News

News

May 14, 2010

Moelis & Company Expands Equities Business in Australia

Read More
Moelis & Company Expands Equities Business in Australia

New York and Sydney, May 14, 2010

Moelis & Company today announced the expansion of the firm’s Equities business in Australia with the acquisition of Sydney-based stock broker Foresight Securities. Foresight Securities is an institutional stock broking business that specializes in research, sales and trading of Australian small-cap and mid-cap stocks. The acquisition further builds the firm’s Australian Equities business launched in March and in addition to expanding sales and trading, immediately allows Moelis & Company to provide clients with current and historical research coverage of over 90 small-cap and mid-cap Australian companies. Additionally, through the acquisition, Moelis & Company will become a licensed trading participant of the Australian Stock Exchange (ASX) with an operating Australian financial services license.

“We are thrilled that the acquisition of Foresight Securities will allow us to accelerate our previously announced plan to grow our small-cap and mid-cap equities effort as well as our plan to become an ASX trading participant,” said John Steinthal, Head of Equities at Moelis & Company in Australia. “The team at Foresight has built an impressive small-cap and mid-cap specialist equities business and we are excited about the integrated product platform we will be able to provide our corporate and institutional clients across this important market segment.”

Moelis & Company in Australia is building an equities business focused on providing research, research sales, agency trading, and equity capital markets offerings to an institutional client base. The firm plans on developing a differentiated thematic research product, focusing on investment and trading ideas and recommendations.

“The Foresight team is very excited to join Moelis & Company. Becoming part of a high quality, fast growing equities and investment banking business will allow us to further develop our equities product capabilities across our client base,” added Foresight Securities Principal Ian McKenzie. “Access to the global investment banking expertise of the firm will be invaluable for the corporate needs of our clients.”

Moelis & Company has been building its Equities business in Australia with several recent key senior hires:

  • John Garrett will join the firm as Managing Director and Head of Hedge Fund Sales and will be responsible for Moelis & Company’s hedge fund servicing business. Mr. Garrett was formerly Head of Hedge Fund Sales at UBS Investment Bank.
  • John Farthing, formerly of Providus Capital and UBS Investment Bank, will also join Moelis & Company’s hedge fund servicing business.
  • Rob Farrington has joined the firm as a Managing Director and Head of Sales Trading. Mr. Farrington was formerly the Head of Sales Trading at Credit Suisse and has many years of experience servicing the trading needs of Australia’s largest institutional clients.
  • David Iron will join the firm from RBS to add further experienced resources in trading and execution for the firm’s clients.
  • Troy Derwin will join the firm to spearhead the Research Sales offering. Mr. Derwin joins Moelis & Company from Credit Suisse and brings significant experience in general equity and listed REITs research sales.

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters. The firm also manages investment funds that integrate capital with its advisory expertise. With over 320 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

News

May 13, 2010

Moelis & Company Hires John P. Joliet and Brian M. Webber as Managing Directors in Technology Investment Banking

Read More
Moelis & Company Hires John P. Joliet and Brian M. Webber as Managing Directors in Technology Investment Banking

Los Angeles, May 13, 2010

Moelis & Company today announced that John Joliet and Brian Webber have joined the firm as Managing Directors based in Los Angeles. They will expand the firm’s coverage of the technology sector with a particular focus on business and technology services and software companies.

Mr. Joliet has over 15 years of investment banking experience and was most recently Managing Director and Global Head of Software Investment Banking at UBS Investment Bank. He also served as the Head of UBS Investment Bank’s Los Angeles office. Prior to joining UBS in 2001 he worked at Donaldson, Lufkin & Jenrette.

Mr. Webber has over 17 years of investment banking experience. He joined UBS Investment Bank in 2001 and was most recently Managing Director and Global Head of Technology Investment Banking. Prior to joining UBS he worked at Donaldson, Lufkin & Jenrette and was the Head of Business and Technology Services Investment Banking. He previously worked in technology product development at Ford Motor Company.

“The technology sector is a key strategic area of focus for the firm and we are pleased to deepen our client coverage with the addition of experienced bankers like John and Brian,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “We look forward to working with them and know they will be a strong complement to the team we have already built in this important sector.”

