Managing Directors
Managing Directors
Kenneth D. Moelis
Chief Executive Officer
Ken Moelis is the Chief Executive Officer of Moelis & Company. Mr. Moelis has had a unique 25-year career on Wall Street during which he has helped build and manage two of the most successful investment banking growth stories of the past two decades. Prior to founding Moelis & Company, Mr. Moelis was President of UBS Investment Bank where his responsibilities included oversight of the investment banking business, sourcing and supporting high-profile banking transactions, implementing various firm-wide client initiatives and building relationships with key corporate and institutional clients across the firm. Prior to this role, Mr. Moelis was Joint Global Head of the Investment Banking Department (“IBD”) and Head of IBD Americas. During his time at UBS, Mr. Moelis served on numerous UBS boards and committees, including the UBS Group Managing Board, UBS Investment Bank Management Committee and UBS Investment Bank Board. In addition, he was the Chairman of the UBS Investment Bank Client Committee, the Global IBD Management Committee and the IBD Americas Executive Committee.
Prior to UBS, Mr. Moelis was Head of Corporate Finance and Co-Head of the Los Angeles office of Donaldson, Lufkin & Jenrette ("DLJ"). Mr. Moelis began his investment banking career in 1981 at Drexel Burnham Lambert where he helped the firm pioneer the use of high yield debt to finance high-growth companies and mergers and acquisitions.
Mr. Moelis is Chairman of the Tourette Syndrome Association and a member of the Wharton Board of Overseers and the Board of Governors of Cedars Sinai Hospital. He holds an undergraduate degree and an M.B.A. from The Wharton School at the University of Pennsylvania.
Kristian Bagger
Managing Director
Kristian Bagger is a Managing Director and Head of the London Office of Moelis & Company. Mr. Bagger joined Moelis & Company in 2008 after a 20-year career at Deutsche Bank, most recently as a Managing Director and Vice Chairman of Investment Banking and previously as Head of Nordic & BeNeLux Investment Banking and Head of the Industrials, Consumer and Healthcare Industry Groups. While at Deutsche Bank, Mr. Bagger built leading franchises in the Nordic and BeNeLux regions and served on Deutsche Bank's European Investment Banking Management Committee. Prior to Deutsche Bank, Mr. Bagger was an investment banker at Smith Barney. Over the years, Mr. Bagger has advised clients in a variety of industries on the full spectrum of corporate finance matters, specializing in mergers & acquisitions.
Mr. Bagger received an M.Sc. in Economics from the University of Copenhagen.
Thane W. Carlston
Managing Director and Co-Head of Recapitalization & Restructuring Group
Thane Carlston is a Managing Director and Co-Head of the Recapitalization & Restructuring Group at Moelis & Company. Mr. Carlston has been in the investment banking industry for over 17 years. From 1998 until joining Moelis & Company in 2008, he was Co-Head of the Recapitalization and Restructuring Group at Jefferies & Company. During his leadership, Jefferies advised on nearly $200 billion of restructuring transactions. Before joining Jefferies, he ran the New York office for Chanin and Company, a boutique investment banking firm specialized in providing restructuring advice. Mr. Carlston has advised clients in a variety of industries on exchange offers, recapitalizations, restructurings, financings, and M&A transactions.
Mr. Carlston received his B.S. in Political Science from the University of Utah and his M.B.A. from the University of California at Los Angeles.
Elizabeth Crain
Chief Operating Officer and Chief Compliance Officer
Elizabeth Crain is the Chief Operating Officer and Chief Compliance Officer of Moelis & Company. Ms. Crain has been in the investment banking and private equity industries for almost 20 years as a banker, principal and operations specialist. She was most recently a Managing Director in the UBS Investment Bank Office of the CEO and President and served as the Manager of the UBS Investment Bank Client Committee and member of the UBS Investment Bank Board. In this capacity, Ms. Crain helped to set the strategic direction of the Investment Bank, particularly around aligning the firm to better capture high growth client segment opportunities. Prior to this, Ms. Crain was both the Chief Operating Officer and Chief Administrative Officer of the UBS Investment Banking Department Americas franchise, where she played a critical role in the build-out of both the Global and Americas IBD platforms.
Before joining UBS, Ms. Crain was a principal at McCown De Leeuw and Morgan Stanley Capital Partners and an investment banker at Merrill Lynch. She holds a B.A. from Arizona State University and an M.B.A. from The Wharton School at the University of Pennsylvania.
