摩根士丹利基金管理(中国)有限公司 |
モルガン・スタンレー・キャピタル・パートナーズは世界有数のプライベート・エクイティ・プラットフォームとして、主に北米のミドル・マーケットに焦点を当てて活動を行っています。経営面や事業運営面での改善、価値を付加するオーバーサイトの実施、戦略的アドオン買収、賢明な資本調達などを通じて価値を創造すべく模索しています。主に、創立者が主導する資本再編や、グロース・エクイティ投資、業界ロールアップ、経営陣による買収(MBO)、企業カーブアウトおよびプラットフォーム構築等の手法を通じて、コントロール案件に投資します。設立以来、一貫してミドル・マーケットに焦点を置き、様々な業界の幅広いレンジの企業に投資してきました。
世界をリードするグローバル金融サービス機関として評価されているモルガン・スタンレーに直接アクセスできることも、大きな強みです。その強みを最大限に生かし、ミドル・マーケットのプライベート・エクイティ投資チームとして、その圧倒的なリソースを駆使して、投資先企業がそれぞれの業界において成長していけるよう支援します。モルガン・スタンレーというブランド力は、CEOや取締役、上級幹部を誘引し、留めるための強力な武器になっていると考えます。このような人材の有能さや経験は、モルガン・スタンレーというブランド力を持たない通常のミドル・マーケット企業が獲得できる人材を、往々にして凌駕しているといって過言ではないでしょう。加えて、当社は資本市場に関わる知見に基づいて、積極的にバランスシートを管理し、潜在的なボルトオン買収のターゲットを紹介し、独自の知識に基づいた出口戦略をご提供することが可能です。
長期的なパートナーとなる投資家を探している中規模企業のオーナーのニーズにお応えします。プライベート・エクイティ投資の成功のカギは、利害の一致にあると考えます。
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American Restoration provides emergency and loss-related mitigation services as well as complementary follow-on repair and rebuild services to both residential and commercial customers. The company operates across 10 states through eight regional market-leading brands
Headquartered in Minneapolis, MN, Allstar is a full-service provider of residential exterior replacement, repair and maintenance services across trades including roofing, siding, windows, and gutters. The company, which was founded in 1979, has grown into a leading regional platform in the residential exterior services segment through strong organic growth and strategic M&A.
Headquartered in Minneapolis, MN, RowCal is a provider of outsourced homeowner association (HOA) property management services, offering a comprehensive solution to better manage and maintain HOA communities. The company’s differentiated approach, which leverages advanced technology and an integrated care team to enhance the customer experience, has enabled RowCal to quickly emerge as a leading and trusted provider in the space since inception in 2018.
Established in 1988, Apex is a multidisciplinary consulting and engineering firm with a robust portfolio of capabilities in water, environmental, infrastructure, health & safety, compliance & assurance, construction management, and transportation. Apex is highly regarded for its technical expertise, rapid response, operational integrity, and exceptional client satisfaction. Apex operates in all 50 states and maintains a highly capable and diverse team of scientists, geologists, engineers, consultants, technicians, and information management specialists.
Founded in 1975 and headquartered in Dallas, TX, Emler operates 41 locations across 8 states and provides the essential, lifesaving service of teaching children how to swim. Through purpose-built facilities, the company teaches an average 30,000+ students per month and has a set of courses ranging from infants to more advanced 3-5+ year old swimmers providing an opportunity to grow with its students and increase their lifetime value to the business.
Headquartered in Little Rock, Arkansas, Fairway is a market leading provider of residential lawncare services. The company, which operates 16 branches across the Southeast region, primarily provides recurring lawncare services such as weed control and fertilization, in addition to complementary services including pest control and tree & shrub maintenance.
SpendMend helps leading healthcare organizations nationwide discover the full impact of financial leakage upon their organization. As the healthcare expert in audit recovery and spend visibility, SpendMend has perfected the process of holistically analyzing complex spend data to help an organization shed light upon ubiquitous and pesky financial leakage. SpendMend helps recover financial leakage and partners with clients to identify control gaps harboring financial leakage and improve spend visibility.
Headquartered in Decatur, AL, Alliance is a leading provider of non-discretionary, recurring environmental testing and monitoring services. The company primarily delivers Stack Testing services as well as Leak Detection & Repair (“LDAR”) services and adjacent services such as Air Quality Consulting and Continuous Emissions Monitoring Services.
Headquartered in King of Prussia, PA, Sila is a leading provider of residential HVAC, plumbing and electrical servicesin the Mid-Atlantic and Northeast. The business is a multi-brand platform that has grown organically over the past thirty years as well as through acquisitions, with the consolidated company operating under the Sila brand.
Headquartered in Jacksonville, FL, Nivel is the leading manufacturer and supplier of branded aftermarket parts for personal transportation vehicles, utility terrain vehicles and heavy-duty equipment. The Company offers over 100,000 SKUs in accessories and maintenance parts across the full vehicle lifecycle to a diversified customer base including dealers, distributors and consumers.