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters. The firm also manages investment funds that integrate capital with its advisory expertise. With over 320 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

News

May 06, 2010

Geoffrey Austin to Join Moelis & Company as Managing Director in London Office

Read More
Geoffrey Austin to Join Moelis & Company as Managing Director in London Office

London, May 06, 2010

Moelis & Company today announced Geoffrey Austin will join the firm in August as a Managing Director. He will be based in the firm’s London office and will provide senior level advice to clients principally in the Media sector in Europe, the Middle East and Africa (EMEA). Mr. Austin has over 20 years of investment banking experience and was most recently Managing Director and Global Co-Head of Media Investment Banking at Deutsche Bank.

Mr. Austin joined Deutsche Bank in 2000 and in his most recent role was responsible for a top-ranked global team focused on advising companies in the media sector as well as on related coverage of financial sponsors. He has worked on many of the largest and most transformational transactions in the media sector in recent years, including advising corporate and financial sponsor clients on mergers and acquisitions, leveraged buyouts, restructurings and debt and equity financings.

“One of the key elements of our firm’s strategy is a commitment to having strong senior level coverage and deep industry expertise across all sectors globally in order to best serve our clients,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “Geoff has proven himself to be a trusted long-term advisor to media companies and financial sponsors, and his addition will be a great complement to the strong media banking team we have established in the US.”

“The media sector in Europe is poised for greater activity and clients will require independent, thoughtful strategic counsel to best navigate the landscape globally,” added Mark Aedy, Head of EMEA Investment Banking for Moelis & Company. “We are delighted to have a banker of Geoff’s calibre and experience join the firm and know that he will add greatly to the senior team we have built as we continue to grow our business in EMEA.”

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters. The firm also manages investment funds that integrate capital with its advisory expertise. With over 300 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. Moelis & Company’s London office currently employs 50 employees in offices at St. Paul’s Churchyard. For more information, please visit www.moelis.com.

News

May 05, 2010

Charles G. Denison Joins Moelis & Company as Managing Director in Chicago Office

Read More
Charles G. Denison Joins Moelis & Company as Managing Director in Chicago Office

Chicago, May 05, 2010

Moelis & Company today announced Charles G. Denison has joined the firm as a Managing Director. He will be based in the firm’s Chicago office and will provide senior level coverage and advisory solutions to clients principally in the Industrials sector both in the Midwest and on a global basis. Mr. Denison has over 30 years of investment banking experience and was most recently Managing Director and Chairman of the Midwest Region for Deutsche Bank, also based in Chicago. Moelis & Company currently employs 17 professionals in its Chicago office, which was established by Managing Director Ken Viellieu in mid-2008.

Mr. Denison ran the Chicago office of Deutsche Bank and predecessor Bankers Trust since 1994, and was most recently responsible for overseeing the firm’s investment banking activities in the Midwest as well as coordinating the strategies of the private wealth and asset management businesses. From 1996 to 2008 he was also Co-Head of the Industrials Investment Banking Group. During his career Mr. Denison has advised clients on numerous transactions across mergers and acquisitions, leveraged buyouts, recapitalizations and debt and equity financings.

“Charlie brings a tremendous wealth of knowledge and expertise as well as deep senior level relationships with corporations and financial sponsors,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “As CEOs and Boards are beginning to focus on relative value and cutting costs, we are predicting increased activity in the M&A market. Adding an experienced banker like Charlie will greatly enhance our ability to counsel our clients and build on the momentum that our Chicago team has already achieved in the Midwest.”

“We are very pleased to welcome Charlie to our team in Chicago and look forward to working with him as we continue to build a first class advisory business in the Midwest,” added Mr. Viellieu.

Mr. Denison joined Bankers Trust in 1987 from Harris Bank. He has been a member of the Board of Directors of Lyric Opera of Chicago since 1995 and of Chicago Youth Centers since 1990. He was a member of The Chicago Children’s Museum Board of Directors from 1990 until 1998.

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters. The firm also manages investment funds that integrate capital with its advisory expertise. With over 300 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

News

April 05, 2010

Moelis & Company Hires John T. Grady as Senior Advisor

Read More
Moelis & Company Hires John T. Grady as Senior Advisor

New York and Boston, April 05, 2010

Moelis & Company today announced John T. Grady has joined the firm as a Senior Advisor, based in Boston. Mr. Grady will be responsible for working closely with client coverage bankers and product specialists to broaden client relationships and provide senior level advice and expertise to the firm and its clients.

