News

June 12, 2017

Moelis & Company Declares Special Dividend of $1.00 Per Share

…Ken Moelis, Chairman and Chief Executive Officer of Moelis & Company. About Moelis & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice…

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Moelis & Company Declares Special Dividend of $1.00 Per Share

New York, June 12, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that its Board of Directors has declared a special dividend of $1.00 per share payable on July 6, 2017 to common stockholders of record on June 22, 2017.

“Today’s special dividend announcement is consistent with our commitment and track record of returning excess capital to our shareholders.  We remain focused on profitable organic growth and shareholder returns, which has allowed us to return $7.43 per share, including today’s dividend, in the three years since our IPO,” said Ken Moelis, Chairman and Chief Executive Officer of 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 with about 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 or follow us on Twitter @Moelis.

News

March 06, 2018

Rick Haythornthwaite Joins Moelis & Company as an Advisory Partner

…750 employees in 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….

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Rick Haythornthwaite Joins Moelis & Company as an Advisory Partner

London, March 06, 2018

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Rick Haythornthwaite as an Advisory Partner, based in London.

Mr. Haythornthwaite’s executive and non-executive experience across the energy, industrial, and technology sectors spans nearly 40 years. In his capacity as an Advisory Partner, Mr. Haythornthwaite will continue his service as a non-executive board member at a number of companies, including his role as Chairman of MasterCard Inc., Chairman of Centrica PLC, and Chairman and Founder of QiO Technologies Ltd.

Mr. Haythornthwaite began his career at BP PLC, having held various executive roles throughout his 17-year tenure, including Chief Geologist at BP France, General Manager of Magnus Oilfield and President of BP Venezuela.  Following his work at BP, he continued to build leadership experience in the energy and industrials industries as Corporate and Commercial Director of Premier Oil PLC for two years and four years as CEO of Blue Circle Industries until its merger with Lafarge in 2001. Mr. Haythornthwaite went on to serve as CEO of Invensys PLC between 2001 and 2005 and most recently as a Partner at Star Capital Partners Ltd until 2013.

Ken Moelis, Chairman and CEO of Moelis & Company, said, “Rick is an incredibly successful and highly-regarded industrialist. His decades of experience building and leading public companies in the energy, industrials, and technology sectors will be a valuable resource for our clients in Europe and around the world. Throughout Rick’s career, in both executive and non-executive roles, he has led numerous companies through mergers, acquisitions, and other complex transactions at nearly every stage of the business life cycle. Our clients will undoubtedly benefit from Rick’s deep relationships and unique background as they continue to navigate the disruption in the industries in which he specializes.”

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 with 750 employees in 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

April 15, 2020

Moelis & Company Announces the Appointment of Mark Renton as a Managing Director Providing Financial and Strategic Advice to Oil & Gas Companies

…experience advising oil and gas companies around the globe across all of our core capabilities in M&A, capital solutions, and restructuring & recapitalizations.” About Moelis & Company Moelis & Company…

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Moelis & Company Announces the Appointment of Mark Renton as a Managing Director Providing Financial and Strategic Advice to Oil & Gas Companies

New York, April 15, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Mark Renton as Managing Director in the Oil & Gas Group.  Effective this week, Mr. Renton is based in New York.

Mr. Renton has more than 30 years of experience advising clients in the United States and internationally, with his primary focus in energy particularly in the upstream and oilfield services sectors.  He has held a number of senior investment banking roles, most recently as Managing Director of the Energy Group at Lazard Frères & Co. and previously Vice Chairman of the Global Energy Group at Citigroup Global Markets.  Also at Citigroup, Mr. Renton was Co-Head of the Public Sector Group where he oversaw strategic advisory, capital markets and transaction services engagements with government and public sector entities globally.

David Cunningham, Head of US Oil & Gas at Moelis & Company, said, “With energy companies throughout the world experiencing unprecedented challenges, Moelis is well positioned to provide clients with the financial solutions needed to navigate this volatile period.  Our clients will benefit from Mark’s experience advising oil and gas companies around the globe across all of our core capabilities in M&A, capital solutions, and restructuring & recapitalizations.”

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

…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…

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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

December 07, 2020

Moelis & Company Declares Special Dividend of $2.00 Per Share

…$2.00 per share today. We remain committed to returning all of our excess cash to shareholders.” said Ken Moelis, Chairman and Chief Executive Officer of Moelis & Company. About Moelis…

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Moelis & Company Declares Special Dividend of $2.00 Per Share

New York, December 07, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that its Board of Directors has declared a special dividend of $2.00 per share payable on December 29, 2020 to common stockholders of record on December 18, 2020.

