News
News
June 21, 2011
Moelis & Company Announces the Appointment of Liam Beere as a Managing Director based in the Europe, Middle East and Africa region
Read MoreLondon, June 21, 2011
Moelis & Company today announced the appointment of Liam Beere as a Managing Director based in the Europe, Middle East and Africa (EMEA) region. A leading mergers & acquisitions practitioner across industries, Mr. Beere will be responsible for deal origination and providing strategic advice to clients globally. He joins the company on 19 September and will be based in London.
Ken Moelis, Chief Executive Officer of Moelis & Company, said, “Liam’s appointment will significantly enhance our ability to provide clients with the world class independent advice and solutions they need to remain competitive in today’s complex business environment. Our focus remains on our clients and on providing them with high quality uncompromised advice.”
Mr. Beere joins Moelis & Company after a 19 year career at UBS Investment Bank, where he was most recently Global Head of Mergers & Acquisitions, having joined SG Warburg in 1992. He has advised on an extensive list of deals with clients including Capital Shopping Centres, Amcor, Lloyds Banking Group, St. Gobain, Danaher, Scottish and Newcastle, General Electric, SEGRO, Barratt, Bayer, Apax, EQT and Warburg Pincus.
Mark Aedy, Head of EMEA Investment Banking for Moelis & Company, said, “We are delighted to have attracted a banker of Liam’s calibre and pedigree to Moelis & Company. He will be a critical partner to our existing industry and regional bankers in identifying and structuring merger and acquisition opportunities and broadening our strategic advice in the corporate and government markets where he has extensive relationships.”
He added, “Liam’s hire is strategic and part of our global expansion plans to hire best-in-class talent to widen our industry coverage and geographic reach.”
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 approximately 500 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, Hong Kong, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.
News
May 23, 2011
Moelis & Company Announces the Appointment of Anthony Rokovich as Managing Director in the Real Estate Sector
Read MoreNew York, May 23, 2011
Moelis & Company today announced the appointment of Anthony Rokovich as a Managing Director in real estate investment banking. Based in New York, Mr. Rokovich will provide strategic advice to real estate clients. He starts with the company on August 1st.
Mr. Rokovich joins from UBS where he was a Managing Director in the Real Estate, Lodging & Leisure Group working on strategic and financing transactions in the mall, strip mall, outlet, multifamily and healthcare sectors. He previously worked at Merrill Lynch in Real Estate Investment Banking.
Ken Moelis, Chief Executive Officer of Moelis & Company, said, “The real estate sector is an important one for Moelis & Company. As we continue to broaden our industry coverage, Anthony will play a key role in our expanding team which is part of a leading global investment bank focused on providing world-class independent advice and solutions.”
He added, “Anthony’s hire helps us build on the momentum we have created in the real estate sector. As the property markets rebound, we anticipate elevated levels of strategic and recapitalization activity.”
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 approximately 500 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, Hong Kong, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.
News
April 19, 2011
Moelis & Company Announces the Appointement of Patrick Loftus-Hills as a Managing Director in Global Metals & Mining
Read MoreHong Kong and New York, April 19, 2011
Moelis & Company today announced the appointment of Patrick Loftus-Hills as a Managing Director in metals and mining. He will provide strategic advice to clients globally working alongside metals and mining sector bankers, Mark Henkels, Managing Director, and Mark Aedy, Head of Europe, Middle East and Africa Investment Banking, who covers the sectors as part of his wider responsibilities.
Ken Moelis, Chief Executive Officer of Moelis & Company, said: “We have seen considerable growth in cross border metals and mining M&A activity over the past 10 years as the industry has consolidated and rationalized. Patrick has been at the forefront of that consolidation and rationalization providing strategic advice and raising capital for almost every major global mining company. His significant experience and deep relationships in the metals and mining industry, and experience working in the major mining finance centers of the world, will provide clients with global knowledge and perspectives.”
