Morgan Stanley Energy Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Morgan Stanley Energy Partners has invested in 1 company.

Morgan Stanley Energy Partners’ most common sectors for investment areoil/gas exploration (45%) and energy services and equipment (34%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (45%) and growth capital (45%). In total, Morgan Stanley Energy Partners has invested in 3 US states and 2 different countries.

In the last 3 years, Morgan Stanley Energy Partners has exited 1 company. The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity10
    • M&A Buy Activity9
    • M&A Sell Activity1
  • Total Sectors Invested 4
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 3

Morgan Stanley Energy Partners

Morgan Stanley Energy Partners

1585 Broadway Avenue,
New York, New York 10036
United States
(212) 761-4000
www.morganstanley.com/im/energypartners

Morgan Stanley Energy Partners is an investment group within Morgan Stanley focused on opportunities in the energy sector. The group looks to invest in North American companies valued between $50 million and $1 billion. Prospective situations include corporate carve-outs, management buyouts, founder-led recapitalizations, platform build-ups, and growth equity investments. Morgan Stanley Energy Partners is based in New York City.


Investment Criteria

Sectors of Interest: Energy Services and Equipment, Oil/Gas Exploration, Utilities

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value 50 1,000
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 8 - 1 - - - 9
Sell (0.2/yr) # - - - 1 - - 1
  10

Most Recent M&A

Company Date Value Type
Sterling Energy Co. 2022-10-17 - Trade Sale
Denver, Colorado · www.sterlingenergy.us
SolMicroGrid LLC 2021-01-07 - Growth Capital
Alpharetta, Georgia · www.solmicrogrid.com
Catalyst Energy Services LLC 2018-08-20 - Growth Capital
Odessa, Texas · www.catalystenergyservices.com
Presidio Petroleum LLC 2018-06-01 - Growth Capital
Fort Worth, Texas · www.bypresidio.com
Specialized Desanders, Inc. 2018-03-21 - Secondary Buyout
Calgary, Alberta · www.desanders.com
Mission Creek Resources LLC 2018-01-01 - Buyout (LBO, MBO, MBI)
The Woodlands, Texas · www.missioncreekresources.com
Durango Midstream LLC 2017-11-21 - Growth Capital
The Woodlands, Texas · www.durangomidstream.com
XRI Holdings LLC 2016-08-23 - Buyout (LBO, MBO, MBI)
Houston, Texas · www.xriwater.com
M.G. Bryan Equipment Co., Inc. 2016-01-01 - Buyout (LBO, MBO, MBI)
Irving, Texas · www.mgbryan.com
Sterling Energy Co. 2011-08-11 - Buyout (LBO, MBO, MBI)
Denver, Colorado · www.sterlingenergy.us
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
XRI Holdings LLC 2016-08-23 Fountain Quail Water Treatment 2019-04-24 1
Houston, Texas · www.xriwater.com , Texas

M&A by Sector

Sector Current # Value All-time # Value
Oil/Gas Exploration 3 (38%) - 4 (44%) -
Energy Services and Equipment 3 (38%) - 3 (33%) -
Machinery 1 (13%) - 1 (11%) -
Utilities 1 (13%) - 1 (11%) -
Total 8 - 9 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (88%) - 8 (89%) -
  Texas 6 (75%) - 6 (67%) -
  Georgia 1 (13%) - 1 (11%) -
  Colorado - - 1 (11%) -
Canada 1 (13%) - 1 (11%) -
  Alberta 1 (13%) - 1 (11%) -
Total 8 - 9 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (38%) - 4 (44%) -
Growth Capital 4 (50%) - 4 (44%) -
Secondary Buyout 1 (13%) - 1 (11%) -
Total 8 - 9 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (100%) -
Total 1 -

M&A Connections

Deals
Acquired from
Investor(s)
11%
1 (11%)
Exited to
Strategic(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

Specialist/Generalist

Specialist

Subsidiary of

Morgan Stanley

Leadership

John Moon

Head of Morgan Stanley Energy Partners

David Cook

Head of Investor Relations & Operations Officer

Logan Burt

Managing Director

Robert Lee

Managing Director

Andrew Griffin

Executive Director

FAQ

What type of investor is Morgan Stanley Energy Partners?

Morgan Stanley Energy Partners is a private equity firm.

Where is Morgan Stanley Energy Partners headquartered?

Morgan Stanley Energy Partners is headquartered in New York, New York.

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