News

July 25, 2022

Moelis & Company Launches Dedicated Blockchain Advisory Effort

…presence in Web3. The Group is led by John Momtazee, Moelis & Company Co-Founder and Global Head of Media Investment Banking, and will include a team of senior bankers across…

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Moelis & Company Launches Dedicated Blockchain Advisory Effort

New York, July 25, 2022

John Momtazee to lead Global Blockchain Group;

Lou Kerner appointed Senior Advisor to the Group

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the launch of its Global Blockchain Group which will provide bespoke advisory services to both corporations utilizing blockchain as well as emerging and leading blockchain companies, including those seeking to build a presence in Web3.

The Group is led by John Momtazee, Moelis & Company Co-Founder and Global Head of Media Investment Banking, and will include a team of senior bankers across multiple industry groups with significant experience in advising blockchain companies.  This dedicated center of excellence will coordinate with the Firm’s partners globally as clients across all sectors assess the growing opportunities presented by this disruptive technology.

In connection with this expanded and dedicated advisory offering, the Firm announced the appointment of Lou Kerner as Senior Advisor to the Global Blockchain Group. As Founder of the CryptoOracle Collective, a Web3 consulting firm, and Partner at Blockchain Coinvestors, a leading venture investor to blockchain and crypto companies, Lou brings nearly a decade of experience working with, leading and investing in blockchain, cryptocurrency, smart contracts and decentralized finance companies.

“The establishment of the Global Blockchain Group demonstrates our commitment to meet our clients in the moment by providing senior-level counsel across both established and emerging industries. With more than 50 unicorns and several decacorns in the sector already and nearly $20 billion of capital raised for blockchain companies last year, blockchain technology is poised to be as transformative to the global business landscape as the Internet was in the late 90s.  Despite the current volatility, we see strong long-term prospects for its application and an increasing need for high quality strategic advice, sources of capital to fund growth and liability management solutions,” said John Momtazee.

“The presence of Moelis as a leading advisor in this space is an important development for the long-term growth of blockchain technology,” said Lou Kerner. “Our combined advisory capabilities, longstanding client relationships and extensive blockchain expertise will help drive the adoption of this transformative technology. I look forward to working with our clients and contributing to Moelis’ culture and reputation as a trusted, long-term advisor.”

Navid Mahmoodzadegan, Co-Founder and Co-President of Moelis & Company, added, “Technological innovation and disruption have been major drivers of transaction activity globally, a trend that will continue to shape the business landscape. As leading investors increasingly look to participate in the substantial value creation that we expect blockchain technology will offer, Moelis & Company’s global platform, strong sponsor relationships, collaborative and agile culture, and entrepreneurial spirit positions us well to help our clients leverage this significant opportunity.”

-ends-

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.

Media Contact:

Alyssa Castelli

Moelis & Company

T: + 1 212 883 3802

M: + 1 646 341 0048

[email protected]

Investor Contact:

Investor Relations

T: +1 212 883 3800

[email protected]

Our Business

…and Australia. At Moelis & Company, we take a highly collaborative and global approach on every assignment to achieve creative solutions for our clients. We assemble multi-functional teams by integrating…

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News

June 21, 2022

Moelis & Company Announces the Appointment of Justin Craig as Managing Director, Providing Strategic and Financial Advice to the Consumer & Retail Sector with a Focus on Food and Beverage

…and retail clients with a focus on food and beverage. Based in New York, he joins Moelis & Company’s Consumer & Retail team. Justin was previously with Morgan Stanley for…

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Moelis & Company Announces the Appointment of Justin Craig as Managing Director, Providing Strategic and Financial Advice to the Consumer & Retail Sector with a Focus on Food and Beverage

New York, June 21, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Justin Craig has joined the Firm as Managing Director, providing strategic and financial advice to consumer and retail clients with a focus on food and beverage. Based in New York, he joins Moelis & Company’s Consumer & Retail team.

Justin was previously with Morgan Stanley for 12 years, where he led the food investment banking practice as a Managing Director.  In addition to food and beverage, Justin’s expertise also spans the consumer and retail landscape more broadly — including the consumer discretionary, pet, optical and auto services sectors. Justin has advised clients throughout the corporate lifecycle and across disciplines, with experience in M&A, leveraged buyouts, IPOs, debt and equity capital raising, shareholder defense and other strategic transactions.

