News

News

April 15, 2014

Moelis & Company Announces Pricing of Initial Public Offering

Read more
Moelis & Company Announces Pricing of Initial Public Offering

New York, April 15, 2014

Moelis & Company (the “Company”) (NYSE: MC), a leading global independent investment bank, today announced the pricing of its initial public offering of 6,500,000 shares of its Class A common stock at a price to the public of $25.00 per share.  Additionally, the Company has granted the underwriters a 30-day option to purchase up to an additional 975,000 shares of Class A common stock from the Company at the initial public offering price, less underwriting discounts and commissions.  The Company’s shares of Class A common stock are expected to begin trading on the New York Stock Exchange on April 16, 2014 under the ticker symbol “MC.” The offering is expected to close on or about April 22, 2014 subject to satisfaction of customary closing conditions.

Goldman, Sachs & Co. and Morgan Stanley & Co. LLC are acting as lead joint book-running managers for the offering.  Moelis & Company LLC, J.P. Morgan Securities LLC and UBS Securities LLC are acting as joint book-running managers for the offering.  Keefe, Bruyette & Woods, Inc., Sanford C. Bernstein & Co., LLC and JMP Securities LLC are acting as co-managers for the offering.

The offering is being made only by means of a prospectus.  A copy of the final prospectus related to the offering may be obtained, when available, from Goldman, Sachs & Co., Attention: Prospectus Department, 200 West Street, New York, New York 10282, telephone: 1-866-471-2526, email: Prospectus-ny@ny.email.gs.com, or from Morgan Stanley & Co. LLC, Attention: Prospectus Department, 180 Varick Street, 2nd Floor, New York, New York 10014, telephone: 1-866-718-1649, email: prospectus@morganstanley.com.

A registration statement relating to these securities has been filed with the U.S. Securities and Exchange Commission and was declared effective on April 15, 2014. This press release shall not constitute an offer to sell or the solicitation of any offer to buy, nor shall there be any sale of these securities in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

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 and other corporate finance matters.  The firm serves it clients with nearly 500 employees based in 15 offices in North and South America, Europe, the Middle East, Asia and Australia.

Cautionary Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995, which reflect the Company’s current views with respect to, among other things, its operations and financial performance. You can identify these forward-looking statements by the use of words such as “outlook”, “believes”, “expects”, “potential”, “continues”, “may”, “will”, “should”, “seeks”, “approximately”, “predicts”, “intends”, “plans”, “estimates”, “anticipates”, or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. We undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise. A further list and description of these risks, uncertainties and other factors can be found in the Company’s Registration Statement on Form S-1, as amended, filed with the U.S. Securities and Exchange Commission. This filing and subsequent filings are available online at www.sec.gov or on request from the Company.

News

April 09, 2014

Moelis & Company Announces the Appointment of Perry Hall as a Managing Director Providing Financial and Strategic Advice to Retail Sector Clients

Read more
Moelis & Company Announces the Appointment of Perry Hall as a Managing Director Providing Financial and Strategic Advice to Retail Sector Clients

New York, April 09, 2014

Moelis & Company, the global independent investment bank, today announced the appointment of Perry Hall as a Managing Director providing financial and strategic advice to retail sector clients. He will be based in New York covering U.S. and international clients.

With more than 20 years of investment banking experience, Mr. Hall joins from Bank of America Merrill Lynch where he was most recently a Managing Director in the Investment Bank’s Retail and Consumer Group. During his 15 year career there, he provided strategic advice and specialty retail sector coverage to CEOs at public and private companies including U.S. and international firms.

Rick Leaman, Managing Partner of Moelis & Company, said, “As the retail sector has matured, companies are increasing their level of M&A activity as a means of alternative growth, and many are looking for international expansion. Perry’s sector and banking expertise bolsters Moelis & Company’s capabilities thereby ensuring that clients will benefit from our independent advice as they look to assess their strategic alternatives.”

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 600 employees, Moelis & Company serves its clients around the world through its offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris and Sydney.  For more information, please visit www.moelis.com.

News

March 11, 2014

Moelis & Company To Open An Office in São Paulo as Part of the Firm’s Global Expansion and Appoints Three Leading Industry Bankers

Read more
Moelis & Company To Open An Office in São Paulo as Part of the Firm’s Global Expansion and Appoints Three Leading Industry Bankers

São Paulo and New York, March 11, 2014

Moelis & Company, the leading global independent investment bank, today announced its plan to expand into Brazil with the opening of an office in São Paulo and the appointment of three industry leading bankers.

