Morgan Stanley Investment Management

Morgan Stanley Investment Management Limited, established in 1986 and based in London, operates as a subsidiary of Morgan Stanley Investment Management Inc. The firm serves a diverse clientele, including governments, corporations, institutions, pension funds, charities, foundations, asset managers, and individual investors. It specializes in managing equity, fixed income, and balanced mutual funds, with investments spanning public equity and fixed income markets worldwide. As a privately owned investment manager, Morgan Stanley Investment Management is dedicated to delivering active management of capital, leveraging the expertise of its experienced professionals to seek superior performance across both public and private markets. The firm is committed to providing tailored investment solutions, focusing on single-sector, multi-asset, and customized strategies to meet the specific needs of its clients.

Thomas Cahill Jr.

Co-Head of Tactical Value Investing and Managing Director

Sam Chainani

Managing Director and Portfolio Manager (Counterpoint Global)

Pete Chung

Managing Director

Melissa Daniels

Managing Principal

Julia DiRubbo

Virtual Engagement Associate

Lauren Pierce Flickinger

Vice President

Ryan Law

Managing Director

Robert Lee

Managing Director

Michael Miller

Executive Director

J.Timothy Morris

Managing Director and Chief Investment Officer

Vikram Raju

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

Steve Rodgers

Managing Director

Nash Waterman

Head of Morgan Stanley Private Equity Secondaries and Investment Committee member

Jonathan Spivak

Managing Director

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.

Intersect Power

Debt Financing in 2024
Intersect Power is a clean infrastructure company focused on delivering efficient and scalable low-carbon solutions in the energy and commodity markets. The company specializes in various phases of development, including design, engineering, finance, and operations. Intersect Power has a late-stage pipeline of 3.2 GWDC of solar and storage projects expected to be operational by 2023, alongside an emerging portfolio of other clean infrastructure assets. Additionally, the company has developed and sold over 1.7 GWDC of contracted solar projects in California and Texas, which are now owned and operated by third-party investors. Intersect Power also explores innovative solutions such as green hydrogen and carbon capture, providing clean alternatives to fossil fuels for transportation and chemical processes.

The Pasha Group

Debt Financing in 2024
The Pasha Group, a diversified transportation and logistics company, provides logistics solutions in the United States and internationally. It operates in five units: Automotive Services, Relocation Services, Logistics Services, Transportation Services, and Maritime Services. The Automotive Service unit provides distribution services for manufacturers of new vehicles and commercial shippers of pre-owned vehicles, such as rental returns and auction cars, as well as vehicle processing, including vehicle port processing, yard management, inventory and management reporting, and terminal handling and stevedoring. The Relocation Services unit provides freight forwarding and global move management services for individuals, corporations, and other multinational organizations, including relocation of personally-owned vehicles. The company offers Logistic Services unit provides commercial freight forwarding and international project logistic services, including movement of automobiles, general commodities, food, construction, and project cargo and high-tech equipment. The Transportation Services unit operates as a subcontractor that provides transportation and/or storage solutions for vehicles of military personnel, dependents, and DOD civilians. The Maritime Services unit offers maritime terminal management and stevedoring services for cargoes, including steel slab, vehicles, and project cargo. The Pasha Group was founded in 1947 and is headquartered in Corte Madera, California.

Intersect Power

Debt Financing in 2022
Intersect Power is a clean infrastructure company focused on delivering efficient and scalable low-carbon solutions in the energy and commodity markets. The company specializes in various phases of development, including design, engineering, finance, and operations. Intersect Power has a late-stage pipeline of 3.2 GWDC of solar and storage projects expected to be operational by 2023, alongside an emerging portfolio of other clean infrastructure assets. Additionally, the company has developed and sold over 1.7 GWDC of contracted solar projects in California and Texas, which are now owned and operated by third-party investors. Intersect Power also explores innovative solutions such as green hydrogen and carbon capture, providing clean alternatives to fossil fuels for transportation and chemical processes.

Intersect Power

Debt Financing in 2021
Intersect Power is a clean infrastructure company focused on delivering efficient and scalable low-carbon solutions in the energy and commodity markets. The company specializes in various phases of development, including design, engineering, finance, and operations. Intersect Power has a late-stage pipeline of 3.2 GWDC of solar and storage projects expected to be operational by 2023, alongside an emerging portfolio of other clean infrastructure assets. Additionally, the company has developed and sold over 1.7 GWDC of contracted solar projects in California and Texas, which are now owned and operated by third-party investors. Intersect Power also explores innovative solutions such as green hydrogen and carbon capture, providing clean alternatives to fossil fuels for transportation and chemical processes.

Educate 360

Acquisition in 2019
Educate 360 is a professional training provider that specializes in enhancing organizational efficiency and effectiveness through instructor-led training services. The company offers a range of courses both in-person and online, focusing on project management disciplines, agile methodologies, and Six Sigma practices. By delivering targeted training, Educate 360 aims to help individuals and organizations achieve greater cross-functional alignment and drive results that surpass their business performance goals.

KSH Infra

Acquisition in 2019
KSH Infra focuses on the development of industrial infrastructure, specifically warehouses and factories, primarily serving sectors such as automobiles, fast-moving consumer goods, paper, logistics, and energy. With over 3 million square feet of warehousing and industrial space currently under development in Pune, the company has ambitious plans to expand its footprint to over 10 million square feet across key Indian markets. KSH Infra employs strategic land procurement and meticulous planning to ensure the efficient operation of its facilities, allowing clients to streamline their processes. The company has attracted significant investment from prominent global investors, underscoring its potential for growth and its commitment to delivering high-quality infrastructure solutions.

Clinipace

Series C in 2011
Clinipace Inc. is a clinical research organization based in Morrisville, North Carolina, that offers integrated clinical research services to pharmaceutical, biotechnology, and medical device companies. Established in 2003, Clinipace operates globally with additional offices in Boulder, Colorado; Buenos Aires, Argentina; São Paulo, Brazil; and regions in Europe and Asia Pacific. The organization specializes in a wide range of therapeutic areas, including oncology, cardiology, and infectious diseases, among others. Clinipace provides a comprehensive suite of services that includes clinical monitoring, biostatistics, study feasibility, patient recruitment, regulatory affairs, and project management. By focusing on collaboration and flexibility, Clinipace aims to meet the unique needs of venture-backed and mid-tier firms while maintaining a high standard of quality in clinical research.

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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