“As the food and beverage industry continues to evolve and seek new avenues for growth against an ever-changing consumer backdrop, Justin brings the optimal mix of sector knowledge, deal experience and strong relationships with both corporates and sponsors to help our clients position themselves strategically amid a complex environment,” said Augusto Sasso, Managing Director at Moelis & Company. “We’re thrilled to have him join our growing Consumer & Retail platform, expanding the advice we provide to clients across this sector.”

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

December 14, 2021

Moelis & Company Announces the Appointment of James Nichols as Managing Director, Providing Strategic and Financial Advice to Business Services Clients across Europe

…momentum of transactions in Europe is accelerating, the addition of James to our team will help us serve the needs of sponsors and strategic buyers who are looking for the…

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Moelis & Company Announces the Appointment of James Nichols as Managing Director, Providing Strategic and Financial Advice to Business Services Clients across Europe

New York and London, December 14, 2021

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of James Nichols as Managing Director, providing strategic and financial advice to business services clients across Europe. Based in London, he joins in February and will build on the success of the Firm’s global Business Services franchise.

Mr. Nichols joins Moelis & Company from DC Advisory where he served as Managing Director and co-led Business and Healthcare Services in the UK after moving across from the firm’s Financial Sponsors Group. He has nearly 15 years of investment banking experience across mergers & acquisitions, equity capital markets, recapitalizations and other strategic advisory. Prior to DC, he spent five years at Investec and Credit Suisse.

“Traditional services businesses across multiple verticals continue to transform and evolve, driven by the competitive advantages of scale and technology. As services represent a large part of the European economy and the momentum of transactions in Europe is accelerating, the addition of James to our team will help us serve the needs of sponsors and strategic buyers who are looking for the right assets and opportunities for growth within the sector,” said Yorick van Slingelandt, Managing Director and Co-Head of Europe at Moelis & Company.

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 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

September 02, 2014

Moelis & Company Announces the Appointment of Eric Cantor as Vice Chairman and Member of the Board of Directors

…decisions. Eric’s judgment and tremendous experience will expand the capabilities our team brings to clients around the world as he has unique expertise in assessing complex situations and crafting innovative…

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Moelis & Company Announces the Appointment of Eric Cantor as Vice Chairman and Member of the Board of Directors

New York, September 02, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Eric Cantor, former United States Representative for Virginia’s 7th Congressional District and former House Majority Leader, as Vice Chairman and Managing Director.  Mr. Cantor will also be elected to the Moelis & Company Board of Directors.

In his new role, Mr. Cantor will provide strategic counsel to the Firm’s corporate and institutional clients on key issues.  He will play a leading role in client development and advise clients on strategic matters.

Ken Moelis, Chairman and CEO of Moelis & Company, said, “At Moelis & Company, we offer our clients judgment and experience in order to help them with their most important strategic and financial decisions. Eric’s judgment and tremendous experience will expand the capabilities our team brings to clients around the world as he has unique expertise in assessing complex situations and crafting innovative solutions.”

Through more than 25 years of political and business experience, Mr. Cantor has emerged as a leading voice on the economy and job creation. During his Congressional career, Mr. Cantor worked to lower taxes, eliminate excessive regulation, strengthen small businesses, and encourage entrepreneurship. His commentary was often featured in publications focusing on a wide range of issues including economic matters, health care and foreign policy.

Mr. Cantor said, “When I considered options for the next chapter of my career, I knew I wanted to join a firm with a great entrepreneurial spirit that focused on its clients. I have known Ken for some time and having followed the growth and success of his Firm, I have long admired his vision and leadership. The new model of independent banks offering conflict free advice, in a smaller more intimate environment, was a place where I knew my skills could help clients succeed.”

Mr. Moelis added, “Eric has proven himself to be a pro-business advocate and one who will enhance our boardroom discussions with CEOs and senior management as we help them navigate their most important strategic decisions.”

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 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.

Eric Cantor
Mr. Cantor was formerly United States Representative for Virginia’s 7th Congressional District and House Majority Leader. He served in the U.S. House of Representatives between 2001-2014. He was elected by his colleagues in the House to serve as the Majority Leader for the 112th and 113th Congresses where he led the public policy agenda for the House. During his time in office, Mr. Cantor was a leading voice on the economy, job creation and policies focused on improving the lives of the American middle class. He championed pro-growth solutions including lowering taxes, eliminating excessive regulation, strengthening businesses, and encouraging entrepreneurship. He was also regularly featured in publications focusing on a wide range of topics including both domestic and international matters. Mr. Cantor received his undergraduate degree from The George Washington University, his law degree from The College of William and Mary, and his master’s degree from Columbia University in New York.

