Morgan Stanley

Morgan Stanley

Morgan Stanley

Overview
Date Founded

1935

Headquarters

1585 Broadway Avenue, 39th Floor, New York, NY, 10036, USA

Type of Company

Public

Employees (Worldwide)

60.3K

Industries

Investment Banking & Brokerage
Other Business & Consulting Services
Accounting & Financial Services
Holding Companies
Investment Services & Portfolio Management

Company Description

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Contact Data
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Executives & Employees

Chief Executive Officer

President

President & Chief Operating Officer

Executive Director

Executive Director, Sovereign Wealth Funds

Board of Directors

Chief Executive Officer at Morgan Stanley

Chief Executive Officer & Vice Chairman at Kissinger Associates, Inc.

Chief Executive Officer at Robert H. Herz LLC

Executive Chairman at Capitolis Advisors LLC

Former Chief Executive Officer, Diversified Businesses at AT&T, Inc.

Former Managing Partner & Chief Executive Officer at Wellington Management Company LP

Former President & Chief Executive Officer at The Olayan Group

Former Global Chief Executive Officer at Allianz Global Investors GmbH

Special Advisor to the Founder & Chairman at Bloomberg LP

Chairman Emeritus at PricewaterhouseCoopers International Ltd.

Paths to Morgan Stanley
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Morgan Stanley
Owners & Shareholders
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Price Associates' investment approach is based on the belief that fundamental proprietary research drives value-added, active investment management. The firm maintains a global research platform that includes interconnected teams of research analysts. Their strategy begins with bottom-up analysis. Price Associates uses both qualitative and quantitative analysis to evaluate investment opportunities. Portfolios are created with a commitment to diversification and a strict attention to valuation appropriate to the chosen investment universe. The firm focuses its analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer. Price Associates' Private Asset management Group provides balanced, equity and fixed-income investment management services to meet the needs of individuals, trusts, endowments, foundations, institutions, retirement plans and IRAs and other entities.

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ValueAct Capital was initially formed in June 2000 to manage the capital of its three founders, along with the capital of a limited number of outside investors, in an investment strategy that combines intensive due diligence, a concentrated number of investments, and active, constructive involvement in the value creation at those investments. Today, with offices in San Francisco and Boston, ValueAct Capital manages more than $8.0 billion on behalf of some of the world's most respected institutional and individual investors. ValueAct Capital concentrates on acquiring significant ownership stakes in a limited number of companies that it believes are fundamentally undervalued. The investment team seeks to identify companies that are out of favor, or may be undergoing significant transition. Such companies may be temporarily mispriced for a variety of reasons, including perceived unfavorable industry conditions, poor business performance, changes in management or ownership, reorganizations, or other external factors. These conditions can often result in fundamentally "good" businesses that are available at depressed valuations. The goal in each investment is to work productively with management and/or the company's board to implement a strategy or strategies that maximize returns for all shareholders. ValueAct Capital is typically one of the largest independent shareholders at each of its core company investments and works in a constructive manner with management and/or the company's board to successfully implement strategies that generate superior returns on invested capital. The seven investment partners have extensive experience working effectively with portfolio companies as long-term large shareholders, and oftentimes as members of the companies' boards. At any given time, the portfolio consists of ten to eighteen core company investments, as well as a small "farm team" of additional investments in development.

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ECM seeks to achieve investment returns superior to broad equity market indices in both up and down markets. They uses a fundamental, bottom-up, research-driven approach to find undervalued companies that will experience long-term secular change. By identifying change early, ahead of the general market, they believe that they minimize risk and maximize the upside potential. ECM offers one strategy, the Eagle Equity portfolio, which they have managed since its inception. The Eagle Equity strategy invests in US traded public equities. From time to time, investments may include companies trading in the form of ADRs of non-US corporations that fit their investment criteria. Each Eagle Equity portfolio typically holds 25 to 35 positions. ECM generally limits portfolio holdings to 10 percent portfolio weights at market value. They primarily invest in the securities of larger capitalization companies. From time to time, they may also consider lower-cap companies.

Recent Transactions
Details Hidden

Zijin Mining Group Co., Ltd. purchases Nevsun Resources Ltd.

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CCMP Capital Advisors LLC, CCMP Capital LP purchase Brookfield Global Integrated Solutions Canada LP from Brookfield Business Partners

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BC Partners Ltd. purchases United Group BV from Kohlberg Kravis Roberts & Co. LP

Transaction Clients
Investment Advisor

Advised on General Electric Company purchases Baker Hughes, a GE Co. LLC resulting in a new company Baker Hughes, a GE Co.

Investment Advisor

Advised on Aviva Plc purchases Friends Life Group Ltd.

Investment Advisor

Advised on Svenska Cellulosa Aktiebolaget (SCA) purchases BSN Medical GmbH from EQT Partners AB, Montagu Private Equity LLP

Insider Transactions
Details Hidden
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Transaction Advisors
Legal Advisor

Advised onPfizer, Inc. purchases Hospira, Inc.

