News

New York, June 02, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of John Colella as a Managing Director providing financial and strategic advice to power and utility clients in the U.S. and internationally. Mr. Colella will join the Firm in September and will be based in New York.

Mr. Colella brings nearly 15 years of investment banking experience to Moelis & Company. He joins from JP Morgan where he was a Managing Director covering power and utility clients and he started his investment banking career at UBS Investment Bank.

Rick Leaman, Managing Partner at Moelis & Company, said, “Having worked previously with John, I know he brings his impressive industry expertise to the Firm as well as a number of strong senior-level client relationships. He joins us at a time when the power and utility sector is seeing increasing activity levels, and we look forward to having him add to our strong recent momentum in the sector.”

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 its clients with nearly 500 employees based in 15 offices in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

London, May 23, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Robert Sorrell as a Managing Director providing strategic and financial advice to Financial Sponsor clients across Europe. He will be based at Moelis & Company’s European headquarters at St Paul’s in the City of London.

Mr. Sorrell joins from Sorrell Capital LLP, a partnership that focused on investment management and advisory services. Prior to this Mr. Sorrell had a 14 year career at Goldman Sachs where he held a number of roles including Managing Director and Co-Head of the Private Finance Group for Europe, Middle East, Africa.

Commenting on the appointment, Kasim Kutay, Co-Head of Europe at Moelis & Company, said: “Improvement in the macroeconomic environment, monetisation of existing sponsor portfolio assets, and new money raised by funds are all expected to drive higher volumes of financial sponsor activity in Europe in the coming years. With this increase in activity, we are delighted that Robert is joining the Firm.”

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 its clients with nearly 500 employees based in 15 offices in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

New York, May 21, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Ken Moelis, Chairman and Chief Executive Officer, is scheduled to present at the Sanford C. Bernstein 30th Annual Strategic Decisions Conference on Thursday, May 29, 2014 at 4:00 p.m. Eastern Time.

The presentation and a live audio webcast will be available through the Investor Relations section of the Moelis & Company website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for one month on the same website following the conference.

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 its clients with nearly 500 employees based in 15 offices in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

New York, May 20, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Maarten de Jong as a Managing Director providing financial and strategic advice to healthcare clients in the U.S. and internationally. Mr. de Jong will join the Firm in August and will be based in New York.

Mr. de Jong brings nearly 20 years of experience to Moelis & Company having previously worked at Barclays Capital, and formerly Lehman Brothers, where he was most recently Global Head of Life Sciences. At Barclays, he focused on pharmaceuticals, biotechnology and diagnostics, and developed a portfolio of relationships across the U.S. and Europe.

Rick Leaman, Managing Partner of Moelis & Company, said, “With the continued high level of activity in the healthcare sector, Maarten’s appointment, which enhances our existing global healthcare franchise, makes us well positioned to advise clients on their strategic and financial initiatives.”

Mr. Leaman added, “We will continue to see pharmaceutical companies re-aligning their asset portfolios by separating their non-core businesses while also investing further in the growth of their core businesses. This, together with the maturation of the large biotechnology companies, will continue to drive strategic momentum in the broader Life Sciences arena.”

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 its clients with nearly 500 employees based in 15 offices in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

New York, May 07, 2014

New York, May 05, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Brian Callaci as a Managing Director providing financial and strategic advice to food, beverage and consumer sector clients in the U.S. and internationally. Mr. Callaci will join the Firm in July and will be based in Chicago.

With more than 23 years of investment banking experience, Mr. Callaci joins from Bank of America Merrill Lynch where he was most recently Co-Head of the Consumer Investment Banking Group. Prior to his 17-year career at Bank of America Merrill Lynch, Mr. Callaci worked at Salomon Brothers Inc.

Rick Leaman, Managing Partner of Moelis & Company, said, “We are very excited to have Brian join us as we expect to see significant transaction activity on a number of fronts. Consumer goods companies are seeking incremental growth via acquisitions, private equity firms continue to be highly engaged in finding more opportunities to deploy capital within the broadly defined consumer sector, and shareholder activism remains a potent force to agitate for change and challenge management teams.”

Mr. Leaman added, “Over the course of his career, Brian has advised a number of the most important clients in the sector on critical strategic matters. His depth of relationships and experience means that our clients will benefit significantly from his wealth of knowledge and strategic advice.”

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. For further information, please visit: www.moelis.com.

New York, April 23, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its first quarter 2014 financial results after the market closes on Wednesday, May 7, 2014.

Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 4:30pm EST on the same day (May 7, 2014) 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 1-888-317-6016 (domestic) or 1-412-317-6016 (international) and referencing the Moelis & Company First Quarter Earnings Call. Please dial in 10 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 1-877-344-7529 (domestic) or 1-412-317-0088 (international); the conference number is 10045234.

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. For further information, please visit: www.moelis.com.

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: [email protected], 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: [email protected].

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.

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.

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.