Otávio Guazzelli, Jório Salgado-Gama, and Erick Alberti will join Moelis & Company having worked at BR Partners and Citigroup, with Mr. Guazzelli and Mr. Salgado-Gama to be Co-Heads of Brazil Investment Banking.

Mr. Guazzelli was a Senior Partner and Head of Investment Banking at BR Partners and formerly Co-Head of Investment Banking for Citigroup Brazil. During his career, Mr. Guazzelli has advised on a wide variety of transactions in the Brazilian and Latin American markets across the telecom, consumer, agribusiness and industrial sectors.

Mr. Salgado-Gama was a Senior Partner and Head of Mergers & Acquisitions at BR Partners and previously worked for 12 years in Investment Banking at Citigroup in Brazil and New York. Mr. Salgado-Gama’s broad advisory experience includes a variety of transactions across the healthcare, industrials, chemicals and financial services sectors.

Mr. Alberti was a Partner at BR Partners and previously a Vice President in Investment Banking for Citigroup in Brazil and the United States where he focused on the technology, education, media and telecom sectors.

Ken Moelis, Chief Executive Officer of Moelis & Company, said, “I am delighted that we are expanding into Latin America through our planned office in São Paulo as clients are increasingly looking for global connectivity from an information and advisory perspective so adding a presence in Brazil gives us even greater global reach.”

Mr. Moelis added, “We have appointed three of the highest caliber bankers in Brazil who will oversee our expansion in this important market and region. Our clients will benefit from their independent financial advice on both domestic and international cross-border deals.”

Mr. Guazzelli said, “Moelis & Company’s Brazilian platform will allow us to provide leading Brazilian entrepreneurs, investors and businesses with independent advice that combines deep local knowledge with global reach and expertise, and to offer international clients valuable insights into the Brazilian market and strong advisory capabilities.” Mr. Salgado-Gama added “We are thrilled to be joining the leading global independent investment bank, and adding to its global footprint an important market, where we see significant local and cross-border opportunities over the next few years and in the long-term.”

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 600 employees, Moelis & Company serves its clients around the world through its offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris and Sydney.  For more information, please visit www.moelis.com.

News

November 18, 2013

Moelis & Company Announces the Appointment of Jonathan Kaye as a Managing Director Specializing in Mergers & Acquisitions

Read more
Moelis & Company Announces the Appointment of Jonathan Kaye as a Managing Director Specializing in Mergers & Acquisitions

New York, November 18, 2013

Moelis & Company, the global independent investment bank, today announced the appointment of Jonathan Kaye as a Managing Director who joins the Firm’s M&A practice responsible for providing best-in-class execution for clients globally. Additionally, he will be responsible for driving the Firm’s shareholder activist strategy working with companies and management teams in potential and existing dissident shareholder situations.

Mr. Kaye joins Moelis & Company from Citi’s Global Mergers & Acquisitions Group where he was a Managing Director focused on providing strategic M&A advice to clients in the industrial, consumer and technology sectors. He was also a founder of Citi’s shareholder activism practice and was involved in advising companies on defense and in contested situations.

Rick Leaman, Managing Partner of Moelis & Company, said, “We are delighted to have someone of Jonathan’s caliber and experience join our M&A team. The Moelis platform provides the distinct advantage of being able to give clients truly independent strategic advice in activist shareholder situations. Jonathan and the team will help clients strategically navigate their way through these challenging situations.”

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 600 employees, Moelis & Company serves its clients around the world through its offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris and Sydney.  For more information, please visit www.moelis.com.

News

November 07, 2013

Moelis & Company Announces the Appointment of Anthony Root as a Senior Advisor in Asia

Read more
Moelis & Company Announces the Appointment of Anthony Root as a Senior Advisor in Asia

Hong Kong, November 07, 2013

Moelis & Company today announced the appointment of Anthony Root as a Senior Advisor based in Hong Kong.  Mr. Root, whose distinguished legal career spanned nearly 30 years, will provide senior level advice and expertise to clients throughout the region.