Mr. Loftus-Hills joins Moelis & Company from UBS where he worked for 11 years most recently as Joint Head of the Asian Industrials Group and Head of Natural Resources, based in Hong Kong. He was previously responsible for Mining in the Americas while based in New York and worked in the mining team at UBS in Australia. Prior to joining UBS, Mr. Loftus-Hills worked with Macquarie Bank and at BHP Billiton.
Mr. Moelis added: “Patrick’s appointment will significantly enhance Moelis & Company’s global competitiveness as a key strategic advisor in an area that is important to our key clients. As we continue to broaden our industry coverage, he will play an important role in our expanding global team focused on providing clients with world-class independent advice and solutions.”
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 480 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, Hong Kong, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.
News
April 14, 2011
Moelis & Company Completes Acquisition of Hong Kong-Based Asia Pacific Advisers
Read MoreNew York and Hong Kong, April 14, 2011
Moelis & Company, the New York-headquartered independent investment bank, today announced the closing of its acquisition of Asia Pacific Advisers (“APA”), an independent financial advisory firm based in Hong Kong. The acquisition of APA enhances Moelis & Company’s global footprint and further strengthens its Asia Pacific capabilities, adding an established team in Hong Kong to complement the firm’s growing business in Asia Pacific. The acquisition was first announced in January 2011.
Speaking in Hong Kong today, Ken Moelis, Chief Executive Officer of Moelis & Company, said: “Expanding our presence into Asia is a strategic priority for Moelis & Company so we are delighted to close this transaction and partner with such a talented team. Moelis & Company will provide clients in Asia with extensive knowledge and advice about local markets and, at the same time, provide clients in markets outside Asia with strategic counsel about the region.”
Founded by Chief Executive Officer Richard Orders, and shortly thereafter joined by Bert Grisel as Managing Director and Chief Operating Officer, APA provides high quality, independent advice to leading corporations, institutions and professional investors in the Asia Pacific region. APA’s capabilities include a comprehensive range of advisory services, including mergers and acquisitions, capital markets advisory and restructuring. Since its inception in early 2009, APA has advised on many notable transactions in Asia Pacific, including serving as Joint Financial Advisor to Swire Pacific on the mandatory general offer for HAECO, which valued HAECO at US$2.2 billion, and advising on corporate governance terms between GOME and the founding shareholders of GOME. APA continues to have a growing pipeline of current business with corporates and private equity firms across Asia.
Mark Aedy, Head of Europe, Middle East and Africa Investment Banking for Moelis & Company, said: “As a leading global investment bank, it is critical for Moelis & Company to have a strong presence in Asia. More than ever, clients are seeking global knowledge and perspectives, and being in Hong Kong significantly enhances our ability to deliver that information to them.”
Mr. Orders said, “Working as one cohesive team in Asia will allow us to grow the business and provide our clients with the strategic counsel and uncompromised advice that they are looking for in today’s demanding markets. In particular, we see significant opportunity for advising on capital markets matters and on cross border transactions between companies in Asia and in the other regions where we conduct business.”
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 480 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, Hong Kong, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.
Notes to Editors
Mr. Orders has over 20 years of experience in advising corporate clients across the Asia Pacific region. Prior to founding APA, he was a Managing Director in the combined RBS/ABN AMRO group in Asia Pacific and before that was Vice Chairman and Head of Global Clients Asia Pacific for ABN AMRO, where he worked since 1996. Prior to joining ABN AMRO, Mr. Orders was a Managing Director and Head of Barings Investment Banking in Asia. He has also worked for Barings in other roles within corporate finance and debt capital markets based in Australia and London. Over the course of his career, Mr. Orders has advised on many of the landmark transactions in Asia.
