Morgan Stanley & Co. LLC

Morgan Stanley & Co. LLC

Morgan Stanley & Co. LLC

Overview
Date Founded

1969

Headquarters

1585 Broadway Avenue,New York, NY 10036-8200

Type of Company

Private

Employees (Worldwide)

27.8K

Industries

Investment Banking & Brokerage

Company Description

Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City and was founded in 1969. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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Executives & Employees

Chairman, President & Chief Executive Officer

Executive Director

Executive Director

Executive Director

Executive Director

Executive Director

Executive Director, Wealth Management & Financial Advisor, Corporate Client Group Director

Executive Director

Investment Banker

Executive Director

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Morgan Stanley & Co. LLC
Recent Transactions
Details Hidden

Rocket Cos., Inc. issued Up to USD Common Stock

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Oak Street Health, Inc. issued Up to USD Common Stock

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BigCommerce Holdings, Inc. issued Up to USD Common Stock

Transaction Clients
Underwriter

Advised on New York Mortgage Trust, Inc. issued USD Common Stock

Investment Advisor

Advised on Venture Global LNG, Inc. raised money in a private placement transaction

Underwriter

Advised on GoDaddy, Inc. issued USD Common Stock

Transaction Advisors
Legal Advisor

Advised onAbbVie, Inc. purchases Allergan Plc

Legal Advisor

Advised onViacomCBS, Inc. purchases Viacom, Inc.

Legal Advisor

Advised onVICI Properties, Inc. issued USD Common Stock

Counsel

Advised onUber Technologies, Inc. issued USD Common Stock

Legal Advisor

Advised onUber Technologies, Inc. issued USD Common Stock

Counsel

Advised onFacebook, Inc. issued USD Common Stock

Advisors & Consultants
Legal Advisor

Co-Chair, Banking & Finance Practice at Jones Day

Legal Advisor

Partner at Wilson Sonsini Goodrich & Rosati PC

Legal Advisor

Partner at Latham & Watkins LLP

Clients

Vista Equity Partners is a U.S.-based investment firm with offices in Austin, Chicago, New York City, Oakland, and San Francisco with more than $52 billion in cumulative capital commitments. Vista exclusively invests in software, data, and technology-enabled organizations led by world-class management teams. As a value-added investor with a long-term perspective, Vista contributes professional expertise and multi-level support towards companies to realize their full potential. Vista’s investment approach is anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions, and proven management techniques that yield flexibility and opportunity.

From a top-down perspective, Blackstone Alternative Asset Management (BAAM) focuses on positioning funds to capitalize on market opportunities through focused research and allocation of resources. From a bottom-up perspective, the firm seeks to build deep relationships with underlying hedge fund managers that are strengthened by their investment professionals' relevant experience in the financial markets, as well as the Blackstone network in other alternative asset classes.Their funds' strategies generally allocate capital to a diversified group of portfolio (i.e., hedge fund) managers that invest or trade in a wide variety of securities and other instruments, including, but not limited to, equities and fixed-income securities, currencies, commodities, futures contracts, options and other derivative instruments, all of which may be listed or unlisted, rated or unrated, distressed or publicly or privately issued. BAAM Funds also may invest in separate managed accounts with underlying managers. In general, BAAM offers 3 types of products: (1) commingled funds (2) customized funds (3) advisory clients.BAAM employs various types of investment strategies including broadly diversified and strategy focused. Their strategy focuses strategies include: (1) equity: fundamental, opportunistic trading, top down, private equity and quantitative long/short (2) credit: opportunistic, relative value, mortgages and structured/asset back securities (3) corporate distressed (4) leveraged loans (5) event-driven (5) direct origination (6) reinsurance (7) hedging (8) managed futures (9) commodities (10) interest rates and (11) emerging markets.

BFM utilizes fixed-income strategies that are actively managed, model or index based. Actively managed fixed-income mandates generally employ an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. Alpha sources may include security selection, duration and yield curve positioning, industry rotation, asset allocation, and currency positioning. BFM's equity platform includes a broad range of products that vary according to investment style (active, scientific and passive management), market-cap (small-, mid-, small/mid-, large- and all-cap), and geography (global, international and regional). The product range may also include sector funds, long-only and long-short portfolios, as well as products that combine different strategies to create balanced and asset allocation portfolios. For cash management portfolios, the investment process emphasizes safety and liquidity over yield. Their alternative mandates focus on sourcing and managing high-alpha investments with lower correlation to public markets and developing a holistic approach to address client needs in alternatives investing.

Key Stats and Financials As of 2019
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$8.98B
Non-Profit Donations & Grants
Investments
Details Hidden

Webalo, Inc. develops mobile connectivity platform services. Its mobile dashboard, a software-as-a-service and inside-the-firewall service transforms reportable enterprise data and makes it accessible on to the clients’ mobile devices. The firm also offers a cloud-based enterprise mobility service that enables to create secure, bi-directional and transactional mobile connections to the enterprise applications and data that employees rely on to do their jobs. The company serves retail, entertainment, energy, financial services and transportation and distribution industries. Webalo was founded by Peter Price, Seth Bruder and Alex Jacobson in 2000 and is headquartered in Los Angeles, CA.

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