Senior Leadership Team

Senior Leadership Team

Stanley W. Holtz
Managing Director
Chicago

T: +1 312 589 3010

Stan Holtz is a Managing Director at Moelis & Company. Mr. Holtz has over 20 years of investment banking experience, most recently as a Managing Director and Head of US Telecom Investment Banking at Bank of America. While at Bank of America, Mr. Holtz built a leading franchise advising telecom companies on mergers and acquisitions, debt and equity financings, restructurings and leveraged buyouts. Prior to joining Bank of America, Mr. Holtz was a Managing Director and Head of US Wireless Communication Services Investment Banking at UBS as well as a Managing Director in the Media and Telecommunications Group at Donaldson, Lufkin & Jenrette.

Mr. Holtz holds a B.S. from DePaul University and an M.B.A. from the University of Chicago.

Senior Leadership Team

Matthew Hughes
Managing Director
New York

T: +1 212 883 6325

Matt Hughes is a Managing Director at Moelis & Company. Mr. Hughes has over 15 years of corporate finance experience with a focus on mergers and acquisitions. He has extensive buy-side and sell-side experience across a range of industries, offering perspective from both sides of table in public and private transactions. Prior to joining Moelis & Company in 2013, Mr. Hughes spent six years at Morgan Stanley in the Mergers & Acquisitions group. Previously, he held various positions at Merrill Lynch and the Bank of Tokyo-Mitsubishi in investment banking and corporate finance.

Mr. Hughes holds a B.A. in Economics from Columbia College and an M.B.A. from Columbia Business School.

Senior Leadership Team

Ramy Ibrahim
Managing Director
London

T: +44 207 634 3601

Ramy Ibrahim is a Managing Director at Moelis & Company, where he focuses on advising clients in the Gaming, Real Estate, Hospitality and Leisure industries. Mr. Ibrahim has over 17 years of investment banking and entrepreneurship experience. He joined Moelis & Company in early 2008 and has since worked in the Firm’s New York, Dubai and London offices. Mr. Ibrahim has advised clients in the U.K., Europe, Middle East, and United States on a broad range of mergers and acquisitions, debt and equity capital raises, and corporate and sovereign restructurings and recapitalizations.

Mr. Ibrahim holds a B.B.A. in Entrepreneurship and International Studies from The Bauer College of Business at the University of Houston and an M.B.A. from the Jones Graduate School of Business at Rice University, where he received the honorable M.A. Wright Award.

Senior Leadership Team

Zul Jamal
Managing Director
New York

T: +1 212 883 3813

Zul Jamal is a Managing Director at Moelis & Company. Mr. Jamal has extensive investment banking experience and focuses on in-court and out-of-court recapitalizations and restructurings for companies, creditors and acquirers across a wide range of industries. Prior to joining Moelis & Company in 2008, 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.

Mr. Jamal graduated magna cum laude with a B.S. in Economics from The Wharton School at the University of Pennsylvania.

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

Brian Jinks
Managing Director
Houston

T: +1 713 343 4763

Brian Jinks is a Managing Director at Moelis & Company where he specializes in advising companies in the midstream oil and gas and Master Limited Partnerships (MLPs) sectors. Mr. Jinks has over 17 years of investment banking experience and has advised on the origination and execution of a full spectrum of transactions in the midstream and MLP sectors, including strategic advisory, M&A and capital raises. Previously, Mr. Jinks was Managing Director at Deutsche Bank where he led the midstream and MLP coverage efforts. Prior to Deutsche Bank, he spent seven years at Lazard and Credit Suisse as a member of their respective Energy Investment Banking teams.

Mr. Jinks holds a B.A. in Economics from The University of Texas at Austin and an M.B.A. with honors from the McCombs School of Business at The University of Texas at Austin.

Senior Leadership Team

Costas Kalisperas
Managing Director
London

T: +44 207 634 3645

Costas Kalisperas is a Managing Director at Moelis & Company where he focuses on advising clients in the retail sector. Mr. Kalisperas has over 20 years of corporate finance and advisory experience working with retail companies globally. Most recently, he served as a Managing Director and Co-Head of the Consumer Retail Group for EMEA at Barclays. Previously, Mr. Kalisperas was a Director on the Consumer & Retail teams at both Lehman Brothers and Credit Suisse.

Mr. Kalisperas holds a LL.B. (Honors) from Nottingham University and an M.B.A. from the Columbia Business School. He has also previously qualified as both a Barrister and Solicitor.

Senior Leadership Team

Steven Katz
Managing Director
Melbourne

T: +61 3 8650 8615

Steven Katz is a Managing Director at Moelis & Company Australia. Mr. Katz has over 13 years of investment banking experience advising clients on mergers and acquisitions transactions across a variety of industries, with particular expertise in the financial sponsor, consumer & retail and general industrials sectors. Prior to joining Moelis & Company, Mr. Katz was Managing Director and Head of Financial Sponsor Advisory (Australia) at CIMB Group. Prior to that, Mr. Katz was a Director at RBS in the investment banking group and a Director at ABN AMRO.

Mr. Katz holds a B.Comm (Honors First Class) and a B.S. from the University of Melbourne.