News
January 27, 2011
Moelis & Company Expands to Asia; Acquires Hong Kong-Based Asia Pacific Advisers
Read MoreNew York and Hong Kong, January 27, 2011
Moelis & Company, the New York-headquartered independent investment bank, today announced its plans to expand into Asia with the acquisition of Asia Pacific Advisers (“APA”), an independent financial advisory firm based in Hong Kong. The acquisition of APA enhances Moelis & Company’s global presence and further strengthens its Asia Pacific capabilities, adding an established team in Hong Kong to complement the firm’s growing business in Asia Pacific. Closing of the transaction is expected in April 2011 and is subject to approval by the Hong Kong Securities and Futures Commission.
Founded by Chief Executive Officer Richard Orders, and shortly thereafter joined by Bert Grisel as Managing Director and Chief Operating Officer, APA provides high-quality, independent advice to leading corporations, institutions and professional investors in the Asia Pacific region. APA’s capabilities include a comprehensive range of advisory services, including mergers and acquisitions, capital markets advisory and restructuring. Since its inception in early 2009, APA has advised on many notable transactions in Asia Pacific, including serving as Joint Financial Advisor to Swire Pacific on the mandatory general offer for HAECO, which valued HAECO at US$2.2 billion, and advising on corporate governance terms between GOME and the founding shareholders of GOME. APA continues to have a growing pipeline of current business with corporates and private equity firms across Asia.
“Building our presence in Asia is a strategic priority for our firm and demonstrates our continued commitment to delivering global knowledge and capabilities to our clients,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “Richard and Bert bring extensive experience advising clients across the Asia Pacific region and we are very pleased to be partnering with them and their talented team on this exciting endeavor.”
Moelis & Company has advised clients on many of the largest and most complex transactions since its establishment in 2007, including Anheuser-Busch on its sale to InBev, Yahoo! on its unsolicited proposal from Microsoft and the Government of Dubai on the restructuring of Dubai World. Recently, Moelis & Company has advised on a number of cross-border transactions with companies in Asia, including representing Pacific Century Motors, an entity backed by Beijing’s Municipal Government, on its acquisition of Nexteer Automotive from General Motors, and Orkla on its sale of Elkem to China National Bluestar Group.
Mark Aedy, Head of Europe, Middle East and Africa Investment Banking for Moelis & Company, said: “There are currently many opportunities for independent advisory firms, particularly in Asia Pacific, where clients are seeking strategic counsel and conflict-free advice. We look forward to working with the APA team to grow our business in the region and enhance our ability to provide our clients with world-class independent advice and solutions.”
Mervyn Davies, Lord Davies of Abersoch, who serves as Special Advisor to Ken Moelis and Chairman of Moelis & Company’s Global Advisory Board, added: “Establishing local expertise and capabilities in Asia is critical to serving a global client base effectively. This important strategic step, together with Moelis & Company’s new office in Dubai, adds significant breadth and depth to our global franchise.”
“APA is excited to join Moelis & Company,” said Mr. Orders. “We will benefit from its strong momentum, global reach and partnership culture. Our firms share a mutual focus on independent advice and long-term client relationships and together will offer premier advisory services to clients in the Asia Pacific region.”
Mr. Orders has over 20 years of experience in advising corporate clients across the Asia Pacific region. Prior to founding APA, he was a Managing Director in the combined RBS/ABN AMRO group in Asia Pacific and before that was Vice Chairman and Head of Global Clients Asia Pacific for ABN AMRO, where he worked since 1996. Prior to joining ABN AMRO, Mr. Orders was a Managing Director and Head of Barings Investment Banking in Asia. He has also worked for Barings in other roles within corporate finance and debt capital markets based in Australia and London. Over the course of his career, Mr. Orders has advised on many of the landmark transactions in Asia.
Mr. Grisel has over 20 years of investment banking experience advising clients on corporate finance matters and capital solutions. Prior to joining APA, he was a Managing Director for ABN AMRO and Head of Industrials and Real Estate based in Hong Kong. He has also worked in Amsterdam for ABN AMRO in various product groups and management positions.
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 470 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.
