Morgan Stanley Tactical Value Investing Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Morgan Stanley Tactical Value Investing has acquired 2 companies.

Morgan Stanley Tactical Value Investing’s most common sectors for investment arefinancial services (15%) and information technology (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (36%) and growth capital (22%). In total, Morgan Stanley Tactical Value Investing has invested in 7 US states and 4 different countries.

The Firm’s most common exit type is bankruptcy (100%).

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M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity14
    • M&A Sell Activity1
  • Total Sectors Invested 12
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 5

Morgan Stanley Tactical Value Investing

Morgan Stanley Tactical Value Investing

1585 Broadway,
New York, New York 10036
United States
www.morganstanley.com/im/tacticalvalueinvesting
private.equity@morganstanley.com

Morgan Stanley Tactical Value Investing is an opportunistic investment group within Morgan Stanley focused on flexible capital solutions across asset classes, sectors, and geographies. The group will consider a variety of investment solutions including preferred equity, asset-backed loans, recapitalizations, PIPEs, and junior/senior debt. Morgan Stanley Tactical Value Investing is headquartered in New York City.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Energy Services and Equipment, Financial Services, Healthcare Services, Information Services, Information Technology, Real Estate, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Recapitalization, Special Situations/Distressed, Acquisition Financing, PIPE, Stake Purchase

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # 10 2 1 1 - - 14
Sell (0.2/yr) # - 1 - - - - 1
  15

Most Recent M&A

Company Date Value Type
OneTeam Partners LLC 2022-09-15 - Secondary Buyout
Washington, District of Columbia · www.joinoneteam.com
Nivel Parts & Manufacturing Co. LLC 2021-05-21 - Secondary Buyout
Jacksonville, Florida · www.nivelparts.com
Lifetime Value Co. LLC 2020-12-17 - Growth Capital
New York, New York · www.ltvco.com
Unipharma LLC 2020-12-10 - Bankruptcy
Tamarac, Florida · www.unipharmausa.com
IQHQ 2020-01-01 - Buyout (LBO, MBO, MBI)
Solana Beach, California · www.iqhqreit.com
Olympia Nederland B.V. 2019-11-13 - Secondary Buyout
Hoofddorp, Netherlands · www.olympia.nl
Angel Oak Capital Advisors 2019-01-01 - Buyout (LBO, MBO, MBI)
Atlanta, Georgia · www.angeloakcapital.com
City Gaming Ltd. 2019-01-01 - Growth Capital
London, United Kingdom · www.game-nation.co.uk
Avelo Airlines 2019-01-01 - Venture
Houston, Texas · www.aveloair.com
Dataminr, Inc. 2018-06-06 - Venture
New York, New York · www.dataminr.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Lineage Logistics Holdings LLC 2012-04-18 VersaCold Logistics Services 2022-04-13 44
Novi, Michigan · www.lineagelogistics.com Vaughan, Ontario · www.versacold.com
New Vision Pharmaceuticals 2018-01-01 GlutaDose 2022-02-10 1
Tamarac, Florida · www.newvisionpharmaceuticals.com Miami, Florida · www.glutadose.com
Lineage Logistics Holdings LLC 2012-04-18 H&S Coldstores 2022-01-11 43
Novi, Michigan · www.lineagelogistics.com Barneveld, Netherlands
Lineage Logistics Holdings LLC 2012-04-18 Claus Sørensen - Cold Storage Division 2021-06-15 42
Novi, Michigan · www.lineagelogistics.com Esbjerg, Denmark
Lineage Logistics Holdings LLC 2012-04-18 UTI Forwarding B.V. 2021-04-26 41
Novi, Michigan · www.lineagelogistics.com Rotterdam, Netherlands · www.uti.nl
Lineage Logistics Holdings LLC 2012-04-18 Pago Sp. z o.o. 2020-12-01 40
Novi, Michigan · www.lineagelogistics.com Grodzisk Wielkopolski, Poland · www.pago.net.pl
Lineage Logistics Holdings LLC 2012-04-18 Maines Paper & Food Service, Inc. - QSR and Casual Dining Distribution Business 2020-05-20 39
Novi, Michigan · www.lineagelogistics.com , New York
Lineage Logistics Holdings LLC 2012-04-18 Van Soest Coldstores - Two Facilities (Netherlands & Belgium) 2019-09-18 38
Novi, Michigan · www.lineagelogistics.com Rijkevorsel, Belgium
XRI Holdings LLC 2016-08-23 Fountain Quail Water Treatment 2019-04-24 1
Houston, Texas · www.xriwater.com , Texas
Lineage Logistics Holdings LLC 2012-04-18 Preferred Freezer Services LLC 2019-02-25 37
Novi, Michigan · www.lineagelogistics.com Chatham, New Jersey · www.preferredfreezer.com

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 2 (15%) - 2 (14%) -
Information Technology 2 (15%) - 2 (14%) -
Airlines 1 (8%) - 1 (7%) -
Automotive 1 (8%) - 1 (7%) -
Gaming 1 (8%) - 1 (7%) -
Life Science 1 (8%) - 1 (7%) -
Media 1 (8%) - 1 (7%) -
Medical Products - - 1 (7%) -
Real Estate 1 (8%) - 1 (7%) -
Staffing 1 (8%) - 1 (7%) -
Transportation 1 (8%) - 1 (7%) -
Utilities 1 (8%) - 1 (7%) -
Total 13 - 14 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (77%) - 11 (79%) -
  Florida 2 (15%) - 3 (21%) -
  Texas 2 (15%) - 2 (14%) -
  New York 2 (15%) - 2 (14%) -
  Michigan 1 (8%) - 1 (7%) -
  Georgia 1 (8%) - 1 (7%) -
  District of Columbia 1 (8%) - 1 (7%) -
  California 1 (8%) - 1 (7%) -
United Kingdom 1 (8%) - 1 (7%) -
Brazil 1 (8%) - 1 (7%) -
Netherlands 1 (8%) - 1 (7%) -
Total 13 - 14 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (31%) - 5 (36%) -
Growth Capital 3 (23%) - 3 (21%) -
Secondary Buyout 3 (23%) - 3 (21%) -
Venture 2 (15%) - 2 (14%) -
Consolidation 1 (8%) - 1 (7%) -
Total 13 - 14 -

Exits by Deal Type

Type Total # Value
Bankruptcy 1 (100%) -
Total 1 -

M&A Connections

Deals
Acquired from
Investor(s)
21%
3 (21%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

1.4B USD

Specialist/Generalist

Generalist

Subsidiary of

Morgan Stanley

Leadership

Pedro Teixeira

Co-Head of Tactical Value Investing

Tom Cahill

Co-Head of Tactical Value Investing

Tia Lowe

COO & CFO, Tactical Value Investing

Cameron Smalls

Managing Director

Kevin Lin

Executive Director

FAQ

What type of investor is Morgan Stanley Tactical Value Investing?

Morgan Stanley Tactical Value Investing is a private equity firm.

Where is Morgan Stanley Tactical Value Investing headquartered?

Morgan Stanley Tactical Value Investing is headquartered in New York, New York.

How much capital does Morgan Stanley Tactical Value Investing have under management?

Morgan Stanley Tactical Value Investing has 1.4B USD under management.

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