News

July 08, 2013

Moelis Australia Securities Pty Ltd and Weeden & Co. LP Announce Strategic Alliance for US / Australia Cross Border Equities and Capital Markets Transactions

…execution services and, subject to FINRA approval, for Weeden & Co. to distribute Moelis Australia Securities’ equity research and capital markets transactions into US institutions. Weeden & Co. has hired…

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Moelis Australia Securities Pty Ltd and Weeden & Co. LP Announce Strategic Alliance for US / Australia Cross Border Equities and Capital Markets Transactions

New York and Sydney, July 08, 2013

Moelis Australia Securities Pty Ltd, a subsidiary of Moelis & Company the global independent investment bank, and Weeden & Co. LP, a US full service institutional equity and fixed income broker, today announced a strategic alliance to promote each company’s unique broker dealer offering to each other’s institutional clients. The alliance creates the opportunity to offer reciprocal broker to broker execution services and, subject to FINRA approval, for Weeden & Co. to distribute Moelis Australia Securities’ equity research and capital markets transactions into US institutions.

Weeden & Co. has hired Matthew McCloghry as a Managing Director, selling Australian securities to US institutions. Prior to this appointment, he worked as an equity salesman for Moelis Australia Securities, in Sydney, for five years.

Lance Lonergan, Co-CEO at Weeden & Co., said, “This partnership will provide client access to capital markets transactions, cutting edge research, and global best execution capabilities. By leveraging our respective franchises, we’re providing institutional clients with unique products and world class service.”

Simon Scott, Managing Director at Moelis Australia Securities in Sydney, said, “We are excited to partner with a highly regarded US broker dealer that has deep and long-standing relationships with a wide range of US institutional clients.  In addition, Weeden is known for excellence in global execution and that is a new service we can offer to Moelis’ Australian customers that want to invest outside of our home market.”

Moelis & Company Australia is one of the country’s leading advisory, restructuring and equity capital markets franchises, having advised on several landmark transactions, including SAB Miller’s A$11.7bn acquisition of Foster’s, the A$3.4bn restructure of Nine Entertainment’s debt and Woolworth’s divestment of a A$1.4bn property portfolio by way of a listed, in-specie distribution.

About Weeden & Co.
Since 1922, Weeden & Co. has provided full service execution and trusted advice to over 1,500 US institutional investors on its platform that combines cutting edge technologies with a deep understanding of their clients’ business needs. Headquartered in Greenwich, Connecticut, Weeden & Co. provides premier global outsourced trading solutions complementing a robust prime brokerage offering. For more information, please visit www.weedenco.com.

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 600 employees, Moelis & Company serves its clients around the world through its offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris and Sydney.  For more information, please visit www.moelis.com.

Moelis Australia Securities Pty Ltd is the equities platform of Moelis & Company Australia and is a leader in the research, sales and execution of small-to-mid cap industrial companies. In addition to these securities, Moelis Australia specializes in REITs, Energy and Hedge Fund Advisory.  It is a full trading participant on the Australian Securities Exchange and Chi-X Australia.

News

April 26, 2023

Moelis & Company Announces the Significant Expansion of its Technology Investment Banking Franchise

  Appoints Jason Auerbach as Global Head of Technology Investment Banking Hires 10 Additional Technology-Focused Managing Directors Doubles the Size of its Technology Investment Banking Team   Moelis & Company…

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Moelis & Company Announces the Significant Expansion of its Technology Investment Banking Franchise

New York, San Francisco, and Boston , April 26, 2023

 

Appoints Jason Auerbach as Global Head of Technology Investment Banking

Hires 10 Additional Technology-Focused Managing Directors

Doubles the Size of its Technology Investment Banking Team

 

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the expansion of its technology investment banking franchise with the appointment of Jason Auerbach as the Global Head of Technology Investment Banking, as well as the hiring of 10 additional Managing Directors. These senior hires have joined the Firm in New York, San Francisco, and Boston, expanding the breadth and depth of Moelis’s technology sector coverage and building on its core capabilities. Together with the Firm’s existing technology team, Moelis now has 25 technology-focused MDs globally and has doubled the size of its team.

Jason brings over 25 years of experience in technology investment banking and has advised clients on many of the industry’s most transformative and defining transactions. He joins from SVB Securities where he was the Global Head of Tech Investment Banking. Prior to SVB, he held numerous leadership roles at UBS.

