option 17 Insight-Tile-1x1
Insight thumbnail audio icon
 
press-release page
Press Release  •  Jul 05, 2023

Morgan Stanley Energy Partners, SPG expands turbine technology partnership with Honeywell to include Energy Services market 

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.

Blue abstract
 
page
Insight Article  •  Jun 22, 2023

Private Credit Perspectives: Q&A with Jeff Levin and Mark Jochims of Morgan Stanley Private Credit (MSPC) 

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.

Wide view of a bridge over water
 
press-release page
Press Release  •  May 31, 2023

Morgan Stanley Private Equity Secondaries Completes Investment Alongside Clairvest in Top Aces  

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.

9978958 AIP PM-Tile-1x1
 
press-release page
Press Release  •  May 17, 2023

Morgan Stanley Investment Management Raises $500 Million for First Close of 1GT Climate Private Equity Strategy  

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.

Blue abstract
 
press-release page
Press Release  •  May 01, 2023

Morgan Stanley Capital Partners Acquires RowCal 

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.

Blue abstract
 
press-release page
Press Release  •  May 01, 2023

Morgan Stanley Capital Partners Acquires Allstar Services 

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.

Blue abstract
 
audio
Media Appearance  •  Apr 27, 2023  •  38:23 Min

Head of Morgan Stanley Capital Partners Aaron Sack on Capital Allocators: Branded Middle Market Investing at Morgan Stanley  

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.

aaron.sack
Insight thumbnail audio icon
 
page
Insight Article  •  Apr 18, 2023

Why Invest in Asian Private Equity? The Case for Outperformance 

Pamela Fung
Leverage Morgan Stanley Investment Management’s experience and insight to demystify the private equity opportunity in Asia and opportunities for outperformance.

9978958 AIP PM-Tile-1x1
 
press-release page
Press Release  •  Apr 04, 2023

Morgan Stanley Investment Management’s 1GT Co-Leads $50 Million Funding for Everstream Analytics  

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.

Blue abstract
 
press-release page
Press Release  •  Apr 03, 2023

Morgan Stanley Capital Partners Enters Agreement to Sell Ovation Fertility to US Fertility 

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.

Blue abstract
 
page
Insight Article  •  Mar 16, 2023

Deconstructing the Denominator Effect 

Portfolio Solutions Group
Our Portfolio Solutions Group analyzes the key factors that impacted the "denominator effect" in 2022's market downturn.

10355422_Denominator-Effect_Insight-Tile-1x1
 
page
Insight Article  •  Mar 15, 2023

Private Markets Asset Allocation Framework 

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.

10364424_Private-Markets_Insight-Tile-1x1
 
audio
Media Appearance  •  Feb 28, 2023  •  39:39 Min

Morgan Stanley Capital Partners’ Patrick Whitehead on BDO Private Equity PErspectives: Playing Offense in a Volatile Market  

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.

patrick.whitehead
Insight thumbnail audio icon
 
press-release page
Press Release  •  Feb 13, 2023

Mesa West Capital Raises $1.37 billion for Fifth Value-Add Real Estate Debt Fund  

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.

Blue abstract
 
press-release page
Press Release  •  Feb 02, 2023

At $2.5 Billion, Morgan Stanley Investment Management Raises One of the Largest Funds Focused on Single Asset GP-Led Continuation Vehicles  

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.

Blue abstract
 
press-release page
Press Release  •  Feb 01, 2023

MSCP Acquires Apex Companies 

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”).

Blue abstract
 
page
Insight Article  •  Jan 26, 2023

Private Equity Climate Investing, the Year Ahead 

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.

10314209 Option 17 Insight-Tile-1x1
 
press-release page
Press Release  •  Jan 05, 2023

World’s Premier Investors Line Up to Partner with Netskope as the SASE Security and Networking Platform of Choice 

Morgan Stanley Tactical Value
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.

TacVal_Team_1x1 Tile
 
press-release page
Press Release  •  Dec 19, 2022

CyberCube Announces $50 Million in Growth Capital Financing to Further Advance Cyber Risk Analytics  

Morgan Stanley Tactical Value
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.

TacVal_Team_1x1 Tile
 
press-release page
Press Release  •  Dec 06, 2022

MSCP Backed Alliance Technical Group acquires GBMc & Associates 

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.

Blue abstract
 
page
Insight Article  •  Nov 30, 2022

Insights Blog: Five Findings from COP27 with Vikram Raju 

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").

10094749-Insight-Tile-1x1
 
press-release page
Press Release  •  Nov 21, 2022

Morgan Stanley Investment Management Launches 1GT Growth-Oriented Private Equity Platform Focused On Companies Seeking To Mitigate Climate Change 

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.