Mr. Root joins from Milbank, Tweed, Hadley & McCloy where was the Managing Partner for Asia from 2001.  He was also the head of Milbank’s Asia corporate practice, its China practice and its Beijing and Hong Kong offices.  During his tenure, Milbank grew in Asia from 15 to more than 70 lawyers, opened the Beijing office and acquired Hong Kong law capability.

Ken Moelis, Chief Executive Officer of Moelis & Company, said, “Anthony is one of the most talented and respected corporate attorneys in Asia.  He will provide his unique insights and expertise to our clients throughout the region and globally.”

Mr. Root said: “I have been impressed by the extraordinarily talented team that Ken has built in the United States, Europe and Asia.  I am proud to join the team and look forward to helping the firm provide world class, independent financial advice and solutions to its clients.”

Prior to joining Milbank in 1996, Mr. Root worked at Davis Polk & Wardwell, where he helped open their Hong Kong office in 1993, and briefly at Rogers & Wells.   He started his career as a banker at Morgan Guaranty Trust Company (now JP Morgan).

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 600 employees, Moelis & Company serves its clients around the world through its offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris and Sydney.  For more information, please visit www.moelis.com.

News

October 15, 2013

Moelis & Company Announces the Appointment of Jon Hammack as a Managing Director Providing Strategic Advice to Medical Technology Clients

Read more
Moelis & Company Announces the Appointment of Jon Hammack as a Managing Director Providing Strategic Advice to Medical Technology Clients

New York, October 15, 2013

Moelis & Company, the global independent investment bank, today announced the appointment of Jon Hammack as a Managing Director responsible for providing strategic advice to medical technology clients globally. Based in New York, he joins the Firm on November 11.

Mr. Hammack joins Moelis & Company from Morgan Stanley where he was responsible for the Medical Technology practice. Previously, he worked in the Healthcare Investment Banking Groups at Credit Suisse and Bank of America.

Rick Leaman, Managing Partner at Moelis & Company, said, “We expect to see significant activity in the medical technology space as companies better position themselves for growth and adapt to the evolving healthcare landscape. Clients looking for independent, expert and innovative advice will benefit from Jon’s experience and focus.”

Mr. Hammack’s hire complements the Firm’s existing healthcare coverage effort in services, life sciences, diagnostics, pharmaceuticals and biotechnology.

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 600 employees, Moelis & Company serves its clients around the world through its offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris and Sydney.  For more information, please visit www.moelis.com.

News

September 27, 2013

Moelis & Company Announces the Appointment of Zhang Xiuping as Managing Director and Head of Asia M&A

Read more
Moelis & Company Announces the Appointment of Zhang Xiuping as Managing Director and Head of Asia M&A

Hong Kong, September 27, 2013

Moelis & Company, the global independent investment bank, today announced the appointment of Zhang Xiuping as Managing Director and Head of Asia M&A. She will be responsible for deal origination and providing strategic advice to regional and global clients with a focus on cross-border M&A into and out of China, working in close co-operation with the Moelis Beijing office. She will be based in Hong Kong.

Ken Moelis, CEO of Moelis & Company, said, “From the outset, our commitment to our clients has been to deliver global knowledge and capabilities. Hiring an experienced banker like Xiuping continues to make us valuable to our clients as she adds global expertise and knowledge, backed by the confidentiality that clients have come to expect from us.”

With more than 15 years of investment banking experience, Ms. Zhang joins Moelis & Company from Bank of America Merrill Lynch where she was most recently Managing Director and Head of Asia M&A. Previously, she was Managing Director and Head of China M&A at Deutsche Bank.  She started her banking career with JP Morgan in New York in 1997.

Ms. Zhang has extensive experience advising Asian, European and American clients on cross-border M&A transactions, and has advised on numerous public take-over deals in Australia, Canada, Norway, Singapore and Hong Kong as well as private joint venture deals for targets in Chile, Brazil, the U.S., Canada, Africa and China. In the past two years, she has led teams that executed many of the take-private deals for US-listed Chinese companies.

Richard Orders, Managing Director at Moelis & Company in Hong Kong, said, “Increasingly, clients in the region are looking for global business perspectives and uncompromised independent advice. We are delighted that Xiuping is joining us as she brings a wealth of experience to Moelis & Company that will benefit our clients. We expect to see continued growth in the M&A market in the region across many sectors including natural resources, consumer, industrials, real estate and technology.”

