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News

June 07, 2023

Moelis & Company Management to Speak at the Morgan Stanley U.S. Financials, Payments and CRE Conference

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Moelis & Company Management to Speak at the Morgan Stanley U.S. Financials, Payments and CRE Conference

New York, June 07, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Navid Mahmoodzadegan, Co-President, is scheduled to speak at the Morgan Stanley U.S. Financials, Payments & CRE Conference on Wednesday, June 14th at 10:15am Eastern Time.

The live audio webcast will be available through the Investor Relations section of the Moelis & Company website. For those unable to listen to the live webcast, a replay will be available for 90 days on the same website following the conference.

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About Moelis & Company

Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

May 17, 2023

Moelis survey finds most LPs are open to new GP relationships, despite challenging macro conditions and an emphasis on re-ups

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Moelis survey finds most LPs are open to new GP relationships, despite challenging macro conditions and an emphasis on re-ups

New York, May 17, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the results of its 2nd ‘Private Markets Insights’ survey of Limited Partners (LPs) and General Partners (GPs). This edition aims to assess the current private equity (PE) fundraising landscape with an emphasis on Environmental, Social, and Governance (ESG) and Diversity, Equity, and Inclusion (DEI) initiatives.

The survey takes place in an opaque macroeconomic environment where Moelis found that GPs (67%) and LPs (41%) agree that interest rates pose the greatest threat to private equity performance. Nevertheless only 14% of LPs have shifted their PE investment approach since the fed began raising rates. The survey also found a lack of consensus in LPs’ macro outlook, with 41% of LPs saying the anticipated timing of a US recession is “unclear”.

“Lack of clarity in the macroeconomic environment continues to be an overhang on both LPs and GPs, underscoring the challenges that the PE community faces in putting capital to work,” said Rodney Reid, Managing Director and Head of Private Funds Advisory at Moelis. “While most managers and investors are not looking to overhaul their strategies, the disruptive macro environment has created pockets of opportunity for both LPs and GPs to re-tool, refine and redirect their efforts.”

GPs face a challenging, but not impossible, fundraising environment  

The survey found that re-ups remain an important piece of LPs’ planned allocations. Nonetheless, most expect to add new GP relationships and won’t be fully allocated until the second half of 2023:

  • 66% of LPs expect to dedicate at least 75% of 2023 allocations to re-ups
  • 63% of LPs say they are not planning to cut back new GP relationships
  • 61% of LPs anticipate having capital to deploy into the second half of the year

In addition, sector interests have begun to shift:

  • Emerging technology (including A.I.) and energy transition are popular themes, with 64% and 54% of LPs, respectively, indicating interest
  • More than 20% of LPs indicated an interest in professional sports investing
  • Only 12% of LPs indicated an interest in blockchain assets

Spotlight on evolving trends in ESG & DEI

ESG and DEI have been established trends in private equity fundraising for years, but how exactly do they factor into decision-making processes for both LPs and GPs?

The survey found that over 75% of LPs consider ESG in some way during the underwriting process. However, only 26% have strict guidelines on ESG that they are prohibited from violating. Additionally, 69% of LPs claim they do not favor one part of ESG more heavily compared to others during their underwriting process. This could suggest that while LPs believe ESG should be considered in some capacity, there is no consensus on precisely what role it should play in regard to investment decisions.

GPs are dedicating more resources to satisfy LPs’ increased focus on ESG:

  • 92% of GPs said that LPs are requesting more reporting and data on ESG and DEI since 2020
  • 67% of GPs have either a dedicated in-house professional or a third-party service provider (or both) focused on ESG & DEI

Regarding DEI, GPs continue to prioritize recruiting and retaining diverse talent in part because they believe it can drive superior returns at the fund level. At the portfolio company level, GPs are taking a variety of measures to promote DEI.

Published semi-annually, Moelis’ Private Markets Insights survey aims to assess the current PE fundraising landscape. The 2nd edition captured the views of more than 80 institutional LPs and a dozen senior women and diverse PE professionals in the GP community, representing a broad range of organization types, sizes, and experience. Responses were collected during Q1 2023.

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About Moelis & Company

Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

May 16, 2023

Moelis & Company to Appoint Edouard Debost as a Managing Director, Strengthening its Presence in France

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Moelis & Company to Appoint Edouard Debost as a Managing Director, Strengthening its Presence in France

New York and Paris, May 16, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Edouard Debost will join the Firm in July as a Managing Director. He will be based in Paris and will provide strategic and financial advice to clients in France and across Europe, strengthening the Firm’s presence in the region.