Headquartered in Minneapolis, MN, AWT Labels & Packaging (AWT) is a provider of labels and flexible packaging solutions focused on healthcare, personal care, food and beverage, household and industrial end markets. Founded in 1976, the company operates through multiple facilities in the U.S. and holds a leading market position in the medical device labels and clinical trials labels segments.
US HealthConnect (USHC) is a digital platform providing pharma-sponsored continuing medical education and promotional education to healthcare providers. Founded in 1999, the company has evolved into an industry leader in digital medical education focusing on diversified areas such as oncology, cardiology, and women's health. USHC uses its unique, data-driven strategic and consultative approach to help pharmaceutical clients meet the information needs of healthcare providers.
Headquartered in Atlanta, GA, World 50 is a provider of private peer communities that enable over 1,700 senior level executives at globally respected organizations to discover better ideas, share valuable experiences and build relationships with true peers. Executives at the world’s leading companies trust World 50 to facilitate collaboration, conversation, and counsel on the topics most crucial to leading, transforming and growing modern enterprises.
Educate 360 is a family of specialized brands that share a common mission: to help individuals and organizations gain the skills needed to thrive in today’s technology-led and innovation-driven economy. Educate 360 develops integrated solutions across brands to achieve enterprise customers’ learning & development goals in the areas of Management & Leadership, Data Science, and IT skills. Educate 360 partners with organizations to provide flexible training solutions for all members of the team, from C-suite executives to entry-level staff across training modalities
Learn more at www.educate360.com.
Headquartered in Brighton, MI, Impact Fitness is a leading Planet Fitness franchisee with units across Michigan, Indiana, British Columbia and Western Ontario.
Clarity Software Solutions, Inc. is a data- and technology-driven provider of digital member communications for health insurance providers, third party administrators and dental insurance companies. Headquartered in Madison, CT, the company provides digital renderings of member communications for enrollment, claims and payments, and compliance products for both commercial and government health plans in the US.
Headquartered in Voorhees, New Jersey, Comar is a leading rigid plastics packaging manufacturer of bottles, containers, liquid dosing devices and closures predominantly for the healthcare and wellness industry. The Company services customers through manufacturing facilities across the U.S. and Puerto Rico, ensuring coast-to-coast coverage
24 Seven is one of North America’s preeminent human capital management firms specializing in the placement of freelance and full-time creative, marketing and digital talent. The company delivers advertising, creative, marketing and interactive / digital professionals for freelance and permanent placements.
Pathway is a leading veterinary hospital owner and operator. It owns a portfolio of general and specialty veterinary hospitals, and together with its veterinarians and staff, is dedicated to providing the highest and most ethical standard of patient care. Pathway provides systems and processes to enhance productivity and improve medical services while maintaining the practice’s local culture and community identity.
XRI is a leading water resource management company in the Permian Basin of West Texas and Southeast New Mexico engaged in the sourcing, production, transportation, storage and sale of water for use in the oil and gas exploration and production industry.
Sterling Energy is a privately-owned natural gas gathering and processing, marketing services and water supply and delivery services company. Its Centennial Water Pipelines business provides water resource management and water logistics solutions to oil and gas producers in northeast Colorado.
Headquartered in Los Angeles, CA, Ovation Fertility is a leading provider of laboratory services to fertility clinics with operations in eleven states. The company was founded in 2015 by Nate Snyder and a group of industry-leading reproductive endocrinologists (“REIs”) from across the country, including Los Angeles, Austin, Nashville and Las Vegas.
PPC Flexible Packaging is a converter of flexible packaging products primarily in the cleanroom and food end markets.
Access Cash manages the largest independent network of ATMs in Canada.
Headquartered in Chesterfield, MO, Manna Pro is a leading manufacturer and distributor of specialty pet nutrition and care products. The company targets five core animal end markets: dog & cat, horse, backyard chicken, other backyard pets and wildlife attractants, and has a diverse portfolio of product offerings including animal supplements, treats, food and grooming products. Some of Manna Pro’s legacy products have 100+ year histories.
Triana Energy is a natural gas exploration and production company led by one of the premier management teams in the Appalachian Basin.
Cadence Education, headquartered in Scottsdale, AZ, is one of the United States’ leading providers of early childhood education, focusing on the care and curriculum-based education of children between the ages of six weeks and twelve years old.
CoAdvantage is one of the largest professional employer organizations in the U.S. It provides outsourced human resource services including payroll and tax administration, employee benefits, compliance assistance, training and development, and risk management to small- and mid-sized businesses
Trinity CO2 is a leading Permian Basin carbon dioxide (“CO2”) based enhanced oil recovery company. It owns and operates producing CO2 enhanced oil recovery fields in Terry and Gaines counties, Texas.
Hojeij Branded Foods is a leading operator of airport restaurants throughout the U.S. that specializes in franchised, proven restaurant concepts across a portfolio of established brands. It operates in four core categories: quick service restaurants; casual dining; coffee, dessert, and bars; and healthier alternatives.
