News

New York, July 30, 2014

London, July 28, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Philip Smith as a Managing Director providing financial and strategic advice to industrial clients, with a specific focus on capital goods and automotives, in the Europe, Middle East, Africa (EMEA) region.

Mr. Smith was previously with Citigroup in both London and New York and has spent more than 17 years in the industry. At Citi, he was a Managing Director covering the bank’s large global diversified industrial clients with a focus on electrical equipment, automotive, flow control and machinery. Prior to Citi, Mr. Smith qualified as an accountant with Deloitte.

Matt Prest, Co-Head of Europe at Moelis & Company, said, “Historically, the industrials sector has been very active in M&A and we are seeing strong signs of increased activity from both corporates and financial sponsors. Strong balance sheets and broader economic stability are two of the key factors giving CEOs increased confidence to implement strategically important deals that have been on their radar for some time. We are delighted that Philip is joining us to provide our clients with the benefit of his experience and industry knowledge.”

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.

New York, July 15, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its second quarter 2014 financial results after the market closes on Wednesday, July 30, 2014.

Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 4:30pm ET on the same day (July 30, 2014) 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 1-877-510-3938 (domestic) or 1-412-902-4137 (international) and referencing the Moelis & Company Second Quarter Earnings Call. Please dial in 10 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 1-877-344-7529 (domestic) or 1-412-317-0088 (international); the conference number is 10049124.

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.

New York, July 01, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Kenneth L. Shropshire, Wharton professor and corporate lawyer, as an independent member of the Board of Directors.

Mr. Shropshire is the David W. Hauck Professor at the Wharton School of the University of Pennsylvania, teaching legal and business aspects of sports; business law and ethics; negotiation and dispute resolution; and diversity and the law. He is the director and founder of the Wharton Sports Business Initiative, a think-tank that generates and disseminates knowledge about the sports industry through educational programs, strategic corporate partnerships, high-level student consulting assignments, global forums and research. Mr. Shropshire also serves as Special Counsel to the global law firm Duane Morris LLP where he practices corporate law with a concentration in sports and business law.

Ken Moelis, Chairman and CEO of Moelis & Company, said, “We are delighted to welcome Ken to the Moelis & Company board so soon after our initial public offering in April. Ken brings new perspectives and a wealth of unique experience to this role which will benefit the Firm, and our clients, greatly.”

Mr. Shropshire is also a consultant to the Miami Dolphins Foundation and the National Football League, where he assists the organization in expanding its player development and social impact program, and he currently leads the research efforts of the Major League Baseball On-Field Diversity Task Force.  His consulting roles have also included work for the NCAA, the NFL Players Association and USA Track and Field, and he was an executive on the organizing committee for the 1984 Los Angeles Olympic Games. Mr. Shropshire is a founder and member of the Board of Directors of the Valley Green Bank in Philadelphia and also serves as a trustee of the Women’s Sports Foundation and the Board of Directors of Peace Players International.  He is a former president of the Sports Lawyers Association, the largest such organization in the world, and Program Chair of the ABA Forum Committee, Sports Law Section.  Mr. Shropshire is the author of numerous books and articles on the business of sports.

Mr. Shropshire is a 1980 graduate of Columbia Law School and a 1977 graduate of Stanford University.

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.

New York, June 16, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the establishment of its Private Funds Advisory Business which will provide capital raising, secondary and other independent advisory services to private fund sponsors and limited partners.  This business significantly expands the Firm’s leading financial sponsors’ capabilities, having advised on more than $300 billion of sponsor-related transactions over the past five years, and enhances its offering to institutional investors.

The Firm also announced the hire of four Managing Directors who have agreed to join Moelis & Company to lead the business.  Dave Brown, Patrick S. Dunleavy and Christopher D. Kirsten will be based in the Firm’s New York headquarters and Zaid Abdul-Aleem will be based in the Firm’s Chicago office.  Messrs. Brown, Dunleavy, Kirsten and Abdul-Aleem have collectively advised on a broad range of fundraises across the spectrum of investment strategies and geographies worldwide.

Ken Moelis, Chairman and CEO of Moelis & Company, said, “Launching the Private Funds Advisory Business is an important next step in Moelis & Company’s growth strategy given our very successful financial sponsors franchise and our focus on relationships and independent advice.”

