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Overview

 

Morgan Stanley Energy Partners primarily makes control investments in energy companies located in North America. The team focuses on the buyout and build-up of strategically attractive, established energy businesses across the energy value chain in partnership with best-in-class management teams.

 

We focus on value creation through management and operational improvements, value-added oversight, accretive add-on acquisitions, thoughtful financing and strategic alternatives for our portfolio companies.

Throughout our decades-long history, we have maintained a consistent focus on the middle market, investing in companies with enterprise values from $50 million to $1 billion. We generally invest in North America, but we will pursue deals in other geographies on an opportunistic basis. We invest in corporate carve-outs, management buyouts, founder-led recapitalizations, platform build-ups of established companies and growth equity investments.

We focus on oil and gas and invest in companies in the core upstream, midstream and services and equipment subsectors. We seek to partner with world-class management teams to acquire and exploit reserves, move products from the field to markets, distribute products to end consumers and invest in the service and equipment companies that support those businesses along the way.

We primarily seek control equity investments in well-established and differentiated businesses. Following our investment, these companies may serve as platforms for strategic follow-on investments. Our team may help source and fund add-on acquisitions, identify managers who we believe can add value and share our deep industry expertise and relationships, along with the vast resources of Morgan Stanley, with our management partners.

We generally seek to deploy capital in portfolio companies over time as part of a multistep build-up strategy. We believe that this measured approach to investing enables our team to gain a deeper understanding of the strengths and weaknesses of our portfolio companies and ultimately results in superior strategic and capital investment decisions and more effective risk management.

As an energy-focused middle-market private equity investment team with direct access to the network and capabilities of a leading global financial services firm, we can bring outsized resources to our middle-market portfolio companies to help them thrive within their markets. We believe the Morgan Stanley franchise is instrumental in enabling us to recruit senior executives and board members to help our portfolio companies grow.

In addition, we believe that our firm can provide market insights to drive better decision-making; proactive balance sheet management; introductions to potential acquisition candidates and other business partners; proprietary knowledge regarding financing, risk management and strategic alternatives; and access to institutional procurement, vendor management and sourcing programs that can deliver significant cost savings.

Meet the Team

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As of 6/30/2024. Team and portfolio information may change from time to time.

Includes legacy energy investments executed by the investment team prior to 2015 through the Morgan Stanley Capital Partners (MSCP) investment platform.

There is no guarantee that any of the investments listed above resulted in positive performance (for realized holdings), or will perform well in the future (for current holdings). The trademarks and service marks above are the property of their respective owners. The information on this website has not been authorized, sponsored, or otherwise approved by such owners.

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The information presented herein is solely for informational and educational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

The information presented does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision. There is no guarantee that any investment strategy will work under all market conditions, and each investor should evaluate their ability to invest for the long-term, especially during periods of downturn in the market.

Diversification does not protect you against a loss in a particular market; however it allows you to spread that risk across various asset classes. Past performance is no guarantee of future results.

Leveraging Morgan Stanley Resources - Subject to third party confidentiality agreement obligations and information barriers established by Morgan Stanley to manage potential conflicts of interest and applicable allocation policies.

Alternative investments are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are suitable only for long-term investors willing to forego liquidity and put capital at risk for an indefinite period of time. Alternative investments are typically highly illiquid – there is no secondary market for private funds, and there may be restrictions on redemptions or assigning or otherwise transferring investments into private funds. Alternative investment funds often engage in leverage and other speculative practices that may increase volatility and risk of loss. Alternative investments typically have higher fees and expenses than other investment vehicles, and such fees and expenses will lower returns achieved by investors.

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Alternative investment funds are often unregulated, are not subject to the same regulatory requirements as mutual funds, and are not required to provide periodic pricing or valuation information to investors. The investment strategies described in the preceding pages may not be suitable for your specific circumstances; accordingly, you should consult your own tax, legal or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such suitability.

No investment should be made without proper consideration of the risks and advice from your tax, accounting, legal or other advisors as you deem appropriate.

Morgan Stanley is a full-service securities firm engaged in a wide range of financial services including, for example, securities trading and brokerage activities, investment banking, research and analysis, financing and financial advisory services. Morgan Stanley Investment Management is the asset management division of Morgan Stanley.

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