PE / Fund of funds
1986
$1 000 000 M
New York, New York, United States
Investment Ticket
Investment Horizon
Investment Stage
Exit Strategy
Profile
Morgan Stanley Expansion Capital is a private investment platform targeting late-stage growth equity and credit investments in technology, healthcare, consumer, digital media and other high-growth sectors.
We specialize in making equity and credit investments in technology and other high-growth sectors, such as healthcare, digital media, e-commerce, consumer and business services. Our team predominantly invests in North America and Western Europe. Our focus is on late-stage private companies, largely with established products and services addressing established markets seeking capital to scale revenue and expand business operations.
In addition to capital, the team relies on its industry experience to drive strategic growth, improve board governance, optimize capital structures, enhance operational efficiency, recruit senior executives and advise on strategic and financial liquidity. We seek to leverage the Morgan Stanley global brand, insights, resources and relationships in all our investment activities.
Investments typically range from $10 million - $25 million per transaction but there may be additional size flexibility through syndicate and co-investor relationships. Morgan Stanley Expansion Capital typically leads investments, but will also co-lead and participate in syndicated opportunities.
Industry
Region of investment
Morgan Stanley Expansion Capital Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
North Haven Tactical Value II Fund LP
|
Private Equity (PE)
|
Financial Services
Fintech
Media and Entertainment
SaaS
Software
Energy
CleanTech
|
Series B
|
North America
|
$5-10 m
|
$2000 M
|
October 2024
|
|
North Haven Infrastructure Partners IV
|
Private Equity (PE)
|
Financial Services
Fintech
Media and Entertainment
SaaS
Software
Energy
|
Series B
|
North America
|
$5-10 m
|
$4100 M
|
March 2025
|
|
North Haven Private Equity Co-Investment Opportunities Fund III LP
|
Private Equity (PE)
|
Financial Services
Fintech
SaaS
Software
|
Series B
|
North America
|
$5-10 m
|
$2300 M
|
April 2025
|
|
North Haven Real Estate Japan Strategy Fund I
|
Fund of funds
|
SaaS
Software
Transportation
Energy
|
Seed
Series A
Series B
|
North America
|
$5-10 m
|
$900 M
|
September 2025
|