Ms. Zhang’s hire reinforces Moelis & Company’s commitment to Asia, building on our established presence in Hong Kong, Beijing and Mumbai, and the Firm’s strategic alliance with Sumitomo Mitsui Banking Corporation and SMBC Nikko Securities Inc. in Japan.

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 600 employees, Moelis & Company serves its clients around the world through its offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris and Sydney.  For more information, please visit www.moelis.com.

News

September 25, 2013

Moelis & Company Announces the Appointment of Bryan Lastrapes To Lead the Firm’s Acquisitions & Divestitures Business and Provide Strategic Advice To Oil & Gas Clients

Read more
Moelis & Company Announces the Appointment of Bryan Lastrapes To Lead the Firm’s Acquisitions & Divestitures Business and Provide Strategic Advice To Oil & Gas Clients

Appointment strengthens Moelis & Company’s Houston team

New York and Houston, September 25, 2013

Moelis & Company, the global independent investment bank, today announced the appointment of Bryan Lastrapes as a Managing Director to lead the Firm’s Acquisitions & Divestitures (A&D) business and provide strategic advice to oil and gas clients.

Mr. Lastrapes joins Moelis & Company after a distinguished 30 year career at Shell having recently headed Business Development where he was responsible for the growth of the onshore North America portfolio including all exploration, acquisitions and joint ventures. Previously, he was Business Development Manager for US Gas New Ventures, and before that he led various International Business Development and Asset Management activities across Central Asia, Brazil and West Africa.

Rick Leaman, Managing Partner at Moelis & Company, said, “The oil/gas space in North America is currently an active market and one in which we want to strategically build our presence. Given his industry expertise, Bryan will combine corporate M&A advice with technical and engineering evaluation for the benefit of our clients globally.”

Moelis & Company announced the opening of its Houston office in April 2011 underscoring the Firm’s commitment to serving clients with local knowledge and expertise across energy, power and natural resources.

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 600 employees, Moelis & Company serves its clients around the world through its offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris and Sydney.  For more information, please visit www.moelis.com.

News

September 19, 2013

Moelis & Company Announces the Appointment of William Nook as a Managing Director Providing Strategic Advice to Global Asset Management Firms

Read more
Moelis & Company Announces the Appointment of William Nook as a Managing Director Providing Strategic Advice to Global Asset Management Firms

New York, September 19, 2013

Moelis & Company, the global independent investment bank, today announced the appointment of William Nook as a Managing Director responsible for advising global asset management firms. Based in New York, Mr. Nook joins the Firm on November 21st, 2013.

Mr. Nook joins Moelis & Company from Deutsche Bank where he was most recently Managing Director and Head of Asset Management for the America’s Financial Institutions Group, focusing on asset management and alternative investment companies. Previously, he was a member of the Global Financial Institutions Group at UBS Securities.

Rick Leaman, Managing Partner of Moelis & Company, said, “Bill’s hire is timely as there continues to be meaningful consolidation in the asset management space. Clients here in the United States and internationally will benefit from his experience in the sector. Between continued consolidation and the convergence between traditional and alternative asset managers, we see this space being particularly active.”

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 600 employees, Moelis & Company serves its clients around the world through its offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris and Sydney.  For more information, please visit www.moelis.com.

News

July 08, 2013

Moelis Australia Securities Pty Ltd and Weeden & Co. LP Announce Strategic Alliance for US / Australia Cross Border Equities and Capital Markets Transactions

Read more
Moelis Australia Securities Pty Ltd and Weeden & Co. LP Announce Strategic Alliance for US / Australia Cross Border Equities and Capital Markets Transactions

New York and Sydney, July 08, 2013

Moelis Australia Securities Pty Ltd, a subsidiary of Moelis & Company the global independent investment bank, and Weeden & Co. LP, a US full service institutional equity and fixed income broker, today announced a strategic alliance to promote each company’s unique broker dealer offering to each other’s institutional clients. The alliance creates the opportunity to offer reciprocal broker to broker execution services and, subject to FINRA approval, for Weeden & Co. to distribute Moelis Australia Securities’ equity research and capital markets transactions into US institutions.

