Morgan Stanley Tactical Value Investing Mergers and Acquisitions Summary

Private Equity 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 are financial services (29%) and airlines (15%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (43%) and growth capital (29%). In total, Morgan Stanley Tactical Value Investing has invested in 4 US states and 4 different countries.

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity7
  • Total Sectors Invested 6
  • Total Countries Invested 4

Morgan Stanley Tactical Value Investing

1585 Broadway,
New York, New York 10036
United States
www.morganstanley.com/im/en-us/financial-advisor/about-us/investment-teams/private-credit-and-equity/tactical-value-investing-team.html


Investment Criteria

Sectors of Interest: Energy Services and Equipment, Financial Services, Healthcare Services, Information Technology

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

Geographic Preferences: East US, Midwest US, South US, West US, Canada, Latin/South America

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

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.4/yr) # - - 1 2 4 - 7
Sell (0.0/yr) # - - - - - - 0
  7

Most Recent M&A

Company Date Value Type
Olympia Nederland B.V. 2019-11-13 - Secondary Buyout
The Hague, 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
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 >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 2 (29%) - 2 (29%) -
Airlines 1 (14%) - 1 (14%) -
Information Technology 1 (14%) - 1 (14%) -
Leisure 1 (14%) - 1 (14%) -
Medical Products 1 (14%) - 1 (14%) -
Staffing 1 (14%) - 1 (14%) -
Total 7 - 7 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (57%) - 4 (57%) -
  Texas 1 (14%) - 1 (14%) -
  New York 1 (14%) - 1 (14%) -
  Georgia 1 (14%) - 1 (14%) -
  Florida 1 (14%) - 1 (14%) -
United Kingdom 1 (14%) - 1 (14%) -
Brazil 1 (14%) - 1 (14%) -
Netherlands 1 (14%) - 1 (14%) -
Total 7 - 7 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (43%) - 3 (43%) -
Growth Capital 2 (29%) - 2 (29%) -
Secondary Buyout 1 (14%) - 1 (14%) -
Venture 1 (14%) - 1 (14%) -
Total 7 - 7 -

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
1 100%

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