Navid Mahmoodzadegan, Co-Founder and Co-President at Moelis commented, “Expanding our technology franchise to enhance the advice and solutions we provide clients is a strategic priority for our Firm. Jason is an industry leader in technology investment banking with extensive relationships and a proven track record. He is uniquely positioned to lead our efforts in this important sector and build on the momentum of our talented team.”

The significant expansion in coverage has deepened and diversified Moelis’s expertise across a number of technology subsectors including:

  • Application Software – Bob Casey, Robert Jackman, Nathan Laverriere and Raymond Wu expand the Firm’s existing capabilities in application software.
  • Infrastructure & Security Software – Roger Knight and Christopher Montgomery strengthen Moelis’s coverage of the infrastructure and security software sector.
  • Internet & Front Office Software – T. Stephens and Xiaoying Zhong enhance the Firm’s existing internet capabilities and front office software solutions.
  •  Tech Services & Digital Infrastructure – William Goodman adds new sector coverage in tech services and strengthens the Firm’s telecom coverage.
  • FinTech & Payments – Georgi Balinov grows Moelis’s existing FinTech franchise.

The growth in these subsectors complements Moelis’s existing Hardware and Industrial Technology teams and diversifies the Firm’s global capabilities provided to clients not only in technology but across a number of sectors given the far-reaching implications of the industry.

Navid added, “Each of these highly accomplished bankers brings a wealth of experience and expertise that grows our capabilities to support the full technology ecosystem. We are excited to enhance the innovative advice and solutions we provide our clients across one of the largest and fastest-growing sectors of the global economy.”

Ken Moelis, Chairman and Chief Executive Officer at Moelis commented, “We have positioned the Firm with an unlevered balance sheet which has allowed us to add extraordinary talent during a challenging market environment. This investment has greatly enhanced our technology coverage, and we are now even better positioned to advise our clients on their most critical strategic decisions.”

-ends-

 

News

February 19, 2015

Moelis & Company Appoints Dr. Yvonne Greenstreet to Board of Directors

…has over 20 years of experience in the pharmaceutical industry and has held senior roles in research and development, strategy, commercial development and portfolio management. She was formerly Senior Vice…

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Moelis & Company Appoints Dr. Yvonne Greenstreet to Board of Directors

New York, February 19, 2015

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Dr. Yvonne Greenstreet as an independent member of the Board of Directors.

Dr. Greenstreet has over 20 years of experience in the pharmaceutical industry and has held senior roles in research and development, strategy, commercial development and portfolio management. She was formerly Senior Vice President and Head of Medicines Development for Pfizer where she was a member of the Specialty Business global executive team. Dr. Greenstreet also spent 18 years at GlaxoSmithKline, most recently as Senior Vice President and Chief of Strategy for Research and Development and a member of the corporate portfolio management board. She held a variety of positions at GlaxoSmithKline prior to this, including Chief Medical Officer for Europe.

Ken Moelis, Chairman and CEO of Moelis & Company, said, “Yvonne’s wealth of experience in the pharmaceutical industry and her proven track record as a highly regarded business leader will greatly benefit our Firm and our clients. We are delighted to welcome her as Moelis & Company’s newest Board member.”

Dr. Greenstreet currently serves on the Board of Directors of Pacira Pharmaceuticals, a specialty pharmaceutical company focused on the development of products for postsurgical pain control, the Board of Directors of Advanced Accelerator Applications, a radiopharmaceutical company that develops diagnostic and therapeutic products, and the Board of Directors of Indivior, a pharmaceutical company that develops products to treat addiction. She is also a member of the Scientific Advisory Board of the Bill & Melinda Gates Foundation.

Dr. Greenstreet holds a Bachelor of Medicine, Bachelor of Surgery from the University of Leeds, United Kingdom, and an M.B.A. from INSEAD, France.

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 and other corporate finance matters.  The Firm serves its clients with 550 employees based in 17 offices in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

News

April 29, 2009

Moelis & Company Announces Matthew Prest and Charles Noel-Johnson to Join in Recapitalization and Restructuring

…London. “Our team in London is now gaining real momentum, and we continue to expand our offering in Europe to provide clients with financial advisory services in areas which are…

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Moelis & Company Announces Matthew Prest and Charles Noel-Johnson to Join in Recapitalization and Restructuring

London, April 29, 2009

Moelis & Company announced today that Matthew Prest and Charles Noel-Johnson will join the firm’s Recapitalization & Restructuring Group in July and will be based in London. Mr. Prest and Mr. Noel-Johnson, who have worked together for over five years, were previously at Close Brothers where they built a leading European restructuring practice.

