News

June 06, 2013

Moelis & Company Announces the Appointment of Christopher Young as a Managing Director Providing Strategic Advice To Insurance Clients

…strengthens the Firm’s global insurance sector team which already includes John Sipp and Abzal Ayubeally in New York and Caroline Silver in London. With more than 25 years of investment…

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Moelis & Company Announces the Appointment of Christopher Young as a Managing Director Providing Strategic Advice To Insurance Clients

Appointment strengthens Moelis & Company’s global insurance coverage

New York, June 06, 2013

Moelis & Company, the global independent investment bank, today announced the appointment of Christopher Young as a Managing Director responsible for providing strategic advice to insurance clients globally. His appointment strengthens the Firm’s global insurance sector team which already includes John Sipp and Abzal Ayubeally in New York and Caroline Silver in London.

With more than 25 years of investment banking experience, Mr. Young joins Moelis & Company from UBS Securities LLC where he was a Managing Director and senior relationship manager in insurance investment banking responsible for origination and execution of mergers and acquisitions and equity and debt financial solutions products. Before joining UBS, Mr. Young worked at Deutsche Bank Securities Inc. in New York and previously at JP Morgan Securities Inc. in New York and London. In recent years he has worked on some of the largest public insurance sector transactions. In his new role, Mr. Young is based at Moelis & Company’s headquarters in New York.

Rick Leaman, Managing Partner at Moelis & Company, said, “The current economic and business environment presents insurance companies with significant challenges and also many opportunities. Chris’s experience in the industry will enable us to advise clients on strategic and financial initiatives to help them achieve the best possible advantage.  Our independent advisory offering, enhanced by our expanded global insurance team, provides the best platform on which to do that.”

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.

News

April 19, 2011

Moelis & Company Announces the Appointement of Patrick Loftus-Hills as a Managing Director in Global Metals & Mining

…in Hong Kong. He was previously responsible for Mining in the Americas while based in New York and worked in the mining team at UBS in Australia. Prior to joining…

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Moelis & Company Announces the Appointement of Patrick Loftus-Hills as a Managing Director in Global Metals & Mining

Hong Kong and New York, April 19, 2011

Moelis & Company today announced the appointment of Patrick Loftus-Hills as a Managing Director in metals and mining. He will provide strategic advice to clients globally working alongside metals and mining sector bankers, Mark Henkels, Managing Director, and Mark Aedy, Head of Europe, Middle East and Africa Investment Banking, who covers the sectors as part of his wider responsibilities.

Ken Moelis, Chief Executive Officer of Moelis & Company, said: “We have seen considerable growth in cross border metals and mining M&A activity over the past 10 years as the industry has consolidated and rationalized. Patrick has been at the forefront of that consolidation and rationalization providing strategic advice and raising capital for almost every major global mining company. His significant experience and deep relationships in the metals and mining industry, and experience working in the major mining finance centers of the world, will provide clients with global knowledge and perspectives.”

Mr. Loftus-Hills joins Moelis & Company from UBS where he worked for 11 years most recently as Joint Head of the Asian Industrials Group and Head of Natural Resources, based in Hong Kong. He was previously responsible for Mining in the Americas while based in New York and worked in the mining team at UBS in Australia. Prior to joining UBS, Mr. Loftus-Hills worked with Macquarie Bank and at BHP Billiton.

Mr. Moelis added: “Patrick’s appointment will significantly enhance Moelis & Company’s global competitiveness as a key strategic advisor in an area that is important to our key clients. As we continue to broaden our industry coverage, he will play an important role in our expanding global team focused on providing clients with world-class independent advice and solutions.”

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.

News

November 07, 2013

Moelis & Company Announces the Appointment of Anthony Root as a Senior Advisor in Asia

…extraordinarily talented team that Ken has built in the United States, Europe and Asia. I am proud to join the team and look forward to helping the firm provide world…

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Moelis & Company Announces the Appointment of Anthony Root as a Senior Advisor in Asia

Hong Kong, November 07, 2013

Moelis & Company today announced the appointment of Anthony Root as a Senior Advisor based in Hong Kong.  Mr. Root, whose distinguished legal career spanned nearly 30 years, will provide senior level advice and expertise to clients throughout the region.

Mr. Root joins from Milbank, Tweed, Hadley & McCloy where was the Managing Partner for Asia from 2001.  He was also the head of Milbank’s Asia corporate practice, its China practice and its Beijing and Hong Kong offices.  During his tenure, Milbank grew in Asia from 15 to more than 70 lawyers, opened the Beijing office and acquired Hong Kong law capability.