Mr. Grady has over 25 years of experience in financial services in senior positions across asset management, private wealth management and banking. He was most recently a Managing Director and Head of New Business Development at Athena Capital, an investment management firm based outside Boston. Prior to that role, he was the Managing Director responsible for the Lehman Brothers Investment Management Division in New England. Previously Mr. Grady spent 14 years at State Street Global Advisors, where he was a Managing Director in the Global Private Client group, a member of State Street Corporation’s Executive Operating Group and was responsible for institutional sales, client service, consultant relations and charitable asset management.

“John brings us a wealth of experience and unparalleled high-level relationships with management of many key companies,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “His deep knowledge of the financial services sector as well as his long-term connections within the New England business community will greatly enhance our client service and coverage.”

Mr. Grady is a member of the Board of Overseers at Brigham Women’s Hospital and serves on the Board of Directors of the Provincetown Center for Coastal Studies. He is also a member of the Executive Committee and Chairman of the Investment Committee of the Board of Trustees for the Belmont Hill School.

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters. The firm also manages investment funds that integrate capital with its advisory expertise. With over 290 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

News

March 18, 2010

Moelis & Company Names Edmund P. Chiang Managing Director in Capital Markets Group

Read More
Moelis & Company Names Edmund P. Chiang Managing Director in Capital Markets Group

New York, March 18, 2010

Moelis & Company today announced Edmund P. Chiang has joined the firm’s Capital Markets Group as a Managing Director based in New York. Mr. Chiang, who has been a Senior Advisor to the firm since April 2009, will continue to work with the Capital Markets Group headed by Christopher Ryan and is responsible for providing capital raising solutions to the firm’s clients. Mr. Chiang has over 20 years of investment banking experience and was most recently a Managing Director at Banc of America Securities, where he was Group Head of Private Equity Placements and a member of the Equity Capital Markets Operating Committee.

Moelis & Company launched its capital markets business in early 2009 and has since executed over 20 transactions, valued at more than $10 billion, including several transactions done as part of a broader acquisition or restructuring process.

“Our Capital Markets Group has been a strong addition to our M&A, restructuring and risk advisory practices and has allowed us to leverage the full expertise of our senior team when advising clients,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “Seasoned product experts like Ed greatly complement our sector coverage bankers and his addition will allow us to further enhance our client coverage efforts.”

At Banc of America Securities, Mr. Chiang built a business spanning seven different industries and executed over $10 billion in equity and equity-linked transactions for public and private issuers globally, with financial as well as strategic investors. Prior to joining Banc of America Securities in 1999, Mr. Chiang was an investment banker in the Private Equity and the Mergers and Acquisitions groups at Merrill Lynch.

“Ed’s expertise and experience have been an important part of our team’s success in providing independent and objective advice pertaining to capital markets strategies,” said Mr. Ryan. “Companies are looking for new ways to address their capital raising objectives given the rapidly changing conditions in the market, and we believe our clients can rely on Moelis & Company to provide sound, conflict-free capital markets advice and solutions.”

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters. The firm also manages investment funds that integrate capital with its advisory expertise. With over 290 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

News

March 15, 2010

Moelis & Company Announces Key Senior Hires in Australia

Read More
Moelis & Company Announces Key Senior Hires in Australia

New York and Sydney, March 15, 2010

Moelis & Company, the New York-based investment bank, today announced Andrew Pridham will join the firm as Managing Director and Head of Investment Banking for Australia.  Mr. Pridham was most recently Executive Chairman of Investment Banking at JPMorgan Australia.  Additionally, John Steinthal will join the firm as Managing Director and Head of Equities for Australia.  Mr. Steinthal was most recently a co-founder and principal of Edward Baillie Capital and previously was Managing Director and Co-Head of Australasian Equities at UBS.

These appointments follow the establishment of Moelis & Company’s office in Australia in August 2009 with the hire of a corporate finance team and mark the firm’s expansion into equity capital markets and equities research, sales and trading in the Australian market.