The appointments of Mr. Prest and Mr. Noel-Johnson follow Moelis & Company’s announcement on 22nd April that Mark Aedy will join the firm in June as Head of Europe, Middle East and Africa Investment Banking based in London.

“Our team in London is now gaining real momentum, and we continue to expand our offering in Europe to provide clients with financial advisory services in areas which are proving critical in today’s environment,” commented Ken Moelis, Chief Executive Officer of Moelis & Company.  “Adding Matthew and Charles to our team demonstrates our commitment to establish the firm as a premier provider of restructuring advice in Europe.  This important step further strengthens Moelis & Company’s global restructuring franchise, which currently has over 60 professionals advising clients on restructuring matters in the United States.”

Mr. Prest has over 15 years of restructuring experience and will join Moelis & Company as a Managing Director.  Prior to this appointment, Mr. Prest was a Managing Director and Head of the European Restructuring Group at Close Brothers in London where he led a number of complex restructurings across a broad range of industries.  Mr. Prest joined Close Brothers from M&G Investment Management Limited where he was a Director of Restructuring.  Prior to that, he spent eight years at KPMG in both London and Thailand as part of its Restructuring team.

Mr. Noel-Johnson will join Moelis & Company as an Executive Director.  Prior to this appointment, Mr. Noel-Johnson was a Director in the European Restructuring Group at Close Brothers, where during the past eight years he has advised a wide array of corporates, sponsors and creditors across Europe on restructuring and distressed M&A transactions.  Prior to Close Brothers, Mr. Noel-Johnson worked at JPMorgan for two years in Asset Management in both London and New York.

Mark Aedy said, “Matthew and Charles are highly respected bankers in their field and bring long-standing experience in the restructuring arena that will be invaluable to the team here in London.  We look forward to working with them to establish our Recapitalization & Restructuring practice in Europe and provide premium advice to our growing client base.”

About Moelis & Company
Moelis & Company is an 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.  Moelis & Company serves a broad client base through its offices in New York, London, Boston, Chicago and Los Angeles.  For more information, please visit www.moelis.com.

News

February 10, 2020

Moelis & Company announces the appointment of Duncan Herrington as a Managing Director advising corporates on activist strategies

…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…

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Moelis & Company announces the appointment of Duncan Herrington as a Managing Director advising corporates on activist strategies

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.

News

March 27, 2015

Moelis & Company Announces the Appointment of Benjamin Reitzes as a Managing Director Providing Financial and Strategic Advice to Technology Clients

…a Managing Director, Global Sector Coordinator of Technology. He was also the Senior IT Hardware & Telecom/Networking Analyst. In these roles, he led strategy and research teams across nine countries…

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Moelis & Company Announces the Appointment of Benjamin Reitzes as a Managing Director Providing Financial and Strategic Advice to Technology Clients

New York, March 27, 2015

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Benjamin Reitzes as a Managing Director providing financial and strategic advice to clients in its technology advisory business. He will join the Firm in June and will be based in New York.

Mr. Reitzes joins from Barclays, and formerly Lehman Brothers, where he was a Managing Director, Global Sector Coordinator of Technology. He was also the Senior IT Hardware & Telecom/Networking Analyst.  In these roles, he led strategy and research teams across nine countries focused on the impact of areas such as computing and data center technologies. Prior to Lehman Brothers, he was a Managing Director, Global Coordinator of IT Hardware and Senior IT Hardware Analyst at UBS Investment Bank.

Rick Leaman, Managing Partner of Moelis & Company, said, “Ben has more than 17 years of experience in the technology sector and is highly respected in the industry having been ranked among the top three analysts in his areas of expertise by Institutional Investor for 15 consecutive years. He is uniquely positioned to offer high quality advice to our clients ahead of an expected round of consolidation in the sector particularly among hardware companies. We are delighted to welcome him to the Firm as part of our global technology, media and telecom team.”

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 and other corporate finance matters.  The Firm serves its clients with over 550 employees based in 17 offices in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

News

July 01, 2014

Kenneth L. Shropshire, Wharton Professor and Corporate Lawyer, Appointed As An Independent Member of the Moelis & Company Board of Directors

…the sports industry through educational programs, strategic corporate partnerships, high-level student consulting assignments, global forums and research. Mr. Shropshire also serves as Special Counsel to the global law firm Duane…

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Kenneth L. Shropshire, Wharton Professor and Corporate Lawyer, Appointed As An Independent Member of the Moelis & Company Board of Directors

New York, July 01, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Kenneth L. Shropshire, Wharton professor and corporate lawyer, as an independent member of the Board of Directors.