Senior Leadership Team

Jonathan Kaufman
Managing Director
San Francisco

T: +1 415 870 2830

Jonathan Kaufman is a Managing Director at Moelis & Company where he focuses on financial and strategic advisory in the Financial Technology sector globally. Mr. Kaufman has over 15 years of experience advising firms in the technology and financial services sectors. His strategic advisory expertise spans the entire spectrum of FinTech sub-verticals, including payments, capital markets, wealth management, data and analytics, insurance, banking, lending, and risk and compliance technologies, among others. He has advised clients on buy-side and sell-side M&A, debt and equity financings, IPOs, leveraged buyouts, divestitures and recapitalizations. Prior to joining Moelis & Company, Mr. Kaufman was a Senior Managing Director at Marlin & Associates, and he was also a senior investment banker at UBS and Deutsche Bank. In 2015, Mr. Kaufman was recognized by The M&A Advisor as a “40 Under 40 Dealmaker”, and he was named as a finalist for “Investment Banker of the Year” in 2017 by The M&A Advisor.

Mr. Kaufman holds a B.A. in Philosophy and Economics from Union College and an M.B.A. from the Darden School of Business at the University of Virginia. He is a registered securities representative and holds series 7, 79 and 63 licenses.

Senior Leadership Team

Jonathan Kaye
Managing Director
New York

T: +1 212 883 3540

Jonathan Kaye is a Managing Director at Moelis & Company where he focuses on advising clients in the Business & Industrial Services sector. Mr. Kaye has over 15 years of investment banking experience and was most recently a Managing Director in the Global Mergers & Acquisitions group at Citigroup. Previously, he held investment banking roles at JP Morgan and equity research roles in the asset management sector. Mr. Kaye has advised clients on a variety of domestic and cross border mergers and acquisitions transactions and financings, as well as special committee, shareholder activist and event driven situations.

Mr. Kaye holds a B.A. from Tufts University and a J.D., cum laude, from Duke University School of Law.

Senior Leadership Team

Adam Keil
Managing Director
New York

T: +1 212 883 3829

Adam Keil is a Managing Director at Moelis & Company. Mr. Keil has extensive experience advising debtors, creditors and equity holders on a wide variety of restructuring transactions across a broad range of industries including technology, media, telecommunications, real estate, retail and general industrials. Prior to joining Moelis & Company, Mr. Keil spent almost eight years in the Recapitalization and Restructuring Group at Jefferies & Company.

Mr. Keil holds a B.S. in Economics with concentrations in Finance and Entrepreneurial Management from The Wharton School at the University of Pennsylvania.

Senior Leadership Team

Chris Kirsten
Managing Director
New York

T: +1 212 883 4216

Chris Kirsten is a Managing Director at Moelis & Company where he focuses on Private Funds Advisory. Mr. Kirsten has over 25 years of securities distribution and investment banking experience. Most recently, Mr. Kirsten was a Managing Director and Chairman of Greenhill’s Private Capital Advisory Group. Previously, he was a Managing Director and Global Head of Lehman Brothers’ Private Fund Marketing Group and prior was a Director in the Private Equity Finance Group at Deutsche Bank.  Mr. Kirsten’s private equity experience involved helping source, position and raise numerous buyout, venture, growth and real estate funds for financial sponsors. Mr. Kirsten began his career in institutional fixed income sales and management at Nomura and Citicorp.

Mr. Kirsten holds a B.A. in Psychology from the University of Pennsylvania, an M.B.A. from Columbia Business School and is a Chartered Financial Analyst. He also serves as a Columbia Business School Private Equity Fellow.

Senior Leadership Team

Barak Klein
Managing Director
New York

T: +1 212 883 3877

Barak Klein is a Managing Director at Moelis & Company. Mr. Klein has over 18 years of investment banking and asset management experience. Prior to Moelis & Company, Mr. Klein was a member of the CR Intrinsic-General Distressed Group, investing in work-out and special situations at SAC Capital Advisors. Mr. Klein was previously a Senior Vice President at Jefferies Asset Management and prior to this was a Vice President in the Restructuring & Recapitalization Group at Jefferies & Company. Mr. Klein began his career in the Financial Restructuring Group at Houlihan, Lokey, Howard & Zukin.

Mr. Klein holds a B.S. in Economics from the Wharton School at the University of Pennsylvania.

Senior Leadership Team

Lawrence Kwon
Managing Director
New York

T: +1 212 883 3852

Larry Kwon is a Managing Director at Moelis & Company. Mr. Kwon has over 14 years of investment banking and advisory experience and is primarily focused on advising clients in the real estate, gaming, lodging and leisure industries on a wide variety of corporate finance matters including mergers and acquisitions, recapitalizations and restructurings, and debt and equity capital raisings. Mr. Kwon has advised clients in both domestic U.S. transactions as well as numerous cross-border transactions involving parties in Asia, Canada, Mexico and the Middle East. Prior to joining Moelis & Company, Mr. Kwon was a member of the Recapitalization & Restructuring Group at Jefferies & Company and a management consultant at Accenture.

Mr. Kwon holds a B.A. in Economics and History from Tufts University.

Senior Leadership Team

Stan Lai
Managing Director
New York

T: +1 212 883 3550

Stan Lai is a Managing Director at Moelis & Company. Mr. Lai was most recently a Managing Director and Head of Private Placements at Bank of America Merrill Lynch. At Bank of America Merrill Lynch, Mr. Lai oversaw a leading and diversified private capital advisory platform where he originated, structured and executed a wide variety of privately negotiated equity, mezzanine, structured securities and illiquid portfolio monetization transactions for public and private clients across all sectors. Prior to that, he worked within the Private Funds Placement Group at Merrill Lynch. Previously, Mr. Lai was an investment banker at Salomon Brothers and was a member of the Restructuring Practice at Deloitte & Touche.

Mr. Lai holds an A.B. from Harvard University and an M.B.A. from the Sloan School of Management at MIT.