Morgan Stanley Expansion Capital
Status
ACTIVE
Global HQ
San Francisco, United States
Countries of investment
- United States
- Canada
- United Kingdom
- Germany
Investment stages
- Series B
- Series C
- Growth
Industries
- Enterprise Software
- Healthcare
- Consumer Tech
About
Morgan Stanley Expansion Capital is a private equity platform focused on investing in later-stage growth companies. Leveraging the global network of Morgan Stanley, the team partners with established businesses to drive long-term value creation. They primarily invest in the technology, healthcare, consumer, and digital media sectors.
Morgan Stanley Expansion Capital is a private equity platform focused on investing in later-stage growth companies. Leveraging the global network of Morgan Stanley, the team partners with established businesses to drive long-term value creation. They primarily invest in the technology, healthcare, consumer, and digital media sectors.
Investment Thesis
Morgan Stanley Expansion Capital targets later-stage growth companies with proven business models and strong, often founder-led, management teams. The firm focuses on high-growth sectors including technology, healthcare, consumer, and digital media. They differentiate themselves by providing not just capital, but also access to the extensive global network, resources, and brand of Morgan Stanley to accelerate growth. Their strategy is centered on long-term value creation through strategic partnerships with their portfolio companies.
Manager's Experience
The senior leadership team, including Head Pete Chung and Managing Director Bill Reiland, brings over two decades of individual private equity experience from prominent firms like Apax Partners, General Atlantic, and Goldman Sachs. The managing directors have a long tenure with the firm, demonstrating team stability and deep institutional knowledge in growth equity. Their collective expertise spans investing across various technology and services sectors, with extensive board-level involvement in portfolio companies.
Team
Pete Chung - Managing Director and Head of Expansion Capital
Melissa Daniels - Managing Director
Bill Reiland - Managing Director
Lincoln Isetta - Managing Director
Nick Nocito - Managing Director
Robert Bassman - Executive Director
Adam Shepard - Executive Director
David Kellenyi - Vice President