News

New York, June 09, 2025

Ken Moelis to Become Executive Chairman

Navid Mahmoodzadegan Appointed Chief Executive Officer 

Jeff Raich Appointed Executive Vice Chairman

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced key senior leadership changes, which are the result of the Firm’s long-term leadership transition planning and will be effective as of October 1, 2025. Founder Ken Moelis, who has served as Chief Executive Officer since the Firm’s inception in 2007, will assume the role of Executive Chairman and will continue to focus on advising clients on their most critical strategic decisions. Navid Mahmoodzadegan, Co-Founder and Co-President, will succeed Ken as Chief Executive Officer and will also join the Board of Directors. Jeff Raich, Co-Founder and Co-President, will become Executive Vice Chairman of Moelis and will continue to lead key business areas of the Firm.

Ken said, “I have never felt better about our Firm and the opportunities ahead. We have the highest quality talent and the most extensive capabilities for clients in our history. This is the right moment to elevate the next generation of leadership and create further opportunities for internal growth. Navid is a founder of our Firm and has been a trusted partner to me for 30 years. As Co-President, he has been involved in every major decision we have made and has been a key driver of our Firm’s most impactful strategic growth initiatives. He’s a unique talent and one of the best strategic advisors I have ever worked with. Navid has the full support of our Board to lead Moelis into the future, building on our strong foundation to drive sustained growth and invest in the next generation of talent. Navid, Jeff and I share a long-term vision and deep commitment to fostering a collaborative and entrepreneurial environment that prioritizes exceptional client service and innovation.”

Navid commented, “I am incredibly proud of what we have achieved together these past 18 years since founding Moelis and am honored and excited to have the opportunity to serve as CEO at this important moment in the evolution of our Firm. As we move forward, we will continue to put clients first – that has always been the key to the Firm’s long-term success and achieving outstanding results for our shareholders. We have never been better positioned to capitalize on the significant growth opportunities ahead.”

Jeff added, “Moelis has always been defined by entrepreneurial thinking, deep client relationships, and a culture focused on our people. Ken, Navid and I have achieved so much together in our 30 years of partnership, and it feels like we are just getting started. I look forward to continuing to bring creative solutions to our clients and executing on our growth plans together with my colleagues across our organization.”

Ken concluded, “Jeff’s experience and judgment have shaped Moelis at every stage since our founding, and his leadership will be critical to our next chapter. I look forward to serving our clients and helping drive the Firm’s continued success alongside Navid, Jeff and our leadership team for years to come.”

About Navid Mahmoodzadegan

Navid Mahmoodzadegan is a Co-Founder and Co-President of Moelis & Company, where he has co-led the Firm’s investment banking business and driven strategic growth since its founding. An accomplished banker and advisor with 30 years of experience, Navid previously served as Global Head of Media Investment Banking at UBS. Prior to this, he was an investment banker at Donaldson, Lufkin & Jenrette and practiced law as an attorney at Irell & Manella.

Navid holds an A.B. with Highest Distinction from the University of Michigan (Phi Beta Kappa) and a J.D. from Harvard Law School, magna cum laude. He currently serves on the Taft School Board of Trustees and on the President’s Advisory Group at the University of Michigan. He previously served on the National Board of Directors of JumpStart and as Board Chair for the Carlthorp School Board of Trustees.

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’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 clients from locations across North and South America, Europe, the Middle East, and Asia-Pacific. For further information, please visit: www.moelis.com.

New York, June 03, 2025

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 US Financials Conference on Tuesday, June 10^th at 1:50pm 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.

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’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 clients from locations across North and South America, Europe, the Middle East, and Asia-Pacific. For further information, please visit: www.moelis.com.

New York, April 30, 2025

Reflects the Firm’s ambition to build a premier platform in secondaries and sponsor-led capital solutions

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointments of Jeff Hammer and Paul Sanabria as Managing Directors. They will join the Private Funds Advisory team in May, which will be led by Matt Wesley as Global Head upon his arrival, as the Firm continues its expansion in secondaries advisory and sponsor-led capital solutions.