Notes to Editors
Moelis & Company recently appointed Lord Davies of Abersoch, former Chairman and Chief Executive Officer of Standard Chartered PLC and Minister for Trade, Investment and Small Business for the United Kingdom, as Special Advisor to Chief Executive Officer Ken Moelis and as Chairman and founding member of the firm’s new Global Advisory Board.
News
January 18, 2011
Moelis & Company Opens Dubai Office; Expands to Middle East
Read MoreNew York and Dubai, January 18, 2011
Moelis & Company, the New York-headquartered independent investment bank, today announced the establishment of a new office in Dubai, United Arab Emirates. Led by Augusto Sasso, Head of MENA Investment Banking, the team will provide financial advisory and capital raising services to clients across the Middle East and North African (MENA) markets. The Dubai office is Moelis & Company’s seventh office globally and follows the recent authorisation for Moelis & Company to conduct regulated activities in the Dubai Financial Centre.
“The Middle East and North Africa is of key strategic importance for Moelis & Company and our clients,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “Opening an office in Dubai clearly demonstrates our continued commitment to the region and allows us to more effectively serve our clients in the region with a local presence. Augusto has been instrumental in developing our MENA coverage capabilities to date, and we are very pleased that he is leading this significant initiative for our firm.”
Mr. Sasso joined Moelis & Company at its inception and previously held senior roles at Credit Suisse First Boston and Donaldson, Lufkin & Jenrette. He has advised sovereign, corporate and private equity clients on a broad range of advisory assignments, including M&A transactions, equity and debt financings, joint venture agreements and restructurings across a number of industries. Mr. Sasso will report to Mark Aedy, Head of EMEA Investment Banking.
The team also comprises several senior Moelis & Company bankers who have relocated to the UAE, including Managing Director Charles Noel-Johnson. Mr. Noel-Johnson has been with Moelis & Company since July 2009, prior to which he was at Close Brothers Corporate Finance and J.P. Morgan. He has extensive experience on restructuring, refinancing and M&A transactions across the Middle East and Europe advising sovereigns, private equity firms, corporates and creditors.
“We expect MENA to experience a high rate of economic growth, increasing financial markets activity and significant cross-border capital flows for a sustained period of time,” said Mr. Aedy. “We are looking forward to working with clients in the region on financial transactions and strategic initiatives that add long-term value.”
“Moelis & Company is already active in MENA, providing independent financial advisory services to governments and corporates, and our new Dubai office gives us the opportunity to further extend our capabilities across the region,” added Mr. Sasso. “Bringing together significant experience across advisory and capital markets, the team here offers clients deep and unparalleled expertise. We are delighted to put this expertise to work to build lasting relationships with clients in the Middle East.”
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, Dubai, London, Los Angeles and Sydney. Moelis & Company is currently serving as financial advisor to the Government of Dubai with regards to the restructuring of Dubai World. For more information, please visit www.moelis.com.
News
January 06, 2011
Moelis & Company Announces Managing Director Promotions
Read MoreNew 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.
News
November 09, 2010
Evan Winkler Joins Moelis & Company as a Managing Director in Mergers & Acquisitions
Read MoreLos Angeles, November 09, 2010
Moelis & Company today announced Evan Winkler has joined the firm as a Managing Director based in Los Angeles. He will be responsible for providing senior level advisory services to clients on M&A transactions and other corporate finance initiatives.
Mr. Winkler has a 13-year career advising management teams and corporate directors on critical strategic transactions. He has extensive experience in the technology, media and telecommunications (“TMT”) sectors as well as in retail, consumer products and manufacturing. Mr. Winkler most recently served as Managing Director and Co-Head of TMT M&A at UBS Investment Bank and prior to this as Head of Technology M&A. He joined UBS in 2003 from Credit Suisse First Boston where he specialized in TMT M&A for five years. He began his career in July 1997 at Deutsche Morgan Grenfell as a member of the M&A team.