Mr. Shropshire is the David W. Hauck Professor at the Wharton School of the University of Pennsylvania, teaching legal and business aspects of sports; business law and ethics; negotiation and dispute resolution; and diversity and the law. He is the director and founder of the Wharton Sports Business Initiative, a think-tank that generates and disseminates knowledge about the sports industry through educational programs, strategic corporate partnerships, high-level student consulting assignments, global forums and research. Mr. Shropshire also serves as Special Counsel to the global law firm Duane Morris LLP where he practices corporate law with a concentration in sports and business law.

Ken Moelis, Chairman and CEO of Moelis & Company, said, “We are delighted to welcome Ken to the Moelis & Company board so soon after our initial public offering in April. Ken brings new perspectives and a wealth of unique experience to this role which will benefit the Firm, and our clients, greatly.”

Mr. Shropshire is also a consultant to the Miami Dolphins Foundation and the National Football League, where he assists the organization in expanding its player development and social impact program, and he currently leads the research efforts of the Major League Baseball On-Field Diversity Task Force.  His consulting roles have also included work for the NCAA, the NFL Players Association and USA Track and Field, and he was an executive on the organizing committee for the 1984 Los Angeles Olympic Games. Mr. Shropshire is a founder and member of the Board of Directors of the Valley Green Bank in Philadelphia and also serves as a trustee of the Women’s Sports Foundation and the Board of Directors of Peace Players International.  He is a former president of the Sports Lawyers Association, the largest such organization in the world, and Program Chair of the ABA Forum Committee, Sports Law Section.  Mr. Shropshire is the author of numerous books and articles on the business of sports.

Mr. Shropshire is a 1980 graduate of Columbia Law School and a 1977 graduate of Stanford University.

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 and other corporate finance matters.  The Firm serves its clients with nearly 500 employees based in 15 offices in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

Transaction

Premier Oil plc and Chrysaor Holdings Limited’s merger and the reorganization of Premier Oil’s existing finance arrangements

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News

January 20, 2012

Moelis & Company Announces Managing Director Promotions

Moelis & Company today announced that it has promoted the following seven members of its global investment banking business to Managing Director: Abzal Ayubeally, New York Matt Clark, Los Angeles…

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Moelis & Company Announces Managing Director Promotions

New York, January 20, 2012

Moelis & Company today announced that it has promoted the following seven members of its global investment banking business to Managing Director:

Abzal Ayubeally, New York

Matt Clark, Los Angeles

Peter Dixon, Sydney

Amelia Hill, Sydney

Peter Meijer, London

David Miles, Sydney

Sash Rentala, New York

Ken Moelis, Chief Executive Officer of Moelis & Company, said: “Our priority at Moelis & Company is to foster talent internally so we have recognized these exceptional colleagues with this promotion. They are committed to the highest standards of client service and independent financial advice, and are excellent leaders. On behalf of everyone at the Firm, I congratulate them on this great achievement.”

About Moelis & Company
Moelis & Company, recently named Most Innovative Boutique of the Year by The Banker for 2011 and in 2010 and Best Global Independent Investment Bank by Euromoney in 2010, 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 more than 580 employees, Moelis & Company serves its clients through offices in New York, Beijing, Boston, Chicago, Dubai, Hong Kong, Houston,London, Los Angeles and Sydney.  For more information, please visit www.moelis.com.

Biographies:

Abzal Ayubeally
Abzal Ayubeally is a Managing Director at Moelis & Company.  Mr. Ayubeally has significant investment banking experience advising companies in the financial services sector including insurance companies, banks and specialty finance companies on both mergers and acquisitions and capital raising transactions.  Mr. Ayubeally’s extensive M&A transaction experience includes buy-side, sell-side and cross-border transactions, hostile offers and advising boards of directors and special committees. Prior to Moelis & Company, Mr. Ayubeally was a Director in the Financial Institutions Group at Credit Suisse in New York.  Mr. Ayubeally started his career in investment banking at SG Hambros.

