Transaction

SK E&P Company’s acquisition of all of the outstanding membership interests of Longfellow Nemaha, LLC

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Transaction

Autonomous Research LLP sale to AllianceBernstein L.P.

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News

May 14, 2010

Moelis & Company Expands Equities Business in Australia

…focused on providing research, research sales, agency trading, and equity capital markets offerings to an institutional client base. The firm plans on developing a differentiated thematic research product, focusing on…

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Moelis & Company Expands Equities Business in Australia

New York and Sydney, May 14, 2010

Moelis & Company today announced the expansion of the firm’s Equities business in Australia with the acquisition of Sydney-based stock broker Foresight Securities. Foresight Securities is an institutional stock broking business that specializes in research, sales and trading of Australian small-cap and mid-cap stocks. The acquisition further builds the firm’s Australian Equities business launched in March and in addition to expanding sales and trading, immediately allows Moelis & Company to provide clients with current and historical research coverage of over 90 small-cap and mid-cap Australian companies. Additionally, through the acquisition, Moelis & Company will become a licensed trading participant of the Australian Stock Exchange (ASX) with an operating Australian financial services license.

“We are thrilled that the acquisition of Foresight Securities will allow us to accelerate our previously announced plan to grow our small-cap and mid-cap equities effort as well as our plan to become an ASX trading participant,” said John Steinthal, Head of Equities at Moelis & Company in Australia. “The team at Foresight has built an impressive small-cap and mid-cap specialist equities business and we are excited about the integrated product platform we will be able to provide our corporate and institutional clients across this important market segment.”

Moelis & Company in Australia is building an equities business focused on providing research, research sales, agency trading, and equity capital markets offerings to an institutional client base. The firm plans on developing a differentiated thematic research product, focusing on investment and trading ideas and recommendations.

“The Foresight team is very excited to join Moelis & Company. Becoming part of a high quality, fast growing equities and investment banking business will allow us to further develop our equities product capabilities across our client base,” added Foresight Securities Principal Ian McKenzie. “Access to the global investment banking expertise of the firm will be invaluable for the corporate needs of our clients.”

Moelis & Company has been building its Equities business in Australia with several recent key senior hires:

  • John Garrett will join the firm as Managing Director and Head of Hedge Fund Sales and will be responsible for Moelis & Company’s hedge fund servicing business. Mr. Garrett was formerly Head of Hedge Fund Sales at UBS Investment Bank.
  • John Farthing, formerly of Providus Capital and UBS Investment Bank, will also join Moelis & Company’s hedge fund servicing business.
  • Rob Farrington has joined the firm as a Managing Director and Head of Sales Trading. Mr. Farrington was formerly the Head of Sales Trading at Credit Suisse and has many years of experience servicing the trading needs of Australia’s largest institutional clients.
  • David Iron will join the firm from RBS to add further experienced resources in trading and execution for the firm’s clients.
  • Troy Derwin will join the firm to spearhead the Research Sales offering. Mr. Derwin joins Moelis & Company from Credit Suisse and brings significant experience in general equity and listed REITs research sales.

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters. The firm also manages investment funds that integrate capital with its advisory expertise. With over 320 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

Transaction

Searchlight Capital Partners UK LLP’s partnership with Providence Equity Partners on the acquisition of Hyve Group plc

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Transaction

Univision Holdings, Inc.’s sale of 64% majority stake to Searchlight Capital Partners, LP and ForgeLight LLC

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Transaction

TouchTunes Interactive Networks, Inc.’s sale to Searchlight Capital Partners, L.P.

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Transaction

Hemisphere Media Group, Inc.’s take private by Gato Investments LP, a portfolio investment of Searchlight Capital Partners, L.P.

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News

November 15, 2012

Moelis & Company Appoints Herbert Henzler as a Senior Director of the Firm’s 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…

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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

August 18, 2009

Moelis & Company Opens Sydney Office; Expands to Australia

…the U.S., U.K., Continental Europe, Japan and China. Previously he was with UBS’ real estate research team where he provided strategic, quantitative and qualitative studies to Australian and international institutional…

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Moelis & Company Opens Sydney Office; Expands to Australia

New York and Sydney, August 18, 2009

Moelis & Company, the New York-based investment bank, today announced the establishment of a new office in Sydney, Australia, with the hire of a five-person team to cover the Australian and Asian markets.  Chris Wyke will join the firm as a Managing Director and Julian Biggins has joined the firm as a Senior Vice President, along with three other investment banking professionals.  The Sydney office will be Moelis & Company’s sixth office globally and follows the establishment of a London office in 2008.

