News

New York and Mexico City, September 07, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the expansion of its global footprint through a strategic alliance with Alfaro, Dávila y Ríos, S.C. (ADR), the leading independent strategic and financial advisory firm in Mexico. Moelis is now present in Brazil and Mexico, Latin America’s two largest markets.

The Moelis & Company and ADR alliance will focus on cross-border deals. With 17 offices around the world, the Firm will add Mexico to its footprint for global companies looking to expand there or for Mexican corporates eager to grow internationally.

Ken Moelis, Chairman and CEO of Moelis & Company, said, “ADR is the premier independent investment bank in Mexico, with a team of 15 bankers, offering innovative M&A and restructuring advice. As we have expanded our global footprint, we have always found accretive ways to enter new and important markets by identifying top tier talent who fit our collaborative culture. Our global network of local experts differentiates us from other advisory platforms and has proven to be incredibly beneficial to our clients.”

With offices in Mexico City and Monterrey, ADR has a successful track record of developing long-term relationships, advising multinational corporations and privately held companies in strategic transactions. The firm will keep its name. Terms were not divulged.

Isauro Alfaro, a founding partner of ADR, said, “In looking for a strategic partner, Moelis & Company was an obvious choice for us. Their global presence and deep expertise across key industries, combined with ADR’s senior relationships and local execution capabilities, will be extremely beneficial for our Mexican and international clients.”

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.

August 03, 2016

Annual Program for Firm’s Future Leaders to be held July 24-26 on Wharton’s Campus

Philadelphia, July 21, 2016

Moelis & Company and the Wharton School of the University of Pennsylvania today announced a new leadership program targeting Moelis’ mid-level and recently promoted bankers. Moelis & Company is a leading global independent investment bank that provides strategic advice and solutions to corporations, governments and financial sponsors.

The Moelis@Wharton: Leadership Development Program will host its inaugural session July 24-26 on Wharton’s Philadelphia campus. Thirty of Moelis & Company’s recently promoted vice presidents, senior vice presidents and managing directors will participate in several learning sessions focused on building and leading high-performing teams and sharpening negotiation tactics, with plenty of opportunities to network and broaden their perspectives.
The program also features experiential learning exercises as well as individualized coaching sessions. At the conclusion of the three-day program, participants will have an individualized leadership action plan tailored to their specific roles at the firm.

Wharton Executive Education worked closely with Moelis & Company’s learning and executive leaders to develop the custom program.

“Moelis & Company has created a culture of developing their leaders from within, and this program will help them continue their ongoing investment in talent by giving their newest leaders critical skills for building strong teams and long-term relationships with their clients,” says Kenneth L. Shropshire, the David W. Hauck Professor and Professor of Legal Studies and Business Ethics at Wharton and the academic director of the Moelis program. Shropshire also serves as an independent member of Moelis & Company’s Board of Directors.

Moelis & Company has grown rapidly since its founding in 2007 and went public in April 2014. The global independent investment bank employs about 650 staff, including more than 100 managing directors, in 17 offices worldwide. Over 20% of the firm’s current MDs are internal promotes.

“We have always believed that the most exceptional talent and leadership exist within our firm. As Moelis & Company continues to grow, we remain focused on creating new ways to motivate, develop, and challenge our people. This program will further strengthen the leadership and team building skills our MDs, SVPs, and VPs already possess, while granting them access to the resources of one of the nation’s top business schools,” notes Ken Moelis, Chairman and CEO of Moelis & Company and Wharton Alumnus. “The best way to attract and retain top talent is to invest in their personal and professional growth. Empowering our recently promoted bankers with these valuable skills will allow them to have a greater impact in their new roles and ultimately become the future leaders of our firm.”

To learn more about Wharton Executive Education’s programs, call +1.215.898.1776 or email: [email protected].

About the Wharton School
Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. With a broad global community and one of the most published business school faculties, Wharton creates economic and social value around the world. The School has 5,000 undergraduate, MBA, executive MBA, and doctoral students; more than 9,000 annual participants in executive education programs; and a powerful alumni network of 94,000 graduates.

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 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.

New York, July 13, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its second quarter 2016 financial results after the market closes on Wednesday, August 3, 2016.

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 (August 3, 2016) 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 2016 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 10088331.

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 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.

New York, July 05, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Adrian Goodisman as a Managing Director providing financial and strategic advice to upstream oil and gas companies. He will join the Firm in September and will be based in Houston.

Mr. Goodisman joins Moelis & Company with over 25 years of investment banking and technical experience in the Oil & Gas Exploration & Production (E&P) sector. He was most recently a Managing Director at Scotiabank where he served in a variety of positions including Co-Head U.S. of Scotia Waterous – the firm’s oil and gas investment banking division. Prior to Scotiabank, Mr. Goodisman was a Managing Director and President at Waterous & Co USA, the predecessor to Scotia Waterous, where he was responsible for building out the firm’s U.S. practice. Before Waterous & Co, he was a Senior Vice President at Ziff Energy Group, where he opened the company’s U.S. office in Houston. Mr. Goodisman also gained extensive technical experience earlier in his career serving in a variety of roles and locations at Phillips Petroleum.

“Adrian’s deep client relationships, particularly in the E&P space, will be a perfect complement to our growing energy coverage franchise,” said Jeff Raich, Co-President of Moelis & Company. “Given the improvement in oil and gas prices from the start of the year, as well as the availability of capital targeting energy investments, we expect to see an increase in M&A activity. In particular, we expect significant acquisition and divestiture activity at the asset level, as companies look to re-balance their portfolio. Adrian’s years of investment banking experience and technical expertise will be incredibly beneficial as our upstream oil and gas clients seek advice on how to adapt to this dynamic.”