Matt Clark
Matt Clark is a Managing Director at Moelis & Company.  Mr. Clark has significant investment banking and principal investing experience.  His prior investment banking experience includes roles in the Mergers & Acquisitions, Financial Sponsors and Global Industrials Groups at UBS Investment Bank, Donaldson, Lufkin & Jenrette and Deutsche Bank Alex Brown.  He has extensive experience advising companies in a broad range of strategic transactions, including buy-side and sell-side mergers and acquisitions, divestitures and special committee advisory, as well as providing capital raising solutions.  His clients include public companies as well as private equity and family owned businesses.  Mr. Clark was previously a Partner at Barrington Partners, a hedge fund.

Peter Dixon
Peter Dixon is a Managing Director at Moelis & Company. Mr. Dixon has significant experience advising clients on public and private mergers and acquisitions, capital raisings, restructurings and investment management transactions. Prior to Moelis & Company, Mr. Dixon was a Division Director in the Corporate Advisory team at Macquarie Group Limited based in Sydney. Prior to Macquarie, Mr. Dixon worked at Mallesons Stephen Jaques in Sydney and Linklaters in London as a corporate advisory lawyer.

Amelia Hill
Amelia Hill is a Managing Director at Moelis & Company. Ms. Hill specializes in capital markets and has advised clients on numerous listed and unlisted capital raisings including IPOs, pre-IPO raisings, follow-on raisings, convertible securities and block trades for public and private companies. Ms. Hill advised clients on capital raising transactions and mergers and acquisitions at UBS Investment Bank for 10 years prior to joining Moelis & Company and most recently led UBS’s Equity Origination efforts across emerging companies and the firm’s Alternative Capital Group in Australia.

Peter Meijer
Peter Meijer is a Managing Director at Moelis & Company. Mr. Meijer has over 16 years of fixed income trading and structuring experience.  Prior to Moelis & Company, Mr. Meijer was at JP Morgan, where he focused on Structured Solutions for financial institutions. He was previously Global Head of the Franchise Structuring Group at JP Morgan, where he was responsible for origination, development and structuring of several market leading credit transactions and structured credit funds. Prior to JP Morgan, Mr. Meijer was a Director in the Citigroup Global Markets Structured Products Group, where he was responsible for coverage of Northern Europe. Mr. Meijer began his career in the Netherlands in 1995 at Credit Lyonnais and Rabobank where he was a bond trader and credit derivatives trader and structurer.

David Miles
David Miles is a Managing Director and Chief Operating Officer for Australia at Moelis & Company. Mr. Miles was most recently the Chief Operating Officer for the Investment Bank at JPMorgan in Australia. He was previously an Executive Manager at Commonwealth Bank following 12 years at JPMorgan Chase in various executive roles.

Sash Rentala
Sash Rentala is a Managing Director at Moelis & Company in the Financial Sponsors Group. Mr. Rentala has significant investment banking experience, most recently as an Executive Director at UBS Investment Bank. Mr. Rentala has advised clients on a variety of leveraged finance and restructuring transactions including bank and bond new money issuances, exchange offers, consent solicitations, lender negotiations and amendments. During his tenure at UBS, Mr. Rentala focused on the industrials sector including transactions in the chemicals, auto and metals and mining sectors. Mr. Rentala was previously a Vice President in Investment Banking at Donaldson, Lufkin & Jenrette. He also served as a Lieutenant in the United States Navy.

News

January 27, 2011

Moelis & Company Expands to Asia; Acquires Hong Kong-Based Asia Pacific Advisers

…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…

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Moelis & Company Expands to Asia; Acquires Hong Kong-Based Asia Pacific Advisers

New 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

…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…

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Moelis & Company Opens Dubai Office; Expands to Middle East

New 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

April 14, 2011

Moelis & Company Completes Acquisition of Hong Kong-Based Asia Pacific Advisers

…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…

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Moelis & Company Completes Acquisition of Hong Kong-Based Asia Pacific Advisers

New 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

October 05, 2009

Benoit Renon Joins Moelis & Company as a Managing Director in London

…team for eight years. “Benoit’s strong transaction experience as well as in-depth knowledge of the consumer sector and French market will be a tremendous addition to the exceptional team we…

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Benoit Renon Joins Moelis & Company as a Managing Director in London

London, October 05, 2009

Moelis & Company announced today that Benoit Renon has joined the firm as a Managing Director in its London office. Mr. Renon has over 17 years of investment banking experience and was previously a Managing Director and Head of European Consumer Investment Banking at Morgan Stanley in London. He will lead the firm’s European consumer sector practice and develop its French investment banking franchise across all sectors.