Edouard brings over 30 years of transactional experience and joins from J.P. Morgan where he was the Head of the Strategic Investment Group for France & Benelux and Head of Private Client Advisory for Europe, the Middle East and Africa (EMEA). In those roles, he was responsible for investment banking coverage of financial sponsors, pension and sovereign wealth funds, family investment firms, and family-owned businesses.

Yorick van Slingelandt, Managing Director and Co-Head of Europe at Moelis commented, “Edouard’s arrival underscores our investment in the region and commitment to our clients as we add further depth and connectivity to our leading financial sponsor capabilities. His cross-sector experience and unmatched knowledge of the entire spectrum of alternative capital providers make him an excellent addition to our European platform and global network.”

Jeff Raich, Co-Founder and Co-President at Moelis added: “Our commitment to the financial sponsor community is embedded in Moelis’ DNA, and we are thrilled to strengthen that foundation with a banker of Edouard’s caliber. His deep relationships, expertise, and track record of success will expand our ability to provide the best outcomes for our clients in the French market and globally, as well as increase synergies in the region across a number of our sectors including our global Pharmaceuticals, Life Sciences, and FinTech franchises.

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About Moelis & Company

Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

April 26, 2023

Moelis & Company Reports First Quarter 2023 Financial Results

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Moelis & Company Reports First Quarter 2023 Financial Results

New York, April 26, 2023

News

April 26, 2023

Moelis & Company Announces the Significant Expansion of its Technology Investment Banking Franchise

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Moelis & Company Announces the Significant Expansion of its Technology Investment Banking Franchise

New York, San Francisco, and Boston , April 26, 2023

 

Appoints Jason Auerbach as Global Head of Technology Investment Banking

Hires 10 Additional Technology-Focused Managing Directors

Doubles the Size of its Technology Investment Banking Team

 

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the expansion of its technology investment banking franchise with the appointment of Jason Auerbach as the Global Head of Technology Investment Banking, as well as the hiring of 10 additional Managing Directors. These senior hires have joined the Firm in New York, San Francisco, and Boston, expanding the breadth and depth of Moelis’s technology sector coverage and building on its core capabilities. Together with the Firm’s existing technology team, Moelis now has 25 technology-focused MDs globally and has doubled the size of its team.

Jason brings over 25 years of experience in technology investment banking and has advised clients on many of the industry’s most transformative and defining transactions. He joins from SVB Securities where he was the Global Head of Tech Investment Banking. Prior to SVB, he held numerous leadership roles at UBS.

Navid Mahmoodzadegan, Co-Founder and Co-President at Moelis commented, “Expanding our technology franchise to enhance the advice and solutions we provide clients is a strategic priority for our Firm. Jason is an industry leader in technology investment banking with extensive relationships and a proven track record. He is uniquely positioned to lead our efforts in this important sector and build on the momentum of our talented team.”

The significant expansion in coverage has deepened and diversified Moelis’s expertise across a number of technology subsectors including:

  • Application Software – Bob Casey, Robert Jackman, Nathan Laverriere and Raymond Wu expand the Firm’s existing capabilities in application software.
  • Infrastructure & Security Software – Roger Knight and Christopher Montgomery strengthen Moelis’s coverage of the infrastructure and security software sector.
  • Internet & Front Office Software – T. Stephens and Xiaoying Zhong enhance the Firm’s existing internet capabilities and front office software solutions.
  •  Tech Services & Digital Infrastructure – William Goodman adds new sector coverage in tech services and strengthens the Firm’s telecom coverage.
  • FinTech & Payments – Georgi Balinov grows Moelis’s existing FinTech franchise.

The growth in these subsectors complements Moelis’s existing Hardware and Industrial Technology teams and diversifies the Firm’s global capabilities provided to clients not only in technology but across a number of sectors given the far-reaching implications of the industry.

Navid added, “Each of these highly accomplished bankers brings a wealth of experience and expertise that grows our capabilities to support the full technology ecosystem. We are excited to enhance the innovative advice and solutions we provide our clients across one of the largest and fastest-growing sectors of the global economy.”

Ken Moelis, Chairman and Chief Executive Officer at Moelis commented, “We have positioned the Firm with an unlevered balance sheet which has allowed us to add extraordinary talent during a challenging market environment. This investment has greatly enhanced our technology coverage, and we are now even better positioned to advise our clients on their most critical strategic decisions.”

