Morgan Stanley Tactical Value Investing Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Morgan Stanley Tactical Value Investing has acquired 1 company.

Morgan Stanley Tactical Value Investing’s most common sectors for investment arefinancial services (15%) and information technology (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (36%) and growth capital (22%). In total, Morgan Stanley Tactical Value Investing has invested in 7 US states and 4 different countries.

The Firm’s most common exit type is bankruptcy (100%).

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M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity14
    • M&A Sell Activity1
  • Total Sectors Invested 12
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 5

Morgan Stanley Tactical Value Investing

Morgan Stanley Tactical Value Investing

1585 Broadway,
New York, New York 10036
United States
www.morganstanley.com/im/tacticalvalueinvesting
private.equity@morganstanley.com

Morgan Stanley Tactical Value Investing is an opportunistic investment group within Morgan Stanley focused on flexible capital solutions across asset classes, sectors, and geographies. The group will consider a variety of investment solutions including preferred equity, asset-backed loans, recapitalizations, PIPEs, and junior/senior debt. Morgan Stanley Tactical Value Investing is headquartered in New York City.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Energy Services and Equipment, Financial Services, Healthcare Services, Information Services, Information Technology, Real Estate, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Recapitalization, Special Situations/Distressed, Acquisition Financing, PIPE, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.4/yr) # 12 1 1 - - - 14
Sell (0.0/yr) # 1 - - - - - 1
  15

Most Recent M&A

Company Date Value Type
OneTeam Partners LLC 2022-09-15 - Secondary Buyout
Washington, District of Columbia · www.joinoneteam.com
Nivel Parts & Manufacturing Co. LLC 2021-05-21 - Secondary Buyout
Jacksonville, Florida · www.nivelparts.com
Lifetime Value Co. LLC 2020-12-17 - Growth Capital
New York, New York · www.ltvco.com
Unipharma LLC 2020-12-10 - Bankruptcy
Tamarac, Florida · www.unipharmausa.com
IQHQ 2020-01-01 - Buyout (LBO, MBO, MBI)
Solana Beach, California · www.iqhqreit.com
Olympia Nederland B.V. 2019-11-13 - Secondary Buyout
Hoofddorp, Netherlands · www.olympia.nl
Angel Oak Capital Advisors 2019-01-01 - Buyout (LBO, MBO, MBI)
Atlanta, Georgia · www.angeloakcapital.com
City Gaming Ltd. 2019-01-01 - Growth Capital
London, United Kingdom · www.game-nation.co.uk
Avelo Airlines 2019-01-01 - Venture
Houston, Texas · www.aveloair.com
Dataminr, Inc. 2018-06-06 - Venture
New York, New York · www.dataminr.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Lineage Logistics Holdings LLC 2012-04-18 VersaCold Logistics Services 2022-04-13 44
Novi, Michigan · www.lineagelogistics.com Vaughan, Ontario · www.versacold.com
New Vision Pharmaceuticals 2018-01-01 GlutaDose 2022-02-10 1
Tamarac, Florida · www.newvisionpharmaceuticals.com Miami, Florida · www.glutadose.com
Lineage Logistics Holdings LLC 2012-04-18 H&S Coldstores 2022-01-11 43
Novi, Michigan · www.lineagelogistics.com Barneveld, Netherlands
Lineage Logistics Holdings LLC 2012-04-18 Claus Sørensen - Cold Storage Division 2021-06-15 42
Novi, Michigan · www.lineagelogistics.com Esbjerg, Denmark
Lineage Logistics Holdings LLC 2012-04-18 UTI Forwarding B.V. 2021-04-26 41
Novi, Michigan · www.lineagelogistics.com Rotterdam, Netherlands · www.uti.nl
Lineage Logistics Holdings LLC 2012-04-18 Pago Sp. z o.o. 2020-12-01 40
Novi, Michigan · www.lineagelogistics.com Grodzisk Wielkopolski, Poland · www.pago.net.pl
Lineage Logistics Holdings LLC 2012-04-18 Maines Paper & Food Service, Inc. - QSR and Casual Dining Distribution Business 2020-05-20 39
Novi, Michigan · www.lineagelogistics.com , New York
Lineage Logistics Holdings LLC 2012-04-18 Van Soest Coldstores - Two Facilities (Netherlands & Belgium) 2019-09-18 38
Novi, Michigan · www.lineagelogistics.com Rijkevorsel, Belgium
XRI Holdings LLC 2016-08-23 Fountain Quail Water Treatment 2019-04-24 1
Houston, Texas · www.xriwater.com , Texas
Lineage Logistics Holdings LLC 2012-04-18 Preferred Freezer Services LLC 2019-02-25 37
Novi, Michigan · www.lineagelogistics.com Chatham, New Jersey · www.preferredfreezer.com

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 2 (15%) - 2 (14%) -
Information Technology 2 (15%) - 2 (14%) -
Airlines 1 (8%) - 1 (7%) -
Automotive 1 (8%) - 1 (7%) -
Gaming 1 (8%) - 1 (7%) -
Life Science 1 (8%) - 1 (7%) -
Media 1 (8%) - 1 (7%) -
Medical Products - - 1 (7%) -
Real Estate 1 (8%) - 1 (7%) -
Staffing 1 (8%) - 1 (7%) -
Transportation 1 (8%) - 1 (7%) -
Utilities 1 (8%) - 1 (7%) -
Total 13 - 14 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (77%) - 11 (79%) -
  Florida 2 (15%) - 3 (21%) -
  Texas 2 (15%) - 2 (14%) -
  New York 2 (15%) - 2 (14%) -
  Michigan 1 (8%) - 1 (7%) -
  Georgia 1 (8%) - 1 (7%) -
  District of Columbia 1 (8%) - 1 (7%) -
  California 1 (8%) - 1 (7%) -
United Kingdom 1 (8%) - 1 (7%) -
Brazil 1 (8%) - 1 (7%) -
Netherlands 1 (8%) - 1 (7%) -
Total 13 - 14 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (31%) - 5 (36%) -
Growth Capital 3 (23%) - 3 (21%) -
Secondary Buyout 3 (23%) - 3 (21%) -
Venture 2 (15%) - 2 (14%) -
Consolidation 1 (8%) - 1 (7%) -
Total 13 - 14 -

Exits by Deal Type

Type Total # Value
Bankruptcy 1 (100%) -
Total 1 -

M&A Connections

Deals
Acquired from
Investor(s)
21%
3 (21%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

1.4B USD

Specialist/Generalist

Generalist

Subsidiary of

Morgan Stanley

Leadership

Pedro Teixeira

Co-Head of Tactical Value Investing

Tom Cahill

Co-Head of Tactical Value Investing

Tia Lowe

COO & CFO, Tactical Value Investing

Cameron Smalls

Managing Director

Kevin Lin

Executive Director

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