Legal Advisor

Advised onMerck & Co., Inc. purchases Schering-Plough Corporation

Accountant

Advised onHSBC Holdings Plc purchases Ping An Insurance Group Co. of China Ltd. from Morgan Stanley, The Goldman Sachs Group, Inc.

Legal Advisor

Advised onEnterprise Products Partners LP purchases TEPPCO Partners LP

Legal Advisor

Advised onInvesco Ltd. purchases Morgan Stanley /Retail Asset Management Business from Morgan Stanley

Legal Advisor

Advised onD.E. Master Blenders 1753 BV, Joh A. Benckiser SARL purchase Mondelez International, Inc. /Coffee Bus from Mondelez International, Inc. resulting in a new company Koninklijke Douwe Egberts BV

Advisors & Consultants
Legal Advisor

Orrick, Herrington & Sutcliffe LLP is an international law firm founded in San Francisco, California. Orrick traces its roots back to 1863, making it the oldest continuously operating law firm in San Francisco. The firm is focused on serving companies in the technology, energy & infrastructure and financial sectors and practices in five core areas: Corporate, Energy & Infrastructure, Finance, Intellectual Property and Litigation.

Art Assets, founded in 1992, is a national art advisory firm with clients ranging from entrepreneurial firms to international companies. Our expertise lies in using art and culture to transform, brand and reposition properties and in integrating innovative arts programming into alternative spaces.

Legal Advisor

Chief Executive Officer & Chairman of the Board at The Travelers Cos., Inc.

Legal Advisor

Future Senior Executive Vice President, General Counsel & Secretary at Comcast Corporation (Effective 04/2019)

Advisor

President & Chief Executive Officer at Rockefeller & Co. LLC

Clients

Just Energy Group, Inc. engages in the provision of electricity and natural gas commodities, energy efficient solutions, and renewable energy options. It operates through the Consumer Energy, and Commercial Energy segments. The Consumer Energy segment includes cash and cash equivalents, as well as the long-term debt. The company was founded by Rebecca MacDonald in July 1997 and is headquartered in Mississauga, Canada.

IHS Markit Ltd. delivers information, analytics and solutions to customers in business, finance and government. Its products are used by aerospace, agriculture, automotive, chemicals, construction, financial services and government and Ngo's. It operates through the following business segments: Resources, Transportation, Consolidated Markets & Solutions and Financial Services. The Resources segment includes energy and chemicals product offerings. The Transportation segment includes automotive; maritime & trade; and aerospace, defense & security product offerings. The Consolidated Markets & Solutions segment includes product design; technology, media & telecom; and economics & country risk product offerings. The Financial Services segment, which includes financial information, processing and solutions product offerings. The company was founded in 1959 and is headquartered in London, the United Kingdom.

Marcus & Millichap, Inc. engages in the provision of investment real estate brokerage services. It specializes in commercial real estate investment sales, financing, research, and advisory services. The company was founded by George M. Marcus and William A. Millichap in 1971 and is headquartered in Calabasas, CA.

Key Stats and Financials As of 2018
Market Capitalization
$75.2B
Total Enterprise Value
$273B
Earnings Per Share
$4.73
Revenue
$50.2B
Net Profit
$8.75B
Debt TEV
0.95x
TEVNet Income
31.26x
Enterprise Value Sales
5.45x
Total Equity
$81.4B
Total Debt
$261B
Non-Profit Donations & Grants
$5,000 +
2018
$5,000 +
2017
$5,000 +
2016
Non-Profit Donations & Grants Received
$1,000
09/30/2013
Investments
Details Hidden

US Oncology, Inc. is a privately held oncology services company. They develop new approaches to confronting cancer, increase the effectiveness of care and improve patient access to integrated and advanced cancer care. The company was founded in 2004 and is headquartered in The Woodlands, TX.

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Travelport Worldwide Ltd. engages in the management of travel commerce platform which provides travel and tourism services. It operates through the Travel Solutions and Payment Solutions. The Travel Solution segment comprise of air and beyond air and technology services and The Payment Solution segment comprise of B2B travel payment solutions through eNett. The company was founded in 2006 and is headquartered in Langley, the United Kingdom.

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Markit Ltd. is a holding company, which provides financial information services. It operates through the following segments: Information, Processing, and Solutions. The Information segment provides enriched content comprising pricing and reference data, indices and valuation, and trading services across multiple asset classes and geographies through both direct and third-party distribution channels. The Processing segment offers trade processing solutions for over-the-counter derivatives, foreign exchange, and syndicated loans. The firm's trade processing services enable buy-side and sell-side firms to confirm transactions. The Solutions segment provides enterprise software platforms, managed service, and hosted custom web solutions. The company was founded by Lance Uggla and Kevin Gould in 2003 and is headquartered in London, the United Kingdom.

Investors
Details Hidden

Investor at Morgan Stanley

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Founder at Agent155 Media Corp.

