Morgan Stanley

Morgan Stanley is a global financial services firm headquartered in New York City, specializing in investment banking, wealth management, and investment management. The firm serves a diverse clientele, including corporations, governments, and individuals, offering services such as capital raising, financial advisory, and trading in various securities. Morgan Stanley operates several private equity platforms, including Morgan Stanley Energy Partners, which invests in middle-market energy companies, and Morgan Stanley Venture Partners, focusing on late-stage investments in technology and healthcare sectors. Additionally, Morgan Stanley Infrastructure Partners targets the acquisition and transformation of undervalued infrastructure assets. The firm's investment management division encompasses a wide range of strategies, including public and private markets, and operates globally with offices in key financial centers. Through its various business lines, Morgan Stanley aims to deliver innovative solutions and strong returns to its clients while maintaining a commitment to corporate governance and responsible investing.

Rogger Alvarado

Managing Director

Jungmin An

Managing Director

Edward Backer

Managing Director

Steven Baker

Executive Director

Robert Bassman

Executive Director

Michael Bluhm

Managing Director and Global Head of Gaming and Lodging Investment Banking

Peter Bowden

Vice President

James Cartwright

Managing Director

Patrick Cassereau

Managing Director and Head, Fixed Income Capital Markets, Latin America

Sam Chainani

Managing Director and Portfolio Manager (Counterpoint Global)

Prashanth Challa

Managing Director and Head of Wealth Management Data Security

Pete Chung

Managing Director

Michael Colasurdo

Assistant Vice President and Institutional Consulting Associate

Joanne Cosiol

Executive Director and Member of Private Credit Team

Brian Coyle

Managing Director

Gerald Cramer

Vice President

Stuart Crockford

Vice President

Thomas Denizeau

Managing Director

Julia DiRubbo

Virtual Engagement Associate

Alberto Donzelli

Managing Director

Erica Flynn

Senior Registered Client Service Associate

Robert Giegerich

Executive Director

John Glass

Managing Director and Associate Director of US Equity Research

Hilary Grunert

Executive Director

Bruce Hamilton

Managing Director

Kelvin Hebburn

Managing Director

Mark Horsfall

Managing Director, Energy Investment Banking

Chelsea Hua

Executive Director

Jorge Iragorri

Managing Director, Head of Renewable Energy Investments

Hilary Irby

Managing Director and Co-Head of Global Sustainable Finance

Martin Koshakow

Managing Director

Ryan Law

Managing Director

James McAuliffe

Managing Director-Corporate Credit Desk Analytics

Mark McLean

Managing Director

Franklin Mejia

Vice President and Account Manager

Michael Miller

Executive Director

Eduardo Miras

Managing Director and Co-Head of Brazil Investment Banking

David Morrison

Managing Director and Portfolio Manager

Chris Ortega

Managing Director

Melissa Richards

Executive Director

Steve Rodgers

Managing Director

Yacine Saidji

Managing Director and Co-Head, European Investing

Daniel Sailors

Managing Director

Brittany Skoda

Managing Director, Global Head of Software Banking

Chark Tan

Managing Director

Hereward Taylor

Managing Director

Pedro Teixeira

Managing Director

Alice Vilma

Managing Director

Frederick Wijsenbeek

Managing Director

Jim Wilmott

Managing Director and Chairman of Europe

Jerome Wood

Managing Director

Stephen Zannetos

Managing Director

Past deals in Oil and Gas Transportation

Mission Creek Resources

Private Equity Round in 2021
Provider of oil and gas exploration and production services based in The Woodlands, Texas. The company pursues strategies such as production efficiency optimization, development drilling, and work-over operations, to fully exploit its assets in order to achieve the maximum return possible for its partners by applying an in-depth understanding of geologic and geophysical properties and operational excellence.

Lineage

Private Equity Round in 2020
Lineage Logistics is the industry’s leading innovator in temperature-controlled supply chain and logistics. Lineage’s expertise in end-to-end logistical solutions, its unrivaled real estate network, and its use of technology combine to promote food safety, increase distribution efficiency, advance sustainability, lessen environmental impact, and minimize supply chain waste. As a result, Lineage helps customers ranging from Fortune 500 companies to small family-owned businesses increase the efficiency and protect the integrity of their temperature-controlled supply chain. In recognition of the company’s leading innovations, Lineage was recognized as the No 1. Data Science company on Fast Company’s annual list of the World’s Most Innovative Companies in 2019, in addition to ranking 23rd overall in an evaluation of thousands of companies worldwide.