Mr. Moelis added, “These Managing Directors bring tremendous fundraising experience and expertise to our Firm.  We are excited about the market opportunity for fundraising and look forward to working with them to provide innovative capital raising services to financial sponsor clients and enhancing our ability to serve institutional investors.”

Mr. Abdul-Aleem joined Greenhill’s Private Capital Advisory Group in 2012 as a Principal. Before joining Greenhill, he was an Executive Vice President and Head of Business Development for Piedmont Investment Advisors where he was responsible for marketing and client service to U.S. institutional investors.  He previously worked in the Investment Banking Division of Morgan Stanley.

Mr. Brown was formerly a Managing Director and Co-Head of Greenhill’s Private and Real Estate Capital Advisory Groups.  He joined Greenhill in 2008 from Lehman Brothers where he served as a Senior Vice President of Lehman’s Private Fund Marketing Group.  He was previously a Director of New York Life Investment Management and prior to that played as a quarterback for 10 years in the National Football League for the New York Giants and the Arizona Cardinals.

Mr. Dunleavy was formerly a Managing Director and Co-Head of Greenhill’s Private and Real Estate Capital Advisory Groups. He joined Greenhill in 2008 from Lehman Brothers where he was a Managing Director of Lehman’s Private Fund Marketing Group.  He was previously a Managing Director in the Private Fund Advisory Group at Lazard.

Mr. Kirsten was formerly a Managing Director and Chairman of Greenhill’s Private Capital Advisory Group.  He joined Greenhill in 2008 from Lehman Brothers where he was a Managing Director and Global Head of the firm’s Private Fund Marketing Group. He was previously a Director of Deutsche Bank’s Private Equity Finance Group.

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.

New York, June 03, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Ken Moelis, Chairman and Chief Executive Officer, is scheduled to present at the Morgan Stanley Financials Conference on Tuesday, June 10, 2014 at 12:40 p.m. Eastern Time.

The presentation and a live audio 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 one month on the same website following the conference.

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.

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.

London, May 23, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Robert Sorrell as a Managing Director providing strategic and financial advice to Financial Sponsor clients across Europe. He will be based at Moelis & Company’s European headquarters at St Paul’s in the City of London.

Mr. Sorrell joins from Sorrell Capital LLP, a partnership that focused on investment management and advisory services. Prior to this Mr. Sorrell had a 14 year career at Goldman Sachs where he held a number of roles including Managing Director and Co-Head of the Private Finance Group for Europe, Middle East, Africa.

Commenting on the appointment, Kasim Kutay, Co-Head of Europe at Moelis & Company, said: “Improvement in the macroeconomic environment, monetisation of existing sponsor portfolio assets, and new money raised by funds are all expected to drive higher volumes of financial sponsor activity in Europe in the coming years. With this increase in activity, we are delighted that Robert is joining the Firm.”

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.

New York, May 21, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Ken Moelis, Chairman and Chief Executive Officer, is scheduled to present at the Sanford C. Bernstein 30th Annual Strategic Decisions Conference on Thursday, May 29, 2014 at 4:00 p.m. Eastern Time.

The presentation and a live audio 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 one month on the same website following the conference.

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.

New York, May 20, 2014

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

Mr. de Jong brings nearly 20 years of experience to Moelis & Company having previously worked at Barclays Capital, and formerly Lehman Brothers, where he was most recently Global Head of Life Sciences. At Barclays, he focused on pharmaceuticals, biotechnology and diagnostics, and developed a portfolio of relationships across the U.S. and Europe.

Rick Leaman, Managing Partner of Moelis & Company, said, “With the continued high level of activity in the healthcare sector, Maarten’s appointment, which enhances our existing global healthcare franchise, makes us well positioned to advise clients on their strategic and financial initiatives.”

Mr. Leaman added, “We will continue to see pharmaceutical companies re-aligning their asset portfolios by separating their non-core businesses while also investing further in the growth of their core businesses. This, together with the maturation of the large biotechnology companies, will continue to drive strategic momentum in the broader Life Sciences arena.”

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.

New York, May 07, 2014

New York, May 05, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Brian Callaci as a Managing Director providing financial and strategic advice to food, beverage and consumer sector clients in the U.S. and internationally. Mr. Callaci will join the Firm in July and will be based in Chicago.

With more than 23 years of investment banking experience, Mr. Callaci joins from Bank of America Merrill Lynch where he was most recently Co-Head of the Consumer Investment Banking Group. Prior to his 17-year career at Bank of America Merrill Lynch, Mr. Callaci worked at Salomon Brothers Inc.