Ken Moelis, Chief Executive Officer of Moelis & Company, said, “Anthony is one of the most talented and respected corporate attorneys in Asia.  He will provide his unique insights and expertise to our clients throughout the region and globally.”

Mr. Root said: “I have been impressed by the extraordinarily talented team that Ken has built in the United States, Europe and Asia.  I am proud to join the team and look forward to helping the firm provide world class, independent financial advice and solutions to its clients.”

Prior to joining Milbank in 1996, Mr. Root worked at Davis Polk & Wardwell, where he helped open their Hong Kong office in 1993, and briefly at Rogers & Wells.   He started his career as a banker at Morgan Guaranty Trust Company (now JP Morgan).

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.

News

July 21, 2009

Moelis & Company Announces Caroline Silver to Join as a Managing Director

…to our clients. We are delighted to have her on the team.” “Caroline’s appointment further strengthens Moelis & Company’s premier global franchise and the exceptional team we are building in…

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Moelis & Company Announces Caroline Silver to Join as a Managing Director

London, July 21, 2009

Moelis & Company announced today that Caroline Silver will join the firm in October as a Managing Director based in London. Ms Silver, who has 22 years of investment banking experience, will focus on providing advisory services to clients in the financial services industry.

“Caroline brings a wealth of industry knowledge and an extensive relationship network to Moelis & Company,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “Her financial services expertise, as well as her experience advising clients on M&A and restructuring transactions will be highly valuable to our clients. We are delighted to have her on the team.”

“Caroline’s appointment further strengthens Moelis & Company’s premier global franchise and the exceptional team we are building in London,” said Mark Aedy, Head of Europe, Middle East and Africa. “We continue to attract the highest calibre of talent to deliver trusted, independent advice to our clients.”

Ms Silver has a distinguished career in investment banking, most recently as Vice Chairman of EMEA Investment Banking at Bank of America Merrill Lynch. Prior to this, she spent 14 years at Morgan Stanley, where she was Global Vice Chairman of Investment Banking and previously held a number of senior positions including European Head of Financial Institutions and Head of Restructuring. Ms Silver also worked in M&A and corporate finance at Deutsche Morgan Grenfell for seven years and started her career as a Chartered Accountant with PricewaterhouseCoopers.

Caroline Silver commented, “I am very excited to be joining a first class organization, both in Europe and globally. I look forward to building on the significant momentum of Moelis & Company’s European franchise and growing our Financial Services practice.”

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 and Los Angeles.  For more information, please visit www.moelis.com.

News

July 14, 2011

Moelis & Company Announces the Appointment of Yorick Van Slingelandt as a Managing Director in Dubai

…trusted independent advisor for clients in the region, and beyond, delivering access into strategic markets. Through his experience, and through the team in the region, we will continue to offer…

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Moelis & Company Announces the Appointment of Yorick Van Slingelandt as a Managing Director in Dubai

New York and Dubai, July 14, 2011

Moelis & Company, the New York-headquartered independent investment bank, today announced the appointment of Yorick Van Slingelandt as a Managing Director, based in Dubai. A leading corporate financier, Mr. Slingelandt will be Co-head of Middle East and North Africa (MENA) Investment Banking with Augusto Sasso, and will be jointly responsible for building out the firm’s financial advisory and capital raising services across MENA markets. He joins the firm in October, 2011.

Ken Moelis, Chief Executive Officer of Moelis & Company, said, “Yorick’s appointment reinforces our efforts to be the most trusted independent advisor for clients in the region, and beyond, delivering access into strategic markets. Through his experience, and through the team in the region, we will continue to offer clients the uncompromised advice that they have come to expect from us.”

Mr. Van Slingelandt joins Moelis & Company after 15 years with JP Morgan in London, Hong Kong and Dubai. His most recent role was as Head of Corporate Finance for Middle East & North Africa, where his remit included M&A and capital markets origination across the region. Mr. Van Slingelandt’s sector expertise includes telecommunications, aerospace and defence, transport and industrials.

“We announced our expansion into the Middle East earlier this year and the addition of Yorick to the team further strengthens our geographic footprint and commitment across the MENA region,” said Mark Aedy, Head of EMEA Investment Banking at Moelis & Company. “Yorick brings a depth of relationships and experience, at the most senior level, which will allow us to further build our MENA regional access for clients.”