Robert C. Crowley
Managing Director
Bob Crowley is a Managing Director and Head of the Boston Office of Moelis & Company. Mr. Crowley has been in the investment banking industry for over 14 years, most recently as a Managing Director and Global Head of High Yield Capital Markets at UBS. At the time of his departure from UBS, Mr. Crowley served on the Investment Banking Department’s Executive Committee (Americas) and the Credit Fixed Income Department’s Management Committee (Global). Prior to running High Yield Capital Markets, Mr. Crowley 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 started his banking career at Salomon Brothers and worked at BankBoston before joining UBS. Before becoming a banker, Mr. Crowley was a high yield research analyst covering the homebuilding/building materials sectors.
Mr. Crowley received a B.A. in International Politics and Economics from Middlebury College.
William Q. Derrough
Managing Director and Co-Head of Recapitalization & Restructuring Group
Bill Derrough is a Managing Director and Co-Head of the Recapitalization & Restructuring Group at Moelis & Company. Mr. Derrough has been in the investment banking industry for 20 years. From 1998 until joining Moelis & Company, he co-founded and co-headed the Recapitalization & Restructuring Group at Jefferies & Company. During his leadership, Jefferies completed over 125 transactions representing nearly $200 billion. While at Jefferies, Mr. Derrough advised a wide spectrum of clients and investors on restructurings, recapitalizations, financings, mergers, and other engagements.
Prior to joining Jefferies, Mr. Derrough was a Principal at Doyle & Boissiere, a private investment firm, and before this, a Senior Vice President of Chanin & Company, an investment banking firm focused on restructuring advice, and a generalist in corporate finance at Salomon Brothers.
Mr. Derrough received his B.A. from the University of California, Berkeley.
Edward C. Eppler
Managing Director
Ed Eppler is a Managing Director at Moelis & Company. Mr. Eppler has been in the investment banking industry for 17 years, most recently as the Head of the Aerospace and Defense Group at CIBC World Markets. While at CIBC, Mr. Eppler successfully built leading market positions in several industry sectors, including aerospace and defense, communications technology and industrial services. He initiated and managed the full spectrum of corporate finance transactions, including public and private equity and debt financings, mergers and acquisitions, financial restructurings, leveraged buyouts and a broad range of financial advisory services. Prior to joining CIBC, Mr. Eppler was an officer at S.N. Phelps & Co., Vice President at First Funding Corp. and before this, began his career at E.F. Hutton and Company, Inc.
Mr. Eppler has a B.A. in history from Middlebury College and an M.B.A. in finance from the Stern School of Business at New York University.
David P. Faris
Managing Director
David Faris is a Managing Director at Moelis & Company. Mr. Faris has been in the investment banking industry for over 15 years, most recently as a Managing Director in the Chemicals Investment Banking Group at Credit Suisse. During his tenure at Credit Suisse, Mr. Faris advised on a wide variety of domestic and international transactions, including mergers and acquisitions, debt and equity financings, restructurings and leveraged buyouts.
Prior to Credit Suisse, Mr. Faris was with Donaldson, Lufkin & Jenrette where he provided a broad range of investment banking services to chemical and other general industrial companies and also worked in the Mergers & Acquisitions Group. Mr. Faris joined DLJ from Schroders where he worked in the investment banking group covering chemical and general industrial companies. He began his investment banking career in the Mergers & Acquisitions Group at Merrill Lynch.
Mr. Faris holds a B.A. from the University of Rochester and an M.B.A. from the University of Chicago.
Robert J. Flachs
Managing Director
Rob Flachs is a Managing Director at Moelis & Company. Mr. Flachs has been in the investment banking industry for nearly a decade, most recently as a Managing Director in the Recapitalization & Restructuring Group at Jefferies & Company. Mr. Flachs was part of a core team that advised on over 125 transactions representing nearly $200 billion. While at Jefferies, Mr. Flachs specialized in advising companies and creditors in recapitalizations, in-court and out-of-court restructurings, financings and distressed M&A in a wide variety of industries.
Prior to joining Jefferies, Mr. Flachs was an attorney at both Guth Rothman & Christopher and Irell & Minella.
Mr. Flachs graduated summa cum laude with a B.A. from the University of California at Los Angeles and received his J.D. from Harvard Law School.
Mark W. Henkels
Managing Director
Mark Henkels is a Managing Director at Moelis & Company. Mr. Henkels has been in the investment banking industry for 17 years, most recently as the Head of the Industrial Growth and Services Group at CIBC World Markets. While at CIBC, Mr. Henkels built one of Wall Street’s leading industrial franchises serving senior executives in the metals, capital goods, chemicals, aerospace and defense, logistics and building products sectors.