“As M&A activity picks up and clients need experienced advisors at their side, we are adding talented M&A professionals like Evan to our team,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “Evan’s breadth of transaction experience enhances our M&A capabilities and further strengthens our TMT expertise. We have a strong history with Evan and know he will bring valuable service and solutions to our clients.”
About Moelis & Company
Moelis & Company, named Best Global Independent Investment Bank in 2010 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 450 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.
News
November 01, 2010
Landon Parsons Joins Moelis & Company as Senior Advisor in Risk Advisory
Read MoreNew York, November 01, 2010
Moelis & Company today named Landon D. Parsons a Senior Advisor in the firm’s Risk Advisory Group. He will be based in New York serving clients globally as they manage their financial assets and key position and portfolio risks. Mr. Parsons has nearly 25 years of structured credit experience as an analyst, investor and advisor. He has worked as a consultant to Moelis & Company since January 2010.
Previously, Mr. Parsons was a member of the Mortgage Special Situations Group at Goldman Sachs. He joined Goldman in 2008 after seven years at C-BASS, an affiliate of Mortgage Guaranty Insurance Corporation and Radian, where he was a Managing Director responsible for investing and managing structured products in non-agency and subprime RMBS, CMBS and ABS. He developed and managed the $10 billion C-BASS CBO program. Mr. Parsons also served as Managing Director and Co-Head of Structured Finance for CGA Investment Management and as a Senior Business Development Manager at Financial Guaranty Insurance Company. Prior to this, he held positions at Credit Lyonnais, Capital Markets Assurance Corporation and Citicorp.
“Our Risk Advisory Group has advised clients on a number of complex situations to help manage and mitigate risk,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “Landon knows how to evaluate the most complicated structures and develop strategies that create value for our clients.”
Chris Ryan, Managing Director of Moelis & Company, added: “Landon has a deep understanding of structured products across a wide range of asset classes. As a consultant, he has made a significant contribution to our team and the solutions we offer clients, and we are delighted to have him join the firm as a Senior Advisor.”
About Moelis & Company
Moelis & Company, named Best Global Independent Investment Bank in 2010 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 400 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.
News
September 01, 2010
Stephen Aulsebrook to Join Moelis & Company as Managing Director in the London Office
Read MoreLondon, September 01, 2010
Moelis & Company today announced Stephen Aulsebrook will join the firm on 27 September as a Managing Director. He will be based in the firm’s London office and will provide senior level financial restructuring and other corporate finance advisory services to clients principally in Europe, the Middle East and Africa (EMEA). Mr. Aulsebrook is one of the most experienced investment bankers currently working in European financial restructuring and will complement Moelis & Company’s strong position in this market. He also has extensive mergers and acquisitions and broader corporate finance advisory experience gained in a career spanning nearly 30 years in European investment banking.
“Restructuring is a core component of the full range of advisory services we provide our clients and sits at the heart of our client-centric approach,” said Mark Aedy, Head of EMEA Investment Banking for Moelis & Company. “Stephen has unique experience advising on complex restructuring and M&A transactions and will further strengthen our ability to provide our clients with the highest quality advice and solutions.”
“Stephen is one of the most respected experts in the area of restructuring in the EMEA region. His arrival adds considerable breadth and depth to our growing team in Europe,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “I am very pleased to welcome Stephen to the company and know our clients will benefit from his significant knowledge and experience.”
Mr. Aulsebrook joins from Close Brothers Corporate Finance (recently renamed DC Advisory Partners) and previously worked at Hill Samuel and Bankers Trust. In his most recent role he was the CEO of Close Brothers Corporate Finance. He has built an extensive network of relationships in Europe, the US, Asia and the Middle East across leading corporations, banks, hedge funds, other principal funds and private equity investors through his work on mergers and acquisitions and financial restructuring transactions.