Mr. Sasso added, “Moelis & Company has a proven track record in MENA, most recently advising the Government of Dubai with regards to the restructuring of Dubai World, which successfully closed in June of this year. I am looking forward to working with Yorick to build on the considerable strengths we already have in the region.”

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 approximately 500 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, Hong Kong, Houston, London, Los Angeles and Sydney.  For more information, please visit www.moelis.com.

News

July 13, 2010

Joseph W. Simon Joins Moelis & Company as Managing Director and Chief Financial Officer

…and commitment to teamwork are a natural fit with our business and culture. We are delighted to welcome him to Moelis & Company as we continue to build a first-class…

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Joseph W. Simon Joins Moelis & Company as Managing Director and Chief Financial Officer

New York, July 13, 2010

Moelis & Company today announced Joseph W. Simon has joined the firm as Managing Director and Chief Financial Officer. Mr. Simon will be responsible for all finance and accounting matters and will be based in the firm’s headquarters in New York. He has over 25 years of experience as a senior manager of financial controls, operations and strategy and has particular experience with financial services firms.

Mr. Simon most recently served as CFO of Financial Security Assurance (“FSA”) for seven years. He was a member of the Executive Management Committee and re-engineered FSA’s treasury and accounting areas to enhance the firm’s financial planning and analysis, allocation of capital and transparency of financial reporting. In addition, he led several financing transactions for the firm.

“Joe is an accomplished finance and accounting executive with significant strategy and operations experience,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “His entrepreneurial approach and commitment to teamwork are a natural fit with our business and culture. We are delighted to welcome him to Moelis & Company as we continue to build a first-class infrastructure to support the profitable growth of our business globally.”

Prior to FSA, Mr. Simon worked at Cantor Fitzgerald where he served as CFO, Global Controller and Global Head of Operations. During his time at Cantor Fitzgerald, he managed a global accounting and operations team and established the firm’s treasury function. Before joining Cantor Fitzgerald in 1993, Mr. Simon was a Principal and Vice President of Fixed Income Product Control at Morgan Stanley. Mr. Simon has also served as CFO of IntraLinks and TENTV.com. Mr. Simon began his career at Price Waterhouse and is a certified public accountant.

About Moelis & Company
Moelis & Company, named Best Global Independent Investment Bank in 2010 by Euromoney, 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 325 employees, 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

March 31, 2016

Moelis & Company Announces the Appointment of Brian Jinks as a Managing Director Providing Financial and Strategic Advice to Midstream Oil and Gas Clients

…he spent seven years at Lazard and Credit Suisse as a member of their respective Energy Investment Banking teams. “We continue to expand our leading energy coverage team in Houston…

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Moelis & Company Announces the Appointment of Brian Jinks as a Managing Director Providing Financial and Strategic Advice to Midstream Oil and Gas Clients

New York, March 31, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Brian Jinks as a Managing Director providing financial and strategic advice to midstream oil and gas companies and Master Limited Partnerships (MLPs). He will join the Firm in July and will be based in Houston.

With over 16 years of investment banking experience advising companies in the midstream and MLP sector, Mr. Jinks will join Moelis & Company from Deutsche Bank where he most recently served as a Managing Director responsible for midstream and MLP coverage. His experience includes origination and execution of a full spectrum of transactions for companies in the sector, including strategic advisory, M&A, and capital raises. Prior to Deutsche Bank, he spent seven years at Lazard and Credit Suisse as a member of their respective Energy Investment Banking teams.

“We continue to expand our leading energy coverage team in Houston and around the globe,” said Jeff Raich, Co-President of Moelis & Company. “Given the current state of the commodity and capital markets, we expect to see further consolidation among MLPs and an increased number of energy companies evaluating alternatives for their midstream assets. As our clients seek advice on how to most effectively navigate this environment, they will benefit tremendously from Brian’s deep experience in the sector.”

Mr. Jinks is the third Managing Director to join Moelis & Company’s growing energy coverage business in the past 12 months. Last year, the Firm announced the appointment of David Cunningham as a senior Managing Director to cover oil and gas clients from Houston and Christopher Shaw to cover oil and gas clients globally from the Firm’s London office.