Prior to joining CIBC, Mr. Henkels was a Managing Director at Merrill Lynch, responsible for the global capital goods, building products, steel and aluminum sectors. Mr. Henkels' previous positions include: Director in Salomon Brothers' Select Industries Group; Vice President in Smith Barney's Metals and Mining Group; and Senior Vice President, General Corporate Finance at Kemper Securities.
Mr. Henkels has a B.A. in Accounting from Creighton University and an M.B.A. from the University of Chicago.
Kurt B. Larsen
Managing Partner of Private Equity
Kurt Larsen is Managing Partner of the Private Equity Business of Moelis & Company. Mr. Larsen has been in the private equity industry for 18 years during which time he has invested across a wide spectrum of industries and throughout the capital structure. Over the years, Mr. Larsen has invested through a variety of economic cycles and has adjusted his investment strategy to adapt to these differing environments, including employing a “buy and build” strategy during the 1990s and a more opportunistic approach in recent years.
Mr. Larsen was most recently a Managing Director at Cerberus Capital Management, L.P. where he focused on middle-market private equity and subordinated debt investments across a number of industries. He played an integral role in all aspects of the investment process and actively worked with management teams and boards to deliver value creation.
Prior to joining Cerberus in 2003, Mr. Larsen served as the Managing Partner of Black Diamond Capital Partners, a private equity firm which he founded. Before founding Black Diamond in 1998, Mr. Larsen was a Principal at Aurora Capital Group, a middle-market private equity firm. Before joining Aurora Capital, Mr. Larsen worked as an Associate at WSGP Partners, a private equity firm founded by William E. Simon and Gerald L. Parsky. Mr. Larsen began his career as an Analyst at Drexel Burnham Lambert and attended the University of Utah.
Navid Mahmoodzadegan
Managing Director
Navid Mahmoodzadegan is a Managing Director at Moelis & Company. Mr. Mahmoodzadegan has been in the investment banking industry for over 14 years, most recently as the Global Head of Media Investment Banking at UBS and a member of the UBS Investment Banking Department Americas Executive Committee and previously as an investment banker at Donaldson, Lufkin & Jenrette. Mr. Mahmoodzadegan’s expertise is rooted in a deep understanding of the broadcasting, cable, entertainment, satellite and digital media sectors, significant experience working with financial sponsors and broad knowledge of all aspects of the capital structure. The New York Times recently included Mr. Mahmoodzadegan in the “Facebook of Wall Street’s Future” and Dealmaker, a U.S. investment banking and private equity magazine, named Mr. Mahmoodzadegan to the “Top 40 Under 40” dealmakers in 2007 and the top “rainmaker” in the media sector in 2006.
Mr. Mahmoodzadegan and his family are active supporters of the Tourette Syndrome Association, KCET, LA County Zoo and the Every Child Foundation. He holds an A.B. from the University of Michigan (Phi Beta Kappa) and a J.D. from Harvard Law School (magna cum laude).
Justin Mirro
Managing Director
Justin Mirro is a Managing Director at Moelis & Company. Mr. Mirro has over 13 years of automotive investment banking experience, most recently as a Managing Director and Head of the Automotive Investment Banking Group at Jefferies & Company. While at Jefferies, Mr. Mirro built a leading franchise advising automotive assemblers, suppliers, the aftermarket, and dealerships on mergers and acquisitions, debt and equity financings, restructurings, and leveraged buyouts.
Prior to joining Jefferies, Mr. Mirro was an automotive investment banker at ABN AMRO, Salomon Smith Barney, and Schroder Wertheim. Prior to his investment banking career, he worked in the automotive industry as an engineer for General Motors in Detroit and Toyota in Japan. Mr. Mirro began his automotive career as a test driver for Car and Driver magazine.Mr. Mirro graduated from the University of Michigan School of Engineering with a B.S. in Mechanical Engineering and a B.A. in General Studies. He has an M.B.A. in Finance from the Stern School of Business at New York University.
John Momtazee
Managing Director
John Momtazee is a Managing Director at Moelis & Company. Mr. Momtazee has been in the investment banking industry for over 10 years, most recently as a Managing Director in the Global Media Group and the Head of Broadcasting Investment Banking at UBS. While at UBS, he covered clients across several media sub-sectors, including diversified media, cable television, broadcast television, broadcast radio, digital media, entertainment, publishing and outdoor advertising. Mr. Momtazee has advised and financed many of the largest, most sophisticated media clients and worked extensively with leading financial sponsors. Mr. Momtazee was previously an investment banker at Donaldson, Lufkin & Jenrette and then served as the Chief Financial Officer of The .TV Corporation.