“Our team in Australia has had strong momentum in actively advising clients on complex transactions as well as in introducing our unique banking model to the Australian market,” said Ken Moelis, Chief Executive Officer of Moelis & Company.  “Adding an experienced banker and proven business builder like Andrew is a further demonstration of our long-term commitment to providing strategic and independent advisory solutions to new and existing clients.”

“John’s appointment is significant for us as he will drive the development of our product suite to provide corporate and institutional clients with the highest level of coverage and execution of the equities product. His experience having previously run a leading equities franchise will be invaluable to our organisation,” added Mr. Moelis. “Partnering with Andrew and John will help us further leverage the strengths of our existing team and allow us to build an integrated, comprehensive and successful business in the region.”

Mr. Pridham has over 20 years of experience in investment banking and has worked in London, Singapore and Sydney.  As Executive Chairman of JPMorgan’s investment bank in Australia he completed many major M&A, equity raising and other advisory transactions and played a leading role in the significant growth of JPMorgan’s Australian business.  Prior to his six year tenure at JPMorgan, Mr. Pridham spent 12 years at UBS where he held senior roles including Global Head of Real Estate Investment Banking and Head of Investment Banking for Australasia. He was also a member of the UBS Global Investment Banking Management Committee.

“I am excited about the opportunity to join Moelis & Company in its formative stages in Australia.  As an integrated investment banking business, with both advisory and equities capabilities, I am confident we will be able to attract some of Australia’s most talented investment bankers to the firm and build a successful client-focused organisation,” said Mr. Pridham. “We offer executives a culture of partnership in a dynamic growth-focused environment.  In addition, the firm has a strong capital base, an integrated business model and an executive shareholding structure that provides transparency of performance and equity returns.  Moelis & Company has global reach and is widely recognised for the premium standing of its executives, and we intend to leverage this reputation and client focus in the Australian market.”

Mr. Steinthal has over 20 years of experience in equities.  He co-founded Edward Baillie Capital in 2004 to create and manage a successful suite of unlisted alternative investment products.   Previously he was also at UBS in Australia for 14 years, managing a 170-person team as Co-Head of Australasian Equities.  Under Mr. Steinthal’s leadership, UBS was consistently a top-ranked equities franchise in Australia.

“Being able to build our business on the foundation of Moelis & Company’s global brand allows us to offer clients quality research and execution services and have access to capital, which is important for a successful equity capital markets business,” added Mr. Steinthal.  “We feel very well placed to be filling a particular void in the institutional equities market where we can be nimble in adapting our offerings to meet client needs while building on the focused client coverage model that the firm has successfully grown globally.”

Having outgrown its accommodations on Bridge Street in Sydney, Moelis & Company will move to new premises in Sydney’s Governor Phillip Tower later this month.

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters. The firm also manages investment funds that integrate capital with its advisory expertise. With over 290 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

News

January 07, 2010

John A. Sipp Joins Moelis & Company as a Managing Director

Read More
John A. Sipp Joins Moelis & Company as a Managing Director

New York, January 07, 2010

Moelis & Company announced today that John A. Sipp has joined the firm as a Managing Director, focusing on coverage of the insurance industry. Mr. Sipp has over 23 years of investment banking experience and was most recently a Managing Director and Head of the Insurance Investment Banking Group for the Americas at Credit Suisse. He is based at Moelis & Company’s headquarters in New York.

Mr. Sipp joined Donaldson, Lufkin & Jenrette in 1998 as a Managing Director in the Financial Institutions Group. Following the firm’s acquisition by Credit Suisse in 2000 he managed the group responsible for coverage of the insurance industry and worked closely with senior executives of insurance companies in the US, Europe and Asia on strategic and financial matters including capital raising, risk management, mergers and acquisitions and financings. He previously worked at UBS Investment Bank and also within the Financial Institutions Group at Goldman Sachs for 11 years.

“The financial services sector continues to be an area of increased activity, and our clients in this sector require experienced advisors to help develop strategies and evaluate potential opportunities amidst a rapidly changing landscape,” said Ken Moelis, Chief Executive Officer of Moelis & Company.  “Adding John’s insurance expertise to our seasoned Financial Institutions Group allows us to further broaden our global coverage of the sector and deliver independent advice and strategic solutions to our financial services clients.”