Jeff Hammer and Paul Sanabria, who will be based in New York and Boston respectively, each bring over 25 years of experience advising financial sponsors and institutional investors. They previously served as global co-heads of Manulife Investment Management‘s GP-led secondaries unit. Prior to that, they led Houlihan Lokey’s private capital solutions efforts, where they built and scaled one of the market’s most active businesses for complex secondaries. Their work has spanned GP-led transactions, LP portfolio sales, and bespoke liquidity solutions.

“We are aggressively building one of the market’s leading platforms in private capital advisory, and this is another important step in that direction,” said Navid Mahmoodzadegan, Co-Founder and Co-President of Moelis. “Jeff and Paul’s decision to join Moelis underscores our ambition to lead in the secondaries advisory space by delivering high-impact advice where and when clients need it most.”

Jeff Raich, Co-Founder and Co-President of Moelis, added, “Rapidly building a deeply experienced team is a proven formula for success in private capital advisory. The appointments of Jeff and Paul, along with our announcement that Matt will be leading the group, reflect our commitment to that strategy. With an expanded team and plans for further hires, we’re well positioned to provide tailored solutions to our financial sponsor clients.”

Ken Moelis, Chairman and CEO, commented, “We’ve built this Firm by backing the right people and growing with purpose. The additions of Jeff and Paul, along with Matt and our existing team, give us a best-in-class group that knows how to think strategically and execute at the highest level.”

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’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 clients from locations across North and South America, Europe, the Middle East, and Asia-Pacific. For further information, please visit: www.moelis.com.

New York, April 23, 2025

London, April 17, 2025

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that it has appointed Julien Oussadon as a Managing Director in London, where he will focus on advising clients in the technology sector across Europe. Julien’s hire further enhances Moelis’s Global Technology franchise and underscores the Firm’s continued investment in expanding its advisory platform across Europe and internationally.

Julien brings two decades of investment banking experience with a focus on application and vertical software, as well as fintech, data and information services. He has a track record of advising high-growth and established technology companies on a broad range of strategic transactions, including public and private M&A, IPOs, and growth financings. He joins Moelis from Harris Williams, where he was a Managing Director in the firm’s Technology investment banking group leading its European practice. Prior to that, he worked at UBS in its TMT investment banking group. He began his career in the M&A group at Société Générale in Paris.

Jason Auerbach, Global Head of Technology Investment Banking at Moelis commented, “Technology continues to be one of the most dynamic and globally integrated sectors, and Julien’s deep sector expertise and execution will be instrumental as we further scale our technology advisory capabilities across Europe to deliver exceptional outcomes for our clients.”

Yorick van Slingelandt, Head of EMEA & APAC at Moelis, added, “Julien’s appointment reflects our continued momentum in growing our European platform and commitment to investing in sectors that are strategically important to our clients. His arrival adds depth to our cross-border advisory capabilities and ability to provide top-level advice to technology companies across the region.”

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’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 clients from locations across North and South America, Europe, the Middle East, and Asia-Pacific. For further information, please visit: www.moelis.com.

New York, April 02, 2025

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its first quarter 2025 financial results after the market closes on Wednesday, April 23, 2025.

Ken Moelis, Chairman and Chief Executive Officer, and Chris Callesano, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (April 23, 2025) to review the financial results. Following the review, there will be a question and answer session.

Investors and analysts may participate in the live conference call by dialing +1 (888) 300 4150 (domestic) or +1 (646) 970 1530 (international) and using access code 8014191. Please dial in 15 minutes before the conference call begins. The conference call will also be accessible as a listen-only audio webcast through the Investor Relations section of the Moelis & Company website at www.moelis.com.

For those unable to listen to the live broadcast, a replay of the call will be available for one month via telephone starting approximately one hour after the live call ends. The replay can be accessed at +1 800 770 2030 (domestic) or +1 609 800 9909 (international); the conference number is 8014191.

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’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.

New York and Houston, March 10, 2025

Moelis & Company (NYSE: MC), a leading global independent investment bank, is pleased to welcome Curt Launer as a Senior Advisor in New York. He will support the Firm’s midstream energy efforts, led by Managing Director Dave McGuiness.