Suppliers
PHH Corp. Management Consulting | MOUNT LAUREL, NJ

PHH Corp. engages in the provision of outsourced mortgage banking services. It operates through the Mortgage Production and Mortgage Servicing segments. The Mortgage Production segment provides mortgage loan origination services and sells mortgage loans. The Mortgage Servicing segment performs servicing activities for loans originated by PHH Mortgage and mortgage servicing rights purchased from others, and acts as a subservicer for certain clients that own the underlying mortgage servicing rights. The company was founded by Duane Peterson, Harley Howell, and Richard Heather in 1946 and is headquartered in Mount Laurel, NJ.

SSI Securities Corp. Investment Banking & Brokerage | Ho Chi Minh City, SG

SSI Securities Corp. engages in the provision of brokerage services, securities trading, finance and investment advisory service, custodian service, and underwriting for share issuance. It operates through the following business segments: Brokerage and Customer Services, Trading Activities, Treasury Activities, Fund Management, and Investment Banking and Others. The firm also provides fundamental equity research, economics research, and investment strategy research services. The company was founded by Hung Duy Nguyen on December 30, 1999 and is headquartered in Ho Chi Minh City, Vietnam.

Enel X North America, Inc. Power & Utilities | Boston, MA

EnerNOC (NASDAQ: ENOC) is changing the way the world uses energy. Our goal is to make energy management as integral as accounting to the operation of every organization. We help commercial, institutional, and industrial organizations use energy more intelligently, pay less for it, and generate cash flow that benefits the bottom line through our complete suite of technology-enabled energy management solutions including: DemandSMART: Our comprehensive demand response application enables commercial, institutional, and industrial organizations to maximize new sources of revenue and stabilize the electric grid by participating in demand response programs globally. DemandSMART also gives users the ability to identify energy savings opportunities through on-demand access to basic energy data. Thousands of facilities in our DemandSMART network get paid for reducing their energy usage during periods of peak demand, while our utility customers get access to clean, reliable capacity where and when it is needed most. EnerNOC’s DemandSMART is a win-win. EfficiencySMART: Delivering continuous energy savings, our EfficiencySMART suite leverages the powerful combination of our energy management expertise, energy market knowledge, and advanced technology platform. We enable our customers to identify and prioritize the highest impact energy efficiency measures, focusing first on low or no cost opportunities to deliver tangible results quickly. In many cases, we can help our customers fund their EE programs with utility incentives. With expertise in both commercial and industrial environments, EnerNOC helps cut energy costs while maintaining or improving productivity. SupplySMART: Our energy price and risk management application and service assesses a customer’s energy purchasing options and associated risks. Using a competitive bid process, EnerNOC’s SupplySMART delivers recommendations on energy prices, terms, and conditions that deliver the best value to the customer. SupplySMART includes a rich set of on-demand features that enable users to centralize and track utility bill and enterprise-wide utility financial information (e.g. budgets, forecasts), and assess bill accuracy and savings opportunities. EnerNOC's Utility Solutions team has partnered with hundreds of utilities and grid operators worldwide to meet their demand-side management objectives. Our Program Implementation group partners with leading utilities to deliver custom-tailored demand response and energy efficiency programs designed to maximize both cost-effectiveness and customer satisfaction within the commercial, industrial, and agricultural market segments. Our Consulting Group supports a broad range of utility demand-side management activities, including potential assessments, program design and administration, load research, technology demonstrations, measurement and evaluation, and regulatory support. EnerNOC, which stands for Energy Network Operations Center, has won numerous awards for its technology, customer service, and industry leadership. We serve customers worldwide and are continuing to grow and expand. We attract bright, enthusiastic people who are dedicated to helping achieve a cleaner, safer, and more cost-effective energy future.

Competitors
Bank of America Corp. Retail & Commercial Banking - Charlotte, NC

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 is headquartered in Charlotte, NC.

JPMorgan Chase & Co. Retail & Commercial Banking - New York, NY

JPMorgan Chase & Co. is an American multinational banking and financial services holding company. It is the largest bank in the United States by assets, and as of 2012, it ranks as the second largest bank in the world by assets with total assets of $2.509 trillion. It is a major provider of financial services, and according to Forbes magazine is the world's second largest public company based on a composite ranking. The hedge fund unit of JPMorgan Chase is one of the largest hedge funds in the United States. It was formed in 2000, when Chase Manhattan Corporation merged with J.P. Morgan & Co

Citigroup, Inc. Investment Services & Portfolio Management - NEW YORK, NY

Citi works tirelessly to provide consumers, corporations, governments and institutions with a broad range of financial services and products. They strive to create the best outcomes for their clients and customers with financial ingenuity that leads to solutions that are simple, creative and responsible.

Awards & Honors
Rank #78
2016
Fortune Magazine - Fortune 1000 Companies
Sponsored by Fortune Magazine
Rank #78
2016
Fortune Magazine - Fortune 500 Companies
Sponsored by Fortune Magazine
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