Jon Sheets

Vice President

Jon Sheets

Vice President

Jon Sheets

Vice President

Biography
Strategies
News & Insights
Team

Biography

Background

Jon Sheets is a Vice President with Morgan Stanley Expansion Jon Sheets is a Vice President with Morgan Stanley Expansion Capital. Prior to joining Morgan Stanley, Jon worked at Headlands Capital where he was a Research Analyst on the small cap activist team; and at Medley Partners where he was a Senior Associate investing in private equity and hedge funds on behalf of Jim Simons’ family and related charitable foundations. Jon began his career in Raymond James’ technology investment banking group. He received his BA in Economics from UC Berkeley.

11 yrs

INDUSTRY EXPERIENCE

2020

STARTED WITH FIRM

11 yrs

INDUSTRY EXPERIENCE

2020

STARTED WITH FIRM

Strategies

Strategy Name	Description
Expansion Capital Strategy	Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors.

Expansion Capital Strategy

Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors.

News & Insights

Press Release

Conversica Announces Completion of Financing with Morgan Stanley Expansion Capital

5 avr. 2022

Conversica Inc., provider of Conversational AI solutions for enterprise revenue teams, announces completion of $25 million financing with investment funds managed by Morgan Stanley Expansion Capital.

Press Release

Gozio Health Announces Financial Partnership with Morgan Stanley Expansion Capital

30 mars 2022

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.

Press Release

MSEC and Ally Bridge Lead $135 Million Investment in Elligo

23 sept. 2021

Morgan Stanley Expansion Capital and Ally Bridge Group, announced the firms have completed an investment in Elligo Health Research, a healthcare-enabling research organization.

View More Press Releases

Team

Morgan Stanley Expansion Capital View Team Details >

Pete D. Chung

Head of Expansion Capital

27 years industry experience

Bill Reiland

Managing Director

35 years industry experience

Melissa Daniels

Managing Director

22 years industry experience

Lincoln Isetta

Managing Director

23 years industry experience

Debra Abramovitz

Executive Director

37 years industry experience

Stanley Hua

Vice President

9 years industry experience

Matthew W. Mendenhall

Vice President

10 years industry experience

Steven Cao

Vice President

5 years industry experience

Jon Sheets

Vice President

11 years industry experience

May not represent all Team Members.

The information on this page is for informational 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.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.