Rick Leaman, Managing Partner of Moelis & Company, said, “We are very excited to have Brian join us as we expect to see significant transaction activity on a number of fronts. Consumer goods companies are seeking incremental growth via acquisitions, private equity firms continue to be highly engaged in finding more opportunities to deploy capital within the broadly defined consumer sector, and shareholder activism remains a potent force to agitate for change and challenge management teams.”

Mr. Leaman added, “Over the course of his career, Brian has advised a number of the most important clients in the sector on critical strategic matters. His depth of relationships and experience means that our clients will benefit significantly from his wealth of knowledge and strategic advice.”

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 it 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.

New York, April 23, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its first quarter 2014 financial results after the market closes on Wednesday, May 7, 2014.

Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 4:30pm EST on the same day (May 7, 2014) 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 1-888-317-6016 (domestic) or 1-412-317-6016 (international) and referencing the Moelis & Company First Quarter Earnings Call. Please dial in 10 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 1-877-344-7529 (domestic) or 1-412-317-0088 (international); the conference number is 10045234.

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 it 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.

New York, April 15, 2014

Moelis & Company (the “Company”) (NYSE: MC), a leading global independent investment bank, today announced the pricing of its initial public offering of 6,500,000 shares of its Class A common stock at a price to the public of $25.00 per share.  Additionally, the Company has granted the underwriters a 30-day option to purchase up to an additional 975,000 shares of Class A common stock from the Company at the initial public offering price, less underwriting discounts and commissions.  The Company’s shares of Class A common stock are expected to begin trading on the New York Stock Exchange on April 16, 2014 under the ticker symbol “MC.” The offering is expected to close on or about April 22, 2014 subject to satisfaction of customary closing conditions.

Goldman, Sachs & Co. and Morgan Stanley & Co. LLC are acting as lead joint book-running managers for the offering.  Moelis & Company LLC, J.P. Morgan Securities LLC and UBS Securities LLC are acting as joint book-running managers for the offering.  Keefe, Bruyette & Woods, Inc., Sanford C. Bernstein & Co., LLC and JMP Securities LLC are acting as co-managers for the offering.

The offering is being made only by means of a prospectus.  A copy of the final prospectus related to the offering may be obtained, when available, from Goldman, Sachs & Co., Attention: Prospectus Department, 200 West Street, New York, New York 10282, telephone: 1-866-471-2526, email: [email protected], or from Morgan Stanley & Co. LLC, Attention: Prospectus Department, 180 Varick Street, 2nd Floor, New York, New York 10014, telephone: 1-866-718-1649, email: [email protected].

A registration statement relating to these securities has been filed with the U.S. Securities and Exchange Commission and was declared effective on April 15, 2014. This press release shall not constitute an offer to sell or the solicitation of any offer to buy, nor shall there be any sale of these securities in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

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 it clients with nearly 500 employees based in 15 offices in North and South America, Europe, the Middle East, Asia and Australia.

Cautionary Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995, which reflect the Company’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”, “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. We undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise. A further list and description of these risks, uncertainties and other factors can be found in the Company’s Registration Statement on Form S-1, as amended, filed with the U.S. Securities and Exchange Commission. This filing and subsequent filings are available online at www.sec.gov or on request from the Company.

New York, April 09, 2014

Moelis & Company, the global independent investment bank, today announced the appointment of Perry Hall as a Managing Director providing financial and strategic advice to retail sector clients. He will be based in New York covering U.S. and international clients.

With more than 20 years of investment banking experience, Mr. Hall joins from Bank of America Merrill Lynch where he was most recently a Managing Director in the Investment Bank’s Retail and Consumer Group. During his 15 year career there, he provided strategic advice and specialty retail sector coverage to CEOs at public and private companies including U.S. and international firms.

Rick Leaman, Managing Partner of Moelis & Company, said, “As the retail sector has matured, companies are increasing their level of M&A activity as a means of alternative growth, and many are looking for international expansion. Perry’s sector and banking expertise bolsters Moelis & Company’s capabilities thereby ensuring that clients will benefit from our independent advice as they look to assess their strategic alternatives.”

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 600 employees, Moelis & Company serves its clients around the world through its offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris and Sydney.  For more information, please visit www.moelis.com.