News

New York & London, September 30, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that it has been named Investment Bank of the Year for Private Placements at The Banker Magazine’s 2020 Investment Banking Awards.

The Banker’s Investment Banking Awards recognize the institutions that deliver industry-leading service for their clients. In recognizing Moelis’ private placement capabilities, the judging panel praised the Firm’s ability to demonstrate “strong outcomes for clients at a time of market disruption.”

Navid Mahmoodzadegan, Co-President of Moelis & Company, said, “In the past six months our clients have faced an unprecedented need for liquidity and high quality advice as COVID-19 disrupted business operations. We are pleased The Banker has recognized our ability to deliver a virtual balance sheet for clients, across both debt and equity private placements, in one of the most challenging economic environments. We have recently doubled the size of our capital markets team and are incredibly excited about our expanded capabilities and continuing to build on our tremendous momentum.”

Earlier this year Moelis & Company strengthened its capital markets capabilities by appointing two new Managing Directors, including Angus Whelchel as Head of Private Capital Markets and Steven Halperin at Head of Equity Public Markets. Together they work with the Firm’s global network of sector and product bankers to deliver unique capital solutions to clients.

The Banker recognized Moelis & Company’s deal expertise in its 2020 Deal of the Year awards, awarding the Firm five wins on deals spanning Europe, the Americas and Asia-Pacific.

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

New York, July 29, 2020

New York, July 22, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Jerry Kern as a Senior Advisor providing strategic advice to companies in the media and telecommunications sectors, and in Colorado where he is based.

Mr. Kern brings with him extensive experience in dealmaking across the media and telecommunications sectors, having served as the President of Kern Consulting, LLC since 1997. He has also been a Senior Advisor to Guggenheim Partners. A lawyer by training, he spent many years as the principal outside legal counsel to TCI and Liberty Media, later bringing his media sector and deal knowledge to On Command Corporation where he served as Chairman and CEO, and to TCI as Vice Chairman and a member of the board of directors. He has also worked at Nomura Securities International, and broadband and mobile consultant Enki Strategic Advisors. He is currently CEO and Chairman of the Board of Trustees of the Colorado Symphony Association.

Navid Mahmoodzadegan, Co-President of Moelis & Company, said, “The current environment created by COVID-19 has illustrated how important technology and connectivity are to business and personal communications. As our clients navigate these unprecedented times and the outlook for dealmaking improves, they will benefit from Jerry’s extensive industry experience.”

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

New York, July 08, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its second quarter 2020 financial results after the market closes on Wednesday, July 29^th, 2020.

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 29^th, 2020) 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 2020 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 10145383.

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 20 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, June 18, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointments of Steven Halperin and Angus Whelchel as Managing Directors to expand and enhance the Firm’s capital markets capabilities. Based in the New York office, Mr. Halperin joins the Firm on July 13 and Mr. Whelchel on August 4.

The additions of Mr. Halperin as Head of Equity Public Markets and Mr. Whelchel as Head of Private Capital Markets enhance the Firm’s ability to provide the full suite of capital solutions to clients.  Together they will broaden and deepen the Firm’s public and private market origination and distribution capabilities and lead an expanded structured capital markets effort, further strengthening the existing platform.  Mr. Halperin and Mr. Whelchel will join Moelis & Company’s globally connected network and work closely with the Firm’s sector, M&A and restructuring bankers to structure and execute innovative financing solutions and provide product agnostic advice to clients around the globe.

Navid Mahmoodzadegan, Co-President of Moelis & Company, said, “The hiring of Steven and Angus, two world class capital markets bankers, solidifies our ability to provide the full range of innovative capital solutions to our clients to help fund growth and address their liquidity needs as we have recently demonstrated, raising more than $13 billion for 14 clients in the past two months.”

Mr. Halperin joins Moelis from Barclays in New York and London, having spent 21 years in the industry, most recently as Americas Head of Equity-Linked & Hybrid Solutions. Prior to that role, he was Co-Head of EMEA Equity Capital Markets after leading EMEA Equity-Linked Origination. Mr. Halperin began his career at Lehman Brothers having worked in various capital markets roles.

Mr. Whelchel joins from Barclays, having been based in New York and London, most recently as Global Head of Private Capital Markets. He has more than 20 years of experience in the industry having worked at GE Capital and Lehman Brothers. He has helped clients raise over $200 billion of private capital globally across all industries and brings an expansive network of deep relationships with investors in the private capital markets.

Mr. Mahmoodzadegan added, “Increasingly, clients are looking for more specialized and unconflicted advice that comes from the independent banks on how to navigate their complex financing needs. From accumulating equity as part of an acquisition strategy to advice on IPOs, PIPEs, SPACs, equity derivatives, convertibles, term loans and notes, rights offerings to growth equity raises and other structured products, Steven and Angus cover the full spectrum of capital markets’ needs, both public and private, debt and equity.”

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 20 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 & London, June 04, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Philippe Gallone as Managing Director in the Global Healthcare Group based in the Firm’s London office.

Dr. Gallone joins from Morgan Stanley, where he served as Managing Director and Co-Head of EMEA Healthcare Banking since 2016. He has more than 15 years of investment banking experience, having advised on over $200 billion worth of M&A transactions during that time. Dr. Gallone started his investment banking career at Credit Suisse First Boston, and is a physician by training. He received his medical degree from the University of Lausanne, and an M.B.A. from Georgetown University.

Ken Moelis, Chairman and CEO of Moelis & Company, said: “The healthcare sector globally is facing some of its biggest challenges amid the COVID-19 crisis. These unprecedented conditions, however, are planting the seeds of innovation that will transform the entire healthcare system in the years to come. Philippe’s banking acumen, experience in healthcare, and background in medicine give him an excellent platform from which to provide healthcare companies the financial and strategic advice they will need to navigate the next phase of innovation across the entire healthcare supply chain, from drug research and development to the delivery of patient care.”

