News

New York and San Francisco, October 10, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Rick Polhemus has joined the Firm as a Managing Director, providing strategic and financial advice to companies across a range of growth-driven technology, sustainability and services sectors.  He is based in San Francisco.

Rick brings nearly 25 years of investment banking experience and has provided advice throughout the corporate lifecycle and across disciplines, with experience in M&A, leveraged buyouts, IPOs, debt and equity capital raising, shareholder defense and other strategic transactions.  Most recently he served as a Managing Director and Head of Western Region Investment Banking at Morgan Stanley where he led coverage across industrial technology, tech-enabled services, environmental and sustainability services, infrastructure and industrial services.

Navid Mahmoodzadegan, Co-President of Moelis & Company commented: “In the current environment, companies across a broad range of sectors are responding to important themes such as digitalization and sustainability.  Rick’s extensive experience helping companies navigate the changing landscape of technology and energy transition make him well-placed to collaborate with our strong team of bankers to help clients grow and shape their businesses for the future.”

Jeff Raich, Co-President of Moelis & Company added: “Clients are increasingly looking to technology and digitalization to drive growth and operational efficiencies. These dynamics create a tailwind for deal activity across a number of sectors, and Rick brings a long history of advising corporate clients and financial sponsors on the types of transformative and tech-focused transactions that help innovate and fuel growth.”

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 from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

New York, September 15, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Vincent Ragosta has been appointed as a Managing Director, providing capital raising and other independent advisory services to private fund sponsors and limited partners. He will join the Firm’s New York headquarters next week.

Vincent joins from Campbell Lutyens where he served as a Managing Director on the North American fund placement team. Previously he held roles at UBS Investment Bank, SMBC Nikko Securities America and Shumway Capital Partners.

“As private funds face a competitive market for fundraising, they increasingly need high quality advice to help differentiate themselves in a crowded field,” said Rodney Reid, Managing Director and Global Head of Private Funds Advisory at Moelis & Company. “Vincent brings a deep set of limited partner relationships which will allow us to provide the bespoke advice and connections to capital that private equity, infrastructure and credit funds need to fundraise effectively.”

“With the total number of sponsors in the market and the amount of capital they have to deploy at record highs, sponsors have a more sophisticated set of needs than ever before,” said Navid Mahmoodzadegan, Co-President of Moelis & Company. “Moelis’ Private Fund Advisory business is a key piece of our Firm’s ability to serve sponsors through their entire business cycle from initial fundraise through asset monetization, offering creative solutions throughout. We’re thrilled to further strengthen this business with Vincent now on board.”

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 from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

New York, September 13, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Igor Sokolovsky as a Managing Director in the Firm’s Mergers & Acquisitions group, providing senior level advisory solutions to clients across a variety of sectors with a focus on healthcare. He is based at the Firm’s New York headquarters.

Igor joins from Guggenheim Securities where he spent eight years as a Managing Director focusing on M&A transactions across the healthcare, media and information services sectors. Previously he held investment banking roles in healthcare M&A at Citigroup, J.P. Morgan and Lehman Brothers. Before his career in investment banking, Igor served as a management consultant at Stern Stewart & Company.

“Strategic transactions remain an important avenue for corporates, boards and sponsors to incorporate the accelerating advancements in technology into their growth plans,” said Jeff Raich, Co-President of Moelis & Company. “Igor brings expertise across a number of important sectors which will bolster our ability to provide comprehensive advice to our clients as they ensure their strong positioning for the future.”

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 from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

New York, July 27, 2022

New York, July 26, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that John Kimm has joined the Firm as Managing Director based in New York.  He will provide senior level advisory solutions to clients on important strategic transactions across a variety of sectors with a focus on mergers & acquisitions.

John joins from Evercore where he spent 11 years as Managing Director focusing on M&A transactions across a broad range of industries including Diversified Industrials, Building Products, Consumer, Food & Beverage and various other sectors, as well as contributing to the growth of Evercore’s advisory alliances in Asia. Previously he held investment banking roles at BofA Securities, Jefferies and Bear Stearns. Before his career in investment banking, John served as a strategy consultant at The Boston Consulting Group and Bain & Company.

“Corporates, boards and financial sponsors continue to view M&A as an important tool for their next phase of growth as they reflect on their positioning in the current environment and their medium to long-term prospects,” said Anton Sahazizian, Global Head of Mergers & Acquisitions. “We’re excited to integrate John into our global platform and believe his exceptional sector credentials and strong track record of identifying cross-border opportunities will be an asset for our clients as they plan strategically for the future.”

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 from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

New York, July 25, 2022

John Momtazee to lead Global Blockchain Group;

Lou Kerner appointed Senior Advisor to the Group

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the launch of its Global Blockchain Group which will provide bespoke advisory services to both corporations utilizing blockchain as well as emerging and leading blockchain companies, including those seeking to build a presence in Web3.

The Group is led by John Momtazee, Moelis & Company Co-Founder and Global Head of Media Investment Banking, and will include a team of senior bankers across multiple industry groups with significant experience in advising blockchain companies.  This dedicated center of excellence will coordinate with the Firm’s partners globally as clients across all sectors assess the growing opportunities presented by this disruptive technology.

In connection with this expanded and dedicated advisory offering, the Firm announced the appointment of Lou Kerner as Senior Advisor to the Global Blockchain Group. As Founder of the CryptoOracle Collective, a Web3 consulting firm, and Partner at Blockchain Coinvestors, a leading venture investor to blockchain and crypto companies, Lou brings nearly a decade of experience working with, leading and investing in blockchain, cryptocurrency, smart contracts and decentralized finance companies.