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters. The firm also manages investment funds that integrate capital with its advisory expertise. With over 270 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

News

October 05, 2009

Benoit Renon Joins Moelis & Company as a Managing Director in London

Read More
Benoit Renon Joins Moelis & Company as a Managing Director in London

London, October 05, 2009

Moelis & Company announced today that Benoit Renon has joined the firm as a Managing Director in its London office. Mr. Renon has over 17 years of investment banking experience and was previously a Managing Director and Head of European Consumer Investment Banking at Morgan Stanley in London. He will lead the firm’s European consumer sector practice and develop its French investment banking franchise across all sectors.

At Morgan Stanley, Mr. Renon was responsible for industry coverage of consumer clients including food, beverage, tobacco, and home and personal care companies across Europe, working on varied advisory and capital markets transactions. From 2001 to 2006 he was with Morgan Stanley in Paris, where he was a member of the French investment banking team advising key French clients across a wide variety of sectors. Prior to that, he was at Lazard Frères in Paris as a member of their French investment banking team for eight years.

“Benoit’s strong transaction experience as well as in-depth knowledge of the consumer sector and French market will be a tremendous addition to the exceptional team we are building in Europe,” said Mark Aedy, Head of Europe, Middle East and Africa (EMEA). “His addition demonstrates our commitment to grow our EMEA business and increase our execution capabilities and industry expertise, as well as strengthen our geographic coverage.”

“We will continue to add to our regional presence in both EMEA and Asia Pacific as we build our global franchise,” added Ken Moelis, Chief Executive Officer of Moelis & Company. “Strategically adding seasoned professionals with in-depth product, sector and regional knowledge allows us to continue to provide the best ideas and most creative solutions to our clients globally.”

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters.  The firm also manages investment funds that integrate capital with its advisory expertise.  Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney.  For more information, please visit www.moelis.com.

News

September 22, 2009

Stan Lai to Join Moelis & Company as a Managing Director in Capital Markets

Read More
Stan Lai to Join Moelis & Company as a Managing Director in Capital Markets

New York, September 22, 2009

Moelis & Company announced today that Stan Lai will join the firm as a Managing Director in its Capital Markets Group. Mr. Lai has over 14 years of investment banking experience and was most recently a Managing Director and Head of Private Placements at Bank of America Merrill Lynch. He will be based at Moelis & Company’s headquarters in New York and will focus on providing capital raising advice and solutions to the firm’s clients.

At Bank of America Merrill Lynch, Mr. Lai oversaw a leading and diversified private capital advisory platform where he originated, structured and executed a wide variety of privately negotiated equity, mezzanine, structured securities and illiquid portfolio monetization transactions for public and private clients across all sectors. Prior to that, he worked within the private funds placement group at Merrill Lynch. Previously, Mr. Lai was an investment banker at Salomon Brothers and was a member of the restructuring practice at Deloitte & Touche.

“It is more important than ever to have seasoned bankers like Stan who can provide advice and ideas that positively impact a client’s business,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “A strong capital markets franchise is a natural extension of our M&A and restructuring businesses and growing this capability underscores our commitment to providing a full range of products and services to our clients.”

“Stan brings valuable markets experience and a strong transaction track record to our team,” added Chris Ryan, Managing Director of Moelis & Company. “Our capital markets business is solutions-driven and leverages the deep knowledge base of our senior team to meet the needs of our clients. We are confident that Stan will help us connect our clients with the appropriate investors in order to meet their capital raising objectives.”

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters.  The firm also manages investment funds that integrate capital with its advisory expertise.  Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney.  For more information, please visit www.moelis.com.

News

August 18, 2009

Moelis & Company Opens Sydney Office; Expands to Australia

Read More
Moelis & Company Opens Sydney Office; Expands to Australia

New York and Sydney, August 18, 2009

Moelis & Company, the New York-based investment bank, today announced the establishment of a new office in Sydney, Australia, with the hire of a five-person team to cover the Australian and Asian markets.  Chris Wyke will join the firm as a Managing Director and Julian Biggins has joined the firm as a Senior Vice President, along with three other investment banking professionals.  The Sydney office will be Moelis & Company’s sixth office globally and follows the establishment of a London office in 2008.

