Morgan Stanley

Morgan Stanley, a global financial services firm founded in 1935, offers a wide range of investment management services. Its investment management arm, Morgan Stanley Investment Management, manages assets across public and private markets, including equity, fixed income, and balanced portfolios for institutional and individual clients worldwide. The firm's private equity division invests in a broad spectrum of industries, focusing on control and minority equity investments in middle-market companies. Morgan Stanley's energy-focused private equity platform, Morgan Stanley Energy Partners, invests in energy companies across North America, while Morgan Stanley Infrastructure Partners targets core-plus infrastructure assets globally. Additionally, Morgan Stanley Alternative Investment Partners provides clients with access to hedge funds, private equity, real estate, and diversified alternatives. The firm's extensive global network, deep industry expertise, and long-tenured professionals enable it to deliver tailored investment solutions to its clients.

Rogger Alvarado

Managing Director

Jungmin An

Managing Director

Edward Backer

Managing Director

Steven Baker

Executive Director

Michael Bluhm

Managing Director and Global Head of Gaming and Lodging Investment Banking

Peter Bowden

Vice President

Thomas Cahill Jr.

Co-Head of Tactical Value Investing and Managing Director

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)

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

Thomas Denizeau

Managing Director

Julia DiRubbo

Virtual Engagement Associate

Erica Flynn

Senior Registered Client Service Associate

Robert Giegerich

Executive Director

John Glass

Managing Director and Associate Director of US Equity Research

Bruce Hamilton

Managing Director

Kelvin Hebburn

Managing Director

Mark Horsfall

Managing Director, Energy Investment Banking

Chelsea Hua

Executive Director

Jorge Iragorri

Managing Director

Hilary Irby

Managing Director and Co-Head of Global Sustainable Finance

Martin Koshakow

Managing Director

Ashwin Krishnan

Managing Director, Co-Head of North America Private Credit, Head of Opportunistic Credit

Ryan Law

Managing Director

Robert Lee

Managing Director

Vikram Lokur

Managing Director and Head of Institutional Distribution - Southeast Asia and Hong Kong

James McAuliffe

Managing Director-Corporate Credit Desk Analytics

Nirav Mehta

Managing Director and Co-Head - India

Franklin Mejia

Vice President and Account Manager

Eduardo Miras

Managing Director and Co-Head of Brazil Investment Banking

David Morrison

Managing Director and Portfolio Manager

Thomas Nides

COO and Executive

Robert Rafter

Managing Director, Portfolio Manager, Head of Research - AIP Hedge Fund and Investment Committee Member

Vikram Raju

Managing Director and Head of the 1GT Platform, Climate Investing for the Private Credit and Equity

Melissa Richards

Executive Director

Yacine Saidji

Managing Director and Co-Head, European Investing

Arjun Saigal

Managing Director and Co-Head - India

Brittany Skoda

Managing Director and Global Head of Software Banking

Sean Sullivan

Managing Director

Alice Vilma

Managing Director

Nash Waterman

Head of Morgan Stanley Private Equity Secondaries and Investment Committee member

Frederick Wijsenbeek

Managing Director

Jerome Wood

Managing Director

Stephen Zannetos

Managing Director

Shyam Sundar

Managing Director and Co-Head, India Infrastructure

Past deals in Project Management

Newmark

Post in 2025
Newmark is a comprehensive commercial real estate services firm that provides a wide array of solutions for both property owners and occupiers. The company specializes in leasing and corporate advisory services, investment sales, commercial mortgage brokerage, consulting, appraisal and valuation, project management, and property and facilities management. Its expertise spans various sectors, including office, retail, industrial, multifamily, student housing, hotels, data centers, healthcare, self-storage, land, condominium conversions, subdivisions, and special use properties. By offering an integrated platform, Newmark caters to a diverse clientele that includes some of the largest commercial property owners, real estate developers, and investors, along with Fortune 500 and Forbes Global 2000 companies. Through its focus on anticipating future trends, Newmark aims to deliver valuable insights and solutions tailored to the evolving needs of the real estate market.

The Pasha Group

Debt Financing in 2024
The Pasha Group is a diversified transportation and logistics company that offers a wide range of services both domestically and internationally. Established in 1942 and headquartered in San Rafael, California, the company operates across several units, including Automotive Services, Relocation Services, Logistics Services, Transportation Services, and Maritime Services. Its Automotive Services division specializes in vehicle distribution for manufacturers and commercial shippers, providing essential port processing, yard management, and terminal handling. The Relocation Services unit focuses on freight forwarding and global move management for individuals and corporations, while the Logistics Services unit caters to project logistics and freight forwarding for various commodities. Transportation Services supports military personnel with vehicle transportation and storage solutions. Additionally, the Maritime Services unit manages terminal operations and stevedoring for various cargoes. The Pasha Group has a significant operational footprint across North America, with additional locations in Asia and Europe, enhancing its ability to deliver comprehensive logistics management solutions.

Allstar Construction

Acquisition in 2023
Allstar Construction Holdings, LLC is a general contracting company based in Maple Plain, Minnesota, established in 1977. It specializes in a comprehensive range of services, including construction, building maintenance, and insurance restoration. The company caters to both residential and commercial markets by offering services such as roofing repair and replacement, siding installation, window and door services, as well as water and fire restoration. Allstar Construction also addresses specific needs like leak repair, drainage solutions, ventilation, insulation, and snow removal. With a focus on enhancing and maintaining properties, the company provides expertise in multi-family property management and exterior remodeling.

