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 Recapitalization

Recykal

Venture Round in 2022
Recykal is a digital technology company that provides cloud based solutions for Waste Management and Recycling Industry. ecykal’s digital platform connects Waste Generators like Businesses, Consumers, Waste Aggregators, Recyclers and enables transactions between them with transparency and traceability.

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.

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.

Golub Capital BDC

Post in 2018
Golub Capital BDC is a business development company that operates as an externally managed closed-end non-diversified management investment firm. The company focuses on generating current income and capital appreciation by investing primarily in the debt and minority equity of middle-market companies in the United States. Its investment portfolio includes senior secured loans, one-stop loans, second lien and subordinated loans, as well as warrants and minority equity securities. Golub Capital BDC typically targets investments in securities that are rated below investment grade or would be rated as such. The investment activities are managed by GC Advisors LLC.

Mesa West Capital

Acquisition in 2017
Mesa West Capital, LLC is a commercial real estate lending company based in Los Angeles, California, with an additional office in Chicago, Illinois. Established in 2004, the firm specializes in providing bridge and structured finance programs for various commercial real estate projects across the United States. Mesa West Capital offers financing solutions for real estate acquisitions, refinancings, and recapitalizations, focusing on sectors such as office, retail, industrial, multifamily, and hotels. The company operates as a private institutional lender, delivering flexible and reliable capital to real estate investment firms, private developers, and property owners. With a capital base of approximately $3.5 billion, Mesa West Capital has developed a robust debt platform that supports its lending activities. As of 2018, it functions as a subsidiary of MSREI Holding, Inc.

Renew Financial

Debt Financing in 2017
Renew Financial specializes in providing innovative financing solutions aimed at supporting contractors in the renewable energy and energy efficiency sectors. Founded in 2008 by Cisco DeVries, the company focuses on promoting energy independence and transitioning to a clean energy economy. Its primary offerings include the Property Assessed Clean Energy (PACE) financing model and the Warehouse for Energy Efficiency Loans, which facilitate access to financing for residential energy efficiency projects by attracting institutional investors. Renew Financial's platform provides both secured and unsecured financing options to homeowners, contractors, and local governments, enabling them to undertake energy, safety, and water efficiency improvements. This approach not only helps property owners reduce energy consumption but also aids local governments in creating jobs and fostering sustainable development.

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.

STORE Capital

Post in 2016
STORE Capital Corporation is a net-lease real estate investment trust (REIT) that specializes in acquiring, investing in, and managing Single Tenant Operational Real Estate. Founded in 2011 by a team of six executives, STORE Capital has become one of the largest and fastest-growing net-lease REITs in the United States. The company maintains a diverse portfolio of over 2,500 properties, primarily focusing on real estate-intensive businesses, which serve as profit centers. By offering innovative lease financing solutions, STORE Capital partners with business owners to optimize their capital and support their long-term growth needs, positioning itself as a stable and reliable investor in the market.

Revolution Money

Series C in 2009
Revolution Money is a financial services company focused on disrupting traditional credit card companies and digital payment platforms. It offers a unique credit card, the RevolutionCard, which utilizes PIN activation instead of signatures, enhancing security by allowing the card to be printed without personally identifiable information. This innovative approach aims to reduce identity theft and lower processing fees through an internet-based transaction system. Additionally, Revolution Money provides MoneyExchange, a service that enables users to transfer funds between one another, with the added benefit of accessing these funds via a debit/ATM card. Transfers between account holders are free, promoting seamless transactions. The company is partially owned by Revolution, LLC, an investment firm founded by Steve Case, and is supported by a board comprising notable figures from the financial industry.

Revolution Money

Series B in 2007
Revolution Money is a financial services company focused on disrupting traditional credit card companies and digital payment platforms. It offers a unique credit card, the RevolutionCard, which utilizes PIN activation instead of signatures, enhancing security by allowing the card to be printed without personally identifiable information. This innovative approach aims to reduce identity theft and lower processing fees through an internet-based transaction system. Additionally, Revolution Money provides MoneyExchange, a service that enables users to transfer funds between one another, with the added benefit of accessing these funds via a debit/ATM card. Transfers between account holders are free, promoting seamless transactions. The company is partially owned by Revolution, LLC, an investment firm founded by Steve Case, and is supported by a board comprising notable figures from the financial industry.
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