News

New York, July 24, 2024

New York, July 17, 2024

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

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

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

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

New York, July 10, 2024

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its second quarter 2024 financial results after the market closes on Wednesday, July 24^th, 2024.

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 (July 24, 2024) 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, April 24, 2024

New York, April 03, 2024

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its first quarter 2024 financial results after the market closes on Wednesday, April 24, 2024.

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 (April 24, 2024) 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, February 28, 2024

Appoints Stephen Trauber as Chairman and Global Head of Energy and Clean Technology

Energy bankers Muhammad Laghari and Alexander Burpee also join as Managing Directors

Moelis (NYSE: MC), a leading global independent investment bank, today announced that it has appointed Stephen Trauber as Chairman and Global Head of Energy and Clean Technology.  Based in Houston, Steve will lead the Firm’s global efforts in this space, building on the strength of its U.S. Energy business, led by David Cunningham, and its deep expertise across the Middle East and Europe.  His arrival further expands the Firm’s offerings and relationships across energy services, upstream, midstream and energy infrastructure, electrification, mobility, sustainability, LNG and natural gas, among other sub-sectors.

With over 35 years of experience, Steve has advised on more than $700 billion of energy transactions, including many of the sector’s most significant and transformative M&A and financing transactions. In addition to assembling more than 300 oil and natural gas transactions, he has also served as lead financier for many of the industry’s IPOs and equity and debt capital markets deals. Steve most recently served as Vice Chairman and Global Co-Head of Natural Resources and Clean Energy Transition at Citi, where he was responsible for creating and building its Clean Energy Transition business. Prior to Citi, Steve was Vice Chairman and Global Head of Energy at UBS Investment Bank, where he worked with Ken Moelis.

Effective March 4, senior energy bankers Muhammad Laghari and Alexander Burpee will also join as Managing Directors in Houston to provide strategic advice and execution expertise to upstream and midstream oil and gas clients.  Muhammad and Alex each bring over 15 years of energy experience to Moelis and join from Guggenheim where they were Senior Managing Directors in the Energy Investment Banking group. Previously, Muhammad and Alex were part of Citi’s Energy Investment Banking team, then led by Steve Trauber, where Muhammad served as Head of North America Upstream Investment Banking and Alex helped lead a technical A&D team providing strategic advice and deal execution expertise to clients. Before a career in investment banking, Alex held technical roles in exploration and production with Schlumberger and Hess.

Navid Mahmoodzadegan, Co-Founder and Co-President at Moelis commented, “Steve is a recognized leader in the industry who has played a key role in many of the energy sector’s landmark transactions. We are thrilled to have him lead our global Energy & Clean Technology franchise and look forward to working with Muhammad and Alex as we continue to provide critical advice to our clients across this rapidly evolving industry.”

Ken Moelis, Chairman and Chief Executive Officer at Moelis added, “We continue to strengthen our business across key sectors to enhance the innovative advice and solutions we provide our clients. I look forward to reuniting with Steve and know that our established global energy franchise and our dedicated Clean Technology effort will greatly benefit from his deep experience building teams that foster growth. Investing in our Energy efforts and delivering our expanded expertise to clients around the world remains a key strategic focus at Moelis.”

“I am excited to join Moelis to help grow its global Energy and Clean Technology business and rejoin Ken and many of my former colleagues,” said Steve. “I am also delighted to partner with David Cunningham whom I have known for many years. The global energy ecosystem is undergoing major consolidation and change. I look forward to actively participating in its strategic evolution and working with so many of our clients that are evaluating how best to create value during this period of transformation.”

These hires follow the Firm’s September 2023 announcement of the launch of its Clean Technology Group with a dedicated focus on Energy Transition and sustainability, and appointments of Arash Nazhad and Rick Polhemus to co-lead the group.

New York, February 07, 2024

New York, February 07, 2024

Moelis (NYSE: MC), a leading global independent investment bank, today announced that it has appointed Robert Mendelson as a Managing Director. Based in New York, he will enhance the Firm’s coverage of credit investment institutions and platforms including CLOs, private credit managers, multi-strategy fund managers, and institutional asset managers.

Rob brings over 20 years of investment expertise spanning leveraged finance and asset management with deep experience in restructuring, complex capital structures, and portfolio management. He joins from Venor Capital Management where he was the Head of Trading and Sourcing. Prior to his nearly 18 years at Venor, Rob began his career as a credit analyst at Shenkman Capital Management.