“The addition of the team in Sydney underscores our continued commitment to service our clients globally and have a presence in the markets in which they operate,” said Ken Moelis, Chief Executive Officer of Moelis & Company.  “We continue to add top talent to our firm and experienced professionals like Chris and Julian will greatly complement our global team in providing the best expertise and solutions to our clients.  The launch of our Australian office is an important first step towards growing our coverage of the key Asia-Pacific region.”

Mr. Wyke will join the firm in September from J.P. Morgan.  He has over a decade of experience in investment banking and was most recently a member of J.P. Morgan’s investment banking team in Sydney, where he originated and executed a wide range of domestic and international transactions. In his role he provided capital structure, restructuring and strategic and transaction advisory services to real estate trusts, fund managers and diversified property group clients in the Asia-Pacific region. Prior to J.P. Morgan, he was with UBS in London, Singapore and Sydney covering real estate clients across Europe, Asia and Australia respectively.

Mr. Biggins has nearly a decade of investment banking experience and was most recently a member of J.P. Morgan’s investment banking team, where he focused on providing capital structure and transaction advisory services to real estate companies and fund management clients in the Asia-Pacific region. He also led advisory roles to Australian companies acquiring real estate businesses in the U.S., U.K., Continental Europe, Japan and China. Previously he was with UBS’ real estate research team where he provided strategic, quantitative and qualitative studies to Australian and international institutional clients.

Additionally, Ben Wong will join the firm as a Vice President in September from J.P. Morgan and Phil Newman and Paul Rathborne have joined the firm as Associates.

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters.  The firm also manages investment funds that integrate capital with its advisory expertise.  Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney.  For more information, please visit www.moelis.com.

News

July 21, 2009

Moelis & Company Announces Caroline Silver to Join as a Managing Director

Read More
Moelis & Company Announces Caroline Silver to Join as a Managing Director

London, July 21, 2009

Moelis & Company announced today that Caroline Silver will join the firm in October as a Managing Director based in London. Ms Silver, who has 22 years of investment banking experience, will focus on providing advisory services to clients in the financial services industry.

“Caroline brings a wealth of industry knowledge and an extensive relationship network to Moelis & Company,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “Her financial services expertise, as well as her experience advising clients on M&A and restructuring transactions will be highly valuable to our clients. We are delighted to have her on the team.”

“Caroline’s appointment further strengthens Moelis & Company’s premier global franchise and the exceptional team we are building in London,” said Mark Aedy, Head of Europe, Middle East and Africa. “We continue to attract the highest calibre of talent to deliver trusted, independent advice to our clients.”

Ms Silver has a distinguished career in investment banking, most recently as Vice Chairman of EMEA Investment Banking at Bank of America Merrill Lynch. Prior to this, she spent 14 years at Morgan Stanley, where she was Global Vice Chairman of Investment Banking and previously held a number of senior positions including European Head of Financial Institutions and Head of Restructuring. Ms Silver also worked in M&A and corporate finance at Deutsche Morgan Grenfell for seven years and started her career as a Chartered Accountant with PricewaterhouseCoopers.

Caroline Silver commented, “I am very excited to be joining a first class organization, both in Europe and globally. I look forward to building on the significant momentum of Moelis & Company’s European franchise and growing our Financial Services practice.”

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters.  The firm also manages investment funds that integrate capital with its advisory expertise.  Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London and Los Angeles.  For more information, please visit www.moelis.com.

News

July 20, 2009

Moelis & Company Announces Yadin Rozov has Joined as a Managing Director in Risk Advisory

Read More
Moelis & Company Announces Yadin Rozov has Joined as a Managing Director in Risk Advisory

New York, July 20, 2009

Moelis & Company announced today that Yadin Rozov has joined the firm as a Managing Director in the Risk Advisory Group.  Mr. Rozov, who will be based in New York, has nearly a decade of fixed income trading, structuring and risk management experience.

Ken Moelis, Chief Executive Officer of Moelis & Company, said, “We are committed to helping clients establish outstanding risk management and assessment practices, which are critical now more than ever.  Yadin’s extensive fixed income and risk management experience makes him an ideal addition to this unique advisory platform.”