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 650 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 13, 2015

Moelis & Company Announces the Appointment of Zach Righellis as a Managing Director Providing Financial and Strategic Advice to Semiconductor and Electronics Clients

…sales, or mergers as growth slows and research and development spending increases. Zach’s experience in this sector will provide unique benefits to our clients in the semiconductor space.” About Moelis…

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Moelis & Company Announces the Appointment of Zach Righellis as a Managing Director Providing Financial and Strategic Advice to Semiconductor and Electronics Clients

New York, July 13, 2015

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Zach Righellis as a Managing Director providing financial and strategic advice to corporate clients, with a focus on the semiconductor and electronics industries. Mr. Righellis will join the Firm in mid-July and will be based in Palo Alto.

Mr. Righellis will join Moelis & Company with more than 15 years of investment banking and management consulting experience during which time he has provided strategic advice to corporate clients on M&A, IPOs, capital markets and restructuring transactions. Most recently, Mr. Righellis served as a Managing Director at Barclays, formerly Lehman Brothers, in Menlo Park advising on both M&A and capital markets transactions for semiconductor and electronics companies in the U.S., Asia, Europe and Israel. Mr. Righellis joined Lehman Brothers in 2005, working across several technology sectors including software, communications technology and cleantech, and began focusing on semiconductors and electronics in 2006. Previously, Mr. Righellis was a consultant in technology and operations at Sapient Corporation.

Rick Leaman, Managing Partner of Moelis & Company, said, “The semiconductor industry is in the midst of a consolidation period that is reshaping the sector. Larger players are looking at strategic growth opportunities while smaller companies are more actively considering acquisitions, sales, or mergers as growth slows and research and development spending increases. Zach’s experience in this sector will provide unique benefits to our clients in the semiconductor space.”

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 12, 2012

Moelis & Company Expands into India with the Appointment of Manisha Girotra as Chief Executive Officer of Moelis India

…commercial bank, markets, equity research and wealth management divisions. She has worked on a number of marquee deals during her career including the largest cross-border deal in Indian history, Vodafone’s…

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Moelis & Company Expands into India with the Appointment of Manisha Girotra as Chief Executive Officer of Moelis India

London and Mumbai, July 12, 2012

Moelis & Company, the global independent investment bank, today announced its expansion into India with the appointment of Manisha Girotra as Chief Executive Officer of Moelis India, based in Mumbai.

The hire of Ms. Girotra, an Indian national, is the first step in Moelis & Company’s expansion plans for India as the firm continues its global growth, having opened offices in the United States, London, Dubai, Frankfurt, Sydney, Hong Kong and Beijing since its formation in July 2007. Moelis & Company provides independent financial advisory services in the areas of Mergers & Acquisitions, Recapitalizations and Restructurings, Capital Markets and Risk Advisory, and asset management services to a broad global client base including corporations, institutions and governments.

Ken Moelis, Chief Executive Officer of Moelis & Company, said, “As we expand our global footprint and information network, we see India, with its scale and importance globally, as a priority for our continued growth. To have attracted someone of Manisha’s experience is a true testament to our business model which blends industry expertise and geographic coverage with technical knowledge for the benefit of our clients.”

Ms. Girotra joins Moelis & Company after a 16 year career with UBS where she was most recently CEO & Country Head in India managing its investment bank, commercial bank, markets, equity research and wealth management divisions. She has worked on a number of marquee deals during her career including the largest cross-border deal in Indian history, Vodafone’s US$13 billion acquisition of HITL’s interest in Hutchison Essar, the US$11 billion sale of Zain to Bharti Airtel, Reliance Industries US$3 billion joint venture with Pioneer Natural Resources and Newpek, and The Birla Group’s US$6 billion acquisition of Novelis. Last year, Ms. Girotra was nominated to Fortune magazine’s Most Powerful Women in Business Club and she has appeared in Business Today’s 25 Most Powerful Women in Business in India for the past five years.

Mark Aedy, Head of EMEA and Asia Investment Banking at Moelis & Company, said, “As Indian companies increasingly look overseas for global growth, it is important for us to have a presence in India. Hiring someone of Manisha’s experience demonstrates our commitment to the market and will allow us to provide on-the-ground support to clients in-country and those in global markets interested in investing in this critical market.”

Ms. Girotra said, “I am delighted to be joining Moelis & Company which has a strong reputation for building long-term business relationships based on trust and providing thoughtful and independent advice that is conflict-free and confidential.”

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, Frankfurt, Hong Kong, Houston, London, Los Angeles and Sydney.  For more information, please visit www.moelis.com.