Mr. Goodisman is the third Managing Director to join Moelis & Company’s growing energy coverage business in Houston over the past 12 months. In March, the Firm announced the appointment of Brian Jinks to cover midstream oil and gas companies and Master Limited Partnerships and last year David Cunningham was appointed to cover oil and gas clients, primarily in the service 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 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.

Frankfurt and New York, July 01, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Stefan Müller as a Managing Director and Head of Investment Banking for Germany, Austria and Switzerland providing financial and strategic advice to clients in Europe’s German-speaking countries. He will be based in Frankfurt.

Mr. Müller joins Moelis & Company with over 20 years of investment banking experience advising companies across all sectors in a variety of corporate finance activities including strategic advisory, M&A, and capital raising. He joins from Bank of America Merrill Lynch where he most recently served as a Co-Head of Investment Banking for Germany, Austria and Switzerland. Prior to Bank of America Merrill Lynch, he spent six years at Dresdner Kleinwort Wasserstein in the Firm’s London and Frankfurt offices.

“Cross border and intra-European deal making remain active as Germany and other European countries continue to be attractive areas for investment,” said Ken Moelis, Chairman and Chief Executive Officer of Moelis & Company. “Germany, Austria and Switzerland represent crucial strategic markets for us as we continue to build our global presence. Stefan will help increase our access to these core markets where clients will benefit tremendously from his extensive experience in the region.”

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 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.

New York, June 28, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Greg Starkins as a Managing Director providing strategic advice to diversified industrials and aerospace and defense companies. He will join the Firm in September and will be based in New York.

Mr. Starkins brings to Moelis & Company nearly 25 years of investment banking experience advising companies across the Industrials sector and the Aerospace & Defense subsector. He joins from Deutsche Bank where he most recently served as a Managing Director, Co-Head of Diversified Industrials, Capital Goods, and Services Coverage, and the Global Head of Aerospace & Defense Coverage. Prior to Deutsche Bank, he was a Managing Director at Merrill Lynch and served as the firm’s Global Head of Aerospace & Defense Sector Coverage. Mr. Starkins began his career as a lawyer in Skadden, Arps, Slate, Meagher & Flom’s M&A practice.

“We are delighted to have Greg join our Firm,” said Navid Mahmoodzadegan, Co-President of Moelis & Company. “As companies across the Industrials sector continue to explore new opportunities to deploy capital, Greg’s multifaceted expertise in advising both large and mid-cap diversified industrial and aerospace and defense companies positions him well to serve as a trusted adviser to our clients.”

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 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.

New York, June 09, 2016

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 Morgan Stanley Financials Conference on Tuesday, June 14, 2016 at 11:10 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 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 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.

New York, June 02, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Navid Mahmoodzadegan, Co-President, is scheduled to present at the Sandler O’Neill Global Exchange and Brokerage Conference on Wednesday, June 8, 2016 at 8:30 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 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 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.

Dubai, June 02, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced its recognition by Euromoney Magazine as Best Investment Bank in the United Arab Emirates. This is the second time Moelis & Company has won this award, having first earned the distinction in 2013.

The industry magazine recognized Moelis & Company for the size and scope of mergers, acquisitions and refinancing deals completed during the past year, as well as the deep client relationships the Firm has fostered in the region.

The judges said, “The business Moelis & Company has built in the UAE shows headcount is not everything, and a small number of talented bankers can build an outstanding business relatively rapidly by leading key deals that work exceptionally well for influential local clients.”

“This award is a testament to the leading franchise Moelis & Company has built in the UAE,” said Rami Touma, Managing Director, Moelis & Company Dubai. “We are honored to receive this award and we would like to thank our clients for the trust they have put in us.”

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 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.

New York, April 27, 2016

New York, April 06, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its first quarter 2016 financial results after the market closes on Wednesday, April 27, 2016.

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 27, 2016) 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 2016 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 10083956.

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 over 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.

New York, March 31, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Brian Jinks as a Managing Director providing financial and strategic advice to midstream oil and gas companies and Master Limited Partnerships (MLPs). He will join the Firm in July and will be based in Houston.

With over 16 years of investment banking experience advising companies in the midstream and MLP sector, Mr. Jinks will join Moelis & Company from Deutsche Bank where he most recently served as a Managing Director responsible for midstream and MLP coverage. His experience includes origination and execution of a full spectrum of transactions for companies in the sector, including strategic advisory, M&A, and capital raises. Prior to Deutsche Bank, he spent seven years at Lazard and Credit Suisse as a member of their respective Energy Investment Banking teams.

“We continue to expand our leading energy coverage team in Houston and around the globe,” said Jeff Raich, Co-President of Moelis & Company. “Given the current state of the commodity and capital markets, we expect to see further consolidation among MLPs and an increased number of energy companies evaluating alternatives for their midstream assets. As our clients seek advice on how to most effectively navigate this environment, they will benefit tremendously from Brian’s deep experience in the sector.”

Mr. Jinks is the third Managing Director to join Moelis & Company’s growing energy coverage business in the past 12 months. Last year, the Firm announced the appointment of David Cunningham as a senior Managing Director to cover oil and gas clients from Houston and Christopher Shaw to cover oil and gas clients globally from the Firm’s London office.

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 over 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.

New York, February 09, 2016

New York, February 04, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Navid Mahmoodzadegan, Co-President, is scheduled to present at the KBW Winter Financial Services Symposium on Thursday, February 11, 2016 at 10:25 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 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 over 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.