Blue abstract
 
press-release page
Press Release  •  Oct 21, 2022

Morgan Stanley Capital Partners Completes Investment in Emler Swim School 

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.

Blue abstract
 
press-release page
Press Release  •  Oct 19, 2022

Morgan Stanley Investment Management Significantly Exceeds Target With Second Co-Investment Fund 

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.

Blue abstract
 
press-release page
Press Release  •  Oct 04, 2022

Waud Capital Partners Closes Continuation Fund for Ivy Rehab Physical Therapy 

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.

Closeup of a blue and silver geode
 
press-release page
Press Release  •  Sep 22, 2022

DataGuard raises €61 million Series B from Morgan Stanley Expansion Capital 

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.

Expansion Capital Team - Private Credit - Insight Tile
 
press-release page
Press Release  •  Sep 19, 2022

PowerToFly Raises Over $30 million to continue building diverse and inclusive workplaces 

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).

Expansion Capital Team - Private Equity - Insight Tile
 
press-release page
Press Release  •  Sep 15, 2022

OneTeam Partners Announces Sale of RedBird Capital Stake to HPS, Atlantic Park and Morgan Stanley, Recapitalizing the Premier Athlete Licensing and Marketing Company 

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.

TacVal_Team_1x1 Tile
 
press-release page
Press Release  •  Sep 08, 2022

Dealpath Raises $43M Series C Led by Morgan Stanley Expansion Capital 

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.

Plants
 
press-release page
Press Release  •  Sep 07, 2022

Fairway Lawns Acquires Luv-A-Lawn and Plant It Earth 

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.

Blue abstract
 
page
Press Release  •  Aug 17, 2022

Swander Pace Capital Announces First Continuation Fund with Captek Softgel International. Inc. in Partnership with Morgan Stanley and Rabo Investments 

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.

Closeup of a blue and silver geode
 
page
Press Release  •  Jun 21, 2022

Platform.sh Secures $140 million in Series D Funding to Support Enterprises in Scaling Fleets of Websites and Applications 

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.

Plants
 
press-release page
Press Release  •  May 18, 2022

Jason Rabbino Named Chief Executive Officer of Sila Heating & Air Conditioning 

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.

Blue abstract
 
press-release page
Press Release  •  May 18, 2022

Morgan Stanley Capital Partners Completes Investment in Fairway Lawns 

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

Blue abstract
 
page
Press Release  •  Apr 05, 2022

Conversica Announces the Completion of a $25 Million Financing With Morgan Stanley Expansion Capital to Further Its Growth 

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.

Plants
 
page
Press Release  •  Mar 30, 2022

Gozio Health Announces Financial Partnership with Morgan Stanley Expansion Capital 

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.

Plants
 
page
Press Release  •  Mar 02, 2022

Morgan Stanley Investment Management Raises $2 Billion for North Haven Capital Partners VII 

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%.

Blue abstract
 
page
Press Release  •  Mar 02, 2022

Morgan Stanley Capital Partners Completes Investment in SpendMend 

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.

Blue abstract
 
press-release page
Press Release  •  Feb 17, 2022

AWT Labels & Packaging Extends Labeling Portfolio with Labeltronix Acquisition  

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.

Blue abstract
 
page
Press Release  •  Jan 13, 2022

GoFundMe to Acquire Classy 

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.

Expansion Capital Team - Private Equity - Insight Tile
 
press-release page
Press Release  •  Dec 15, 2021

Morgan Stanley Capital Partners Completes Sale of 24 Seven to New Continuation Investment Vehicle 

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.

Blue abstract
 
page
Press Release  •  Nov 17, 2021

Cohesion Announces $15 Million Series A Financing to Advance the Commercial Real Estate Transformation to Data-Driven, Smart Buildings Amid a New Era of Hybrid Work 

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).

MS-Next-Level-Insight-Tile-1x1
 
page
Press Release  •  Oct 29, 2021

Morgan Stanley Infrastructure Partners Completes Investment in SpecialtyCare 

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.

Infrastructure - Insight Tile
 
page
Press Release  •  Oct 28, 2021

Vbrick Appoints Paul Sparta as Chief Executive Officer 

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.

Expansion Capital Team - Private Equity - Insight Tile
 
page
Press Release  •  Oct 01, 2021

Lightspeed Announces Closing of Acquisition of Ecwid 

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.

Expansion Capital Team - Private Equity - Insight Tile
 
page
Press Release  •  Sep 23, 2021

Morgan Stanley Expansion Capital and Ally Bridge Group Lead $135 Million Investment in Elligo 

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.

Expansion Capital Team - Private Equity - Insight Tile
 
page
Press Release  •  Sep 14, 2021

SkyKick Announces $130 Million Financing to Accelerate Cloud Automation Platform Globally 

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.

Credit Partners Team - Insight Tile
 
p