Weeden & Co. has hired Matthew McCloghry as a Managing Director, selling Australian securities to US institutions. Prior to this appointment, he worked as an equity salesman for Moelis Australia Securities, in Sydney, for five years.

Lance Lonergan, Co-CEO at Weeden & Co., said, “This partnership will provide client access to capital markets transactions, cutting edge research, and global best execution capabilities. By leveraging our respective franchises, we’re providing institutional clients with unique products and world class service.”

Simon Scott, Managing Director at Moelis Australia Securities in Sydney, said, “We are excited to partner with a highly regarded US broker dealer that has deep and long-standing relationships with a wide range of US institutional clients.  In addition, Weeden is known for excellence in global execution and that is a new service we can offer to Moelis’ Australian customers that want to invest outside of our home market.”

Moelis & Company Australia is one of the country’s leading advisory, restructuring and equity capital markets franchises, having advised on several landmark transactions, including SAB Miller’s A$11.7bn acquisition of Foster’s, the A$3.4bn restructure of Nine Entertainment’s debt and Woolworth’s divestment of a A$1.4bn property portfolio by way of a listed, in-specie distribution.

About Weeden & Co.
Since 1922, Weeden & Co. has provided full service execution and trusted advice to over 1,500 US institutional investors on its platform that combines cutting edge technologies with a deep understanding of their clients’ business needs. Headquartered in Greenwich, Connecticut, Weeden & Co. provides premier global outsourced trading solutions complementing a robust prime brokerage offering. For more information, please visit www.weedenco.com.

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 600 employees, Moelis & Company serves its clients around the world through its offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris and Sydney.  For more information, please visit www.moelis.com.

Moelis Australia Securities Pty Ltd is the equities platform of Moelis & Company Australia and is a leader in the research, sales and execution of small-to-mid cap industrial companies. In addition to these securities, Moelis Australia specializes in REITs, Energy and Hedge Fund Advisory.  It is a full trading participant on the Australian Securities Exchange and Chi-X Australia.

News

June 06, 2013

Moelis & Company Announces the Appointment of Christopher Young as a Managing Director Providing Strategic Advice To Insurance Clients

Read more
Moelis & Company Announces the Appointment of Christopher Young as a Managing Director Providing Strategic Advice To Insurance Clients

Appointment strengthens Moelis & Company’s global insurance coverage

New York, June 06, 2013

Moelis & Company, the global independent investment bank, today announced the appointment of Christopher Young as a Managing Director responsible for providing strategic advice to insurance clients globally. His appointment strengthens the Firm’s global insurance sector team which already includes John Sipp and Abzal Ayubeally in New York and Caroline Silver in London.

With more than 25 years of investment banking experience, Mr. Young joins Moelis & Company from UBS Securities LLC where he was a Managing Director and senior relationship manager in insurance investment banking responsible for origination and execution of mergers and acquisitions and equity and debt financial solutions products. Before joining UBS, Mr. Young worked at Deutsche Bank Securities Inc. in New York and previously at JP Morgan Securities Inc. in New York and London. In recent years he has worked on some of the largest public insurance sector transactions. In his new role, Mr. Young is based at Moelis & Company’s headquarters in New York.

Rick Leaman, Managing Partner at Moelis & Company, said, “The current economic and business environment presents insurance companies with significant challenges and also many opportunities. Chris’s experience in the industry will enable us to advise clients on strategic and financial initiatives to help them achieve the best possible advantage.  Our independent advisory offering, enhanced by our expanded global insurance team, provides the best platform on which to do that.”

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 600 employees, Moelis & Company serves its clients around the world through its offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris and Sydney.  For more information, please visit www.moelis.com.

News

June 02, 2013

Moelis & Company Wins Euromoney Magazine’s Award for Best Investment Bank in the UAE

Read more
Moelis & Company Wins Euromoney Magazine’s Award for Best Investment Bank in the UAE

Dubai, June 02, 2013

Moelis & Company has been named Euromoney Magazine’s Best Investment Bank in the United Arab Emirates.

The industry magazine recognized Moelis & Company not only for mergers and acquisitions and refinancing deals completed during the past year, but also for the long term work the company has executed for its clients in the region.

The judges said, “Advising on the debt restructurings of Dubai’s various government related entities has been by far the most important work in investment banking in this country. Moelis has been there all the way through and has demonstrated particularly impressive work.”