Thane Carlston and William Derrough, Global Co-Heads of Capital Structure Advisory at Moelis commented, “We are pleased to welcome Rob, whose buy-side experience and extensive relationships will bring a unique perspective to our global clients. As the credit landscape continues to evolve and institutional credit-oriented investors increasingly seek tailored coverage, Rob’s appointment underscores our commitment to delivering client-centric solutions and unmatched connectivity.”

New York, January 17, 2024

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its fourth quarter and full year 2023 financial results after the market closes on Wednesday, February 7, 2024.

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 7, 2024) 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 +1 647 362 9199 (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, November 29, 2023

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 Wednesday, December 6th at 1:40p.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.

New York, November 02, 2023

New York, October 12, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its third quarter 2023 financial results after the market closes on Thursday, November 2, 2023.

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 (November 2, 2023) 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 +1 647 362 9199 (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 London, October 09, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Jean-Eudes Renier has joined the Firm as a Managing Director, expanding its Industrials coverage in Europe and enhancing its franchise globally. Effective immediately, he will be based in London.

Jean-Eudes brings nearly 30 years of investment banking experience across many Industrials sectors including autos, automotive technology, steel and mining, building products, paper and packaging and capital goods. Jean-Eudes joins from Bank of America Merrill Lynch where he led the Global Industrial Investment Banking business for many years and most recently served as Chairman of the unit. Prior to his 15 years at Bank of America, he worked at Morgan Stanley where he focused on the basic materials sectors.

Ken Moelis, Chairman and Chief Executive Officer at Moelis commented, “There’s been significant momentum in our Industrials franchise to meet the needs of our clients across this evolving landscape. The hire of Jean-Eudes demonstrates our continued investment in premier senior talent and our commitment to providing quality advice and deep expertise to clients around the world.”

Yorick van Slingelandt, Managing Director and Co-Head of Europe at Moelis added, “Jean-Eudes is an industry leader with extensive relationships and a proven track record. His ability to provide innovative strategic advice and solutions will be critical to helping both corporate and sponsor clients across the Industrials sector optimize their business through strategic investments, divestitures, and other transformative transactions.”

Jean-Eudes builds on the recent growth of Moelis’s leading global Industrials franchise, which saw the arrival of Metals & Mining experts Douglas Pierson in New York earlier this year, and Jeremy Lane in Hong Kong last month.

New York and Hong Kong, September 18, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that it has appointed Jeremy Lane as a Managing Director.  Based in Hong Kong, Jeremy will provide strategic and financial advice to Industrials clients with a focus on Metals & Mining.

Jeremy joins from Credit Suisse where he most recently served as Head of Metals & Mining for Asia. Previously, Jeremy held a number of investment banking roles at Credit Suisse spanning the mining, industrials, and new energy sectors.

Richard Orders, Managing Director who leads Moelis’s business in Hong Kong, commented, “Jeremy’s deep knowledge of the mining sector across Asia and extensive experience on cross-border transactions make him uniquely placed to provide clients with innovative advice and solutions as the demand for strategic metals, in particular, continues to intensify.”

Jeff Raich, Co-President and Co-Founder of Moelis added, “Jeremy’s appointment reflects Moelis’s commitment to bringing broad and diversified expertise to Metals & Mining clients around the world as they navigate rapidly evolving supply chain dynamics driven by energy transition and vehicle electrification mega trends.”

Jeremy’s hire represents a further expansion of Moelis’s leading global Industrials and Metals & Mining franchises following the appointment of Douglas Pierson in New York earlier in the year.

New York and Houston, September 14, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that it has appointed Philip Holder as a Managing Director expanding the Firm’s Power & Utilities coverage. Based in Houston, Phil will provide strategic advice to clients with a focus on the power, utility, financial sponsor, and clean technology sectors.

Phil was most recently a Senior Vice President of Strategic Planning at CenterPoint Energy where he was responsible for corporate strategy, M&A, and financial planning, in addition to the company’s ESG and Energy Transition strategy. Previously, Phil spent over 16 years as an investment banker where he provided a broad range of strategic advice on M&A and restructuring situations in the Power & Utilities sector, holding roles at Guggenheim, Citigroup, and UBS. Notably, he was the financial advisor to Governor Gavin Newsom regarding the establishment of the California State Wildfire Fund.

Jeff Raich, Co-President and Co-Founder of Moelis commented, “We are pleased to deepen our capabilities and further enhance our commitment to our power and utility clients. Phil’s industry knowledge and unique perspective of the challenges that impact their businesses will be highly additive to our leading Power & Utilities franchise.”