Moelis continues to invest in the expansion of its Energy Franchise, building on the strength of its U.S. Energy business and its deep expertise across the Middle East and Europe, while drawing on an array of resources to bring the best of the Firm to clients in the sector. Last year, the Firm appointed industry leading banker Stephen Trauber as Chairman and Global Head of Energy and Clean Technology, alongside energy bankers Muhammad Laghari and Alexander Burpee as Managing Directors in Houston.

Curt brings extensive experience in the energy sector and has witnessed its evolution as an equities research analyst, investment banker, and principal investor. He began his career as an equity research analyst at Donaldson, Lufkin & Jenrette (DLJ) and First Boston, covering natural gas, pipelines, and midstream infrastructure. Most recently, he founded Bakken Energy, a developer of natural gas fueled power generation and related infrastructure.

Stephen Trauber, Chairman and Global Head of Energy and Clean Technology, commented, “We’re pleased to welcome Curt as a Senior Advisor. We remain committed to delivering our expanded Energy platform to clients around the world, and his deep industry experience and relationships will further support our efforts.”

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’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.

New York, February 27, 2025

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Christopher Callesano to Chief Financial Officer effective March 31, 2025. Chris succeeds Joseph Simon who will be leaving the Firm following a distinguished 15-year tenure at Moelis. Joe will work closely with Chris and the executive team to ensure a seamless transition over the next three months before joining Wachtell, Lipton, Rosen & Katz as Chief Financial Officer.

Chris has been with Moelis since 2010 and currently serves as Managing Director, Principal Accounting Officer and Corporate Controller. With over 25 years of finance and accounting experience, he has worked alongside Joe for almost 15 years and has been heavily involved in building the Firm’s finance and accounting infrastructure and operations to support Moelis’s significant growth. Chris will continue to be based at the Firm’s headquarters in New York.

Commenting on the appointment, Ken Moelis said, “We want to thank Joe for his trusted partnership and exceptional contributions to our Firm. His leadership has been integral to our growth and our evolution as a public company, and we wish him well in his new position as CFO of Wachtell Lipton, a trusted legal partner to us for many years. Chris has a strong track record, deep financial expertise, and intimate knowledge of our operations and culture. We congratulate Chris on his new role and look forward to his contributions as we continue executing our growth strategy to better serve our clients and shareholders.”

Chris commented, “I am excited to take on this role and deeply appreciate the trust that Ken and the executive team have placed in me. Moelis has been my home for nearly 15 years, and I look forward to building on our strong foundation and leading the financial team to support the next phase of the Firm’s growth. I also want to thank Joe for his support throughout my time at Moelis and preparing me for this critical role.”

Prior to joining Moelis, Chris was Senior Managing Director of Financial Reporting and Policy at NASDAQ OMX. Before that, he served as Director of Corporate Reporting at Merrill Lynch and began his career as an auditor at Ernst & Young. Chris holds a B.S. in Accounting from Penn State University, an M.B.A. from the Stern School of Business at New York University and is a Certified Public Accountant.

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’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.

New York, February 05, 2025

New York, February 03, 2025

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Matt Wesley will be joining the Firm as Global Head of Private Funds Advisory (PFA). This strategic hire underscores the Firm’s commitment to expanding its capabilities in providing private capital solutions to financial sponsors and limited partners globally.

Matt will lead the Firm’s efforts in growing a best-in-class private funds advisory business providing integrated capital solutions across secondary advisory, primary fundraising, and bespoke liquidity solutions. Under Matt’s leadership, the Private Funds Advisory business, working in partnership with the Firm’s industry, financial sponsor and capital markets bankers, will further enhance Moelis’s ability to deliver the highest quality advice and solutions to clients. Matt’s appointment comes as the private funds market continues to grow and innovate, with increasing demand for secondary transactions and creative capital solutions.

Navid Mahmoodzadegan, Co-Founder and Co-President of Moelis commented, “Matt is an industry leader with a proven record of building and growing successful businesses in the private funds space. His strategic vision, expertise in structuring complex liquidity solutions, and deep relationships across the financial sponsor community make him uniquely positioned to scale our Private Funds Advisory business into a global market leader.”

Matt brings over 20 years of industry-leading expertise in secondaries and private capital advisory. He will join Moelis from his position as Global Head of Private Capital Advisory at Jefferies, where he built and led the firm’s secondary advisory, primary fundraising and GP stakes businesses. Earlier in his career, he held leadership roles at PJT Partners, where he advised on some of the earliest and largest single-asset continuation vehicle transactions, and at Coller Capital. Matt began his career at Sullivan & Cromwell, where he focused on secondaries, fund formation, and financial institutions M&A.

