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 4 companies. It has also invested in 3 others.

Morgan Stanley Tactical Value Investing’s most common sectors for investment areairlines (17%) and financial services (17%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (34%) and growth capital (25%). In total, Morgan Stanley Tactical Value Investing has invested in 6 US states and 4 different countries.

Join Mergr to view Morgan Stanley Tactical Value Investing’s full profile and discover more large private equity firms just like it.

M&A Summary

  • M&A Total Activity12
    • M&A Buy Activity12
  • Total Sectors Invested 9
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 5

Morgan Stanley Tactical Value Investing

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

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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (1.8/yr) # 3 2 5 1 - 1 12
Sell (0.0/yr) # - - - - - - 0
  12

Most Recent M&A

Company Date Value Type
OneTeam Partners LLC 2022-09-15 - Secondary Buyout
Washington, District of Columbia · www.joinoneteam.com
The Lifetime Value Company 2020-12-17 - Growth Capital
New York, New York · www.ltvco.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
XTRA Airways 2019-01-01 - Buyout (LBO, MBO, MBI)
Houston, Texas · www.xtraairways.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
Unipharma LLC 2018-01-01 - Buyout (LBO, MBO, MBI)
Tamarac, Florida · www.unipharmausa.com
Geru Tecnologia & Serviços S.A 2017-01-01 - Growth Capital
Sao Paulo, Brazil · www.geru.com.br
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
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 Co. 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
Lineage Logistics Holdings LLC 2012-04-18 U.S. Growers Cold Storage, Inc. - Eight Temperature-Controlled Warehouses 2017-11-28 36
Novi, Michigan · www.lineagelogistics.com , United States

M&A by Sector

Sector Current # Value All-time # Value
Airlines 2 (17%) - 2 (17%) -
Financial Services 2 (17%) - 2 (17%) -
Information Technology 2 (17%) - 2 (17%) -
Gaming 1 (8%) - 1 (8%) -
Media 1 (8%) - 1 (8%) -
Medical Products 1 (8%) - 1 (8%) -
Staffing 1 (8%) - 1 (8%) -
Transportation 1 (8%) - 1 (8%) -
Utilities 1 (8%) - 1 (8%) -
Total 12 - 12 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (75%) - 9 (75%) -
  Texas 3 (25%) - 3 (25%) -
  New York 2 (17%) - 2 (17%) -
  Michigan 1 (8%) - 1 (8%) -
  Georgia 1 (8%) - 1 (8%) -
  Florida 1 (8%) - 1 (8%) -
  District of Columbia 1 (8%) - 1 (8%) -
United Kingdom 1 (8%) - 1 (8%) -
Brazil 1 (8%) - 1 (8%) -
Netherlands 1 (8%) - 1 (8%) -
Total 12 - 12 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (33%) - 4 (33%) -
Growth Capital 3 (25%) - 3 (25%) -
Secondary Buyout 2 (17%) - 2 (17%) -
Venture 2 (17%) - 2 (17%) -
Consolidation 1 (8%) - 1 (8%) -
Total 12 - 12 -

M&A Connections

Deals
Acquired from
Investor(s)
17%
2 (17%)

 Subscribe to unlock this and 185,414
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.4K Private Equity Firms
  • 176K M&A Transactions
  • 181K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.5K M&A Advisors
    (Investment Banks and Law Firms)
  • 66K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.