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News

April 24, 2023

Moelis & Company to Appoint Douglas Pierson as a Managing Director, Expanding its Industrials Franchise

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Moelis & Company to Appoint Douglas Pierson as a Managing Director, Expanding its Industrials Franchise

New York, April 24, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Douglas Pierson will join the Firm as a Managing Director, providing strategic and financial advice to clients in the Industrials sector with a focus on metals and mining. Upon his arrival, he will be based in New York.

Doug brings deep expertise in the metals and mining industry, having spent over two decades advising clients on a wide array of M&A transactions and equity and debt-related financing across the sector. He joins from Credit Suisse where he was the Global Head of Metals & Mining and Americas Head of the Industrials Group. Prior to his 18-year career at Credit Suisse, Doug was a corporate attorney at the New York-based law firm of Cravath, Swaine & Moore where he similarly advised clients on M&A transactions and equity and debt-related financings.

Jeff Raich, Co-Founder and Co-President at Moelis commented, “Doug brings an outstanding track record of success, deep corporate relationships, and expertise that will further enable us to provide exceptional results for our clients. We are excited to deepen our Industrials capabilities and further enhance our commitment to our clients in the metals and mining sector.”

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About Moelis & Company

Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

April 20, 2023

Moelis & Company to Appoint Antje Gaensler as a Managing Director, Expanding its Capital Structure Advisory Franchise in Europe

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Moelis & Company to Appoint Antje Gaensler as a Managing Director, Expanding its Capital Structure Advisory Franchise in Europe

New York, April 20, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Antje Gaensler will join the Firm in June as a Managing Director, expanding the Firm’s Capital Structure Advisory franchise in Europe. She will be based in London and will provide strategic and financial advice to clients with a focus on German-speaking regions.

Antje has more than 10 years of capital structure and restructuring experience advising both debtors and creditors. She joins from Lazard where she advised clients across EMEA on capital structure and restructuring situations. Prior to that, she worked at Gleacher Shacklock LLP where she also advised on complex restructurings and previously worked on financial turnarounds of portfolio companies at a European family office. Antje started her career as a structured finance attorney at Linklaters LLP.

Matthew Prest, Managing Director and Co-Head of Europe at Moelis commented, “We are delighted to have Antje join our team at a time when clients increasingly need capital structure analysis and tailored liquidity solutions to help manage their liabilities. As maturities increase through 2026 and clients adapt to a higher-for-longer interest rate environment, her strong track record of executing complex transactions and her connectivity, especially with clients in German-speaking regions, will strengthen our market-leading global capital structure advisory practice for the benefit of our clients.”

About Moelis & Company

Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

 

News

April 06, 2023

Moelis & Company to Announce First Quarter 2023 Financial Results and Host a Conference Call on April 26, 2023

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Moelis & Company to Announce First Quarter 2023 Financial Results and Host a Conference Call on April 26, 2023

New York, April 06, 2023

Moelis (NYSE: MC), a leading global independent investment bank, will release its first quarter 2023 financial results after the market closes on Wednesday, April 26th, 2023.

Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (April 26, 2023) to review the financial results. Following the review, there will be a question and answer session.

Investors and analysts may participate in the live conference call by dialing +1 833-470-1428 (domestic) or +1 404-975-4839 (international) and using access code 251742. Please dial in 15 minutes before the conference call begins. The conference call will also be accessible as a listen-only audio webcast through the Investor Relations section of the Moelis & Company website at www.moelis.com.

For those unable to listen to the live broadcast, a replay of the call will be available for one month via telephone starting approximately one hour after the live call ends. The replay can be accessed at 1-866-813-9403 (domestic) or +44 204 525 0658 (international); the conference number is 396895.

About Moelis & Company

Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

April 05, 2023

Moelis Expands Fundraising Capabilities with Appointment of Chrystalle Anstett as a Managing Director

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Moelis Expands Fundraising Capabilities with Appointment of Chrystalle Anstett as a Managing Director

New York, April 05, 2023

Moelis (NYSE: MC), a leading global independent investment bank, today announced that Chrystalle Anstett has joined the Firm as a Managing Director based in New York. Chrystalle will be a senior member of the Firm’s Private Funds Advisory (PFA) team and will lead the advisory and management of PFA’s global fundraises.

Based in New York, Chrystalle brings over 20 years of experience in the investment management industry where she has worked with managers across all asset classes, including private equity, private credit, real estate, and natural resources. She joins from Sound Mark Partners where she was the Head of Capital Formation and Co-Chief Operating Officer. She previously held several leadership roles at Eaton Partners including Head of Direct Investments and Co-Head of Private Credit. Chrystalle’s arrival supports the Firm’s continued focus on fundraising solutions as it provides sponsor clients with strategic advice and unique access to global limited partners.