“As a result of the strong momentum and positive outlook in our business, we declared a special dividend of $2.00 per share today.  We remain committed to returning all of our excess cash to shareholders.” said Ken Moelis, Chairman and Chief Executive Officer of 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.

Forward-Looking Statements

This press release contains forward-looking statements, which reflect the Firm’s current views with respect to, among other things, its operations and financial performance.  You can identify these forward-looking statements by the use of words such as “outlook,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “target,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are based on certain assumptions and estimates and subject to various risks and uncertainties.  Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements.  We believe these factors include, but are not limited to, those described under “Risk Factors”, discussed in our Annual Report on Form 10-K for the year ended December 31, 2019, subsequent reports filed on Form 10-Q and our other filings with the SEC, including, without limitation, the risk factors relating to the effects of the COVID-19 pandemic. In addition, new risks and uncertainties emerge from time to time, and it is not possible for us to predict all risks and uncertainties, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements. Accordingly, you should not rely upon forward-looking statements as a prediction of actual results.  The Firm undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise.

News

February 06, 2023

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

…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…

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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

June 07, 2023

Moelis & Company Management to Speak at the Morgan Stanley U.S. Financials, Payments and CRE Conference

…to listen to the live webcast, a replay will be available for 90 days on the same website following the conference. -ends- About Moelis & Company Moelis & Company (“Moelis”)…

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Moelis & Company Management to Speak at the Morgan Stanley U.S. Financials, Payments and CRE Conference

New York, June 07, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Navid Mahmoodzadegan, Co-President, is scheduled to speak at the Morgan Stanley U.S. Financials, Payments & CRE Conference on Wednesday, June 14th at 10:15am Eastern Time.

The live audio webcast will be available through the Investor Relations section of the Moelis & Company website. For those unable to listen to the live webcast, a replay will be available for 90 days on the same website following the conference.

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About Moelis & Company

Moelis & Company (“Moelis”) 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

March 04, 2009

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

…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….

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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

April 20, 2023

Moelis & Company to Appoint Antje Gaensler as a Managing Director, Expanding its Capital Structure Advisory Franchise in Europe

…for the benefit of our clients.” About Moelis & Company Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a…

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Moelis & Company to Appoint Antje Gaensler as a Managing Director, Expanding its Capital Structure Advisory Franchise in Europe

New York, April 20, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Antje Gaensler will join the Firm in June as a Managing Director, expanding the Firm’s Capital Structure Advisory franchise in Europe. She will be based in London and will provide strategic and financial advice to clients with a focus on German-speaking regions.

Antje has more than 10 years of capital structure and restructuring experience advising both debtors and creditors. She joins from Lazard where she advised clients across EMEA on capital structure and restructuring situations. Prior to that, she worked at Gleacher Shacklock LLP where she also advised on complex restructurings and previously worked on financial turnarounds of portfolio companies at a European family office. Antje started her career as a structured finance attorney at Linklaters LLP.

Matthew Prest, Managing Director and Co-Head of Europe at Moelis commented, “We are delighted to have Antje join our team at a time when clients increasingly need capital structure analysis and tailored liquidity solutions to help manage their liabilities. As maturities increase through 2026 and clients adapt to a higher-for-longer interest rate environment, her strong track record of executing complex transactions and her connectivity, especially with clients in German-speaking regions, will strengthen our market-leading global capital structure advisory practice for the benefit of our clients.”

About Moelis & Company

Moelis & Company (“Moelis”) 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

April 24, 2023

Moelis & Company to Appoint Douglas Pierson as a Managing Director, Expanding its Industrials Franchise

…deepen our Industrials capabilities and further enhance our commitment to our clients in the metals and mining sector.” -ends- About Moelis & Company Moelis & Company (“Moelis”) is a leading…

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Moelis & Company to Appoint Douglas Pierson as a Managing Director, Expanding its Industrials Franchise

New York, April 24, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Douglas Pierson will join the Firm as a Managing Director, providing strategic and financial advice to clients in the Industrials sector with a focus on metals and mining. Upon his arrival, he will be based in New York.

Doug brings deep expertise in the metals and mining industry, having spent over two decades advising clients on a wide array of M&A transactions and equity and debt-related financing across the sector. He joins from Credit Suisse where he was the Global Head of Metals & Mining and Americas Head of the Industrials Group. Prior to his 18-year career at Credit Suisse, Doug was a corporate attorney at the New York-based law firm of Cravath, Swaine & Moore where he similarly advised clients on M&A transactions and equity and debt-related financings.