Mr. Momtazee and his family are active supporters of the Parish of St. Matthew, the Tourette Syndrome Association and the Food Allergy and Anaphylaxis Network. Mr. Momtazee received his A.B. in Quantitative Economics and his M.S. in Engineering Economic Systems from Stanford University and his M.B.A. and J.D., both with honors, from the University of Chicago.
Stephan Oppenheimer
Partner of Private Equity
Stephan Oppenheimer is a Partner of the Private Equity Business of Moelis & Company. Mr. Oppenheimer has 11 years of investment experience, having invested in numerous large and middle-market leveraged buyouts and growth equity transactions across a broad range of industries in the U.S. and internationally.
Mr. Oppenheimer was previously at CCMP Capital Advisors, LLC, where he most recently focused on transactions in the media and telecom, services and industrial sectors. Prior to CCMP Capital, Mr. Oppenheimer worked as an investment banker in the Acquisition Finance group of Chase Securities, Inc. Before joining Chase Securities, he worked as a systems consultant with American Management Systems, Inc. and System Planning Corporation.
Mr. Oppenheimer has a B.S. in Electrical Engineering from the University of Virginia and an M.B.A. from the Darden School at the University of Virginia.
Jeffrey Raich
Managing Director
Jeff Raich is a Managing Director at Moelis & Company. Mr. Raich has been in the investment banking industry for over 19 years, most recently as the Joint Global Head of Mergers and Acquisitions at UBS Investment Bank. Mr. Raich joined UBS in 2001 and founded UBS’s Exclusive Sales and Divestitures Group in 2002. Mr. Raich was a member of the UBS Investment Bank Board, the UBS Global Management Committee and the Investment Banking Department Americas Executive Committee and was Co-Head of Investment Banking Los Angeles. He also served as the Chairman of UBS’s Business Review Group in the Americas. Prior to joining UBS, Mr. Raich was a Managing Director and Head of West Coast Mergers and Acquisitions at Donaldson, Lufkin & Jenrette. He began his career as an investment banker with PaineWebber.
Mr. Raich has advised on over 150 M&A transactions across a broad spectrum of industries. His clients have included public and private companies, private equity firms and hedge funds.
Mr. Raich is a member of the McIntire School of Commerce Advisory Board at the University of Virginia. He received a B.S. with Distinction in Commerce from the McIntire School of Commerce at the University of Virginia (Beta Gamma Sigma).
Gregory J. Shaia
Managing Director
Greg Shaia is a Managing Director at Moelis & Company. Mr. Shaia has almost 20 years of investment banking and private equity experience, most recently as a Senior Managing Director and the Head of Retail and Apparel Investment Banking at Bear Stearns. While at Bear Stearns, Mr. Shaia built a leading franchise advising retail and apparel companies on a wide variety of corporate finance transactions, including mergers and acquisitions, leveraged buyouts, public and private equity and debt financings and financial restructurings. Prior to joining Bear Stearns in 2004, Mr. Shaia was a Managing Director and ran Soft-Lines and Broad-Lines Retail and Apparel Investment Banking at Citigroup and before that was a Principal in the Consumer and Retail Investment Banking Group at Deutsche Banc Alex Brown.
Mr. Shaia holds a B.A. in Literature from Georgetown University and an M.B.A. in Finance from Columbia Business School.
Greg Share
Managing Director
Greg Share is a Partner of the Private Equity Business of Moelis & Company. Mr. Share has 11 years of private equity investment experience in the United States and Europe having made a number of growth equity, leveraged buyout and restructuring investments.
Mr. Share was previously a Managing Director at Fortress Investment Group, where he most recently focused on financial services and insurance investments. At Fortress, Mr. Share was involved in all aspects of the private equity investment process including sourcing new opportunities, acquisition structuring and working closely with portfolio company management teams. Prior to joining Fortress, Mr. Share was a Vice President at Madison Dearborn Partners where he specialized in private equity investing in the media and communications sectors. Mr. Share began his career at Lazard Frères & Company.
Mr. Share graduated magna cum laude with a B.S. in Economics from the Wharton School at the University of Pennsylvania.
