Morgan Stanley Expansion Capital Mergers and Acquisitions Summary

Growth Capital Firm Profile

In the last 3 years, Morgan Stanley Expansion Capital has invested in 11 companies.

Morgan Stanley Expansion Capital’s most common sectors for investment areinternet software and services (30%) and software (24%) . The Firm’s most common investment types include growth capital (48%) and venture (48%). In total, Morgan Stanley Expansion Capital has invested in 11 US states and 4 different countries.

In the last 3 years, Morgan Stanley Expansion Capital has exited 3 companies. The Firm’s most common exit type is trade sale (50%).

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M&A Summary

  • M&A Total Activity38
    • M&A Buy Activity34
    • M&A Sell Activity4
  • Total Sectors Invested 10
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 14
  • M&A Advisors 1


Investment Criteria

Sectors of Interest: Consumer Services, Digital Media, Healthcare Services

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 10 25
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (3.6/yr) # 16 7 1 4 6 - 34
Sell (0.6/yr) # 1 - - - 2 1 4
  38

Most Recent M&A

Company Date Value Type
Quentic GmbH 2022-05-12 - Add-on Acquisition
Berlin, Germany · www.quentic.com
CompStak 2021-11-12 - Venture
New York, New York · www.compstak.com
Pluribus Networks, Inc. 2021-10-07 - Growth Capital
Santa Clara, California · www.pluribusnetworks.com
Elligo Health Research, Inc. 2021-09-23 - Venture
Austin, Texas · www.elligohealthresearch.com
ComplianceMetrix 2021-05-26 - Venture
San Diego, California · www.cmx1.com
ValGenesis, Inc. 2021-05-04 - Growth Capital
San Francisco, California · www.valgenesis.com
MotionPoint Corp. 2021-04-01 - Secondary Buyout
Coconut Creek, Florida · www.motionpoint.com
Sprout Foods, Inc. 2021-02-10 - Add-on Acquisition
Montvale, New Jersey · www.sproutorganics.com
airSlate 2021-01-12 - Growth Capital
Brookline, Massachusetts · www.airslate.com
The Lifetime Value Company 2020-12-17 - Growth Capital
New York, New York · www.ltvco.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Internet Software and Services 9 (31%) - 10 (29%) -
Software 6 (21%) - 8 (24%) -
Information Technology 6 (21%) - 6 (18%) -
Life Science 2 (7%) - 3 (9%) -
Food 1 (3%) - 2 (6%) -
Beverages 1 (3%) - 1 (3%) -
Digital Media 1 (3%) - 1 (3%) -
E-Commerce 1 (3%) - 1 (3%) -
Healthcare Services 1 (3%) - 1 (3%) -
Marketing 1 (3%) - 1 (3%) -
Total 29 - 34 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 26 (90%) - 30 (88%) -
  California 16 (55%) - 17 (50%) -
  Utah 2 (7%) - 2 (6%) -
  Texas 2 (7%) - 2 (6%) -
  New York 2 (7%) - 2 (6%) -
  Virginia 1 (3%) - 1 (3%) -
  North Carolina 1 (3%) - 1 (3%) -
  Massachusetts 1 (3%) - 1 (3%) -
  Illinois 1 (3%) - 1 (3%) -
  Washington - - 1 (3%) -
  New Jersey - - 1 (3%) -
  Florida - - 1 (3%) -
Canada 2 (7%) - 2 (6%) -
  Quebec 1 (3%) - 1 (3%) -
  Ontario 1 (3%) - 1 (3%) -
United Kingdom 1 (3%) - 1 (3%) -
Germany - - 1 (3%) -
Total 29 - 34 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 14 (48%) - 16 (47%) -
Venture 14 (48%) - 16 (47%) -
Buyout (LBO, MBO, MBI) 1 (3%) - 2 (6%) -
Total 29 - 34 -

Exits by Deal Type

Type Total # Value
IPO 1 (25%) -
Secondary Sale 1 (25%) -
Trade Sale 1 (25%) -
Trade Sale - Public Company 1 (25%) -
Total 4 -

Top M&A Advisors

Legal Deals
Holland & Knight LLP
 1

M&A Connections

Deals
Exited to
Investor(s)
25%
1 (25%)
Strategic(s)
50%
2 (50%)

Investor Summary

Investor Type

Growth Capital Firm

Size

Small

Specialist/Generalist

Generalist

Subsidiary of

Morgan Stanley

Leadership

Pete Chung

Head of Expansion Capital

Lincoln Isetta

Managing Director

Melissa Daniels

Managing Director

Bill Reiland

Managing Director & CIO

Debra Abramovitz

Executive Director

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