Chris Ryan, Managing Director of Moelis & Company, added, “Yadin Rozov is a highly talented and innovative risk manager.  Moelis & Company’s clients will benefit greatly from Yadin’s skills and experience as they manage complex transactions and portfolios.  We are very pleased to welcome him to the Risk Advisory Group.”

Mr. Rozov was most recently a Managing Director and the Americas Head of the Repositioning Group at UBS Investment Bank.   In this role, Mr. Rozov was instrumental in the implementation of the strategic exiting of legacy businesses and risk positions across the bank, including complex structured and securitized products with underlying credit, real estate and consumer obligations.   Prior to the Repositioning Group, Mr. Rozov was Global Co-Head of the Structured Products Group at UBS.  Before UBS, Mr. Rozov was a Credit Derivatives Trader at Citigroup Global Markets.

Moelis & Company’s Risk Advisory Group helps clients to manage key position and portfolio risks.  The Group provides a wide spectrum of services, including risk assessment and analysis, evaluation of risk reporting and accounting procedures, modeling and valuation, development of risk mitigation strategies and implementation of these strategies.

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters.  The firm also manages investment funds that integrate capital with its advisory expertise.  Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London and Los Angeles.  For more information, please visit www.moelis.com.

News

June 22, 2009

Moelis & Company Announces Kevin B. Scheetz has Joined as a Managing Director in Technology

Read More
Moelis & Company Announces Kevin B. Scheetz has Joined as a Managing Director in Technology

Los Angeles, June 22, 2009

Moelis & Company announced today that Kevin Scheetz has joined the firm as a Managing Director in Technology. Mr. Scheetz, who has 12 years of investment banking experience, will expand the firm’s coverage of the technology sector in the San Francisco Bay Area, with a particular focus on hardware, semiconductors and components clients.

Mr. Scheetz was most recently Head of the Semiconductors and Electronics Investment Banking franchise at Merrill Lynch. In this role, he advised public and private companies and venture capital investors on a wide range of corporate finance matters, including mergers and acquisitions, initial public offerings and other debt and equity financings. Prior to Merrill Lynch, Mr. Scheetz was an investment banker covering technology clients at Credit Suisse First Boston.

“Kevin is our second senior hire in the technology sector in the past month, further demonstrating our commitment to building a full-scale technology franchise,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “His extensive experience and relationships in the technology industry will complement our current capabilities and be of tremendous value to our clients.”

About Moelis & Company
Moelis & Company is an investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters.  The firm also manages investment funds that integrate capital with its advisory expertise.  Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London and Los Angeles.  For more information, please visit www.moelis.com.

Note to Editors
1. On May 27, Moelis & Company announced that Stuart Goldstein joined the firm as a Managing Director in Technology.

News

May 27, 2009

Moelis & Company Announces Stuart Goldstein to Join as a Managing Director in Technology

Read More
Moelis & Company Announces Stuart Goldstein to Join as a Managing Director in Technology

Los Angeles, May 27, 2009

Moelis & Company announced today that Stuart Goldstein will join the firm in June as a Managing Director based in Los Angeles.  Mr. Goldstein, who has 12 years of investment banking experience, will provide advisory services to clients in the technology sector.

Mr. Goldstein joins from Citigroup, where he was most recently a Managing Director and the Head of West Coast Technology Investment Banking.  In this role, he provided strategic advisory services to technology companies on the full spectrum of corporate finance matters, in particular mergers and acquisitions.  Mr. Goldstein was previously a Managing Director in Citigroup’s Mergers and Acquisitions Group and managed its Enterprise Software and Communications Equipment M&A franchises.  Prior to joining Citigroup, Mr. Goldstein was a law clerk for the Honorable Anthony J. Scirica of the Third Circuit Court of Appeals.

“Stu’s extensive experience and deep technology expertise will be a tremendous asset to our clients in this important sector,” said Ken Moelis, Chief Executive Officer of Moelis & Company.  “Adding Stu is consistent with our strategy of attracting leading talent to expand our reach into new sectors of focus and provide world class advice to our clients.”

About Moelis & Company
Moelis & Company is an investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters.  The firm also manages investment funds that integrate capital with its advisory expertise.  Moelis & Company serves a broad client base through its offices in New York, London, Boston, Chicago and Los Angeles.  For more information, please visit www.moelis.com.