Andrew Shore
Managing Director
Andrew Shore is a Managing Director at Moelis & Company. Mr. Shore has over 20 years of investment banking and research experience, most recently as a Managing Director in the Global Consumer Products Group at J.P. Morgan. While at J.P. Morgan, Mr. Shore built a leading franchise advising clients in the global household and personal care industries on mergers and acquisitions, debt and equity financings and a broad range of financial advisory services. Prior to joining J.P. Morgan, Mr. Shore was a Managing Director in Deutsche Bank's Consumer Products and Retail Group and previously the Head of Deutsche Bank's Global Consumer Products Strategy, which included analysis and portfolio construction of food, beverage, tobacco and household products stocks. While an equity research analyst, he was a highly ranked member of the Institutional Investors All-American Research Team for 17 years. Before Deutsche Bank, Mr. Shore was a Managing Director at both Paine Webber and Prudential Securities and began his career at Shearson Lehman Brothers.
Mr. Shore holds a B.B.A. in Finance from the George Washington University.
Kenneth A. Viellieu
Managing Director
Ken Viellieu is a Managing Director and Head of the Chicago Office of Moelis & Company. Mr. Viellieu has been in the investment banking industry for almost 25 years, most recently as a Senior Managing Director and Head of Midwest Investment Banking at Bear Stearns and previously as a Managing Director and Head of the Chicago Office of Donaldson, Lufkin & Jenrette and an investment banker at Drexel Burnham Lambert. Over the course of his career, he has advised clients in a broad range of industries on the full spectrum of corporate finance matters, including mergers and acquisitions, leveraged finance transactions, public and private equity offerings and corporate restructurings. In particular, he has worked closely with clients in the retail and consumer, food and drug retailing, industrial and transportation, financial services, healthcare and media sectors.
Mr. Viellieu is a member of the Children's Memorial Hospital Foundation Board and a Director and Patron of the Big Shoulders Fund. He is also a member of the Advisory Board for the Kelley School of Business at Indiana University, the Graduate School of Business at the University of Chicago and the Board of Trustees for North Shore Country Day School. Mr. Viellieu is a licensed C.P.A. and holds a B.S. in Accounting from Indiana University and an M.B.A. in Finance from the University of Chicago.
Peter Vogelsang
Managing Director
Peter Vogelsang is a Managing Director and the General Counsel of Moelis & Company. Mr. Vogelsang has practiced law for over 20 years, most recently as Co-Head of Coverage for Investment Banking at Morgan Stanley, focused on the Mergers and Acquisitions Department. During his 18 year career at Morgan Stanley, he was also counsel to the Merchant Banking Division, Real Estate Investing businesses and Trust Company. Prior to joining Morgan Stanley, Mr. Vogelsang was an Associate at Cahill Gordon & Reindel.
Mr. Vogelsang graduated from Tufts University magna cum laude and received a J.D. from Columbia Law School.
Todd Wadler
Managing Director
Todd Wadler is a Managing Director at Moelis & Company. Mr. Wadler has been in the investment banking industry for over 10 years, most recently as a Managing Director in the UBS Financial Sponsors and Leveraged Finance Group and previously as an investment banker at Donaldson, Lufkin & Jenrette. Mr. Wadler has originated and executed on numerous M&A, equity and leveraged finance transactions. In particular, he has had extensive experience working on exclusive sale transactions and financings associated with leveraged buyouts and recapitalizations. Over the course of his career, Mr. Wadler has advised many leading financial sponsors and public and private companies.
Mr. Wadler holds a B.S. in Finance with Distinction from Indiana University.
Warren Woo
Managing Director
Warren Woo is a Managing Director at Moelis & Company. Mr. Woo has been in the investment banking industry for over 20 years, most recently as the Global Head of Financial Sponsors, Hedge Funds and Leveraged Finance at UBS Investment Bank and previously as a Managing Director at Donaldson, Lufkin & Jenrette and an investment banker at Drexel Burnham Lambert. Under the leadership of Mr. Woo, UBS became a leader in the middle-market financial sponsors segment in the U.S. During his time at UBS, he served as Vice Chairman of the Investment Banking Department and was a member of the UBS Investment Bank Board, IBD Global Management Committee and IBD Americas Executive Committee.
Over the years, Mr. Woo has specialized in leveraged finance transactions, particularly providing financing for leveraged buy-outs. He has advised many of the industry’s leading financial sponsors as well as many public and private companies.
Mr. Woo currently is a member of the Board of Trustees of Carlthorp School in Santa Monica, California and was selected as the Tourette Syndrome Association’s “Champion of Children” in 2003. He has a B.A. from UCLA (magna cum laude and Phi Beta Kappa) and an M.B.A. from Stanford University Graduate School of Business.
