Morgan Stanley

Morgan Stanley is a multinational financial services firm that provides a wide range of services to corporations, governments, financial institutions, and individuals across various regions, including Europe, the Middle East, Africa, the Americas, and Asia. The firm is involved in capital raising, financial advisory services, corporate lending, and investment activities, offering underwriting for debt and equity securities, as well as advice on mergers, acquisitions, and restructurings. Additionally, Morgan Stanley operates several private equity and venture capital subsidiaries, focusing on middle-market investments in sectors such as energy, technology, healthcare, and infrastructure. These subsidiaries engage in management buyouts, corporate carve-outs, and growth equity investments, aiming to enhance portfolio company value through operational improvements and strategic acquisitions. The firm also has a significant wealth management division, serving a diverse range of clients, from individual investors to large corporations. Established in 1986 and headquartered in New York, Morgan Stanley emphasizes active capital management across public and private markets to deliver results for its clients.

Lauren Bellmare

Vice President, Corporate Communications

H. Chin Chou

CEO of Private Equity Asia

Peter Chung

Managing Partner

Inma Diaz

Managing Director

Alberto Donzelli

Managing Director

William A. Gassman

Investment Professional

John Hagarty

Chief Operating Officer

Catherine Hong

Managing Director

Markus Hottenrott

CIO

Claiborne Johnston

Managing Director

Alice Kim

Executive Director

Chris Koski

Global Head of Investment Strategy

Wing Cheung Law

MD

Kevin Lee

Executive Director

Johan Lim

Executive Director

Richard Lockwood

Director and MD

Mark McLean

Managing Director

Andrew Medvedev

Managing Director

David N. Miller

Head of Private Credit & Equity

John J. Moon

Head of Morgan Stanley Energy Partners (MSEP)

Chris Ortega

Managing Director

Raja Parthasarathy

Managing Director

Yacine Saidji

Managing Director

Arjun Saigal

MD and Co-Head

Ruchir Sharma

Head of Emerging Markets and Chief Global Strategist

John V. Veech

Managing Director

Jim Wilmott

Managing Director and Chairman of Europe

Past deals in Recapitalization

Mesa West Capital

Acquisition in 2017
Mesa West Capital, LLC is a commercial real estate lending company based in Los Angeles, California, with an additional office in Chicago, Illinois. Established in 2004, the firm specializes in providing bridge and structured finance programs for various commercial real estate projects across the United States. Mesa West Capital offers financing solutions for real estate acquisitions, refinancings, and recapitalizations, focusing on sectors such as office, retail, industrial, multifamily, and hotels. The company operates as a private institutional lender, delivering flexible and reliable capital to real estate investment firms, private developers, and property owners. With a capital base of approximately $3.5 billion, Mesa West Capital has developed a robust debt platform that supports its lending activities. As of 2018, it functions as a subsidiary of MSREI Holding, Inc.

STORE Capital

Post in 2016
STORE Capital Corporation is an internally managed real estate investment trust (REIT) specializing in net-lease investments, particularly in Single Tenant Operational Real Estate. Established in 2011 by six co-founders with extensive experience in the industry, STORE Capital focuses on partnering with real estate-intensive business owners to provide innovative lease financing solutions that enhance their capital and wealth. The company has developed a substantial and diverse portfolio, owning over 2,500 properties across the United States, primarily consisting of profit-generating locations. As one of the largest and fastest-growing net-lease REITs, STORE Capital is recognized for its leadership in the middle market net lease sector, effectively catering to the needs of its clients while driving growth in its investments.