Yorick van Slingelandt, Head of Middle East & North Africa at Moelis & Company, said, “We thank our clients for their trust, and are grateful for winning this important award, as it shows that they recognize the independence of our advice and our strength in complex corporate finance situations.”

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 600 employees, Moelis & Company serves its clients around the world through its offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris and Sydney.  For more information, please visit www.moelis.com.

News

November 15, 2012

Moelis & Company Appoints Herbert Henzler as a Senior Director of the Firm’s Global Advisory Board

Read more
Moelis & Company Appoints Herbert Henzler as a Senior Director of the Firm’s Global Advisory Board

Frankfurt am Main, Germany, November 15, 2012

Moelis & Company, the global independent investment bank, today announced the appointment of Professor Dr. Herbert Henzler as a Senior Director of the Firm’s Global Advisory Board.

Moelis & Company provides independent financial advisory services in the areas of Mergers & Acquisitions, Recapitalizations and Restructurings, Capital Markets, and Risk Advisory, and asset management services to a broad global client base including corporations, institutions and governments. Moelis opened its German office in February 2012 with the appointment of Christopher Riley, a German and British national, as a Managing Director responsible for advising clients in the German speaking region.

Dr. Henzler is a former Chairman of McKinsey & Company Inc. in Germany and Europe having helped build their consulting business over the course of 32 years. During the past 10 years, he was Special Advisor to the Chairman of Credit Suisse Group and he Chaired Credit Suisse’s Strategic Advisory Board in Germany. Currently, he serves as a board member of New Silk Route Partners LLC, an Indian private equity firm, and of Mainstream Renewable Power Limited. In addition, Dr. Henzler is a member of the Deutsche Bahn Advisory Board, a council member of GMT Communications Partners LLP, and a Board Member of F. C. Bayern Munich. He lectures at Ludwig-Maximilians University of Munich on strategy and the organization of international companies.  Dr. Henzler formerly chaired the Bavarian Government’s Future Society Commission.

Ken Moelis, Chief Executive Officer of Moelis & Company, said, “Germany is a critical component of the European and global economy and therefore a strategically significant market for us. Our priority at Moelis & Company is to provide our clients with a global network of information so Herbert’s appointment will further enhance our ability to do so on a global basis. To have attracted a businessman of his experience is a testament to the success of our independent, conflict-free and confidential business model and client offering.”

Under the leadership of Lord Mervyn Davies, Baron Davies of Abersoch, CBE, former Chairman and CEO of Standard Chartered PLC and Minister of State for Trade, Investment and Small Business for the United Kingdom, Moelis & Company announced the formation of its Global Advisory Board in June 2011 with the appointment of five members with global financial, government and economic experience who provide senior counsel and strategic advice on industry issues particularly across international financial markets. The Global Advisory Board members include:

Ambassador Charlene Barshefsky – Former United States Trade Representative, Executive Office of the President, U.S. Government, currently Senior International Partner at WilmerHale;

Ho Kwon Ping – Founder and Executive Chairman of Banyan Tree Holdings Limited, Singapore;

Michael Marks – Founding Partner of Riverwood Capital, former Chairman and CEO of Flextronics, and former Partner at Kohlberg Kravis Roberts & Co;

Sidney Taurel – Former Chairman and CEO of Eli Lilly and Company, and currently Senior Advisor at Capital Royalty LLP, a private equity firm investing in intellectual property in the biopharmaceutical industry; and

Hubert Védrine – Founding Partner of Hubert Védrine Conseil, and Chairman of the Institut François Mitterrand. Between 1997 and 2002 he was Minister of Foreign Affairs in Lionel Jospin’s cabinet, and between 1981 and 1995 he was Foreign Affairs Advisor, then Chief of Staff, to French President François Mitterrand.

Lord Davies said, “It has always been our intention to expand the Global Advisory Board with distinguished members who bring us international business perspectives. Herbert’s appointment provides our global clients with access to German Region corporations and further enhances our global network.”

Moelis & Company has successfully completed a number of transactions related to Germany which include advising Amgen on its $1.2 billion acquisition of Micromet, a biotechnology company founded in Germany, advising Deutsche Post DHL on its acquisition of Standard Forwarding, advising Vitus Immobilien on its €1.2 billion refinancing, advising the First Lien Lenders of Klöckner Pentaplast on a €1.3 billion debt restructuring, and advising Almatis on its $1.0 billion Chapter 11 Reorganization.

