Morgan Stanley Capital Partners

Strategie: Private Debt & Private Equity
Morgan Stanley Capital Partners
Strategie: Private Debt & Private Equity

Morgan Stanley Capital Partners

Strategie: Private Debt & Private Equity

 
 
Riepilogo

Morgan Stanley Capital Partners is a leading middle-market private equity platform, focusing primarily on North America. We seek to create value through management and operational improvements, value-added oversight, strategic add-on acquisitions and thoughtful capitalization. We invest primarily in control transactions via founder-led recapitalizations, growth equity investments, industry roll-ups, management buyouts, corporate carve-outs and platform builds. Throughout our history, we have maintained a consistent middle-market focus, investing in companies across a broad range of industries.


As a middle-market private equity investment team with direct access to the capabilities and reputation of a leading global financial services firm, we bring outsized resources to companies to help them thrive within their industries. We believe the Morgan Stanley brand is instrumental in attracting and retaining CEOs, board members, and senior executives whose talent and experience often exceed that which otherwise might be available to middle-market companies. In addition, we believe that our firm can provide capital markets insights to drive proactive balance sheet management, introductions to potential bolt-on acquisition targets, and proprietary knowledge regarding strategic exit alternatives.

‘‘

An owner of a mid-sized business seeking an investor who will partner with them over the long term will find one here. Alignment of interests, in our view, is the key to successful private equity investing.

 
 
 
Gestori di portafoglio
Aaron Sack
Head of Capital Partners | Consumer
25 years industry experience
Mark Bye
Managing Director | Operating Partner
37 years industry experience
James Howland
Managing Director | Operating Partner
33 years industry experience
Eric Kanter
Managing Director | Industrials
19 years industry experience
Steve Rodgers
Managing Director | Healthcare
24 years industry experience
Adam Shaw
Managing Director | Business Services
18 years industry experience
Jill Wight
Managing Director | Operating Partner
18 years industry experience
Alexander Roso
Executive Director
10 years industry experience
Richard Schultz
Executive Director
28 years industry experience
James Stewart
Executive Director
14 years industry experience
David Thompson
Executive Director
11 years industry experience
Geoff Laporte
Head of Business Development, MSCP
11 years industry experience
Harrison Grussmark
Vice President
8 years industry experience
Sharveen Seebaluck
Vice President
9 years industry experience
Max Waterous
Vice President
8 years industry experience
Patrick Whitehead
Vice President
10 years industry experience
 

CONTACT US

For more information about Morgan Stanley Capital Partners, please contact
private.equity@morganstanley.com

Investment Criteria

Transaction Type
Equity investments of the following types:
  • Partnering with founders and leveraging Morgan Stanley’s resources to institutionalize and expand the business
  • Private company recapitalizations and buyouts
  • Industry consolidations and platform roll-ups
  • Corporate carve-outs
Sectors
Business Services
  • Training & Certification
  • Facility Services
  • IT Services
  • Human Capital Management
Consumer
  • Multi-Site Experiential Retail
  • Pet Products and Animal Health
  • Health & Wellness
  • Outdoor & Leisure
Industrials
  • Packaging
  • Industrial Technology
  • Industrial & Environmental Services
  • Specialty Materials / Chemicals
Healthcare
  • Medical Education & Communication
  • Healthcare IT
  • Payor and Provider Outsourcing
  • Provider Consolidation
  • Contract Manufacturing
Education
  • Pre K-12 Schools
  • Curriculum & Assessments
  • Tutoring & Test Preparation
  • Outsourced Services
Target Size
EBITDA: $10 to $75 million
Enterprise Value: $100 to $750 million
Target Geography
Primarily North America
Caricamento dei risultati
 
 
 
 

As of 1/26/2021. Team and portfolio information may change from time to time.

Includes legacy energy investments executed by the investment team prior to 2015. All energy, oil and gas, and natural resources sector investments from 2015 forward are made through or alongside the Morgan Stanley Energy Partners (MSEP) investment platform.

^Morgan Stanley has paid to be considered for this award. This award is based on the analysis of and information gathered by Inc. Magazine using its own methodologies and criteria.  Information regarding such methodologies and criteria is generally not known to Morgan Stanley, and Morgan Stanley has not investigated this award. Other third parties or investors may disagree with the award given to Morgan Stanley. Potential investors should make their own determinations about the prospects for the Fund’s investments. A ranking or award may not be representative of a particular investor’s experience or Morgan Stanley or the Fund’s future performance, and there is no guarantee that similar rankings or awards will be obtained by Morgan Stanley in the future.

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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.

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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.

In the ordinary course of its business, Morgan Stanley engages in a broad spectrum of activities including, among others, financial advisory services, investment banking, asset management activities and sponsoring and managing private investment funds. In engaging in these activities, the interest of Morgan Stanley may conflict with the interests of clients.

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.

CRC# 1872452 Expiration Date: October 1, 2018 

 

 

 

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