“The establishment of the Global Blockchain Group demonstrates our commitment to meet our clients in the moment by providing senior-level counsel across both established and emerging industries. With more than 50 unicorns and several decacorns in the sector already and nearly $20 billion of capital raised for blockchain companies last year, blockchain technology is poised to be as transformative to the global business landscape as the Internet was in the late 90s.  Despite the current volatility, we see strong long-term prospects for its application and an increasing need for high quality strategic advice, sources of capital to fund growth and liability management solutions,” said John Momtazee.

“The presence of Moelis as a leading advisor in this space is an important development for the long-term growth of blockchain technology,” said Lou Kerner. “Our combined advisory capabilities, longstanding client relationships and extensive blockchain expertise will help drive the adoption of this transformative technology. I look forward to working with our clients and contributing to Moelis’ culture and reputation as a trusted, long-term advisor.”

Navid Mahmoodzadegan, Co-Founder and Co-President of Moelis & Company, added, “Technological innovation and disruption have been major drivers of transaction activity globally, a trend that will continue to shape the business landscape. As leading investors increasingly look to participate in the substantial value creation that we expect blockchain technology will offer, Moelis & Company’s global platform, strong sponsor relationships, collaborative and agile culture, and entrepreneurial spirit positions us well to help our clients leverage this significant opportunity.”

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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 from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

Media Contact:

Alyssa Castelli

Moelis & Company

T: + 1 212 883 3802

M: + 1 646 341 0048

[email protected]

Investor Contact:

Investor Relations

T: +1 212 883 3800

[email protected]

New York, July 06, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its second quarter 2022 financial results after the market closes on Wednesday, July 27^th, 2022.

Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (July 27, 2022) 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 1-844-200-6205 (domestic) or 1-929-526-1599 (international) and using access code 512015. 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 1-866-813-9403 (domestic) or +44 204 525 0658 (international); the conference number is 086051.

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 from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

New York, June 21, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Justin Craig has joined the Firm as Managing Director, providing strategic and financial advice to consumer and retail clients with a focus on food and beverage. Based in New York, he joins Moelis & Company’s Consumer & Retail team.

Justin was previously with Morgan Stanley for 12 years, where he led the food investment banking practice as a Managing Director.  In addition to food and beverage, Justin’s expertise also spans the consumer and retail landscape more broadly — including the consumer discretionary, pet, optical and auto services sectors. Justin has advised clients throughout the corporate lifecycle and across disciplines, with experience in M&A, leveraged buyouts, IPOs, debt and equity capital raising, shareholder defense and other strategic transactions.

“As the food and beverage industry continues to evolve and seek new avenues for growth against an ever-changing consumer backdrop, Justin brings the optimal mix of sector knowledge, deal experience and strong relationships with both corporates and sponsors to help our clients position themselves strategically amid a complex environment,” said Augusto Sasso, Managing Director at Moelis & Company. “We’re thrilled to have him join our growing Consumer & Retail platform, expanding the advice we provide to clients across this 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, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

New York, June 06, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Navid Mahmoodzadegan, Co-President, is scheduled to speak at the Morgan Stanley U.S. Financials, Payments & CRE Conference on Monday, June 13^th at 9:30am Eastern Time.

The live audio webcast will be available through the Investor Relations section of the Moelis & Company website at www.investors.moelis.com. For those unable to listen to the live webcast, a replay will be available for 90 days on the same website following the conference.

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 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 from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

New York, April 27, 2022

New York, April 11, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its first quarter 2022 financial results after the market closes on Wednesday, April 27^th, 2022.

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, 2022) 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 1-844-200-6205 (domestic) or 1-929-526-1599 (international) and using access code 137951. 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 1-866-813-9403 (domestic) or +44 204 525 0658 (international); the conference number is 124957.

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 from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

New York, February 09, 2022

New York, January 13, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its full year and fourth quarter 2021 financial results after the market closes on Wednesday, February 9^th, 2022.

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 (February 9, 2022) 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 Fourth Quarter 2021 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 2005994.

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 from 21 geographic locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

New York and London, December 14, 2021

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of James Nichols as Managing Director, providing strategic and financial advice to business services clients across Europe. Based in London, he joins in February and will build on the success of the Firm’s global Business Services franchise.

Mr. Nichols joins Moelis & Company from DC Advisory where he served as Managing Director and co-led Business and Healthcare Services in the UK after moving across from the firm’s Financial Sponsors Group. He has nearly 15 years of investment banking experience across mergers & acquisitions, equity capital markets, recapitalizations and other strategic advisory. Prior to DC, he spent five years at Investec and Credit Suisse.

“Traditional services businesses across multiple verticals continue to transform and evolve, driven by the competitive advantages of scale and technology. As services represent a large part of the European economy and the momentum of transactions in Europe is accelerating, the addition of James to our team will help us serve the needs of sponsors and strategic buyers who are looking for the right assets and opportunities for growth within the sector,” said Yorick van Slingelandt, Managing Director and Co-Head of Europe at Moelis & Company.

About Moelis & Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 21 geographic locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

New York, November 30, 2021

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Ken Moelis, Chairman and Chief Executive Officer, is scheduled to speak at the Goldman Sachs US Financial Services Conference on Wednesday, December 8 at 2:20 p.m. Eastern Time.

The presentation and a live webcast will be available through the Investor Relations section of the Moelis & Company website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for 180 days on the same website following the conference.

About Moelis & Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 21 geographic locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.