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Carta Partners with Morgan Stanley at Work to Streamline IPO Transitions

Author

Slice of Finance Team
18 Nov

Key Highlights:

  • Carta selects Morgan Stanley at Work as its exclusive U.S. public equity management platform.

  • The partnership offers an end-to-end solution for private companies transitioning to public markets.

  • Nearly 2,000 companies on the Carta platform are IPO-ready.

  • Services include data cleanup, personalized IPO guidance, and customized communication plans.

  • Seamless integration minimizes management overhead post-IPO.

Source: Business Wire

Notable Quotes:

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“Carta has always been the on-ramp-to-IPO for the best venture-backed startups. But we didn’t have a solid solution for startups post-IPO. Until now.”

Henry Ward, Chief Executive Officer at Carta
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“As one integrated firm, with a world-class investment bank connected to a leading wealth manager, we possess an unmatched set of capabilities that uniquely position us to support both companies and their employees in the next phase of growth.”

Jed Finn, Head at Morgan Stanley Wealth Management

Our Take:

The partnership between Carta and Morgan Stanley at Work signifies a strategic step in addressing the growing demand for robust IPO solutions as private companies stay private longer. By leveraging Carta’s expertise in private equity management alongside Morgan Stanley’s vast experience in public equity, this collaboration is poised to redefine IPO readiness and execution. The integration streamlines the transition process, ensuring companies avoid common pitfalls and maintain efficiency as they enter the public market. This move highlights the increasing sophistication of the private market landscape and the need for cohesive solutions to support companies through all stages of growth.