Morgan Stanley Analysis
What is Morgan Stanley?
Global leader in financial services and investment management
Employees
10001+
Founded
1935
HQ Full Address
1585 Broadway, New York City, New York, 10036, United States
Product Features & Capabilities
- Wealth management services for individuals and institutions
- Investment banking and capital markets advisory
- Sales and trading services for global institutions
- Research and analysis on markets and economies
- Sustainable investing solutions addressing environmental and social issues
Investment Focus
Morgan Stanley Capital Partners primarily focuses on middle-market private equity investments in North America. Their investment strategy includes control transactions, which are often executed through founder-led recapitalizations, growth equity investments, industry roll-ups, management buyouts, and corporate carve-outs. They aim to create value by leveraging the expertise of seasoned investment professionals and experienced operating partners to help companies thrive and grow.
Investment Geography
Morgan Stanley Capital Partners primarily invests in North America.
Key Portfolio Companies
- FoodScience - A vertically integrated provider of pet and human nutritional supplements, acquired from Wind Point Partners. The company focuses on developing and marketing nutritional products.
- Resource Innovations - A tech-enabled services company that specializes in energy efficiency and sustainability solutions.
- Prescott's - A leading healthcare-focused specialty outsourced clinical engineering services provider, which marks Morgan Stanley's continued investment in the healthcare sector.
- American Restoration - A company that provides residential and commercial property mitigation and restoration services, acquired to expand Morgan Stanley's portfolio in the restoration industry.
- Allstar Services - A service provider in the home improvement and restoration sector, which was also part of Morgan Stanley's strategic acquisitions to diversify their portfolio.
Notable Exits
- EmployBridge - A company that provides industry-specific staffing solutions and workforce management strategies.
- Ovation Fertility - A platform of assistive reproductive technology laboratories.
- Union Drilling - A provider of contract land drilling services primarily for natural gas producers in the U.S. The specific exit methods for these companies were not detailed in the sources reviewed.
Recent Fundraising
$2 billion
Management Team
The management team of Morgan Stanley Capital Partners includes the following members:
- Geoff Laporte: Head of Business Development
- Aaron Sack: Head of Capital Partners
- Jim Howland: Senior Advisor
- Eric Kanter: Managing Director
- Steve Rodgers: Managing Director
- Adam Shaw: Managing Director
- James R. Stewart: Managing Director
- David M. Thompson: Managing Director
Other Considerations
Founded in 1935, serving over 80,000 employees globally; Committed to diversity and inclusion in the workplace; Offers comprehensive workplace financial solutions through Morgan Stanley at Work