Rodney Reid, Managing Director and Global Head of Private Funds Advisory at Moelis commented, “Moelis has established a leading private funds platform offering sponsors broad capital solutions across the entire private equity lifecycle. We look forward to leveraging Chrystalle’s expertise to build upon our fundraising capabilities and further strengthen the bespoke advice and investor connections our clients’ desire. She brings deep industry knowledge, a global network of relationships, and significant experience launching strategies across all major asset classes.”

Zaid Abdul-Aleem, Managing Director and Head of Investor Coverage for Moelis’s PFA group added, “I’m excited to partner with Chrystalle as we collaboratively explore our holistic offerings across primary fundraising, secondary market advisory, and capital raise solutions to help clients optimize their outcomes.”

About Moelis & Company

Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

March 09, 2023

Moelis & Company appoints Elizabeth Crain to Vice Chair and Kate Pilcher Ciafone to Chief Operating Officer

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Moelis & Company appoints Elizabeth Crain to Vice Chair and Kate Pilcher Ciafone to Chief Operating Officer

New York, March 09, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Elizabeth Crain to Vice Chair and the promotion of Kate Pilcher Ciafone to Chief Operating Officer (COO), both effective October 1, 2023.

Elizabeth Crain is a Founding Partner at Moelis & Company where she has led the Firm’s global strategy and operations as COO since 2007. Elizabeth has been an integral member of the Firm’s leadership team since its inception driving the Firm’s growth and expansion of its advisory capabilities. She has been in the investment banking and private equity industries for almost 35 years as a banker, principal and operating executive.

In her new role as Vice Chair, Elizabeth will focus on positioning the Firm for its next phase of growth by leading Moelis’s most critical strategic and client initiatives and providing senior sponsorship to clients globally.

Kate Pilcher Ciafone is a Co-Founder and has been the Chief Operating Officer of Investment Banking at Moelis since 2019, where she has played a critical role in driving the Firm’s business strategy and helping to build its operational infrastructure. Kate has over 20 years of experience in the investment banking industry both as a banker and as an operating executive. Kate will succeed Elizabeth and assume all COO responsibilities for the Firm, including oversight of its corporate operations.

Elizabeth Crain commented, “Kate exemplifies the values of our Firm and is exceptionally well qualified to take the helm as COO. We have worked together for nearly the past 20 years, and I look forward to our continued partnership and building on Moelis’s many great successes.”

Ken Moelis commented, “We are fortunate to have a profound depth of expertise, leadership and talent in Elizabeth and Kate. Elizabeth has been a driving force behind our growth and success and will be vital as we further enhance how we bring the highest quality advice and solutions to our clients around the globe. This transition represents our focus on building for the future and developing the next generation of leaders to uphold the tenets on which we founded the Firm—trust, partnership and long-term relationships—as we deliver differentiated advice to our global clients.”

In 2022, Elizabeth was named one of the 100 Most Influential Women in U.S. Finance by Barron’s Magazine. She is a Director Nominee to the Nokia Corporation (NYSE: NOK) and serves on the Board of Directors of Exscientia Ltd. (NASDAQ: EXAI) and the Graduate Executive Board of The Wharton School. Earlier this year, Kate was named to the 2023 Class of David Rockefeller Fellows by the Partnership for New York City. She serves on the Board of Directors of MA Financial Group Limited (ASX: MAF).

About Moelis & Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

February 08, 2023

Moelis & Company Reports Fourth Quarter and Full Year 2022 Financial Results

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Moelis & Company Reports Fourth Quarter and Full Year 2022 Financial Results

New York, February 08, 2023

News

February 06, 2023

Moelis & Company Appoints Evan Green as a Managing Director, Expanding the Firm’s Capital Markets Capabilities

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Moelis & Company Appoints Evan Green as a Managing Director, Expanding the Firm’s Capital Markets Capabilities

New York and Los Angeles, February 06, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Evan Green has joined the Firm as a Managing Director. Based in Los Angeles, Evan joins Moelis & Company’s Capital Markets team where he will lead West Coast Capital Markets efforts and expand the Firm’s capital-raising capabilities.

Previously Evan worked at Goldman Sachs where he served as Head of PIPEs. There he was responsible for global origination, execution and structuring of private financings. Prior to Goldman Sachs, he held investment banking and private capital markets roles at Barclays and Lehman Brothers.

