Senior Leadership Team

Displaying: Los Angeles

Senior Leadership Team

Brian Callaci
Managing Director
Los Angeles

T: +1 310 443 2310

Brian Callaci is a Managing Director at Moelis & Company where he is responsible for advisory efforts in the food, beverage and consumer product sectors. Mr. Callaci has over 26 years of investment banking experience advising corporate clients, private equity firms and family owners on a wide range of transactions including M&A, divestitures, defense, joint ventures, leveraged buyouts, initial public offerings, common equity, preferred stock and debt financings. Prior to joining Moelis & Company, he was Co-Head of the Consumer Investment Banking Group at Bank of America Merrill Lynch. Prior to his 17-year career at Bank of America Merrill Lynch, Mr. Callaci worked at Salomon Brothers Inc. as an Analyst and Associate.

Mr. Callaci holds a B.S. from the University of Illinois (high honors) and an M.B.A. from the Kellogg School of Management at Northwestern University.

Senior Leadership Team

Robert J. Flachs
Managing Director
Los Angeles

T: +1 310 443 2326

Rob Flachs is a Managing Director at Moelis & Company where he specializes in recapitalization and restructuring advisory. Mr. Flachs has over 20 years of restructuring, investment banking and related experience. He has advised companies and creditors across a broad range of industries in recapitalizations, in-court and out-of-court restructurings, financings and distressed M&A. Prior to joining Moelis & Company, Mr. Flachs was a Managing Director in the Recapitalization & Restructuring group at Jefferies & Company. Before that, he was an attorney at both Guth Rothman & Christopher and Irell & Manella.

Mr. Flachs graduated summa cum laude with a B.A. from UCLA and holds a J.D. from Harvard Law School.

Senior Leadership Team

Stuart Goldstein
Managing Director
Los Angeles

T: +1 310 443 2380

Stu Goldstein is a Managing Director at Moelis & Company where he specializes in advising clients across the technology sector. Mr. Goldstein has over 20 years of investment banking experience and has provided strategic advisory services to technology companies on the full spectrum of corporate finance matters, with an emphasis on M&A transactions. Prior to joining Moelis & Company, he held several senior level positions at Citigroup including Head of West Coast Technology Investment Banking and Managing Director in the M&A group. Previously, Mr. Goldstein was a law clerk for the Honorable Anthony J. Scirica of the Third Circuit Court of Appeals.

Mr. Goldstein holds a B.S in Finance from The Wharton School at the University of Pennsylvania, a B.A. in History from the University of Pennsylvania and a J.D. from Harvard Law School.

Senior Leadership Team

Carlos Jimenez
Managing Director
Los Angeles

T: +1 310 443 2338

Carlos Jimenez is a Managing Director at Moelis & Company, where he focuses on the digital media, entertainment and technology industries. Mr. Jimenez has over 14 years of investment banking experience and has completed a number of high profile transactions, including mergers and acquisitions, debt and equity financings, leveraged buyouts and restructurings. During his career, Mr. Jimenez has provided strategic advice and innovative solutions to a broad spectrum of marquee clients focused on digital media, film and television, music, sports, gaming, e-commerce, marketing and talent management. Prior to joining Moelis & Company, Mr. Jimenez was an Associate at Lehman Brothers in the Leveraged Finance Group working on leveraged buyouts, recapitalizations and strategic acquisition financings. Prior to that, he was an Analyst in the Financial Institutions Group at Lehman Brothers.

Mr. Jimenez holds a B.A. in Economics with distinction from Yale University.

Senior Leadership Team

Daniel Lee
Managing Director
Los Angeles

T: +1 310 443 2375

Daniel Lee is a Managing Director at Moelis & Company where he provides strategic and financial advice to clients on M&A transactions across a range of industries, with a focus on public company and special committee transactions. He also chairs Moelis & Company’s Fairness and Valuation Committee. Mr. Lee has approximately 20 years of investment banking experience. Prior to joining Moelis & Company, he was a Managing Director in the M&A Group at Macquarie Capital, Co-Head of UBS Investment Bank’s Exclusive Sales Group and Head of West Coast M&A and in the investment banking division at Bear, Stearns & Co.

Mr. Lee holds a B.S. in Economics from The Wharton School at the University of Pennsylvania and a J.D. from The University of Pennsylvania Law School.

Senior Leadership Team

Navid Mahmoodzadegan
Co-President
Los Angeles

T: +1 310 443 2311

Navid Mahmoodzadegan is Co-President and a Founding Partner of Moelis & Company. Mr. Mahmoodzadegan’s expertise are rooted in a deep understanding of the broadcasting, cable, publishing, entertainment, satellite and digital media sectors. Prior to Moelis & Company, Mr. Mahmoodzadegan spent six years at UBS, most recently as the Global Head of Media Investment Banking, and was a member of the UBS Investment Banking Department Americas Executive Committee. He began he began investment banking career at Donaldson, Lufkin & Jenrette.