About Moelis & Company
Moelis & Company, recently named Most Innovative Boutique of the Year by The Banker for 2011 and in 2010 and Best Global Independent Investment Bank by Euromoney in 2010, is a global investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With more than 600 employees, Moelis & Company serves its clients through offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris, and Sydney.  For more information, please visit www.moelis.com.

News

July 12, 2012

Moelis & Company Expands into India with the Appointment of Manisha Girotra as Chief Executive Officer of Moelis India

Read more
Moelis & Company Expands into India with the Appointment of Manisha Girotra as Chief Executive Officer of Moelis India

London and Mumbai, July 12, 2012

Moelis & Company, the global independent investment bank, today announced its expansion into India with the appointment of Manisha Girotra as Chief Executive Officer of Moelis India, based in Mumbai.

The hire of Ms. Girotra, an Indian national, is the first step in Moelis & Company’s expansion plans for India as the firm continues its global growth, having opened offices in the United States, London, Dubai, Frankfurt, Sydney, Hong Kong and Beijing since its formation in July 2007. Moelis & Company provides independent financial advisory services in the areas of Mergers & Acquisitions, Recapitalizations and Restructurings, Capital Markets and Risk Advisory, and asset management services to a broad global client base including corporations, institutions and governments.

Ken Moelis, Chief Executive Officer of Moelis & Company, said, “As we expand our global footprint and information network, we see India, with its scale and importance globally, as a priority for our continued growth. To have attracted someone of Manisha’s experience is a true testament to our business model which blends industry expertise and geographic coverage with technical knowledge for the benefit of our clients.”

Ms. Girotra joins Moelis & Company after a 16 year career with UBS where she was most recently CEO & Country Head in India managing its investment bank, commercial bank, markets, equity research and wealth management divisions. She has worked on a number of marquee deals during her career including the largest cross-border deal in Indian history, Vodafone’s US$13 billion acquisition of HITL’s interest in Hutchison Essar, the US$11 billion sale of Zain to Bharti Airtel, Reliance Industries US$3 billion joint venture with Pioneer Natural Resources and Newpek, and The Birla Group’s US$6 billion acquisition of Novelis. Last year, Ms. Girotra was nominated to Fortune magazine’s Most Powerful Women in Business Club and she has appeared in Business Today’s 25 Most Powerful Women in Business in India for the past five years.

Mark Aedy, Head of EMEA and Asia Investment Banking at Moelis & Company, said, “As Indian companies increasingly look overseas for global growth, it is important for us to have a presence in India. Hiring someone of Manisha’s experience demonstrates our commitment to the market and will allow us to provide on-the-ground support to clients in-country and those in global markets interested in investing in this critical market.”

Ms. Girotra said, “I am delighted to be joining Moelis & Company which has a strong reputation for building long-term business relationships based on trust and providing thoughtful and independent advice that is conflict-free and confidential.”

About Moelis & Company
Moelis & Company, recently named Most Innovative Boutique of the Year by The Banker for 2011 and in 2010 and Best Global Independent Investment Bank by Euromoney in 2010, is a global investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With more than 580 employees, Moelis & Company serves its clients through offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles and Sydney.  For more information, please visit www.moelis.com.

News

January 20, 2012

Moelis & Company Announces Managing Director Promotions

Read more
Moelis & Company Announces Managing Director Promotions

New York, January 20, 2012

Moelis & Company today announced that it has promoted the following seven members of its global investment banking business to Managing Director:

Abzal Ayubeally, New York

Matt Clark, Los Angeles

Peter Dixon, Sydney

Amelia Hill, Sydney

Peter Meijer, London

David Miles, Sydney

Sash Rentala, New York

Ken Moelis, Chief Executive Officer of Moelis & Company, said: “Our priority at Moelis & Company is to foster talent internally so we have recognized these exceptional colleagues with this promotion. They are committed to the highest standards of client service and independent financial advice, and are excellent leaders. On behalf of everyone at the Firm, I congratulate them on this great achievement.”

