M&A and Strategic Advisory

Mergers & Acquisitions

Moelis & Company partners with our clients in evaluating some of their most strategic and complex decisions. We provide independent, unconflicted advice which makes us uniquely suited to offer a range of advisory services to boards of directors and special committees. Our advisory services include mergers, acquisitions and divestitures, spin-offs, joint ventures, fairness opinions and shareholder advisory across all sectors in every major market around the world. We have a leading exclusive sales franchise with a strong track record in achieving maximum value for clients in their sale processes. We counsel our clients through all stages of the process as we evaluate strategic alternatives, assess potential acquirers and targets, provide valuation analyses and advise on transaction terms including valuation, structuring, timing and potential financing. Our global team of experienced professionals has an unparalleled track record of providing exceptional results for our clients.

Special Committee Assignments

Our Special Committee practice consists of dedicated partners that guide special committees of boards of directors in evaluating strategic alternatives and negotiating proposals by leveraging decades of transaction experience, coupled with the independence, confidentiality and discretion for which we are known. We work closely with directors to build a rigorous decision-making and negotiating process that addresses the unique challenges of special committee situations, including the interplay between value and other deal terms, as well as governance considerations and a deep understanding of the various stakeholders involved.

Shareholder Advisory

We provide corporate boards with effective solutions to a broad range of shareholder situations, drawing from decades of experience working with public companies, boards and management teams. We advise clients across every industry on matters of corporate preparedness, proactively developing and implementing engagement strategies. We also provide support during activist campaigns, from privately engaging with shareholders to stave off a formal campaign, to defending the company’s interests in a proxy fight or hostile media campaign. Additionally, we bring significant expertise in Environmental, Social and Governance (ESG) matters, helping companies engage with various stakeholders on these factors and providing strategies for boards and management teams that help defend against targeted ESG-centric activist campaigns while creating value for investors. Combining our global industry coverage with our M&A and Capital Markets capabilities, we help our clients minimize disruption to their business and position them to meet their long term objectives.

Risk Advisory

We evaluate balance sheets, portfolios and large complicated transactions to
advise our financial services clients on complex risk exposures. Our Risk Advisory team consists of experts in structured products, securitization, derivatives and risk management who value complex assets and advise on repositioning and divesting underperforming portfolios.

Dispute Advisory

We specialize in helping companies, investors, governments and government¬≠ related entities navigate and resolve complex high-stakes international arbitrations and commercial disputes. We provide a full suite of strategic advisory services including facilitating access to legal funding for single cases and portfolios of claims, assisting with litigation support, providing financial advice related to settlement negotiations and enforcement proceedings, and designing and executing claim monetization solutions. Our global Dispute Advisory team is able to create incremental value and deliver the best outcome by supporting our clients throughout the resolution process and leveraging the Firm’s best-in-class industry, product and regional expertise.