| 摩根士丹利基金管理(中国)有限公司 |
会社情報
運用チーム
モルガン・スタンレー・キャピタル・パートナーズ
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モルガン・スタンレー・キャピタル・パートナーズ
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会社情報
運用チーム
モルガン・スタンレー・キャピタル・パートナーズ
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運用部門: プライベート・クレジット&エクイティ
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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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Security 101 is a provider of integrated commercial security solutions, including access control, video surveillance, and intrusion detection systems. The Company specializes in the design, installation, and ongoing maintenance of physical and electronic security systems.
Olsson is a multidisciplinary provider of enginerering design and consulting solutions for public and private infrastructure clients. Olsson operates across diverse end markets, including technology / data centers, transportation, water and other (industrial, power, federal, healthcare, land development, etc.) offering a comprehensive suite of services.
Thermogenics is a comprehensive provider of outsourced boiler services, with a primary focus on recurring maintenance & repair services and additional offerings across complementary equipment sales and rental services.
Prescott’s is a leading provider of healthcare medical equipment repair and maintenance service solutions, alongside refurbished equipment & parts sales and rental, to health systems, outpatient facilities other care settings nationwide.
FoodScience is a leading provider of pet and human nutritional supplements with in-house manufacturing capabilities.
American Restoration is a leading provider of everday emergency mitigation and restoration services.
Resource Innovations is a provider of energy efficiency consulting services primarily focused on the utility demand side management space. Headquartered in the San Francisco Bay Area, Resource Innovations provides advisory services, program management services and software to utility, government and corporate clients in the areas of energy efficiency and decarbonization with the goal of lowering energy costs, reducing waste, cutting greenhouse gas emissions and improving grid resiliency.
Allstar Services 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.
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 emerge as a leading and trusted provider in the space since inception in 2018.
Operating across all 50 states, Apex is a leading consulting, engineering and field compliance firm delivering solutions across water, environnmental and infrastructure services. Apex offers secrevices across a range of end-markets including government, retail, industrial, energy, real estate, financial services, technology and AEC.
Emler Swim School is a leading provider of company-owned swim schools in more than 60 locations across the U.S. Emler provides the essential, life-saving service of teaching children (ranging from infants to five-year-olds and up) how to swim.
Fairway Lawns is a market leading provider of residential lawncare services in the Southeast, Midwest and Mid-Atlantic regions. Fairway operates 30+ branches and primarily provides recurring lawncare services such as weed control and fertilization, in addition to complementary services including pest control, tree & shrub maintenance and irrigation services.
SpendMend is a leading provider of cost cycle management and regulatory compliance management systems to hospitals and health systems. Utilizing propietary technology to find instances of payment error, SpendMend is the clear market leader in profit recovery.
Nivel Parts & Manufacturing is the leading provider of branded aftermarket parts, accessories and lithium batteries for personal transportation vehicles ("PTVS"), offroad vehicles ("ORVs") and heavy duty vehicles. Nivel offers a wide range of accessories and maintenance parts across the full vehicle lifecycle to its diversified base of dealer, distributor and direct-to-consumer customers.
AWT Labels & Packaging is a leader provider of labels and packaging solutions focused on healthcare, personal care and food & wine / spirits end markets.
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.
World 50 is a provider of private peer communities that enable executives at globally respected organizations to share valuable experiences, buildrelationships with true peers and learn from the world's thought leaders.
Educate 360 is the overarching brand for the long-standing, industry-leading and trusted brands: Project Management Academy, United Training, Watermark Learning, Velopi, Six Sigma Online, Pierian Data and New Horizon. This set allows E360 to serve corporate clients with a wide range of professional training and continuining education courses and certifications in areas such as project management, information technology, data science, Agile and Lean Six Sigma.
Impact Fitness is a leading Planet Fitness franchisee with development rights across Michigan, Indiana, British Columbia and Western Ontario.
Clarity Software Solutions is a data and technology driven provider of member communications and member engagement solutions for health insurance providers, third party administrators and dental insurance companies.
Comar is a leading rigid plastics packaging manufacturer of bottles, containers, liquid dosing deices and closures predominantly for the healthcare and wellness industry. Comar's portfolio of products are mainly for the phamaceutical, medical diagnostics and nutraceutical end-markets.
24 Seven is a human capital mangement firm specializing in the placement of freelance and full-time digital marketing and creative talent.
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.
Alliance Technical Group 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 Lab Services, Air Quality Consulting and Software.
Sila is a leading provider of residential HVAC, plumbing and electrical servicesin the Mid-Atlantic and Northeast.
Ovation Fertility is a leading provider of laboratory services to fertility clinics offering IVF treatment, genetic testing, frozen donor services, surrogacy services and secure storage services.
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.
PPC Flexible Packaging is a converter of flexible packaging products primarily in the cleanroom and food end markets.
Access Cash is Canada’s market leader for merchant ATM deployment and operations.
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.
Triana Energy is a natural gas exploration and production company led by one of the premier management teams in the Appalachian Basin.
Pathway Veterinary Alliance, now Thrive Pet Healthcare is a leading veterinary hospital owner and operator. Thrive owns and operates 400 general, specialty and Thrive branded Affordable Vet Care clinics across the US.
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.
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 the nation's largest light industrial staffing provider supporting industries such as: logistics manufacturing, transportation, contact centers, energy, hospitality, construction and retail, in addition to professional hiring services.
Learning Care Group is a leading provider of early childhood education and care for children 6 weeks to 12 years across 40 states and Washington, D.C.
Zenith is the U.K.'s leading independent leasing, fleet management and vehicle outsourcing businesses.
Tops Markets is a leading full-service grocery retailer with locations across New York, Pennsylvania and Vermont.
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 nation's largest school-based mobile dental program, dedicated to improving population health through education, prevention and disease management. Smile America serves hundreds of thousands of underserved children annually.
| 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。