Breitenfeld manufactures high-specification specialty steel for forging-related products. Located in Austria, key industries for its products include power generation, oil and gas, mechanical engineering, transportation and tool steel.
Creative Circle is a staffing agency representing advertising, creative, marketing, visual communication and digital/interactive professionals. It delivers talent to top advertising agencies and marketing firms as well as to the marketing and communications departments of industry-leading companies.
EmployBridge is a leading provider of outsourced HR and specialty-branded temporary staffing services in the U.S. It operates primarily under the ResourceMFG, ProLogistix and ProDrivers brands, providing skilled personnel for specialty manufacturing, warehousing/logistics and transportation companies.
Learning Care Group is a provider of childcare services to children between the ages of six weeks and 12 years. LCG operates under five distinct brands: Children’s Courtyard, Childtime Learning Centers, La Petite Academy, Montessori Unlimited and Tutor Time Childcare/Learning Centers.
Zenith is one of the U.K.'s largest independent fleet management and vehicle outsourcing businesses. Founded in 1989, it is headquartered in Leeds and operates under the trading name Zenith - Intelligent Vehicle Solutions
Tops Markets is a leading full-service grocery retailer in upstate New York. Tops operates as an independent, locally owned organization and considers their stores to have a "neighborhood grocer" feel.
McKechnie Aerospace designs and distributes components for the aerospace industry, primarily structures, electromechanical and fasteners. McKechnie sells its products through multiple channels including OEMs, distributors and the aftermarket.
Smile America Partners is the largest U.S. provider of administrative support services to affiliated dentists in the mobile dental industry, promoting access to oral healthcare for children from low-income families.
戦略名 | 概要 |
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主に北米を拠点とするミドル・マーケット企業のプライベート・エクイティおよびプライベート・エクイティ関連証券に投資
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主に北米を拠点とするミドル・マーケット企業のプライベート・エクイティおよびプライベート・エクイティ関連証券に投資 |
重要事項
チーム情報は変更される場合があります。上記に記載された投資案件は、プラスのパフォーマンスまたは将来のパフォーマンスを保証するものではありません。上記の商標およびサービスマークは、それぞれの所有者に帰属します。当ページ上の情報は、これらの所有者の承認、保証、またはその他の承認を受けたものではありません。当ページに掲載されている情報は、特定の証券の売買や特定の投資戦略を推奨するものではありません。過去の実績は将来の結果を保証するものではありません。
受託資産の運用は、受託資産に組入れられた株式その他の有価証券等の価格変動リスクや株式その他の有価証券等の発行体の信用リスク等による影響を受けます。受託資産の運用による損益はすべてお客様に帰属し、元本が保証されているものではなく、元本損失又は受託資産に関して行われる取引に際し預託すべき委託証拠金その他の保証金の額を上回ることとなるおそれがあります。オルタナティブ投資は投機的であり、高いリスクを伴います。お客様は投資額の全額または相当額を失う可能性があります。オルタナティブ投資は一般的に流動性が低く、償還や私募ファンドへの投資の譲渡などに制限が設けられている場合があります。オルタナティブ投資は、ボラティリティや損失リスクを増大させる可能性のあるレバレッジやその他の投機的手法を用いることがあります。オルタナティブ投資は通常、他の投資手法よりも手数料や経費が高く、リターンを低下させる可能性があります。
受託資産の運用に係る費用について
投資顧問契約及び投資一任契約に係る投資顧問報酬として、契約資産額に対して年率2.20%(税込)を上限とする料率を乗じた金額が契約期間に応じてかかります。投資一任契約に基づいて投資信託を組み入れる場合は、投資する投資信託に係る費用等が投資顧問報酬に加えてかかる場合があります。また、一部の戦略では投資顧問報酬に加えて成功報酬がかかる場合があります。その他の費用として、組み入れ有価証券の売買手数料、先物・オプション取引に要する費用、有価証券の保管費用等を間接的にご負担頂いただく場合があります。これらの手数料等は契約内容、契約資産の額、運用状況等により異なる為、事前に料率、上限額等を示すことができません。
当ページの情報は、モルガン・スタンレー・インベストメント・マネジメント株式会社(以下、当社)が、投資一任契約においてご提供する運用プロダクトについての情報提供を目的として作成したものです。当ページは当社が信頼できると判断した情報を元に、十分な注意を払い作成しておりますが、当社はその正確性や完全性をお約束するものではありません。当社は、当ページに記載している投資戦略によって運用されている金融商品の取引や申込みの推奨や勧誘を行うものではありません。当ページの投資対象が、お客様の投資目的等からみて、適当でないことがあります。投資の決定は、お客様自身の判断でなさるようお願いいたします。
リスクや手数料等は、個別の契約内容等により異なりますので、契約を締結される際には、事前に契約締結前交付書面を十分にお読みください。