“The addition of the team in Sydney underscores our continued commitment to service our clients globally and have a presence in the markets in which they operate,” said Ken Moelis, Chief Executive Officer of Moelis & Company.  “We continue to add top talent to our firm and experienced professionals like Chris and Julian will greatly complement our global team in providing the best expertise and solutions to our clients.  The launch of our Australian office is an important first step towards growing our coverage of the key Asia-Pacific region.”

Mr. Wyke will join the firm in September from J.P. Morgan.  He has over a decade of experience in investment banking and was most recently a member of J.P. Morgan’s investment banking team in Sydney, where he originated and executed a wide range of domestic and international transactions. In his role he provided capital structure, restructuring and strategic and transaction advisory services to real estate trusts, fund managers and diversified property group clients in the Asia-Pacific region. Prior to J.P. Morgan, he was with UBS in London, Singapore and Sydney covering real estate clients across Europe, Asia and Australia respectively.

Mr. Biggins has nearly a decade of investment banking experience and was most recently a member of J.P. Morgan’s investment banking team, where he focused on providing capital structure and transaction advisory services to real estate companies and fund management clients in the Asia-Pacific region. He also led advisory roles to Australian companies acquiring real estate businesses in the U.S., U.K., Continental Europe, Japan and China. Previously he was with UBS’ real estate research team where he provided strategic, quantitative and qualitative studies to Australian and international institutional clients.

Additionally, Ben Wong will join the firm as a Vice President in September from J.P. Morgan and Phil Newman and Paul Rathborne have joined the firm as Associates.

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters.  The firm also manages investment funds that integrate capital with its advisory expertise.  Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney.  For more information, please visit www.moelis.com.

News

March 15, 2010

Moelis & Company Announces Key Senior Hires in Australia

…in Australia in August 2009 with the hire of a corporate finance team and mark the firm’s expansion into equity capital markets and equities research, sales and trading in the…

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Moelis & Company Announces Key Senior Hires in Australia

New York and Sydney, March 15, 2010

Moelis & Company, the New York-based investment bank, today announced Andrew Pridham will join the firm as Managing Director and Head of Investment Banking for Australia.  Mr. Pridham was most recently Executive Chairman of Investment Banking at JPMorgan Australia.  Additionally, John Steinthal will join the firm as Managing Director and Head of Equities for Australia.  Mr. Steinthal was most recently a co-founder and principal of Edward Baillie Capital and previously was Managing Director and Co-Head of Australasian Equities at UBS.

These appointments follow the establishment of Moelis & Company’s office in Australia in August 2009 with the hire of a corporate finance team and mark the firm’s expansion into equity capital markets and equities research, sales and trading in the Australian market.

“Our team in Australia has had strong momentum in actively advising clients on complex transactions as well as in introducing our unique banking model to the Australian market,” said Ken Moelis, Chief Executive Officer of Moelis & Company.  “Adding an experienced banker and proven business builder like Andrew is a further demonstration of our long-term commitment to providing strategic and independent advisory solutions to new and existing clients.”

“John’s appointment is significant for us as he will drive the development of our product suite to provide corporate and institutional clients with the highest level of coverage and execution of the equities product. His experience having previously run a leading equities franchise will be invaluable to our organisation,” added Mr. Moelis. “Partnering with Andrew and John will help us further leverage the strengths of our existing team and allow us to build an integrated, comprehensive and successful business in the region.”

Mr. Pridham has over 20 years of experience in investment banking and has worked in London, Singapore and Sydney.  As Executive Chairman of JPMorgan’s investment bank in Australia he completed many major M&A, equity raising and other advisory transactions and played a leading role in the significant growth of JPMorgan’s Australian business.  Prior to his six year tenure at JPMorgan, Mr. Pridham spent 12 years at UBS where he held senior roles including Global Head of Real Estate Investment Banking and Head of Investment Banking for Australasia. He was also a member of the UBS Global Investment Banking Management Committee.

“I am excited about the opportunity to join Moelis & Company in its formative stages in Australia.  As an integrated investment banking business, with both advisory and equities capabilities, I am confident we will be able to attract some of Australia’s most talented investment bankers to the firm and build a successful client-focused organisation,” said Mr. Pridham. “We offer executives a culture of partnership in a dynamic growth-focused environment.  In addition, the firm has a strong capital base, an integrated business model and an executive shareholding structure that provides transparency of performance and equity returns.  Moelis & Company has global reach and is widely recognised for the premium standing of its executives, and we intend to leverage this reputation and client focus in the Australian market.”

