News

New York, November 01, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Marco Acaia as a Managing Director providing financial and strategic advice to consumer clients in EMEA and internationally. He is based in London.

Mr. Acaia has more than 17 years of investment banking experience, having worked at Morgan Stanley and JP Morgan in both Milan and London and most recently as a Partner at Stamford Partners in London. Throughout his career he has developed trusted client relationships and deep expertise working with European companies in verticals across the consumer sector including food and beverage, food ingredients, household and personal care, and luxury goods.

“Activity in the consumer sector continues to increase as large corporates seek to grow through the acquisition of high-growth, entrepreneurial brands or find cost synergies by merging with their well-established peers,” said Yorick van Slingelandt, Co-Head of Europe at Moelis & Company. “Clients in nearly every consumer vertical are looking for opportunities to gain access to on-trend categories, enter new markets, and diversify into complementary distribution channels. Marco’s experience covering European consumer companies of all sizes and his ongoing engagement with financial sponsors throughout his career will be an exceptional resource for our clients. We look forward to having him expand our global consumer franchise.

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 with over 700 employees in 19 geographic 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.

New York, October 25, 2017

New York, October 04, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its third quarter 2017 financial results after the market closes on Wednesday, October 25, 2017.

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 (October 25, 2017) 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
1-877-510-3938 (domestic) or 1-412-902-4137 (international) and referencing the Moelis & Company Third Quarter 2017 Earnings Call. 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 1-877-344-7529 (domestic) or 1-412-317-0088 (international); the conference number is 10112609.

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 with over 700 employees in 19 geographic 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.

New York, September 05, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Trevor Montano as a Managing Director providing financial and strategic advice to regional banks and non-bank lenders. He is based in the Firm’s Washington D.C. office.

Mr. Montano has 17 years of both public and private sector experience, having most recently served as the Chief Investment Officer at the U.S. Department of the Treasury. While at the Treasury, he managed a portfolio of financial institution investments made by the U.S. Government under the Troubled Asset Relief Program (TARP) during the financial crisis. Prior to his public service, Mr. Montano held senior positions as an M&A investment banker in the financial institution groups at Citigroup and UBS where he was responsible for coverage of U.S. Banks and diversified financial companies. He began his career as a BIG 4 consultant focused on transactions in the financial services sector. He is also a CFA charterholder and serves on the board of the CFA Society Washington D.C.

“The combination of rising interest rates, an evolving financial regulatory framework and the prospects for greater economic growth will likely result in increased activity in the U.S. regional banking space,” said Jeff Raich, Co-President at Moelis & Company. “The financial sector has also seen an expansion of alternative and non-bank lenders which have attracted a significant amount of capital and spurred greater investments in technology and the customer experience. As regional banks and other financial institutions continue to adapt to both structural and regulatory changes in the industry, Trevor’s extensive and unique experience will be tremendously beneficial to our clients. We look forward to having him extend our leading financial institutions franchise beyond our well-established coverage of asset managers, insurance companies and exchanges.”

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 with about 700 employees in 19 geographic 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.

New York, July 25, 2017

Moelis & Company (the “Company”) (NYSE: MC), a leading global independent investment bank, today announced the pricing of the previously announced public offering of 6,000,000 shares of its Class A common stock at a public offering price of $42 per share, which is expected to yield gross proceeds of approximately $252.0 million, before deducting underwriting discounts and commissions and estimated offering expenses. The offering is expected to close on July 28, 2017 subject to customary closing conditions.

The proceeds of the shares of Class A common stock being offered will be used to repurchase the same number of shares of Class A common stock or partnership or other equity interests that are exchangeable or convertible into shares of Class A common stock from certain of the Company’s Managing Directors and former employees; as a result, the number of fully diluted shares of Class A common stock outstanding, which includes all outstanding shares of Class A common stock and partnership and other equity interests exchangeable into shares of Class A common stock, will not increase. Moelis & Company will not retain any proceeds from the sale of shares of Class A common stock. The Company is conducting the offering to facilitate organized liquidity in its Class A common stock and to increase the public float of its Class A common stock.