Angus Whelchel, Managing Director and Head of Private Capital Markets commented, “With record amounts of capital being allocated to the private markets, Evan’s wealth of transaction experience and strong relationships will help us offer creative solutions to clients as they look to alternative sources of capital to achieve their strategic goals.”

Navid Mahmoodzadegan, Co-President, added: “Clients continue to seek unconflicted sources of financing alongside strategic advice to help fund growth and position themselves for the future. We are pleased to welcome Evan to our Capital Markets team which is an integral part of the holistic advisory and execution services we offer globally.”

Moelis’ Capital Markets team, comprised of nearly 30 bankers globally, has helped clients raise nearly $60 billion of capital across over 100 transactions since 2020.

About Moelis & Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

January 19, 2023

Moelis & Company Expands Secondaries and Co-investment Advisory Capabilities with Appointment of Managing Director Skip Fahrholz

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Moelis & Company Expands Secondaries and Co-investment Advisory Capabilities with Appointment of Managing Director Skip Fahrholz

New York and London, January 19, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Skip Fahrholz has joined the Firm as a Managing Director.  Based in London, Skip will expand Moelis & Company’s Private Funds Advisory (PFA) team with a focus on growing its global secondary and co-investment advisory capabilities.

Skip brings over 16 years of M&A, secondary advisory and private equity investment experience.  He joins from UBS Global Wealth Management where he recently served as Head of Private Equity Co-Investments and Secondaries and as Head of Discretionary Multi-Vintage Private Equity. Skip previously led UBS Investment Banks’ EMEA Secondary Advisory business. He started his career in M&A investment banking in Frankfurt.

Rodney Reid, Managing Director and Global Head of Private Funds Advisory at Moelis & Company commented, “Skip’s experience across secondaries and co-investments helps us expand the advice and capital alternatives we bring to sponsors for existing and new investments. In addition, his background in M&A makes him well-placed to collaborate with our product and sector bankers as we deliver the Firm’s full suite of capabilities to sponsor clients globally.”

Moelis continues to invest in the growth of its European business. The Firm recently announced five Managing Director promotions within the region and hired Chris Raff to provide strategic advice on mergers and acquisitions across EMEA.

About Moelis & Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

January 18, 2023

Moelis & Company to Announce Fourth Quarter and Full Year 2022 Financial Results and Host a Conference Call on February 8, 2023

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Moelis & Company to Announce Fourth Quarter and Full Year 2022 Financial Results and Host a Conference Call on February 8, 2023

New York, January 18, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its fourth quarter and full year 2022 financial results after the market closes on Wednesday, February 8th, 2023.

Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (February 8, 2023) to review the financial results. Following the review, there will be a question and answer session.

Investors and analysts may participate in the live conference call by dialing 1-844-200-6205 (domestic) or 1-929-526-1599 (international) and using access code 478354. Please dial in 15 minutes before the conference call begins. The conference call will also be accessible as a listen-only audio webcast through the Investor Relations section of the Moelis & Company website at www.moelis.com.

For those unable to listen to the live broadcast, a replay of the call will be available for one month via telephone starting approximately one hour after the live call ends. The replay can be accessed at 1-866-813-9403 (domestic) or +44 204 525 0658 (international); the conference number is 606717.

About Moelis & Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

January 12, 2023

Moelis & Company Appoints Marcus Lollie as a Managing Director in its Media Group

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Moelis & Company Appoints Marcus Lollie as a Managing Director in its Media Group

New York and Los Angeles, January 12, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Marcus Lollie has joined the Firm as a Managing Director in its Media group, based in Los Angeles.

Marcus joins from the Canon Media Group, an operationally focused investment firm, where he developed and oversaw the media, entertainment and tech practice as a Co-Founder and Managing Partner. He previously spent nearly two decades in the Private Fund Group at Credit Suisse and Donaldson Lufkin & Jenrette (DLJ) where he focused on providing capital solutions to private equity and other alternative asset managers.

Navid Mahmoodzadegan, Co-Founder and Co-President at Moelis & Company, commented: “We are delighted to welcome Marcus into our Media group. His focus on sports and the breadth of his transaction experience will help us support our clients’ increased activity and growing opportunities in the sector.”

Over the past year, the Firm has advised on landmark transactions in the sports sector including the announced sale of the Phoenix Suns and Phoenix Mercury and the acquisition of Chelsea F.C.

Marcus holds a B.A. in Economics from Stanford University, where he was a member of the university’s Division 1 Men’s Basketball team.

About Moelis & Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.