News

October 10, 2022

Moelis & Company Announces the Appointment of Rick Polhemus as Managing Director

…extensive experience helping companies navigate the changing landscape of technology and energy transition make him well-placed to collaborate with our strong team of bankers to help clients grow and shape…

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Moelis & Company Announces the Appointment of Rick Polhemus as Managing Director

New York and San Francisco, October 10, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Rick Polhemus has joined the Firm as a Managing Director, providing strategic and financial advice to companies across a range of growth-driven technology, sustainability and services sectors.  He is based in San Francisco.

Rick brings nearly 25 years of investment banking experience and has provided advice throughout the corporate lifecycle and across disciplines, with experience in M&A, leveraged buyouts, IPOs, debt and equity capital raising, shareholder defense and other strategic transactions.  Most recently he served as a Managing Director and Head of Western Region Investment Banking at Morgan Stanley where he led coverage across industrial technology, tech-enabled services, environmental and sustainability services, infrastructure and industrial services.

Navid Mahmoodzadegan, Co-President of Moelis & Company commented: “In the current environment, companies across a broad range of sectors are responding to important themes such as digitalization and sustainability.  Rick’s extensive experience helping companies navigate the changing landscape of technology and energy transition make him well-placed to collaborate with our strong team of bankers to help clients grow and shape their businesses for the future.”

Jeff Raich, Co-President of Moelis & Company added: “Clients are increasingly looking to technology and digitalization to drive growth and operational efficiencies. These dynamics create a tailwind for deal activity across a number of sectors, and Rick brings a long history of advising corporate clients and financial sponsors on the types of transformative and tech-focused transactions that help innovate and fuel growth.”

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 05, 2014

Moelis & Company Announces the Appointment of Brian Callaci as a Managing Director Providing Financial and Strategic Advice to Food, Beverage and Consumer Sector Clients

…finding more opportunities to deploy capital within the broadly defined consumer sector, and shareholder activism remains a potent force to agitate for change and challenge management teams.” Mr. Leaman added,…

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Moelis & Company Announces the Appointment of Brian Callaci as a Managing Director Providing Financial and Strategic Advice to Food, Beverage and Consumer Sector Clients

New York, May 05, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Brian Callaci as a Managing Director providing financial and strategic advice to food, beverage and consumer sector clients in the U.S. and internationally. Mr. Callaci will join the Firm in July and will be based in Chicago.

With more than 23 years of investment banking experience, Mr. Callaci joins from Bank of America Merrill Lynch where he was most recently Co-Head of the Consumer Investment Banking Group. Prior to his 17-year career at Bank of America Merrill Lynch, Mr. Callaci worked at Salomon Brothers Inc.

Rick Leaman, Managing Partner of Moelis & Company, said, “We are very excited to have Brian join us as we expect to see significant transaction activity on a number of fronts. Consumer goods companies are seeking incremental growth via acquisitions, private equity firms continue to be highly engaged in finding more opportunities to deploy capital within the broadly defined consumer sector, and shareholder activism remains a potent force to agitate for change and challenge management teams.”

Mr. Leaman added, “Over the course of his career, Brian has advised a number of the most important clients in the sector on critical strategic matters. His depth of relationships and experience means that our clients will benefit significantly from his wealth of knowledge and strategic advice.”

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 it 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.

News

October 28, 2019

Moelis & Company Announces the Appointment of Tommaso Zanobini as a Managing Director Providing Financial and Strategic Advice to FinTech Clients

…to advise on industry-leading transactions and build and lead successful teams in this vertical,” said Moelis & Company Co-President Jeff Raich. “His deep experience and his collaborative mindset will be…

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Moelis & Company Announces the Appointment of Tommaso Zanobini as a Managing Director Providing Financial and Strategic Advice to FinTech Clients

New York, October 28, 2019

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Tommaso Zanobini as a Managing Director providing financial and strategic advice to fintech clients. He will join the Firm’s New York office in mid-November.

Mr. Zanobini has over 25 years of technology investment banking experience, having most recently served as the Global Head of FinTech Investment Banking at Deutsche Bank. Prior to Deutsche Bank, he was the Global Head of FinTech & Services Investment Banking at Jefferies. Mr. Zanobini spent the first 20 years of his banking career at Lehman Brothers and Barclays where he held roles including Global Head of Technology Services Investment Banking and Head of East Coast Technology Investment Banking.