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 20 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, May 29, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Navid Mahmoodzadegan, Co-President, is scheduled to present at the Morgan Stanley Virtual U.S. Financials Conference on Tuesday, June 9, 2020 at 2:30 p.m. Eastern Time.

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

About Moelis & Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 20 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 & London, May 05, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced it received five awards from The Banker Magazine’s 2020 Deals of the Year Awards including three restructuring advisory accolades across Europe, the Americas and Asia Pacific.

The Firm was honored with the following awards:

• Restructuring Deal of the Year in the Americas for advising iHeart Media on its $16.2bn restructuring;
• Restructuring Deal of the Year in Europe for its role as exclusive financial advisor to Steinhoff International N.V. relating to the restructuring of €11.9bn of liabilities;
• Restructuring Deal of the Year in the Asia Pacific Region for its role as exclusive financial advisor to the Ad Hoc Committee of USD Offshore Noteholders on China Singyes Solar Technologies Holdings’ RMB5.8bn financial restructuring;
• Middle East Equities IPO Deal of the Year for its role as Special Advisor to the Saudi Arabian Oil Company (“Saudi Aramco”) on its $29.4bn initial public offering on the Saudi Stock Exchange (Tadawul); and
• M&A Deal of the Year in Europe for its role as financial advisor to Galapagos NV on its collaboration with Gilead Sciences.

Jeff Raich and Navid Mahmoodzadegan, Co-Presidents of Moelis & Company, said, “We are honoured to be recognized by The Banker for our strength in M&A, Restructuring and Capital Markets advisory. We are well positioned to help our clients globally, whether that includes innovative solutions for managing liquidity and liabilities, strategic deal opportunities or capital raising during these uncertain times.”

In December last year, Moelis & Company was named 2019 Restructuring Adviser of the Year by IFR Magazine.

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 20 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, April 22, 2020

New York, April 15, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Mark Renton as Managing Director in the Oil & Gas Group.  Effective this week, Mr. Renton is based in New York.

Mr. Renton has more than 30 years of experience advising clients in the United States and internationally, with his primary focus in energy particularly in the upstream and oilfield services sectors.  He has held a number of senior investment banking roles, most recently as Managing Director of the Energy Group at Lazard Frères & Co. and previously Vice Chairman of the Global Energy Group at Citigroup Global Markets.  Also at Citigroup, Mr. Renton was Co-Head of the Public Sector Group where he oversaw strategic advisory, capital markets and transaction services engagements with government and public sector entities globally.

David Cunningham, Head of US Oil & Gas at Moelis & Company, said, “With energy companies throughout the world experiencing unprecedented challenges, Moelis is well positioned to provide clients with the financial solutions needed to navigate this volatile period.  Our clients will benefit from Mark’s experience advising oil and gas companies around the globe across all of our core capabilities in M&A, capital solutions, and restructuring & recapitalizations.”

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 20 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, April 08, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its first quarter 2020 financial results after the market closes on Wednesday, April 22, 2020.

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 22, 2020) 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 2020 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 10142177.

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 20 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, April 01, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Dennis Cornell as Managing Director in the Private Equity Solutions Group which provides seamless industry, product and execution capabilities to financial sponsors and their portfolio companies. Mr. Cornell is based in New York.

With more than 20 years of investment banking experience at Morgan Stanley, Mr. Cornell was most recently Co-Head of Energy Investment Banking in the Americas, previously Head of Middle East North Africa (MENA) Sovereign Wealth Fund and Private Equity Fund Coverage based in Dubai, and held the position of Managing Director in the Financial Sponsors Group for about 10 years. Mr. Cornell began his investment banking career at Merrill Lynch & Co., and has also served as a Lieutenant and Nuclear Engineer in the United States Navy.

Jeff Raich, Co-President of Moelis & Company, said, “Throughout his banking career, Dennis has been a trusted advisor to financial sponsors and corporate clients, particularly in the energy sector, as they evaluated their strategic options. Never has this been more important than in these turbulent times as companies look to navigate this challenging global environment. His experience with financial sponsors, coupled with his international and cross-sector expertise, will provide clients with the immediate balance sheet advice they need while also identifying potential new investments for those companies looking for opportunities.”

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 20 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, February 10, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Duncan Herrington as a Managing Director advising corporates on preparing for and responding to contested situations, including shareholder activism. Working alongside Craig Wadler, Managing Director, and team, Mr. Herrington will join the Firm’s New York office and start on March 19, 2020.

Jeff Raich, Co-President of Moelis & Company, said, “All public companies are a potential target so public company boards and management teams must be proactive and informed. This includes identifying where vulnerabilities are and having a response plan and advisor team in place well in advance of an activist approach.”

Mr. Wadler said, “The Moelis team has experience covering every aspect of the activist landscape with the collective ability to bring a shareholder mentality to defense discussions. Duncan’s appointment reinforces our commitment to working with corporates on pre-activist strategies such as performance evaluation, capital allocation and efficiency, M&A potential, corporate governance, and evaluating the shareholder base.”

Mr. Herrington joins from Raymond James where he was Managing Director, Head of the Activism Response & Contested Situations. During his 17 year career, he has worked at Credit Suisse in New York and London. Prior to Credit Suisse, Mr. Herrington was an M&A lawyer based in the London office of Paul Weiss Rifkind Wharton & Garrison.

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

New York, February 05, 2020

New York, January 10, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its full year and fourth quarter 2019 financial results after the market closes on Wednesday, February 5, 2020.

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 5, 2020) 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 2019 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 10138064.

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 20 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.