Jeff Raich, Co-Founder and Co-President at Moelis commented, “Doug brings an outstanding track record of success, deep corporate relationships, and expertise that will further enable us to provide exceptional results for our clients. We are excited to deepen our Industrials capabilities and further enhance our commitment to our clients in the metals and mining sector.”

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About Moelis & Company

Moelis & Company (“Moelis”) 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

April 05, 2023

Moelis Expands Fundraising Capabilities with Appointment of Chrystalle Anstett as a Managing Director

…About Moelis & Company Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments…

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Moelis Expands Fundraising Capabilities with Appointment of Chrystalle Anstett as a Managing Director

New York, April 05, 2023

Moelis (NYSE: MC), a leading global independent investment bank, today announced that Chrystalle Anstett has joined the Firm as a Managing Director based in New York. Chrystalle will be a senior member of the Firm’s Private Funds Advisory (PFA) team and will lead the advisory and management of PFA’s global fundraises.

Based in New York, Chrystalle brings over 20 years of experience in the investment management industry where she has worked with managers across all asset classes, including private equity, private credit, real estate, and natural resources. She joins from Sound Mark Partners where she was the Head of Capital Formation and Co-Chief Operating Officer. She previously held several leadership roles at Eaton Partners including Head of Direct Investments and Co-Head of Private Credit. Chrystalle’s arrival supports the Firm’s continued focus on fundraising solutions as it provides sponsor clients with strategic advice and unique access to global limited partners.

Rodney Reid, Managing Director and Global Head of Private Funds Advisory at Moelis commented, “Moelis has established a leading private funds platform offering sponsors broad capital solutions across the entire private equity lifecycle. We look forward to leveraging Chrystalle’s expertise to build upon our fundraising capabilities and further strengthen the bespoke advice and investor connections our clients’ desire. She brings deep industry knowledge, a global network of relationships, and significant experience launching strategies across all major asset classes.”

Zaid Abdul-Aleem, Managing Director and Head of Investor Coverage for Moelis’s PFA group added, “I’m excited to partner with Chrystalle as we collaboratively explore our holistic offerings across primary fundraising, secondary market advisory, and capital raise solutions to help clients optimize their outcomes.”

About Moelis & Company

Moelis & Company (“Moelis”) 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

May 17, 2023

Moelis survey finds most LPs are open to new GP relationships, despite challenging macro conditions and an emphasis on re-ups

…were collected during Q1 2023. -ends- About Moelis & Company Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a…

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Moelis survey finds most LPs are open to new GP relationships, despite challenging macro conditions and an emphasis on re-ups

New York, May 17, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the results of its 2nd ‘Private Markets Insights’ survey of Limited Partners (LPs) and General Partners (GPs). This edition aims to assess the current private equity (PE) fundraising landscape with an emphasis on Environmental, Social, and Governance (ESG) and Diversity, Equity, and Inclusion (DEI) initiatives.

The survey takes place in an opaque macroeconomic environment where Moelis found that GPs (67%) and LPs (41%) agree that interest rates pose the greatest threat to private equity performance. Nevertheless only 14% of LPs have shifted their PE investment approach since the fed began raising rates. The survey also found a lack of consensus in LPs’ macro outlook, with 41% of LPs saying the anticipated timing of a US recession is “unclear”.

“Lack of clarity in the macroeconomic environment continues to be an overhang on both LPs and GPs, underscoring the challenges that the PE community faces in putting capital to work,” said Rodney Reid, Managing Director and Head of Private Funds Advisory at Moelis. “While most managers and investors are not looking to overhaul their strategies, the disruptive macro environment has created pockets of opportunity for both LPs and GPs to re-tool, refine and redirect their efforts.”

GPs face a challenging, but not impossible, fundraising environment  

The survey found that re-ups remain an important piece of LPs’ planned allocations. Nonetheless, most expect to add new GP relationships and won’t be fully allocated until the second half of 2023:

  • 66% of LPs expect to dedicate at least 75% of 2023 allocations to re-ups
  • 63% of LPs say they are not planning to cut back new GP relationships
  • 61% of LPs anticipate having capital to deploy into the second half of the year

In addition, sector interests have begun to shift:

  • Emerging technology (including A.I.) and energy transition are popular themes, with 64% and 54% of LPs, respectively, indicating interest
  • More than 20% of LPs indicated an interest in professional sports investing
  • Only 12% of LPs indicated an interest in blockchain assets

Spotlight on evolving trends in ESG & DEI

ESG and DEI have been established trends in private equity fundraising for years, but how exactly do they factor into decision-making processes for both LPs and GPs?