About Moelis & Company
Moelis & Company, named Best Global Independent Investment Bank in 2010 by Euromoney, 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 400 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
July 19, 2010
Roger Wood Joins Moelis & Company as Managing Director in Power and Infrastructure
Read MoreNew York, July 19, 2010
Moelis & Company today announced Roger Wood, a senior advisor to power and infrastructure companies globally, has joined the firm as a Managing Director in the firm’s headquarters in New York. Mr. Wood joins from Rothschild where he was Head of North American Utilities and Infrastructure and Global Co-Head of both Utilities and Infrastructure. He will focus on providing senior level advisory services to companies in the power, infrastructure and related energy sectors.
“Roger is one of the leading power and infrastructure bankers in our industry and we are very pleased that he is joining us to provide unique expertise and trusted advice to our clients in these important sectors,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “He has a wealth of experience to offer our clients and will be a tremendously valuable member of our senior team as we continue to broaden our global industry coverage.”
Mr. Wood has 24 years of investment banking experience during which time he has advised some of the largest global power and infrastructure companies on critical strategic transactions both in the US and internationally. Prior to joining Rothschild in 2005, he was a Managing Director in the Mergers and Acquisitions Group at Citigroup in New York focused on the electric utility and independent power sectors. Mr. Wood previously worked in Energy Investment Banking at JP Morgan in New York and London and began his career as a member of JP Morgan’s Mergers and Acquisitions Group in London.
About Moelis & Company
Moelis & Company, named Best Global Independent Investment Bank in 2010 by Euromoney, 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 325 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
July 13, 2010
Vincent Lima Joins Moelis & Company as Managing Director in Capital Markets
Read MoreNew York, July 13, 2010
Moelis & Company today announced Vincent Lima has joined the firm as a Managing Director responsible for providing capital markets advisory solutions and managing transaction executions from the firm’s New York headquarters. Mr. Lima joins from Christopher Street Capital where he was a founding partner of the US credit business and a Managing Director in charge of capital markets.
“We have had great success providing specialized capital markets and risk advisory solutions to clients seeking unbiased, unconflicted advice,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “As we continue to build our capabilities, Vinny will be an important addition to our team and we are delighted to welcome him to Moelis & Company.”
Moelis & Company’s capital markets business has completed over 30 transactions across debt, equity and convertible bond securities since its formation in early 2009 with a total value of over $11 billion.
Commenting on Mr. Lima’s skills and expertise, Chris Ryan, Managing Director, said, “Vinny brings longstanding relationships in the leveraged finance community and the broader credit markets, and he will help the firm deepen its relationships with institutional investors. His sales and capital markets experience will ensure that we continue to provide the highest quality advice and execution to our clients.”
Mr. Lima has over 18 years of experience in investment banking. Prior to Christopher Street Capital, he worked at Citigroup and Salomon Brothers for 17 years and was a Managing Director and Head of High Yield Syndicate. In that role, he was responsible for overseeing a team that structured, underwrote and distributed high yield transactions for leveraged buyouts, recapitalizations and refinancings. Previously, he was the Head of North America High Yield Sales, overseeing relationships with major institutional accounts, and worked in High Grade Sales for the firm in Boston, Chicago and New York.
About Moelis & Company
Moelis & Company, named Best Global Independent Investment Bank in 2010 by Euromoney, 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 325 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
July 13, 2010
Joseph W. Simon Joins Moelis & Company as Managing Director and Chief Financial Officer
Read MoreNew York, July 13, 2010
Moelis & Company today announced Joseph W. Simon has joined the firm as Managing Director and Chief Financial Officer. Mr. Simon will be responsible for all finance and accounting matters and will be based in the firm’s headquarters in New York. He has over 25 years of experience as a senior manager of financial controls, operations and strategy and has particular experience with financial services firms.
Mr. Simon most recently served as CFO of Financial Security Assurance (“FSA”) for seven years. He was a member of the Executive Management Committee and re-engineered FSA’s treasury and accounting areas to enhance the firm’s financial planning and analysis, allocation of capital and transparency of financial reporting. In addition, he led several financing transactions for the firm.
