Morgan Stanley at a Glance
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services to corporations, governments, institutions and individuals.
Major Milestones of the Alliance
Japan JV
The Japan JV consists of three entities: MUMSS, MSMS, and MUMSPB. MUMSS and MSMS leverage MUFG’s domestic institutional and retail client base and MS’ global reach for M&A advisory and equity and debt offerings, while MUMSPB delivers private banking services. Driven by the Japan JV entities, the financial results of MUSHD have increased.
Collaboration Cases in Japan
- Acquisition of Beam by Suntory Holdings
- MUMSS acted as exclusive financial advisor for Suntory Holdings in its approx. $16 billion acquisition of Beam.
- Global IPO by Recruit Holdings
- MS/MSMS/MUMSS acted as Joint Global Coordinator and Joint Bookrunner for both domestic and international tranches for the approx. ¥213.8 billion IPO for Recruit Holdings.
Global Collaboration
The LMJV offers MUFG and MS clients a world-class lending platform. Since the LMJV’s inception, MUFG and MS have jointly provided commitments for numerous transactions.
Collaboration Case in the Americas
- On March 4, 2015, AbbVie Inc. announced its acquisition of Pharmacyclics Inc. for $20 billion.
- MUFG jointly committed with MS in financing AbbVie’s bid on Pharmacyclics. Morgan Stanley advised AbbVie on the transaction. MUFG and MS jointly underwrote 100% of the bridge loan.
Best Practice Sharing
MUFG and MS exchange best practices in many nonbusiness areas consistent with our commitment to continuously improving processes and responding to the changing environment.
Aiming for Further Development
Through the Global Steering Committee, executive managers from MUFG and MS discuss possible areas for collaboration that benefit both MUFG and MS. MUFG and MS continuously seek the best strategic alliance appropriate for different clients and market circumstances.