About Moelis & Company
Moelis & Company, recently named Most Innovative Boutique of the Year by The Banker for 2011 and in 2010 and Best Global Independent Investment Bank by Euromoney in 2010, is a global investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With more than 580 employees, Moelis & Company serves its clients through offices in New York, Beijing, Boston, Chicago, Dubai, Hong Kong, Houston,London, Los Angeles and Sydney.  For more information, please visit www.moelis.com.

Biographies:

Abzal Ayubeally
Abzal Ayubeally is a Managing Director at Moelis & Company.  Mr. Ayubeally has significant investment banking experience advising companies in the financial services sector including insurance companies, banks and specialty finance companies on both mergers and acquisitions and capital raising transactions.  Mr. Ayubeally’s extensive M&A transaction experience includes buy-side, sell-side and cross-border transactions, hostile offers and advising boards of directors and special committees. Prior to Moelis & Company, Mr. Ayubeally was a Director in the Financial Institutions Group at Credit Suisse in New York.  Mr. Ayubeally started his career in investment banking at SG Hambros.

Matt Clark
Matt Clark is a Managing Director at Moelis & Company.  Mr. Clark has significant investment banking and principal investing experience.  His prior investment banking experience includes roles in the Mergers & Acquisitions, Financial Sponsors and Global Industrials Groups at UBS Investment Bank, Donaldson, Lufkin & Jenrette and Deutsche Bank Alex Brown.  He has extensive experience advising companies in a broad range of strategic transactions, including buy-side and sell-side mergers and acquisitions, divestitures and special committee advisory, as well as providing capital raising solutions.  His clients include public companies as well as private equity and family owned businesses.  Mr. Clark was previously a Partner at Barrington Partners, a hedge fund.

Peter Dixon
Peter Dixon is a Managing Director at Moelis & Company. Mr. Dixon has significant experience advising clients on public and private mergers and acquisitions, capital raisings, restructurings and investment management transactions. Prior to Moelis & Company, Mr. Dixon was a Division Director in the Corporate Advisory team at Macquarie Group Limited based in Sydney. Prior to Macquarie, Mr. Dixon worked at Mallesons Stephen Jaques in Sydney and Linklaters in London as a corporate advisory lawyer.

Amelia Hill
Amelia Hill is a Managing Director at Moelis & Company. Ms. Hill specializes in capital markets and has advised clients on numerous listed and unlisted capital raisings including IPOs, pre-IPO raisings, follow-on raisings, convertible securities and block trades for public and private companies. Ms. Hill advised clients on capital raising transactions and mergers and acquisitions at UBS Investment Bank for 10 years prior to joining Moelis & Company and most recently led UBS’s Equity Origination efforts across emerging companies and the firm’s Alternative Capital Group in Australia.

Peter Meijer
Peter Meijer is a Managing Director at Moelis & Company. Mr. Meijer has over 16 years of fixed income trading and structuring experience.  Prior to Moelis & Company, Mr. Meijer was at JP Morgan, where he focused on Structured Solutions for financial institutions. He was previously Global Head of the Franchise Structuring Group at JP Morgan, where he was responsible for origination, development and structuring of several market leading credit transactions and structured credit funds. Prior to JP Morgan, Mr. Meijer was a Director in the Citigroup Global Markets Structured Products Group, where he was responsible for coverage of Northern Europe. Mr. Meijer began his career in the Netherlands in 1995 at Credit Lyonnais and Rabobank where he was a bond trader and credit derivatives trader and structurer.

David Miles
David Miles is a Managing Director and Chief Operating Officer for Australia at Moelis & Company. Mr. Miles was most recently the Chief Operating Officer for the Investment Bank at JPMorgan in Australia. He was previously an Executive Manager at Commonwealth Bank following 12 years at JPMorgan Chase in various executive roles.

Sash Rentala
Sash Rentala is a Managing Director at Moelis & Company in the Financial Sponsors Group. Mr. Rentala has significant investment banking experience, most recently as an Executive Director at UBS Investment Bank. Mr. Rentala has advised clients on a variety of leveraged finance and restructuring transactions including bank and bond new money issuances, exchange offers, consent solicitations, lender negotiations and amendments. During his tenure at UBS, Mr. Rentala focused on the industrials sector including transactions in the chemicals, auto and metals and mining sectors. Mr. Rentala was previously a Vice President in Investment Banking at Donaldson, Lufkin & Jenrette. He also served as a Lieutenant in the United States Navy.