The survey found that over 75% of LPs consider ESG in some way during the underwriting process. However, only 26% have strict guidelines on ESG that they are prohibited from violating. Additionally, 69% of LPs claim they do not favor one part of ESG more heavily compared to others during their underwriting process. This could suggest that while LPs believe ESG should be considered in some capacity, there is no consensus on precisely what role it should play in regard to investment decisions.

GPs are dedicating more resources to satisfy LPs’ increased focus on ESG:

  • 92% of GPs said that LPs are requesting more reporting and data on ESG and DEI since 2020
  • 67% of GPs have either a dedicated in-house professional or a third-party service provider (or both) focused on ESG & DEI

Regarding DEI, GPs continue to prioritize recruiting and retaining diverse talent in part because they believe it can drive superior returns at the fund level. At the portfolio company level, GPs are taking a variety of measures to promote DEI.

Published semi-annually, Moelis’ Private Markets Insights survey aims to assess the current PE fundraising landscape. The 2nd edition captured the views of more than 80 institutional LPs and a dozen senior women and diverse PE professionals in the GP community, representing a broad range of organization types, sizes, and experience. Responses were collected during Q1 2023.

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About Moelis & Company

Moelis & Company (“Moelis”) 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

January 04, 2017

Moelis & Company Increases Quarterly Dividend to $0.37 Per Share on Expected 2016 Fiscal Year End Results

…included herein. 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,…

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Moelis & Company Increases Quarterly Dividend to $0.37 Per Share on Expected 2016 Fiscal Year End Results

New York, January 04, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that its Board of Directors has declared a quarterly dividend of thirty seven cents ($0.37) per share on its Class A common stock, an increase of five cents ($0.05) per share on its regular quarterly dividend, payable on March 17, 2017 to holders of record of such Class A Common Stock outstanding at the close of business on March 3, 2017.

The Firm declared its fourth increase in its quarterly dividend since going public based on expected fourth quarter ended December 31, 2016 revenues in the range of approximately $196 million to $200 million and fiscal year ended December 31, 2016 revenues in the range of approximately $605 million to $609 million.

“We are pleased to announce an increase in our quarterly dividend and strong year-end results.  We continue to grow our Company organically, without acquisitions, and with a focus on return on capital and cost discipline.  Our ability to return meaningful cash back to our investors is a result of the strength of this model and our commitment to shareholders.  Including the dividend announced today, we will have returned $6.06 per share to investors since our IPO,” said Ken Moelis, Chairman and Chief Executive Officer of Moelis & Company.

The preliminary financial information included herein reflects management’s estimates based solely upon information available to the Firm as of the date of hereof and is the responsibility of management.  When the Firm’s actual financial results for such periods are finalized, they will include any adjustments necessary, in the opinion of management, for a fair presentation of such information and will also include the other financial metrics necessary for a comprehensive review of the Firm’s financial results for such periods. The Company’s audited results for the fiscal year ended December 31, 2016 will not be available until its Annual Report on Form 10-K is filed for such period and may differ materially from these estimates.  For additional information regarding the Firm’s preliminary financial results, you should read the Firm’s Current Report on Form 8-K, to be filed on January 4, 2017.  You should also read the Firm’s other filings with the Securities and Exchange Commission for a discussion of factors that could cause actual outcomes or results to differ materially from those indicated in the preliminary financial information included herein.  

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 with about 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.

Forward-Looking Statements
This press release contains forward-looking statements, which reflect the Firm’s current views with respect to, among other things, its revenues. You can identify these forward-looking statements by the use of words such as “outlook,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “target,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. For a further discussion of such factors, you should read the Firm’s filings with the Securities and Exchange Commission. The Firm undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise.

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

…& 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….

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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

June 02, 2014

Moelis & Company Announces the Appointment of John Colella as a Managing Director Providing Financial and Strategic Advice to Power and Utility Clients

…having him add to our strong recent momentum in the sector.” About Moelis & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice…

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Moelis & Company Announces the Appointment of John Colella as a Managing Director Providing Financial and Strategic Advice to Power and Utility Clients

New York, June 02, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of John Colella as a Managing Director providing financial and strategic advice to power and utility clients in the U.S. and internationally. Mr. Colella will join the Firm in September and will be based in New York.

Mr. Colella brings nearly 15 years of investment banking experience to Moelis & Company. He joins from JP Morgan where he was a Managing Director covering power and utility clients and he started his investment banking career at UBS Investment Bank.

Rick Leaman, Managing Partner at Moelis & Company, said, “Having worked previously with John, I know he brings his impressive industry expertise to the Firm as well as a number of strong senior-level client relationships. He joins us at a time when the power and utility sector is seeing increasing activity levels, and we look forward to having him add to our strong recent momentum in the 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 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.