Mr. Mahmoodzadegan holds an A.B. from the University of Michigan (Phi Beta Kappa) and a J.D. from Harvard Law School (magna cum laude). He currently serves as Chairman of the Carlthorp School Board of Trustees.

Senior Leadership Team

Michele Miyakawa
Managing Director
Los Angeles

T: +1 310 443 2344

Michele Miyakawa is a Managing Director at Moelis & Company where she oversees the Human Capital Management, Investor Relations, Marketing & Communications and Business Services departments. Ms. Miyakawa has over 20 years of experience in the finance industry. Prior to joining Moelis & Company, she was an Executive Director in the Media Group at UBS Investment Bank where she advised clients on mergers and acquisitions, leveraged buyouts, recapitalizations and other equity and debt transactions. Prior to UBS, Ms. Miyakawa was an investment banker at Donaldson, Lufkin & Jenrette. Ms. Miyakawa also served as a Board Member of the Hollywood Hills West Council and as a Director at the Children’s Bureau of Southern California Foundation.

Ms. Miyakawa holds a B.S. in Economics from The Wharton School at the University of Pennsylvania and an M.B.A. from Harvard University. She currently serves on the Board of Trustees for the Center for Early Education.

Senior Leadership Team

John Momtazee
Managing Director
Los Angeles

T: +1 310 443 2322

Since co-founding Moelis & Company in 2007, Mr. Momtazee has advised clients across several media sectors, including diversified media, cable television, broadcast television, broadcast radio, digital media, entertainment, publishing and outdoor advertising. Mr. Momtazee has advised and financed many of the largest, most sophisticated media clients and worked extensively with leading financial sponsors. Prior to Moelis & Company, Mr. Momtazee was a Managing Director in the Global Media Group and the Head of Broadcasting Investment Banking at UBS Investment Bank. Mr. Momtazee was previously an investment banker at Donaldson, Lufkin & Jenrette and then served as the Chief Financial Officer of The .TV Corporation. In 2009, Mr. Momtazee was honored as Investment Dealers’ Digest’s “40 Under 40” and has also been recognized in the Power 100 by Broadcasting & Cable and Mutichannel News.

Mr. Momtazee holds an A.B. in Quantitative Economics and an M.S. in Engineering Economic Systems from Stanford University and an M.B.A. and J.D., both with honors, from the University of Chicago. He currently serves on the Dean of Research Advisory Council for Stanford University and the Law School Council for the University of Chicago.

Senior Leadership Team

Jeffrey Raich
Co-President
Los Angeles

T: +1 310 443 2345

Jeff Raich is Co-President and a Founding Partner of Moelis & Company. Mr. Raich has been in the investment banking industry for 28 years and has advised on over 150 M&A transactions across a broad spectrum of industries. Previously, Mr. Raich was the Head of M&A at Moelis & Company and was instrumental in the build-out of the Firm’s M&A platform since its inception. Under his leadership in this role, the Firm soon became one of the leading boutique M&A advisory firms in the world. Prior to joining Moelis & Company, Mr. Raich was the Joint Global Head of M&A at UBS Investment Bank, where he founded UBS’s Exclusive Sales and Divestitures Group. While at UBS, he was a member of the UBS Investment Bank Board, the UBS Global Management Committee and the Investment Banking Department Americas Executive Committee and was Co-Head of Investment Banking Los Angeles.  Prior to joining UBS, Mr. Raich was a Managing Director and Head of West Coast Mergers and Acquisitions at Donaldson, Lufkin & Jenrette. He began his career as an investment banker with PaineWebber.

Mr. Raich holds a B.S. with Distinction in Commerce from The McIntire School of Commerce at the University of Virginia (Beta Gamma Sigma). He is a member of the McIntire School of Commerce Advisory Board at the University of Virginia and a Board Member of the UCLA Health System. Mr. Raich also serves on the Marlborough School Board of Trustees and The Posse Foundation National Board of Directors.

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Senior Leadership Team

Craig Wadler
Managing Director
Los Angeles

T: +1 310 443 2330

Craig Wadler is a Managing Director at Moelis & Company where he specializes in shareholder advisory and activist defense. Mr. Wadler has more than 20 years of investment banking experience, providing strategic advice to both hedge funds and corporations facing activist investors and other contested shareholder situations. Prior to joining Moelis & Company, he was a Managing Director at Credit Suisse where he was a founding member of the Hedge Fund Advisory business, which focused on working with portfolio companies and investments of hedge fund clients. Previously, Mr. Wadler worked at UBS Investment Bank where he founded a Hedge Fund coverage business in 2005. Prior to joining UBS Investment Bank, Mr. Wadler worked at Donaldson, Lufkin & Jenrette.

Mr. Wadler holds a B.S. from Indiana University and an M.B.A. from Columbia University.