Catalyst Energy Services

Private Equity Round in 2018
Catalyst Energy Services, Inc. is a provider of stimulation and pressure pumping services, primarily catering to upstream oil and gas producers in key basins across the United States. Established in 1980 and headquartered in Midland, Texas, the company specializes in pressure pumping, fracturing, and complementary services designed to enhance operational efficiency for its clients. By leveraging advanced equipment, skilled personnel, and innovative technology, Catalyst Energy Services aims to deliver optimal performance and maximize equipment utilization for its customers in the oil and gas sector.

Catalyst Energy

Acquisition in 2018
Catalyst Energy is an independent company focused on the development of oil and natural gas resources in the Appalachian region of northwestern Pennsylvania. The company operates as a vertically integrated entity, overseeing all facets of its exploration, development, and production processes.

Presidio Petroleum

Private Equity Round in 2018
Headquartered in Fort Worth, Texas, Presidio Petroleum is a leading oil and gas efficiency company with assets located in the western Anadarko Basin of Texas and Oklahoma.

Specialized Desanders

Venture Round in 2018
Specialized Desanders offers engineered solutions to address the challenges posed by sand entrained in high-pressure multi-phase flows in the oil and gas industry. The company specializes in the design, assembly, distribution, and servicing of patented high-pressure equipment that effectively removes sand and other solids that can inadvertently enter well-drilling equipment during production. By altering flow parameters, the desander facilitates the separation of sand from gas and liquid, allowing for safe recovery without emissions, thereby eliminating the need for flaring, which poses environmental risks. Operating in Canada, the United States, and internationally, Specialized Desanders aims to enhance operational efficiency and safety for its clients in the oil and gas sector.

Durango Midstream

Private Equity Round in 2017
Headquartered in Houston, Texas, Durango Midstream is a leading natural gas gathering, processing, and marketing company providing world-class midstream services to oil and gas producers in Texas, Oklahoma, and Kansas.

XRI Blue

Venture Round in 2016
XRI is 100% water focused and Science & Technology Driven. Learn more about what they do, why they do it, and how they do it. The oil & gas industry, particularly with the shale plays, faces growing complexity and challenges surrounding water use and management. XRI is dedicated to helping their clients solve these problems. Whether it be water sourcing and transfer or reuse and disposal, the offer solutions for every phase of the process. Their team focuses on delivering the most reliable, cost efficient, and environmentally friendly water solutions. By taking innovative and unconventional approaches to a conventional industry they have leveraged science and technology to deliver proven results.
Regency Energy Partners LP (the Partnership) is engaged in the gathering and processing, contract compression, treating and transportation of natural gas and the transportation, fractionation and storage of natural gas liquids (NGLs). The Partnership operates in five business segments: Gathering and Processing, Joint Ventures, Contract Compression, Contract Treating, and Corporate and Others. Its assets are primarily located in Texas, Louisiana, Arkansas, Pennsylvania, California, Mississippi, Alabama, West Virginia and the mid-continent region of the United States, which includes Kansas, Colorado and Oklahoma. In March 2014, the Company acquired PVR Partners, L.P.

Sterling Energy Company

Private Equity Round in 2011
Sterling Energy Company is a midstream infrastructure firm based in Denver, Colorado, established in 2000. The company specializes in providing natural gas gathering, processing, and marketing services to oil and gas producers in the Denver-Julesburg Basin of northeast Colorado and the Williston Basin of northwest North Dakota. In addition to gas gathering, Sterling Energy offers a range of services, including gas compression, treating, fractionation, and the marketing of natural gas and natural gas liquids, as well as crude oil gathering. The company's focus is on delivering the necessary infrastructure and services to facilitate the safe, timely, and cost-effective transportation of production to market.

Solazyme

Series D in 2010
Solazyme is a synthetic biology company that specializes in converting algal biomass into biofuels. Solazyme not only creates biofuels for the the transportation industry, but is experimenting with ways to tailor its products for the cosmetic and food industries.

Triana Energy

Private Equity Round in 2009
Triana Energy, LLC is an oil and gas exploration and production company based in Charleston, West Virginia. Founded in 2000, it specializes in the exploration and production of natural gas in the Appalachian Basin. The company focuses on identifying and developing natural gas fields, converting its discoveries into significant production capacities.

Cantera Energy

Venture Round in 2003
Cantera Resources, Inc. offers processing and marketing services for natural gas and liquids.
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