“Tommaso is an experienced technology services banker who began specializing in fintech when the industry was still in its nascent years. He’s entrepreneurial and over the years has proven his ability to advise on industry-leading transactions and build and lead successful teams in this vertical,” said Moelis & Company Co-President Jeff Raich. “His deep experience and his collaborative mindset will be a tremendous benefit to clients across the payments value chain, where we continue to see significant investment activity and consolidation. As the fintech sector continues to grow and expand, both established players and new entrants will be looking to bankers like Tommaso to assist them in achieving their strategic goals.”

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

September 16, 2019

Moelis & Company Announces the Appointment of Will Peters as a Managing Director Providing Financial and Strategic Advice to Tech, Media, and Telecom Clients

…He will join Moelis & Company from Barclays where he was a Managing Director and a senior member of the firm’s tech, media, and telecom coverage team in London, leading…

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Moelis & Company Announces the Appointment of Will Peters as a Managing Director Providing Financial and Strategic Advice to Tech, Media, and Telecom Clients

London, September 16, 2019

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Will Peters as a Managing Director focusing on clients in the tech, media, and telecom sectors and specializing in communications infrastructure and fintech. He will join the Firm’s London office in December.

Mr. Peters has 15 years of tech and telecom investment banking experience. He will join Moelis & Company from Barclays where he was a Managing Director and a senior member of the firm’s tech, media, and telecom coverage team in London, leading Barclays’ EMEA coverage of clients in fiber & communications infrastructure, datacenters & hosting, and payments & fintech. Mr. Peters has extensive experience advising clients across a broad spectrum of strategic matters including M&A, IPOs and both equity and debt financing in the private and public markets. Prior to starting his investment banking career at Barclays, he spent six years in the British Army, serving with the 1st Battalion, The Duke of Wellington’s Regiment in Europe and the Middle East.

“At a time of fundamental change in the sector for both companies and investors, Will brings deep sector expertise, relationships, and regional insight to our world-class global tech, media, and telecom franchise,” said Matt Prest, Moelis & Company’s Co-Head of Europe. “His experience and skillset will be invaluable to clients across EMEA and around the world as they position themselves to benefit from the extraordinary investment in communications infrastructure and the inevitable changes it will bring to the delivery of products and services. His connectivity across a wider footprint of tech, especially payments and financial technology, will further strengthen our focus on delivering the best advice in burgeoning sectors.”

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

September 04, 2019

Moelis & Company Expands European Footprint with the Appointment of Peter Kerckhoffs

…a banker of Peter’s caliber, and supported by our industry-leading teams across Europe and around the world.” Mr. Kerckhoffs joins Moelis & Company at a time when the Firm has…

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Moelis & Company Expands European Footprint with the Appointment of Peter Kerckhoffs

Amsterdam, September 04, 2019

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced its expansion in Europe with the appointment of Peter Kerckhoffs as a Managing Director, based in Amsterdam. Mr. Kerckhoffs will join the Firm in December to provide financial and strategic advice to clients in the Netherlands and across Europe.

Mr. Kerckhoffs has nearly three decades of investment banking and corporate finance experience, having spent 21 of those years with J.P. Morgan where he was most recently Senior Country Officer for the Netherlands. In this role, he was responsible for investment banking coverage, overseeing the development and delivery of strategic advisory capabilities and capital raising to clients in the region. Prior to this role, he was Head of Benelux and Nordic M&A. During his career with J.P. Morgan, Mr. Kerckhoffs advised some of the largest companies in the region across a wide range of sectors including telecoms, infrastructure, and technology.

“Peter is one of the most trusted and experienced advisors and corporate financiers in Northern Europe,” said Moelis & Company Co-Head of Europe Yorick van Slingelandt. “Throughout his 30-year career, Peter has advised on the most significant corporate and financial sponsor transactions across all of Europe and built a market-leading M&A franchise. His cross-industry expertise and world-class execution capabilities have solidified him as the go-to M&A specialist in the region.”

“Peter brings a wealth of experience, insight, and expertise to our European platform and our global network,” said Ken Moelis, Chairman and Chief Executive Officer of Moelis & Company. “We are excited that our clients will benefit from an expansion of our presence in Northern Europe anchored by a banker of Peter’s caliber, and supported by our industry-leading teams across Europe and around the world.”

Mr. Kerckhoffs joins Moelis & Company at a time when the Firm has recently announced and completed a number of transactions involving Netherlands-based corporates. Recent advisory assignments include advising Galapagos N.V. on its $5.1 billion transformational global biotech collaboration with Gilead Sciences, Inc, Steinhoff International Holdings N.V. on its €8.7 billion restructuring, IGM Resins on its sale to Astorg, and Curaeos B.V. on its sale to EQT Fund Management S.à r.l.