Jeff Raich, Co-Founder and Co-President of Moelis commented, “The financial sponsor community has been core to our Firm since its founding, and we are confident that Matt’s expertise will enable us to continue supporting our private equity clients through all phases of their lifecycle. His leadership and ability to execute on transformational opportunities across private capital will be critical as we continue to drive growth for the Firm.”

Ken Moelis, Chairman and Chief Executive Officer of Moelis added, “Private capital is one of the most dynamic areas of the market today, and we see a significant opportunity to expand our capabilities in this space. Matt’s appointment reflects our commitment to investing in this business and hiring exceptional talent to build an elite franchise that anticipates and meets the evolving needs 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.

New York, January 24, 2025

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Greg Gordon as a Senior Advisor. In this role, Greg will provide strategic advice to clients in the power and utilities sectors, further enhancing the Firm’s expertise in this critical market. He will be based in New York.

With over 30 years of experience, 26 of which were spent as a securities analyst covering U.S. utility and power companies, Greg brings deep insight into the sector and its investor landscape. Previously, he served as Principal and Head of North America Utility Strategy at Zimmer Partners, a multi-billion-dollar hedge fund focused on equity investments in utilities and energy infrastructure. Prior to that, Greg was a Senior Managing Director and Head of Power and Utilities Research at Evercore ISI. He has also held senior roles at Morgan Stanley, Citigroup, and Goldman Sachs.

Greg will work closely with Moelis’s global Power and Utilities group to support clients navigating the opportunities and challenges presented by rising electricity demand, infrastructure modernization, and evolving market dynamics.

John Colella, Managing Director and Head of U.S. Power and Utilities at Moelis commented, “Greg’s appointment underscores our dedication to supporting clients in the power and utilities industry, which is facing unprecedented change. As the sector continues to transform, his strategic insights and understanding of the market will complement the strengths of our existing team and add significant value to 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’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.

New York, January 15, 2025

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its fourth quarter and full year 2024 financial results after the market closes on Wednesday, February 5, 2025.

Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (February 5, 2025) to review the financial results. Following the review, there will be a question and answer session.

Investors and analysts may participate in the live conference call by dialing +1 (888) 300 4150 (domestic) or +1 (646) 970 1530 (international) and using access code 8014191. Please dial in 15 minutes before the conference call begins. The conference call will also be accessible as a listen-only audio webcast through the Investor Relations section of the Moelis & Company website at www.moelis.com.

For those unable to listen to the live broadcast, a replay of the call will be available for one month via telephone starting approximately one hour after the live call ends. The replay can be accessed at +1 800 770 2030 (domestic) or +1 609 800 9909 (international); the conference number is 8014191.

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’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.

New York, December 03, 2024

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Ken Moelis, Chairman and Chief Executive Officer, is scheduled to speak at the Goldman Sachs US Financial Services Conference on Tuesday, December 10th at 1:00p.m. Eastern Time.

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

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’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.

New York and San Francisco, December 03, 2024

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that it has appointed James “Jaime” Burnes as a Managing Director, providing strategic and financial advice to clients in the Healthcare sector with a focus on biotech and life sciences. Based in San Francisco, Jaime will work closely with the Firm’s deep bench of talent to drive growth and innovation for clients in these rapidly evolving industries.

With nearly 25 years of healthcare investment banking experience, Jaime brings deep industry knowledge and a proven track record of strategic advisory across M&A and capital markets transactions. Prior to joining Moelis, he served as a Managing Director at Cantor Fitzgerald, and previously as Co-Head of Healthcare Investment Banking at Cowen Group. He began his career at Lehman Brothers.

Jeff Raich, Co-Founder and Co-President of Moelis commented, “As momentum accelerates across the biotech and pharma sectors, clients need trusted experienced advisors to help them navigate this competitive landscape. Jaime’s expertise and strong client relationships will enhance our healthcare team’s ability to deliver strategic advice to meet the complex needs of this dynamic industry.”

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’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.

New York, October 23, 2024