News

October 22, 2020

Moelis & Company Announces the Appointment of Elan Zivotofsky as a Managing Director Providing Financial and Strategic Advice to Technology Clients in Israel

…top-ranked Israeli technology research analyst at Goldman Sachs. He began his career at Morgan Stanley in New York. “At a time when every company is strategically assessing its technology capabilities,…

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Moelis & Company Announces the Appointment of Elan Zivotofsky as a Managing Director Providing Financial and Strategic Advice to Technology Clients in Israel

New York & Tel Aviv, October 22, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Elan Zivotofsky as a Managing Director providing financial and strategic advice to technology clients. Based in Tel Aviv, he will expand Moelis & Company’s presence in Israel, and strengthen the Firm’s technology M&A and private and public company financing capabilities.

Mr. Zivotofsky has more than 20 years of experience raising capital for and investing in Israeli companies. Most recently he served as Managing Director at Ibex Investors, where he led the funds’ growth stage venture investments in Israel. Prior to that, he was a Founding Partner at OurCrowd, a Jerusalem-based investment platform with over $1bn under management built for accredited investors and institutions to invest in startups and venture funds. Prior to that he was Head of Technology investment banking at Lehman Brothers in Israel, and has held roles as a portfolio manager and top-ranked Israeli technology research analyst at Goldman Sachs. He began his career at Morgan Stanley in New York.

“At a time when every company is strategically assessing its technology capabilities, Elan brings deep experience and strong connections to Israel’s technology and private and public company communities. By expanding Moelis’ presence in this global tech hub, we will continue to offer clients insights into top technological expertise and strategic thinking that can transform their businesses and create potential cross-border opportunities,” said Moelis & Company Vice Chairman Eric Cantor. “As countries in the Middle East including Israel and the UAE increase their cooperation, an expanded presence in Israel will help us further develop relationships throughout the region.”

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.

News

June 04, 2020

Moelis & Company Announces the Appointment of Philippe Gallone as Managing Director in the Global Healthcare Group

…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…

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Moelis & Company Announces the Appointment of Philippe Gallone as Managing Director in the Global Healthcare Group

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.

News

March 07, 2019

Moelis & Company Appoints Lena Mass-Cresnik as Chief Data Officer in Expansion of Data Analytics Initiative

…be based in New York and will help lead the Firm’s focus on data analytics and innovation. Dr. Mass-Cresnik was most recently the Head of Technology Strategy and Technology Research…

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Moelis & Company Appoints Lena Mass-Cresnik as Chief Data Officer in Expansion of Data Analytics Initiative

New York, March 07, 2019

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Lena Mass-Cresnik as its Chief Data Officer. In this newly-created role, Dr. Mass-Cresnik will be based in New York and will help lead the Firm’s focus on data analytics and innovation.

Dr. Mass-Cresnik was most recently the Head of Technology Strategy and Technology Research & Development in the Office of the CTO at Charles Schwab. Prior to that, she spent a majority of her post-doctoral career at BlackRock, where she served as the Global Head of Innovation in Technology. While at BlackRock, Dr. Mass-Cresnik established a technology engagement strategy & model and led a new area focused on emergent technologies & innovations, early stage start-up technologies, products and services and evaluated their feasibility and commercial viability across BlackRock globally. She earned her Ph.D. in Innovation & Technology Management from the University of Oxford, where she specialized in complex networks and systems analyses, diffusion of emergent technologies and innovations, strategic innovation, and business process redesign. She also holds a Master’s degree from Harvard University and a Bachelor’s degree from Wellesley College. Dr. Mass-Cresnik is currently a member of the World Economic Forum’s Artificial Intelligence & Automation in Financial Services Steering Committee.

“Lena’s unique experience developing platforms for management information and driving business development and efficiency through data analytics and automation provides an exceptional foundation for our growing Data Analytics Initiative,” said Elizabeth Crain, Chief Operating Officer of Moelis & Company. “The growth of big data and the ever-increasing number of information sources and data providers is giving our bankers greater insight into industry trends, company vulnerabilities, and strategic opportunities. The addition of Lena and the development of in-house tools will allow our bankers to accumulate and synthesize data faster and convert it into actionable opportunities for our clients and our firm.”

“Technological disruption – driven by the cost savings, scale, and capabilities resulting from Machine Learning, Artificial Intelligence, and Automation – is fundamentally changing every industry, including financial services,” said Ken Moelis, Chairman and CEO of Moelis & Company. “Combining a deep understanding of these technologies with the breadth and depth of our client relationships is yet another way we are enhancing our business and delivering differentiated advice to our clients.”

