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.
Capital Markets Gateway (CMG) is a financial technology firm that is modernizing the equity capital markets (ECM). CMG connects investors and underwriters via a neutral platform that delivers integrated ECM data and analytics, unrivaled transparency, and workflow efficiencies. Providing a digital system of record for firm-wide deal activity, CMG helps clients make more timely, better-informed decisions. Launched in 2017 by a team of ECM practitioners, the CMG platform is currently relied upon by nearly 100 buy side firms representing $12 trillion in AUM and 15 investment banks.
Vestwell is a digital retirement platform founded in 2016 and based in New York, New York. The company simplifies the offering and administration of 401(k) plans by addressing common challenges faced by advisors, employers, and employees. Vestwell streamlines the process through seamless plan design, automated onboarding, and efficient administration, while also providing flexible investment strategies at competitive prices. By serving as a single point of contact, Vestwell modernizes retirement offerings, focusing on the best interests of both plan sponsors and participants.
Private Equity Round in 2021
Lafayette Square is a minority-controlled and leading asset management platform.
Eaton Vance Corp. is an asset management firm based in Boston, Massachusetts, founded in 1924. The company offers a wide range of investment strategies and wealth management solutions, including fundamental active management, responsible investing, systematic investing, and customized portfolio implementations. Its investment management operations are conducted through several wholly-owned affiliates, such as Eaton Vance Management, Boston Management and Research, Eaton Vance Investment Counsel, and Eaton Vance Trust Company. Eaton Vance serves a diverse clientele, including individuals, investment companies, charitable organizations, and insurance firms. In addition to traditional investment approaches, the company also emphasizes exposure management and portfolio implementation, reflecting its commitment to advanced financial strategies.
Eaton Vance Corp. is an asset management firm based in Boston, Massachusetts, founded in 1924. The company offers a wide range of investment strategies and wealth management solutions, including fundamental active management, responsible investing, systematic investing, and customized portfolio implementations. Its investment management operations are conducted through several wholly-owned affiliates, such as Eaton Vance Management, Boston Management and Research, Eaton Vance Investment Counsel, and Eaton Vance Trust Company. Eaton Vance serves a diverse clientele, including individuals, investment companies, charitable organizations, and insurance firms. In addition to traditional investment approaches, the company also emphasizes exposure management and portfolio implementation, reflecting its commitment to advanced financial strategies.
Capital Markets Gateway (CMG) is a financial technology firm that is modernizing the equity capital markets (ECM). CMG connects investors and underwriters via a neutral platform that delivers integrated ECM data and analytics, unrivaled transparency, and workflow efficiencies. Providing a digital system of record for firm-wide deal activity, CMG helps clients make more timely, better-informed decisions. Launched in 2017 by a team of ECM practitioners, the CMG platform is currently relied upon by nearly 100 buy side firms representing $12 trillion in AUM and 15 investment banks.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
Private Equity Round in 2019
Tikehau Capital is a private equity and venture capital firm based in Paris, France, established in 2004. The firm specializes in a wide range of financing products, including senior secured loans, equity, senior debt, unitranche, mezzanine, and preferred shares. Tikehau Capital focuses on making investments in various asset classes such as credit, private equity, real estate, and capital markets strategies, with an emphasis on small and middle-market European companies. It seeks to invest between €0.41 million and €70 million, targeting early-stage, mezzanine, and turnaround opportunities across all sectors and countries, particularly in Singapore and Europe. Tikehau Capital operates through Tikehau Investment Management, which has a significant presence in Europe and Asia, and benefits from a diverse network of investors. The firm's investment strategy includes balance sheet investments and aims to deliver innovative financial solutions while managing long-term capital for both institutional and private investors.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
Private Equity Round in 2017
Reliance Nippon Life Asset Management, now known as Nippon Life Asset Management Limited, is a prominent investment manager based in Mumbai, India, founded in 1995. The firm specializes in launching and managing equity and fixed income mutual funds, as well as exchange-traded funds, catering to a diverse clientele. It actively invests in public equity, fixed income, and commodity markets. The company's ownership structure includes Reliance Capital Limited, which holds a significant portion of its equity, and Nippon Life Insurance Company, which is the majority stakeholder. This strategic partnership enhances its capabilities and offerings in the asset management sector.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.