Goldman Sachs & Co. LLC and J.P. Morgan Securities LLC are acting as joint book-running managers for the offering. The offering is being made pursuant to an effective shelf registration statement, prospectus and prospectus supplement filed by the Company. Copies of the final prospectus supplement and the accompanying prospectus may be obtained, when available, from Goldman Sachs & Co. LLC, Attention: Prospectus Department, 200 West Street, New York, NY 10282, telephone: (866) 471-2526, facsimile: (212) 902-9316, email: [email protected], or J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewater, NY 11717, telephone: (866) 803-9204.

A registration statement relating to these securities has been filed with the U.S. Securities and Exchange Commission and was declared effective on December 16, 2016. 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, capital markets transactions, and other corporate finance matters. The Firm serves its clients with about 700 employees in 19 geographic locations in the Americas, 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 filings with the U.S. Securities and Exchange Commission, including the Company’s most recent Annual Report on Form 10-K and Quarterly Report on Form 10-Q. These documents and subsequent filings are available online at www.sec.gov or on request from the Company.

New York, July 25, 2017

Moelis & Company (the “Company”) (NYSE: MC), a leading global independent investment bank, today announced that it has commenced a public offering of 6,000,000 shares of Class A common stock to be sold by the Company.

The proceeds of the shares of Class A common stock being offered will be used to repurchase the same number of shares of Class A common stock or partnership or other equity interests that are exchangeable or convertible into shares of Class A common stock from certain of the Company’s Managing Directors and former employees; as a result, the number of fully diluted shares of Class A common stock outstanding, which includes all outstanding shares of Class A common stock and partnership and other equity interests exchangeable into shares of Class A common stock, will not increase. Moelis & Company will not retain any proceeds from the sale of shares of Class A common stock. The Company is conducting the offering to facilitate organized liquidity in its Class A common stock and to increase the public float of its Class A common stock.

Goldman Sachs & Co. LLC and J.P. Morgan Securities LLC are acting as joint book-running managers for the offering. The offering will be made pursuant to an effective shelf registration statement, prospectus and prospectus supplement filed by the Company. Copies of the preliminary prospectus supplement and the accompanying prospectus may be obtained from Goldman Sachs & Co. LLC, Attention: Prospectus Department, 200 West Street, New York, NY 10282 telephone: (866) 471-2526, facsimile: (212) 902-9316 email: [email protected] or J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewater, NY 11717, or telephone: 866-803-9204.

A registration statement relating to these securities has been filed with the U.S. Securities and Exchange Commission and was declared effective on December 16, 2016. 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, capital markets transactions, and other corporate finance matters. The Firm serves its clients with about 700 employees in 19 geographic locations in the Americas, 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 filings with the U.S. Securities and Exchange Commission, including the Company’s most recent Annual Report on Form 10-K and Quarterly Report on Form 10-Q. These documents and subsequent filings are available online at www.sec.gov or on request from the Company.

New York, July 24, 2017

First Hires in Industrial Technology and Financial Technology

New York, July 24, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of two Managing Directors who will advise clients in the financial technology and industrial technology sectors. Jason “Jay” Hernandez will join the Boston office, focusing on the Industrial Technology sector, and Jonathan Kaufman will join the San Francisco office leading the Firm’s coverage of the FinTech industry.

“In the financial technology and industrial technology sectors, the rapid pace of capital investment and consolidation mirrors the pace of digital innovation and technological development impacting these industries,” said Navid Mahmoodzadegan, Co-President of Moelis & Company. “We expect the investment and acquisition activity in these sectors to continue as new technologies and applications further disrupt the establishment across almost every industry. These two world class bankers will strengthen our coverage in these highly active sectors and provide clients with the counsel they need in this rapidly changing environment.”

Mr. Hernandez was formerly a Managing Director at Harris Williams & Co., where he co-founded and led the strategic advisory business in Industrial Technology. With more than 14 years of investment banking experience, he has advised clients across a vast array of Industrial Technology sub-verticals, including test and inspection, robotics/process automation, flow and process control, among others. Mr. Hernandez will join the Firm in October.

Mr. Kaufman joins from Marlin & Associates, where he most recently served as a Senior Managing Director. He brings more than 15 years of investment banking experience, including at UBS and Deutsche Bank, and deep domain expertise in the FinTech sector. Mr. Kaufman’s financial and strategic advisory expertise crosses the entire spectrum of FinTech sub-verticals including payments, capital markets, wealth management, data and analytics, insurance, and risk and compliance technologies, among others. He will join the Firm in August.