In addition to the appointment of Dr. Mass-Cresnik, Moelis & Company has grown its focus on data analytics and innovation through academic partnerships at Columbia University and other top-tier institutions. The Firm also continues to utilize leading third party data providers to develop proprietary tools and analysis for corporate development and strategic advisory assignments.

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

October 09, 2007

Moelis & Company Announces Robert Crowley has Joined as a Managing Director

…before joining UBS. Prior to becoming an investment banker, Mr. Crowley was an Institutional Investor ranked high yield research analyst covering the homebuilding/building materials sectors. “We have worked with Bob…

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Moelis & Company Announces Robert Crowley has Joined as a Managing Director

Los Angeles and New York, October 09, 2007

Moelis & Company Holdings LLC announced today that Robert Crowley has joined the firm as a Managing Director based in Boston. Mr. Crowley, who has over thirteen years of investment banking experience, will manage the build-out of the Boston office and lead the firm’s coverage effort in the homebuilding sector upon receipt of Moelis & Company’s broker-dealer registration.

Mr. Crowley joins from UBS Investment Bank, where he was most recently the Global Head of High Yield Capital Markets. Prior to this role, he was a senior investment banker in the firm’s Global Industrial Group, where he led top franchises in the homebuilding and environmental services sectors.

Mr. Crowley began his investment banking career at Salomon Brothers and worked at BankBoston before joining UBS. Prior to becoming an investment banker, Mr. Crowley was an Institutional Investor ranked high yield research analyst covering the homebuilding/building materials sectors.

“We have worked with Bob for many years and know he has outstanding client relationships and real expertise in the homebuilding space,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “Hiring Bob is consistent with our goal of attracting leading talent to expand our reach into new sectors of focus and provide world class advice to our clients.”

About Moelis & Company
Moelis & Company Holdings LLC will be a relationship-based financial advisory and investment management firm that will provide advice on mergers and acquisitions, restructurings and other corporate finance transactions and manage investment funds which will integrate capital solutions with the firm’s advisory expertise. Moelis & Company will serve a broad client base through its offices in Los Angeles, New York and Boston. The launch of the firm’s advisory business is pending receipt of its broker-dealer registration and other regulatory approvals.

News

March 04, 2009

Moelis & Company Announces Christopher Ryan has Joined as a Managing Director

…matters and continue the expansion of the firm’s capital markets capabilities. Mr. Ryan has over 25 years of investment banking and fixed income experience, including trading, structuring, capital markets, research,…

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Moelis & Company Announces Christopher Ryan has Joined as a Managing Director

New York, March 04, 2009

Moelis & Company announced today that Chris Ryan has joined the firm as a Managing Director based in New York.  Mr. Ryan will advise clients on risk and balance sheet-related matters and continue the expansion of the firm’s capital markets capabilities.

Mr. Ryan has over 25 years of investment banking and fixed income experience, including trading, structuring, capital markets, research, sales and risk management as well as extensive experience building and managing fixed income businesses around the world.  Prior to joining Moelis & Company, Mr. Ryan spent nine years at UBS Investment Bank, where he was Global Head of Credit Fixed Income.  Before UBS, Mr. Ryan was Global Head of Syndicated Loans at Lehman Brothers, which he joined in 1992.  He was the sole founder of the firm’s loan business.  Mr. Ryan began his career at Salomon Brothers.

“Now more than ever, unique expertise in credit and risk assessment is essential to help our clients evaluate their balance sheets and portfolios,” said Ken Moelis, Chief Executive Officer of Moelis & Company.  “Chris is an outstanding credit professional who brings tremendous experience on balance sheet issues and a keen understanding of complex risks.  We are very pleased to have Chris lead this important effort, which further demonstrates our commitment to building a full service investment bank.”

Chris Ryan stated, “Moelis & Company’s strong growth trajectory and exceptional client focus make the firm an ideal platform to develop new businesses.  Risk advisory and capital markets are natural areas of expansion for the firm, and we will continue to develop new capabilities to support our clients with comprehensive advice and solutions.”

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, Boston, Chicago, London and Los Angeles.  For more information, please visitw ww.moelis.com.

News

September 30, 2020

Moelis & Company Named Investment Bank of the Year for Private Placements by The Banker

…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…

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Moelis & Company Named Investment Bank of the Year for Private Placements by The Banker

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.