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

May 01, 2019

Moelis & Company Recognized in The Banker’s 2019 Deals of the Year Awards

…of a stake in ADNOC Drilling to Baker Hughes. The Banker’s award for Restructuring Deal of the Year in Europe went to the team that advised the unsecured bondholder select…

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Moelis & Company Recognized in The Banker’s 2019 Deals of the Year Awards

New York, May 01, 2019

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced it has received three awards from The Banker’s 2019 Deals of the Year Awards.

The Firm was honoured with the publication’s M&A Deal of the Year in the Middle East for its role as exclusive financial advisor to Abu Dhabi National Oil Company (ADNOC) on its sale of a stake in ADNOC Drilling to Baker Hughes. The Banker’s award for Restructuring Deal of the Year in Europe went to the team that advised the unsecured bondholder select commitment parties in Seadrill’s restructuring. Moelis & Company was also recognized for its role as exclusive financial advisor to Noble Group on its restructuring and structuring of new trade finance facilities, which won this year’s Asia-Pacific Restructuring Deal of the Year. This is the second consecutive year that the Firm has received this award in the Asia-Pacific region.

“These awards demonstrate Moelis & Company’s global connectivity and our ability to deliver regional and industry expertise to create carefully tailored solutions for clients across all regions,” said Matthew Prest, Co-Head of Europe at Moelis & Company. “It is an honour to be recognized in this year’s Deals of the Year for our breadth of capabilities globally.”

Last month, Moelis & Company was also named Mergermarket’s 2019 Financial Advisor of the Year and Energy, Mining and Utilities Financial Advisor of the Year in the Middle East.

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 09, 2023

Moelis & Company appoints Elizabeth Crain to Vice Chair and Kate Pilcher Ciafone to Chief Operating Officer

…since 2007. Elizabeth has been an integral member of the Firm’s leadership team since its inception driving the Firm’s growth and expansion of its advisory capabilities. She has been in…

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Moelis & Company appoints Elizabeth Crain to Vice Chair and Kate Pilcher Ciafone to Chief Operating Officer

New York, March 09, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Elizabeth Crain to Vice Chair and the promotion of Kate Pilcher Ciafone to Chief Operating Officer (COO), both effective October 1, 2023.

Elizabeth Crain is a Founding Partner at Moelis & Company where she has led the Firm’s global strategy and operations as COO since 2007. Elizabeth has been an integral member of the Firm’s leadership team since its inception driving the Firm’s growth and expansion of its advisory capabilities. She has been in the investment banking and private equity industries for almost 35 years as a banker, principal and operating executive.

In her new role as Vice Chair, Elizabeth will focus on positioning the Firm for its next phase of growth by leading Moelis’s most critical strategic and client initiatives and providing senior sponsorship to clients globally.

Kate Pilcher Ciafone is a Co-Founder and has been the Chief Operating Officer of Investment Banking at Moelis since 2019, where she has played a critical role in driving the Firm’s business strategy and helping to build its operational infrastructure. Kate has over 20 years of experience in the investment banking industry both as a banker and as an operating executive. Kate will succeed Elizabeth and assume all COO responsibilities for the Firm, including oversight of its corporate operations.

Elizabeth Crain commented, “Kate exemplifies the values of our Firm and is exceptionally well qualified to take the helm as COO. We have worked together for nearly the past 20 years, and I look forward to our continued partnership and building on Moelis’s many great successes.”

Ken Moelis commented, “We are fortunate to have a profound depth of expertise, leadership and talent in Elizabeth and Kate. Elizabeth has been a driving force behind our growth and success and will be vital as we further enhance how we bring the highest quality advice and solutions to our clients around the globe. This transition represents our focus on building for the future and developing the next generation of leaders to uphold the tenets on which we founded the Firm—trust, partnership and long-term relationships—as we deliver differentiated advice to our global clients.”

In 2022, Elizabeth was named one of the 100 Most Influential Women in U.S. Finance by Barron’s Magazine. She is a Director Nominee to the Nokia Corporation (NYSE: NOK) and serves on the Board of Directors of Exscientia Ltd. (NASDAQ: EXAI) and the Graduate Executive Board of The Wharton School. Earlier this year, Kate was named to the 2023 Class of David Rockefeller Fellows by the Partnership for New York City. She serves on the Board of Directors of MA Financial Group Limited (ASX: MAF).