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 with about 700 employees in 19 geographic 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.

New York and London, July 06, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Pablo de la Infiesta as a Managing Director and Head of the Private Funds Advisory (PFA) group in EMEA. He will join the Firm’s London office in October and will provide capital raising, secondary and other advisory services to private fund sponsors and limited partners globally.

Mr. de la Infiesta has over 20 years of private equity fund placement, secondary advisory, and investment banking experience. He joins Moelis & Company after 11 years at Lazard where he was most recently a Managing Director and European Head of the Private Capital Advisory group, focusing on fund placement and secondary advisory. Prior to Lazard, he was a Principal at Campbell Lutyens & Co in London.

“We continue to see a significant reallocation of capital back towards private equity,” said Ken Moelis, Chairman and CEO of Moelis & Company. “As sponsors launch new funds, the addition of Pablo’s extensive experience and deep relationships offer our clients broader Private Funds Advisory capabilities along with a fundraising and secondary advisory network that extends into Europe and beyond. We look forward to continuing to grow our PFA team and accelerating the success they’ve had since we established the group in 2014.”

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 with about 650 employees based in 17 offices 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.

New York, July 06, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its second quarter 2017 financial results after the market closes on Monday, July 24, 2017.

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 (July 24, 2017) 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 1-877-510-3938 (domestic) or 1-412-902-4137 (international) and referencing the Moelis & Company Second Quarter 2017 Earnings Call. 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 1-877-344-7529 (domestic) or 1-412-317-0088 (international); the conference number is 10109993.

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 with about 650 employees based in 17 offices 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.

New York, June 12, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that its Board of Directors has declared a special dividend of $1.00 per share payable on July 6, 2017 to common stockholders of record on June 22, 2017.

“Today’s special dividend announcement is consistent with our commitment and track record of returning excess capital to our shareholders.  We remain focused on profitable organic growth and shareholder returns, which has allowed us to return $7.43 per share, including today’s dividend, in the three years since our IPO,” said Ken Moelis, Chairman and Chief Executive Officer of Moelis & Company.

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 with about 650 employees based in 17 offices 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.

New York, June 06, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Navid Mahmoodzadegan, Co-President, is scheduled to present at the Morgan Stanley Financials Conference on Tuesday, June 13, 2017 at 10:35 a.m. Eastern Time.

The 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 180 days 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, capital markets transactions, and other corporate finance matters.  The Firm serves its clients with about 650 employees based in 17 offices 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.

New York, April 25, 2017

New York, April 20, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Lee Counselman as a Managing Director providing financial and strategic advice to software and services clients. He will join the Firm in July and will be based in Boston.

Mr. Counselman joins from Deutsche Bank where he was most recently a Managing Director and Global Head of Software Investment Banking. He previously served as Deutsche Bank’s Co-Head of Technology M&A. Prior to joining Deutsche Bank in 2005, Mr. Counselman worked at Merrill Lynch & Co. and The Carlyle Group. Mr. Counselman began his career as an auditor in Arthur Andersen’s financial services practice. He has more than 15 years of experience advising companies on a broad spectrum of corporate finance matters including mergers and acquisitions, debt and equity financings, IPOs, and private placements.

Navid Mahmoodzadegan, Co-President of Moelis & Company, said, “Disruptive technologies continue to drive deal-making in the software space. Coming off of a very active 2016 for global software M&A, our clients will benefit tremendously from Lee’s deep industry experience as they continue to look for opportunities to transact. We look forward to adding Lee’s broad expertise to our industry-leading Tech, Media, and Telecom franchise.”

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 with about 650 employees based in 17 offices 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.

New York, April 06, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its first quarter 2017 financial results after the market closes on Tuesday, April 25, 2017.

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 25, 2017) 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 1-877-510-3938 (domestic) or 1-412-902-4137 (international) and referencing the Moelis & Company First Quarter 2017 Earnings Call. 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 1-877-344-7529 (domestic) or 1-412-317-0088 (international); the conference number is 10103666.

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 with about 650 employees based in 17 offices 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.