Mr. Steinthal has over 20 years of experience in equities.  He co-founded Edward Baillie Capital in 2004 to create and manage a successful suite of unlisted alternative investment products.   Previously he was also at UBS in Australia for 14 years, managing a 170-person team as Co-Head of Australasian Equities.  Under Mr. Steinthal’s leadership, UBS was consistently a top-ranked equities franchise in Australia.

“Being able to build our business on the foundation of Moelis & Company’s global brand allows us to offer clients quality research and execution services and have access to capital, which is important for a successful equity capital markets business,” added Mr. Steinthal.  “We feel very well placed to be filling a particular void in the institutional equities market where we can be nimble in adapting our offerings to meet client needs while building on the focused client coverage model that the firm has successfully grown globally.”

Having outgrown its accommodations on Bridge Street in Sydney, Moelis & Company will move to new premises in Sydney’s Governor Phillip Tower later this month.

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters. The firm also manages investment funds that integrate capital with its advisory expertise. With over 290 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

News

January 06, 2011

Moelis & Company Announces Managing Director Promotions

…the highest standards of client service and independent financial advice. We are proud that they will represent Moelis & Company as the newest members of our senior leadership team. On…

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Moelis & Company Announces Managing Director Promotions

New York and London, January 06, 2011

Moelis & Company today announced that it has promoted the following four members of its global investment banking business to Managing Director as of January 1, 2011:

Zul Jamal, New York

Michael Magliana, London

Charles Noel-Johnson, London/Dubai

Peijie Shiu, New York

Ken Moelis, Chief Executive Officer of Moelis & Company, said: “These are exceptionally talented professionals who are dedicated to the highest standards of client service and independent financial advice. We are proud that they will represent Moelis & Company as the newest members of our senior leadership team. On behalf of everyone at the firm, I congratulate them.”

About Moelis & Company
Moelis & Company, recently named Best Global Independent Investment Bank by Euromoney, 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 over 460 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

Notes to Editors
Biographies:

Zul Jamal
Zul Jamal is a Managing Director at Moelis & Company.  Mr. Jamal has over ten years of investment banking experience. He focuses on in-court and out-of-court recapitalizations and restructurings for companies, creditors and acquirers in a wide range of industries.  Prior to joining Moelis & Company, Mr. Jamal was a Senior Vice President at Jefferies & Company where he advised clients on a wide variety of restructuring transactions including Chapter 11 bankruptcies, exchange offers, consent solicitations, lender negotiations and distressed financings.  Mr. Jamal also worked at Jefferies International in London where he was responsible for international financial sponsor, restructuring and leveraged finance activities.

Michael Magliana
Michael Magliana is a Managing Director at Moelis & Company.  Mr. Magliana has 12 years of investment banking experience. Prior to joining Moelis & Company, Mr. Magliana was an Executive Director in the European Financial Sponsor Group at J.P. Morgan in London.  In this role, he was responsible for the company’s Pan-European relationship with leading private equity firms, which included identifying opportunities and directing, coordinating and leading investment banking transaction teams to deliver solutions across M&A and debt and equity products.

Charles Noel-Johnson
Charles Noel-Johnson is a Managing Director at Moelis & Company.  Mr. Noel-Johnson has 12 years of investment banking experience, advising sovereign, private equity, corporate and creditor groups across Europe and the Middle East on restructuring, refinancing and M&A transactions.  Prior to joining Moelis & Company, Mr. Noel-Johnson was an Executive Director at Close Brothers Corporate Finance in London in the European Restructuring and Refinancing Group.  Mr. Noel-Johnson also worked at J.P. Morgan in both London and New York.

Peijie Shiu
Peijie Shiu is a Managing Director at Moelis & Company.  Mr. Shiu has over ten years of investment banking experience, across various platforms including risk advisory, sales & trading and proprietary trading.  Prior to joining Moelis & Company, Mr. Shiu was a Quantitative Analyst and Executive Director at UBS Investment Bank where he provided pricing, structuring and risk valuation services for fixed income products.

