Investments
73Portfolio Exits
32Funds
1About MSD Capital
MSD Capital was formed to exclusively manage the capital of Michael Dell and his family. Established in 1998, MSD is an investment firm primarily focused on the following investment activities: Publicly-traded securities; Traditional private equity activities; Real estate; Special opportunities; and Selectively investing with established third-party managers in the private and public markets.
MSD Capital Headquarter Location
645 Fifth Avenue 21st Floor
New York, New York, 10022,
United States
212-303-1650
Latest MSD Capital News
Apr 19, 2022
As of March 31, the firm managed about $1.1 billion, indicating Avance may have met its cap for Fund I.
MSD Capital Investments
73 Investments
MSD Capital has made 73 investments. Their latest investment was in Oura as part of their Series D on April 4, 2022.
MSD Capital Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
4/5/2022 | Series D | Oura | No | 3 | ||
12/13/2021 | Series F | Airtable | $735M | Yes | 17 | |
5/13/2021 | Series D | Cue Health | $235M | Yes | 14 | |
5/4/2021 | Series C | |||||
3/23/2021 | Series F |
Date | 4/5/2022 | 12/13/2021 | 5/13/2021 | 5/4/2021 | 3/23/2021 |
|---|---|---|---|---|---|
Round | Series D | Series F | Series D | Series C | Series F |
Company | Oura | Airtable | Cue Health | ||
Amount | $735M | $235M | |||
New? | No | Yes | Yes | ||
Co-Investors | |||||
Sources | 3 | 17 | 14 |
MSD Capital Portfolio Exits
32 Portfolio Exits
MSD Capital has 32 portfolio exits. Their latest portfolio exit was GitLab on October 14, 2021.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
10/14/2021 | IPO | 2 | |||
9/24/2021 | IPO | 21 | |||
6/15/2021 | Acquired | 1 | |||
Date | 10/14/2021 | 9/24/2021 | 6/15/2021 | ||
|---|---|---|---|---|---|
Exit | IPO | IPO | Acquired | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 2 | 21 | 1 |
MSD Capital Acquisitions
8 Acquisitions
MSD Capital acquired 8 companies. Their latest acquisition was Hayward Industries on June 19, 2017.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
6/19/2017 | Acq - Fin | 3 | ||||
7/11/2016 | Other | |||||
7/1/2014 | ||||||
3/19/2009 | ||||||
10/7/2008 | Series D |
Date | 6/19/2017 | 7/11/2016 | 7/1/2014 | 3/19/2009 | 10/7/2008 |
|---|---|---|---|---|---|
Investment Stage | Other | Series D | |||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acq - Fin | ||||
Sources | 3 |
MSD Capital Fund History
1 Fund History
MSD Capital has 1 fund, including MSD Private Credit Opportunity Fund II LP.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
6/9/2017 | MSD Private Credit Opportunity Fund II LP | Private Debt (Other) | Open | $165M | 1 |
Closing Date | 6/9/2017 |
|---|---|
Fund | MSD Private Credit Opportunity Fund II LP |
Fund Type | Private Debt (Other) |
Status | Open |
Amount | $165M |
Sources | 1 |
MSD Capital Team
8 Team Members
MSD Capital has 8 team members, including current Chief Investment Officer, Founding Partner, Managing Partner, John C. Phelan.
Name | Work History | Title | Status |
|---|---|---|---|
Michael S. Dell | Founder | Current | |
Glenn R. Fuhrman | Founder | Current | |
Daniel Zwirn | D.B. Zwirn & Co, Highbridge Capital Management, Davidson Kempner Capital Management, Madison Dearborn Partners, and Lazard Frères & Co. | Founder | Current |
John C. Phelan | Chief Investment Officer, Founding Partner, Managing Partner | Current | |
James T Stevens | Chief Financial Officer | Former |
Name | Michael S. Dell | Glenn R. Fuhrman | Daniel Zwirn | John C. Phelan | James T Stevens |
|---|---|---|---|---|---|
Work History | D.B. Zwirn & Co, Highbridge Capital Management, Davidson Kempner Capital Management, Madison Dearborn Partners, and Lazard Frères & Co. | ||||
Title | Founder | Founder | Founder | Chief Investment Officer, Founding Partner, Managing Partner | Chief Financial Officer |
Status | Current | Current | Current | Current | Former |
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.