Morgan Stanley Expansion Capital Mergers and Acquisitions Summary

Growth Capital Firm Profile

In the last 3 years, Morgan Stanley Expansion Capital has acquired 1 company. It has also invested in 5 others.

Morgan Stanley Expansion Capital’s most common sectors for investment areinternet software and services (29%) and software (29%) . The Firm’s most common investment types include venture (48%) and growth capital (44%). In total, Morgan Stanley Expansion Capital has invested in 14 US states and 5 different countries.

In the last 3 years, Morgan Stanley Expansion Capital has exited 5 companies. The Firm’s most common exit type is trade sale (45%).

Join Mergr to view Morgan Stanley Expansion Capital’s full profile and discover more large growth capital firm investors just like it.

M&A Summary

  • M&A Total Activity55
    • M&A Buy Activity46
    • M&A Sell Activity9
  • Total Sectors Invested 11
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 25
  • M&A Advisors 2

Morgan Stanley Expansion Capital

Morgan Stanley Expansion Capital

New York, New York
United States
www.morganstanley.com/im/expansioncapital

Morgan Stanley Expansion Capital is a division of Morgan Stanley that looks to make growth equity and credit investments in expanding companies operating in the healthcare, digital media, e-commerce, consumer and business services sectors. The unit will consider opportunities throughout North America and Western Europe and primarily targets companies with established products/services looking to scale. Morgan Stanley Expansion Capital is headquartered in New York City.


Investment Criteria

Sectors of Interest: Consumer Services, Digital Media, E-Commerce, Food, Healthcare Services, Information Technology, Internet Software and Services, Life Science, Software

Target Transaction Types: Growth Capital, Venture

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Scandinavia

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 10 25
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (2.4/yr) # 34 6 6 - - - 46
Sell (1.4/yr) # 2 2 4 1 - - 9
  55

Most Recent M&A

Company Date Value Type
OpsRamp, Inc. 2023-03-20 - Add-on Acquisition
San Jose, California · www.opsramp.com
PowerToFly, Inc. 2022-09-19 - Venture
New York, New York · www.powertofly.com
Dealpath, Inc. 2022-09-08 - Venture
San Francisco, California · www.dealpath.com
Pluribus Networks, Inc. 2022-08-04 - Add-on Acquisition
Santa Clara, California · www.pluribusnetworks.com
Platform.sh 2022-06-21 - Venture
Paris, France · www.platform.sh
Quentic GmbH 2022-05-12 - Add-on Acquisition
Berlin, Germany · www.quentic.com
Gozio, Inc. 2022-03-30 - Growth Capital
Atlanta, Georgia · www.goziohealth.com
Phrasee Ltd. 2022-03-16 - Buyout (LBO, MBO, MBI)
London, United Kingdom · www.phrasee.co
Bluestone Lane 2022-01-01 - Venture
New York, New York · www.bluestonelane.com
Rocket Lawyer, Inc. 2022-01-01 - Unknown
San Francisco, California · www.rocketlawyer.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Internet Software and Services 8 (22%) - 13 (28%) -
Software 10 (28%) - 13 (28%) -
Information Technology 8 (22%) - 8 (17%) -
Food 2 (6%) - 3 (7%) -
Life Science 2 (6%) - 3 (7%) -
Beverages 1 (3%) - 1 (2%) -
Digital Media 1 (3%) - 1 (2%) -
E-Commerce 1 (3%) - 1 (2%) -
Healthcare Services 1 (3%) - 1 (2%) -
Marketing 1 (3%) - 1 (2%) -
Restaurants 1 (3%) - 1 (2%) -
Total 36 - 46 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 30 (83%) - 39 (85%) -
  California 13 (36%) - 18 (39%) -
  New York 5 (14%) - 5 (11%) -
  Texas 3 (8%) - 3 (7%) -
  Virginia 2 (6%) - 2 (4%) -
  North Carolina 1 (3%) - 2 (4%) -
  Utah 1 (3%) - 1 (2%) -
  Nevada 1 (3%) - 1 (2%) -
  Massachusetts 1 (3%) - 1 (2%) -
  Indiana 1 (3%) - 1 (2%) -
  Illinois 1 (3%) - 1 (2%) -
  Georgia 1 (3%) - 1 (2%) -
  Washington - - 1 (2%) -
  New Jersey - - 1 (2%) -
  Florida - - 1 (2%) -
United Kingdom 2 (6%) - 2 (4%) -
Canada 2 (6%) - 2 (4%) -
  Quebec 1 (3%) - 1 (2%) -
  Ontario 1 (3%) - 1 (2%) -
Germany 1 (3%) - 2 (4%) -
France 1 (3%) - 1 (2%) -
Total 36 - 46 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 17 (47%) - 22 (48%) -
Growth Capital 16 (44%) - 20 (43%) -
Buyout (LBO, MBO, MBI) 3 (8%) - 4 (9%) -
Total 36 - 46 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 3 (33%) -
Unknown 2 (22%) -
IPO 1 (11%) -
Merger 1 (11%) -
Secondary Sale 1 (11%) -
Trade Sale 1 (11%) -
Total 9 -

Top M&A Advisors

Legal Deals
Holland & Knight LLP
 1
White & Case LLP
 1

M&A Connections

Deals
Exited to
Investor(s)
11%
1 (11%)
Strategic(s)
56%
5 (56%)

Investor Summary

Investor Type

Growth Capital Firm

Size

Large

Specialist/Generalist

Generalist

Subsidiary of

Morgan Stanley

Leadership

Pete Chung

Head of Expansion Capital

Lincoln Isetta

Managing Director

Melissa Daniels

Managing Director

Bill Reiland

Managing Director & CIO

Debra Abramovitz

Executive Director

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