Transaction

Major League Soccer’s sale of Los Angeles soccer team

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News

September 10, 2008

Moelis & Company Announces Andrew Shore has Joined as a Managing Director

…and research experience, will lead the firm’s coverage of household and personal care companies and further expand its effort in the consumer and retail sector. Mr. Shore joins from J.P….

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Moelis & Company Announces Andrew Shore has Joined as a Managing Director

New York, September 10, 2008

Moelis & Company announced today that Andrew Shore has joined the firm as a Managing Director based in New York.  Mr. Shore, who has over 20 years of investment banking and research experience, will lead the firm’s coverage of household and personal care companies and further expand its effort in the consumer and retail sector.

Mr. Shore joins from J.P. Morgan where he was most recently a Managing Director in the Global Consumer Products Group and built a leading franchise advising clients in the global household and personal care industries on mergers and acquisitions, debt and equity financings and a broad range of financial advisory services. Prior to joining J.P. Morgan, Mr. Shore was a Managing Director in Deutsche Bank’s Consumer Products and Retail Group and previously an Institutional Investor-ranked Research Analyst and the Head of Deutsche Bank’s Global Consumer Products Strategy, which included analysis and portfolio construction of food, beverage, tobacco and household products stocks.  Before Deutsche Bank, Mr. Shore was a Managing Director at both Paine Webber and Prudential Securities and began his career at Shearson Lehman Brothers.

“Andrew brings two decades of expertise in the household and personal care sectors and is a tremendous addition to our growing consumer products and retail team,” said Ken Moelis, Chief Executive Officer of Moelis & Company.  “His deep industry knowledge and relationships, not only as a banker, but also as a research analyst, will be particularly valuable to our clients.”

About Moelis & Company
Moelis & Company is an investment bank that provides advice on mergers and acquisitions, restructurings and other corporate finance matters and manages investment funds that integrate capital solutions with the firm’s advisory expertise.  Moelis & Company serves a broad client base through its offices in New York, Los Angeles, Boston and Chicago.  For further information on Moelis & Company, please visit www.moelis.com.

Diversity & Inclusion

…identify as members of underrepresented groups and their allies. In addition to supporting the diversity of new talent, we are keenly focused on providing opportunities for internal advancement. By offering…

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News

June 28, 2011

Moelis & Company Announces Appointment of Five Senior Directors to Form a Global Advisory Board

…global economic and political issues, and provide companies with the strategy they need to outpace their competition,” said Ken Moelis. “Between our world-class team and our new Global Advisory Board…

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Moelis & Company Announces Appointment of Five Senior Directors to Form a Global Advisory Board

Senior Directors include international industry leaders and former government representatives: Charlene Barshefsky, Kwon Ping Ho, Michael Marks, Sidney Taurel, Hubert Védrine.

New York and London, June 28, 2011

As part of its continued international expansion, Moelis & Company, the New York-headquartered independent investment bank, today announced the appointment of five Senior Directors who bring global financial, government and economic experience to the firm and will provide senior counsel and strategic advice on industry issues particularly across international financial markets.

Under the Chairmanship 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, the Senior Directors will collectively form the firm’s Global Advisory Board.

Lord Davies, who joined the firm last year and who is also Special Advisor to Ken Moelis, CEO of Moelis & Company, will be joined on the Global Advisory Board by:

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

Kwon Ping Ho – Founder and Executive Chairman of Banyan Tree Group, Singapore, and Chairman of the Wah Chang Group;

Michael Marks – Founding Partner of Riverwood Capital, former Chairman and CEO of Flextronics, and former Senior Advisor 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, of French President François Mitterrand.

“Clients expect the highest quality strategic advice as they plan for the future success of their companies. Advice needs to be innovative and current with global economic and political issues, and provide companies with the strategy they need to outpace their competition,” said Ken Moelis. “Between our world-class team and our new Global Advisory Board members, Moelis & Company will continue to provide the uncompromised strategic advice that clients are looking for.”

“In today’s markets, there are many opportunities for independent financial advisory firms.  The members of the Global Advisory Board will help Moelis & Company capitalize on these opportunities by enhancing our relationships with key global corporate clients, institutions and governments who have come to expect uncompromised advisory services from us,” said Lord Davies.

These appointments are part of Moelis & Company’s continued international expansion since it opened four years ago. The company recently announced its expansion in Asia through the acquisition of Asia Pacific Advisers, an independent, financial advisory firm in Hong Kong, and in the Middle East through the opening of an office in Dubai. Moelis & Company continues to grow through its businesses in the United States, Europe and Australia.