Morgan Stanley

Morgan Stanley is a global financial services firm headquartered in New York City, specializing in investment banking, wealth management, and investment management. The firm serves a diverse clientele, including corporations, governments, and individuals, offering services such as capital raising, financial advisory, and trading in various securities. Morgan Stanley operates several private equity platforms, including Morgan Stanley Energy Partners, which invests in middle-market energy companies, and Morgan Stanley Venture Partners, focusing on late-stage investments in technology and healthcare sectors. Additionally, Morgan Stanley Infrastructure Partners targets the acquisition and transformation of undervalued infrastructure assets. The firm's investment management division encompasses a wide range of strategies, including public and private markets, and operates globally with offices in key financial centers. Through its various business lines, Morgan Stanley aims to deliver innovative solutions and strong returns to its clients while maintaining a commitment to corporate governance and responsible investing.

Rogger Alvarado

Managing Director

Jungmin An

Managing Director

Edward Backer

Managing Director

Steven Baker

Executive Director

Robert Bassman

Executive Director

Michael Bluhm

Managing Director and Global Head of Gaming and Lodging Investment Banking

Peter Bowden

Vice President

James Cartwright

Managing Director

Patrick Cassereau

Managing Director and Head, Fixed Income Capital Markets, Latin America

Sam Chainani

Managing Director and Portfolio Manager (Counterpoint Global)

Prashanth Challa

Managing Director and Head of Wealth Management Data Security

Pete Chung

Managing Director

Michael Colasurdo

Assistant Vice President and Institutional Consulting Associate

Joanne Cosiol

Executive Director and Member of Private Credit Team

Brian Coyle

Managing Director

Gerald Cramer

Vice President

Stuart Crockford

Vice President

Thomas Denizeau

Managing Director

Julia DiRubbo

Virtual Engagement Associate

Alberto Donzelli

Managing Director

Erica Flynn

Senior Registered Client Service Associate

Robert Giegerich

Executive Director

John Glass

Managing Director and Associate Director of US Equity Research

Hilary Grunert

Executive Director

Bruce Hamilton

Managing Director

Kelvin Hebburn

Managing Director

Mark Horsfall

Managing Director, Energy Investment Banking

Chelsea Hua

Executive Director

Jorge Iragorri

Managing Director, Head of Renewable Energy Investments

Hilary Irby

Managing Director and Co-Head of Global Sustainable Finance

Martin Koshakow

Managing Director

Ryan Law

Managing Director

James McAuliffe

Managing Director-Corporate Credit Desk Analytics

Mark McLean

Managing Director

Franklin Mejia

Vice President and Account Manager

Michael Miller

Executive Director

Eduardo Miras

Managing Director and Co-Head of Brazil Investment Banking

David Morrison

Managing Director and Portfolio Manager

Chris Ortega

Managing Director

Melissa Richards

Executive Director

Steve Rodgers

Managing Director

Yacine Saidji

Managing Director and Co-Head, European Investing

Daniel Sailors

Managing Director

Brittany Skoda

Managing Director, Global Head of Software Banking

Chark Tan

Managing Director

Hereward Taylor

Managing Director

Pedro Teixeira

Managing Director

Alice Vilma

Managing Director

Frederick Wijsenbeek

Managing Director

Jim Wilmott

Managing Director and Chairman of Europe

Jerome Wood

Managing Director

Stephen Zannetos

Managing Director

Past deals in Impact Investing

DSD Renewables

Private Equity Round in 2022
Distributed Solar Development (DSD), a business backed by BlackRock Real Assets’ Global Renewable Power platform and GE Renewable Energy.

Intersect Power

Debt Financing in 2021
Intersect Power is a clean infrastructure company bringing efficient, innovative, and scalable low-carbon solutions to its customers in energy and commodity markets. Our expertise includes all phases of development, design, engineering, finance, and operations. Intersect Power has a pipeline of 3.2GWDC of late-stage solar and storage projects that will be in operation by 2023 and an emerging pipeline of other clean infrastructure assets. The company has also developed and sold more than 1.7 GWDC of contracted solar projects across California and Texas, which are owned and operated by third-party investors.

iCapital Network

Venture Round in 2020
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

Finsocial

Debt Financing in 2019
Finsocial S.A.S. is a financial services company based in Barranquilla, Colombia, specializing in credit solutions. The company primarily offers payroll loans tailored for teachers and pensioners, addressing the specific financial needs of these groups. By focusing on this niche market, Finsocial aims to provide accessible financing options to individuals who may have limited access to traditional banking services.