At Morgan Stanley, Mr. Renon was responsible for industry coverage of consumer clients including food, beverage, tobacco, and home and personal care companies across Europe, working on varied advisory and capital markets transactions. From 2001 to 2006 he was with Morgan Stanley in Paris, where he was a member of the French investment banking team advising key French clients across a wide variety of sectors. Prior to that, he was at Lazard Frères in Paris as a member of their French investment banking team for eight years.

“Benoit’s strong transaction experience as well as in-depth knowledge of the consumer sector and French market will be a tremendous addition to the exceptional team we are building in Europe,” said Mark Aedy, Head of Europe, Middle East and Africa (EMEA). “His addition demonstrates our commitment to grow our EMEA business and increase our execution capabilities and industry expertise, as well as strengthen our geographic coverage.”

“We will continue to add to our regional presence in both EMEA and Asia Pacific as we build our global franchise,” added Ken Moelis, Chief Executive Officer of Moelis & Company. “Strategically adding seasoned professionals with in-depth product, sector and regional knowledge allows us to continue to provide the best ideas and most creative solutions to our clients globally.”

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.  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

February 06, 2023

Moelis & Company Appoints Evan Green as a Managing Director, Expanding the Firm’s Capital Markets Capabilities

…Markets team which is an integral part of the holistic advisory and execution services we offer globally.” Moelis’ Capital Markets team, comprised of nearly 30 bankers globally, has helped clients…

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Moelis & Company Appoints Evan Green as a Managing Director, Expanding the Firm’s Capital Markets Capabilities

New York and Los Angeles, February 06, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Evan Green has joined the Firm as a Managing Director. Based in Los Angeles, Evan joins Moelis & Company’s Capital Markets team where he will lead West Coast Capital Markets efforts and expand the Firm’s capital-raising capabilities.

Previously Evan worked at Goldman Sachs where he served as Head of PIPEs. There he was responsible for global origination, execution and structuring of private financings. Prior to Goldman Sachs, he held investment banking and private capital markets roles at Barclays and Lehman Brothers.

Angus Whelchel, Managing Director and Head of Private Capital Markets commented, “With record amounts of capital being allocated to the private markets, Evan’s wealth of transaction experience and strong relationships will help us offer creative solutions to clients as they look to alternative sources of capital to achieve their strategic goals.”

Navid Mahmoodzadegan, Co-President, added: “Clients continue to seek unconflicted sources of financing alongside strategic advice to help fund growth and position themselves for the future. We are pleased to welcome Evan to our Capital Markets team which is an integral part of the holistic advisory and execution services we offer globally.”

Moelis’ Capital Markets team, comprised of nearly 30 bankers globally, has helped clients raise nearly $60 billion of capital across over 100 transactions since 2020.

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.

News

May 06, 2010

Geoffrey Austin to Join Moelis & Company as Managing Director in London Office

…top-ranked global team focused on advising companies in the media sector as well as on related coverage of financial sponsors. He has worked on many of the largest and most…

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Geoffrey Austin to Join Moelis & Company as Managing Director in London Office

London, May 06, 2010

Moelis & Company today announced Geoffrey Austin will join the firm in August as a Managing Director. He will be based in the firm’s London office and will provide senior level advice to clients principally in the Media sector in Europe, the Middle East and Africa (EMEA). Mr. Austin has over 20 years of investment banking experience and was most recently Managing Director and Global Co-Head of Media Investment Banking at Deutsche Bank.

Mr. Austin joined Deutsche Bank in 2000 and in his most recent role was responsible for a top-ranked global team focused on advising companies in the media sector as well as on related coverage of financial sponsors. He has worked on many of the largest and most transformational transactions in the media sector in recent years, including advising corporate and financial sponsor clients on mergers and acquisitions, leveraged buyouts, restructurings and debt and equity financings.

“One of the key elements of our firm’s strategy is a commitment to having strong senior level coverage and deep industry expertise across all sectors globally in order to best serve our clients,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “Geoff has proven himself to be a trusted long-term advisor to media companies and financial sponsors, and his addition will be a great complement to the strong media banking team we have established in the US.”

“The media sector in Europe is poised for greater activity and clients will require independent, thoughtful strategic counsel to best navigate the landscape globally,” added Mark Aedy, Head of EMEA Investment Banking for Moelis & Company. “We are delighted to have a banker of Geoff’s calibre and experience join the firm and know that he will add greatly to the senior team we have built as we continue to grow our business in EMEA.”

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 300 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. Moelis & Company’s London office currently employs 50 employees in offices at St. Paul’s Churchyard. For more information, please visit www.moelis.com.