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 23 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

July 17, 2024

Moelis Appoints Ankit Dalal as a Managing Director in its Capital Structure Advisory Group

…have Ankit join our established global team. His background and experience make him well placed to enhance our comprehensive coverage and bring best-in-class service to our creditor client base.” Ankit’s…

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Moelis Appoints Ankit Dalal as a Managing Director in its Capital Structure Advisory Group

New York, July 17, 2024

Moelis (NYSE: MC), a leading global independent investment bank, today announced that Ankit Dalal has joined the Firm as a Managing Director in its Capital Structure Advisory group. He is based in New York.

Ankit will focus on delivering high-quality advice to clients with an emphasis on creditors as Moelis continues to enhance its credit funds capabilities. Ankit previously held roles in distressed investing and joins from Evercore’s Debt Advisory & Restructuring Group, where he was a Managing Director involved in some of the most complex cases impacting the bankruptcy, restructuring and liability management landscape.

Thane Carlston and William Derrough, Global Co-Heads of Capital Structure Advisory at Moelis commented, “As the credit landscape continues to evolve, we are excited to have Ankit join our established global team. His background and experience make him well placed to enhance our comprehensive coverage and bring best-in-class service to our creditor client base.”

Ankit’s appointment complements the arrival of Robert Mendelson who joined Moelis earlier this year to further strengthen the Firm’s connectivity with credit institutions and platforms.

News

August 11, 2015

Moelis & Company Announces the Appointment of Lawrence S. Chu as a Managing Director

…Partner of Moelis & Company, said, “We are pleased to have Lawrence join our global team. With more than 17 years of experience and strong relationships, Lawrence will be a…

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Moelis & Company Announces the Appointment of Lawrence S. Chu as a Managing Director

New York, August 11, 2015

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Lawrence S. Chu, former Special Adviser to the United States Federal Communications Commission (FCC), as a Managing Director.  In his new role, Mr. Chu will provide financial and strategic advice to large cap companies globally with special concentration on the communications, media and technology sectors.  Mr. Chu will be based in New York.

Mr. Chu was appointed to the position of Special Adviser to the FCC by Chairman Wheeler ahead of the upcoming auction for broadcasters’ airwaves expected in 2016.  Before the FCC, Mr. Chu was a Managing Director at Greenhill & Co. focusing on the communications, media and technology sectors.

Rick Leaman, Managing Partner of Moelis & Company, said, “We are pleased to have Lawrence join our global team. With more than 17 years of experience and strong relationships, Lawrence will be a tremendous asset to our firm and our clients as they look to increase scale and efficiency through strategic consolidation.”

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.

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September 12, 2023

Moelis & Company Appoints Jugjeev Duggal as a Managing Director

…increase their focus on cleaner energy, the addition of JD to our M&A team underscores our commitment to expanding the strategic advice and bespoke solutions that we can offer clients…

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Moelis & Company Appoints Jugjeev Duggal as a Managing Director

New York, September 12, 2023

Strengthens its M&A Capabilities in Clean Technology and Power, Utilities & Infrastructure

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that it has appointed Jugjeev Duggal (JD) as a Managing Director. Based in New York, he will provide senior-level advisory expertise on Mergers & Acquisitions with a focus on the clean technology, mobility, power, utilities and infrastructure sectors. Jugjeev’s hire further expands the Firm’s Clean Technology capabilities, following the recent launch of this dedicated effort.

Jugjeev joins from Citigroup, where most recently he was a Managing Director focused on coverage of the power, utilities, infrastructure, renewables and clean tech sectors. He brings more than 20 years of investment banking experience advising corporates, sponsors, infrastructure clients and sovereign wealth funds on a broad range of strategic transactions. Earlier in his career, Jugjeev held investment banking roles at Barclays and Lehman Brothers.

Anton Sahazizian, Managing Director and Global Head of M&A at Moelis commented, “The dramatic rise in capital flowing into renewable energy and clean tech reflects the need for the outstanding experience, relationships, and execution expertise that JD brings to our platform. We are delighted he has joined us to expand our advisory capabilities and partner with our Clean Technology and Power, Utilities & Infrastructure groups to deliver the full suite of Moelis’s products and services to our clients around the world.”

Jeff Raich, Co-Founder and Co-President at Moelis added, “As clients across sectors and geographies increase their focus on cleaner energy, the addition of JD to our M&A team underscores our commitment to expanding the strategic advice and bespoke solutions that we can offer clients looking to respond to this paradigm shift in the global landscape.”