DSD Renewables

Venture Round in 2019
Distributed Solar Development (DSD), a business backed by BlackRock Real Assets’ Global Renewable Power platform and GE Renewable Energy.

Impact Fitness

Private Equity Round in 2019
Impact Fitness is a leading Planet Fitness franchisee with 29 clubs across the United States and Canada. Here At Impact Fitness, We Believe In Revolutionizing The Fitness Industry. Our Gym Is A Strong, Safe, Exciting And Positive Atmosphere For Everyone. We Offer Only The Most Innovated State Of The Art Equipment, The Biggest Selection Of Free Weights, The Newest In Technology For Cardio Training And The Best In Class Group Exercise Program With An Unparalleled Level Of Commitment To Our Gym Members To Help Them Succeed In Their Fitness Goals. Impact Fitness Is A Gym For Everyone To Come And Achieve The Best They Can From Themselves, No Matter What Your Goal Is. Come See Why Our Local Gym in Auburn Is Making A Difference In How Everyone Achieves Their Fitness Goals Today!

Tikehau Capital

Private Equity Round in 2019
Tikehau Capital is a private equity and venture capital firm based in Paris, France, established in 2004. The firm specializes in a wide range of financing products, including senior secured loans, equity, senior debt, unitranche, mezzanine, and preferred shares. Tikehau Capital focuses on making investments in various asset classes such as credit, private equity, real estate, and capital markets strategies, with an emphasis on small and middle-market European companies. It seeks to invest between €0.41 million and €70 million, targeting early-stage, mezzanine, and turnaround opportunities across all sectors and countries, particularly in Singapore and Europe. Tikehau Capital operates through Tikehau Investment Management, which has a significant presence in Europe and Asia, and benefits from a diverse network of investors. The firm's investment strategy includes balance sheet investments and aims to deliver innovative financial solutions while managing long-term capital for both institutional and private investors.

iCapital Network

Venture Round in 2018
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

Visible Alpha

Venture Round in 2018
Visible Alpha, LLC operates an online data and analytics platform that focuses on enhancing the investment research process for institutional investors. Founded in 2012 and headquartered in New York, the company also has operations in Mumbai, Noida, and London. It specializes in developing a proprietary dataset and a suite of tools that provide insights into the future fundamentals of companies by extracting detailed forecasts, assumptions, and logic from sell-side models. This approach offers a high level of transparency and granularity, enabling investors to make informed decisions and generate alpha through improved understanding of analysts' perspectives. Visible Alpha aims to drive efficiencies in the research process by unlocking valuable intelligence that was previously hidden within traditional financial models.

iCapital Network

Series B in 2017
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

Iamgold

Post in 2016
IAMGOLD is a leading mid-tier gold producer with four operating gold mines (including current joint ventures) on three continents. IAMGOLD has a pipeline of development and exploration projects. The company’s growth plans are focused in Canada, select countries in South America and Africa. IAMGOLD is committed to a Zero Harm approach: we continually strive to reach the highest standards in human health and safety, minimize our impact on the environment and work co-operatively with our host communities.

Chi-X Asia Pacific

Private Equity Round in 2011
Chi-X Global Holdings, a global operator of technologically advanced alternative market centers and a provider of innovative market level trading solutions

12 Entrepreneuring

Venture Round in 2000
12 Entrepreneuring is an incubator company based in California that focuses on investing in technology firms. Founded during the peak of the tech bubble by two notable dot-com entrepreneurs, the organization aims to support emerging businesses in the tech industry through strategic investments and resources. By leveraging their experience and network, 12 Entrepreneuring seeks to foster innovation and growth among the companies it partners with.
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