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November 15, 2012

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

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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

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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

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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.

News

January 17, 2012

Enhanced Business and Capital Alliance between Moelis & Company, Sumitomo Mitsui Banking Corporation, and SMBC Nikko Securities Inc.

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Enhanced Business and Capital Alliance between Moelis & Company, Sumitomo Mitsui Banking Corporation, and SMBC Nikko Securities Inc.

New York and Tokyo, January 17, 2012

Moelis & Company (CEO: Ken Moelis), Sumitomo Mitsui Banking Corporation (“SMBC” hereunder, President & CEO: Takeshi Kunibe), and SMBC Nikko Securities Inc. (“SMBC Nikko” hereunder, President & CEO: Eiji Watanabe), a wholly-owned subsidiary of SMBC, announced today that they have signed an agreement (the “Strategic Alliance Agreement”) to strengthen their existing business alliance and for SMBC to invest approximately USD93 million in Moelis & Company.  Under the terms of the Strategic Alliance Agreement, Moelis & Company, SMBC and SMBC Nikko (the “Firms”) will enhance the successful alliance they initially formed in March 2011 focused on providing cross-border M&A and other advisory services to Japanese companies.  The new alliance will remain non-exclusive and the Firms expect to complete the investment in mid-February, subject to certain procedures including respective regulatory processes.

Since establishing their alliance in March 2011, the Firms have formed a strong partnership and provided connectivity to one another and to clients across North America, Europe, the Middle East, Australia, Hong Kong, and Japan.  Through this process, the Firms have deepened mutual trust and extended their global coverage. With the prospect of growing cross-border M&A activity by Japanese companies, the Firms believe there is a meaningful opportunity to collaborate even more intensively to serve their clients’ needs.

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.

About Sumitomo Mitsui Banking Corporation
Sumitomo Mitsui Banking Corporation (SMBC), the core member of Sumitomo Mitsui Financial Group (SMFG), is one of the world’s largest commercial banks with ¥128 trillion in consolidated total assets as of September 30, 2011.  As one of the three largest banking groups in Japan, SMBC operates globally through an extensive network of branches, representative offices, subsidiaries and affiliates, and has an established presence across both consumer and corporate banking sectors.

SMBC acquired SMBC Nikko Securities, formerly Nikko Cordial Securities, in 2009, and they have been working closely together to deliver sophisticated financial products and services to accommodate the growing and diversifying needs of their clients.

About SMBC Nikko Securities Inc.
SMBC Nikko Securities Inc., one of the largest full-service securities and investment banking firms in Japan, has been a leading company in the Japanese financial industry since its foundation in July 1918. Nikko became a subsidiary of SMBC in October 2009 and has since focused on enhancing its business platform by taking advantage of its unparalleled access to Japanese companies leveraged by SMBC’s strong client base with a continued dedication to providing value-added investment banking services to its clients. SMBC Nikko has overseas offices in New York, London, Hong Kong and Shanghai.