“Joe is an accomplished finance and accounting executive with significant strategy and operations experience,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “His entrepreneurial approach and commitment to teamwork are a natural fit with our business and culture. We are delighted to welcome him to Moelis & Company as we continue to build a first-class infrastructure to support the profitable growth of our business globally.”
Prior to FSA, Mr. Simon worked at Cantor Fitzgerald where he served as CFO, Global Controller and Global Head of Operations. During his time at Cantor Fitzgerald, he managed a global accounting and operations team and established the firm’s treasury function. Before joining Cantor Fitzgerald in 1993, Mr. Simon was a Principal and Vice President of Fixed Income Product Control at Morgan Stanley. Mr. Simon has also served as CFO of IntraLinks and TENTV.com. Mr. Simon began his career at Price Waterhouse and is a certified public accountant.
About Moelis & Company
Moelis & Company, named Best Global Independent Investment Bank in 2010 by Euromoney, 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 325 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
July 06, 2010
Rick Leaman Joins Moelis & Company as Managing Director and Member of Management Committee
Read MoreNew York, July 06, 2010
Moelis & Company today announced Rick Leaman has joined the firm as a Managing Director in the firm’s headquarters in New York. Mr. Leaman will be a member of the firm’s Management Committee and will provide senior-level strategic advice on mergers and acquisitions and capital markets transactions. Mr. Leaman joins the firm from UBS Investment Bank where he was most recently Chairman of the Investment Banking Division and a member of the Investment Bank’s Executive Committee.
“Rick is a world class M&A banker and one of the most experienced, respected and trusted bankers I know. We are very pleased that he is joining the firm to provide our clients with the highest quality advice,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “He brings 25 years of deep client relationships and global experience to the firm. Having worked with Rick for many years, I know that he will immediately add value to our clients.”
Mr. Leaman has 25 years of experience in investment banking and was appointed as Global Head of UBS’s Investment Banking Division in 2009. From 2005 to 2009 he was Joint Global Head of Investment Banking, overseeing over 2,000 bankers for coverage of capital markets, mergers and acquisitions and advisory services to corporate and institutional clients, governments and financial sponsors. He was previously Joint Global Head of M&A at UBS as well as Co-Head of Healthcare Banking at Dillon Read & Co. Inc., which was acquired by UBS in 1997. He began his career in investment banking at Smith Barney, Harris Upham & Co. Incorporated.
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 325 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
June 03, 2010
Anton Sahazizian to Join Moelis & Company as Managing Director in New York Office
Read MoreNew York, June 03, 2010
Moelis & Company today announced Anton Sahazizian will join the firm in August as a Managing Director. He will be based in the firm’s New York headquarters and will provide senior level advisory solutions principally to clients in the Industrials sector. Mr. Sahazizian has over 15 years of experience advising clients on mergers & acquisitions and was most recently a Managing Director in the Mergers & Acquisitions Group at UBS Investment Bank in New York.
Mr. Sahazizian worked at UBS for nearly 10 years, and in his most recent role was the senior banker responsible for the origination and execution of M&A transactions for some of the largest global industrials companies in the chemicals, capital goods, paper, packaging, forest products and energy sectors. He advised on numerous high-profile strategic M&A transactions within the sector and was responsible for related coverage of corporate clients as well as private equity firms.
“Anton has a proven track record advising clients on structuring, managing and executing complex cross-border M&A transactions as well as extensive experience in corporate carve-outs,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “We are pleased to add another experienced banker and continue to build on our strategy of providing thoughtful, high-level, conflict-free advice and solutions to our clients.”
Mr. Sahazizian started his investment banking career in the Los Angeles office of Donaldson, Lufkin & Jenrette and was one of the founders of UBS’ Los Angeles office and their Exclusive Sales and Divestitures Group. Previously, he was a securities lawyer in Toronto, Canada, with McMillan Binch and Goodman and Carr.
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 325 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.