Seven Seas Water

Acquisition in 2020
Seven Seas Water Corporation is a multinational company specializing in outsourced water treatment, wastewater treatment, and reuse solutions for a diverse range of clients, including governmental, municipal, industrial, property developers, and hospitality sectors. Founded in 1996 and headquartered in Tampa, Florida, the company operates over 150 water and wastewater treatment plants across the United States, Caribbean, and Latin America. Seven Seas Water offers a comprehensive Water-as-a-Service model that includes custom desalination, advanced water treatment, and emergency water supplies. The firm is involved in both the development of new treatment facilities and the acquisition of existing operations, showcasing its capabilities in project execution and risk management. Through advanced technologies like seawater reverse osmosis, Seven Seas Water aims to provide cost-effective and sustainable water solutions, ensuring a reliable supply of potable and industrial process water for its clients.

Educate 360

Acquisition in 2019
Educate 360 is a professional training partner dedicated to enhancing organizational efficiency and effectiveness. The company specializes in providing instructor-led training services for both individuals and organizations, offering courses in project management disciplines, agile methodologies, and Six Sigma. These services are available through in-person and online formats, aiming to improve cross-functional alignment within client organizations and drive results that surpass business performance goals.

KSH Infra

Acquisition in 2019
KSH Infra is a developer of industrial infrastructure with a focus on serving key sectors such as automobiles, fast-moving consumer goods, paper, logistics, and energy. The company is actively involved in creating warehousing and industrial spaces, with over 3 million square feet currently under development in Pune and ambitious plans to expand its footprint to over 10 million square feet across major markets in India. KSH Infra specializes in the construction of factories and warehouses, utilizing strategic land procurement and agile development processes to enhance operational efficiency for its clients. The company has attracted significant investment from prominent global investors, enabling it to pursue its growth objectives in the industrial infrastructure sector.

Power Mech Projects

Venture Round in 2015
Power Mech Projects Ltd., established in India, specializes in comprehensive power infrastructure services. The company offers erection, testing, and commissioning of boilers, turbines, generators (ETC-BTG), balance of plant works, civil works, and operation & maintenance services. Its principal business lines are Erection Works, Operation & Maintenance Services, and Civil Works. Led by experienced management, including founding Chairman Mr. S Kishore Babu with extensive power sector experience, the company generates majority revenue from India.

Business Engine

Venture Round in 2005
As of February 8, 2007, Business Engine, Inc. was acquired by PlanView, Inc. Business Engine, Inc. offers portfolio management solutions for information technology (IT), and research and development companies. It offers solutions for IT planning and control, such as project portfolio management, IT financial management, application portfolio management, and business process management; new product development; and program management systems that integrate technical performance requirements, resource planning, and schedules. Its products include Business Engine Network, a Web-based environment for corporate planning, financial control, and project execution; and Planview Micro-Frame Program Manager, which is a project management solution that enables organizations to estimate the proposal or program baselines out-of-the-box proposals, baseline, forecast, resource, and government reports. The company, through its consulting partners, offers strategic planning, process improvement, transition management, technology enablement, project management, system integration, and application implementation services. In addition, it provides operating systems, databases, applications, and software development tools. The company serves aerospace and defense, financial service, manufacturing and telecommunications, pharmaceutical and healthcare, and retail industries. It has strategic partnership with UGS Corp. The company was formerly known as Micro-Frame Technologies, Inc. and it changed its name to Business Engine, Inc. in October, 1998. Business Engine, Inc. was founded in 1985 and is based in San Francisco, California.

Business Engine

Series C in 2000
As of February 8, 2007, Business Engine, Inc. was acquired by PlanView, Inc. Business Engine, Inc. offers portfolio management solutions for information technology (IT), and research and development companies. It offers solutions for IT planning and control, such as project portfolio management, IT financial management, application portfolio management, and business process management; new product development; and program management systems that integrate technical performance requirements, resource planning, and schedules. Its products include Business Engine Network, a Web-based environment for corporate planning, financial control, and project execution; and Planview Micro-Frame Program Manager, which is a project management solution that enables organizations to estimate the proposal or program baselines out-of-the-box proposals, baseline, forecast, resource, and government reports. The company, through its consulting partners, offers strategic planning, process improvement, transition management, technology enablement, project management, system integration, and application implementation services. In addition, it provides operating systems, databases, applications, and software development tools. The company serves aerospace and defense, financial service, manufacturing and telecommunications, pharmaceutical and healthcare, and retail industries. It has strategic partnership with UGS Corp. The company was formerly known as Micro-Frame Technologies, Inc. and it changed its name to Business Engine, Inc. in October, 1998. Business Engine, Inc. was founded in 1985 and is based in San Francisco, California.

Business Engine

Series B in 1998
As of February 8, 2007, Business Engine, Inc. was acquired by PlanView, Inc. Business Engine, Inc. offers portfolio management solutions for information technology (IT), and research and development companies. It offers solutions for IT planning and control, such as project portfolio management, IT financial management, application portfolio management, and business process management; new product development; and program management systems that integrate technical performance requirements, resource planning, and schedules. Its products include Business Engine Network, a Web-based environment for corporate planning, financial control, and project execution; and Planview Micro-Frame Program Manager, which is a project management solution that enables organizations to estimate the proposal or program baselines out-of-the-box proposals, baseline, forecast, resource, and government reports. The company, through its consulting partners, offers strategic planning, process improvement, transition management, technology enablement, project management, system integration, and application implementation services. In addition, it provides operating systems, databases, applications, and software development tools. The company serves aerospace and defense, financial service, manufacturing and telecommunications, pharmaceutical and healthcare, and retail industries. It has strategic partnership with UGS Corp. The company was formerly known as Micro-Frame Technologies, Inc. and it changed its name to Business Engine, Inc. in October, 1998. Business Engine, Inc. was founded in 1985 and is based in San Francisco, California.
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