Senior Team

Displaying: New York

Senior Team

Grant Kassel
Managing Director
New York

T: 1 212 883 3643

Grant Kassel is a Managing Director at Moelis & Company where he specializes in advising clients in the cannabis sector. Grant has originated and executed a broad range of corporate finance transactions including M&A, recapitalizations and other debt and equity transactions across a variety of sectors in the U.S., Middle East and U.K. Since joining Moelis & Company, he has worked in the Firm’s New York, London and Boston offices.

Grant holds a B.A. in Finance and Economics from Boston University.

Senior Team

Jonathan Kaye
Managing Director
New York

T: +1 212 883 3540

Jonathan Kaye is a Managing Director at Moelis & Company where he leads the global Business Services franchise. Under his leadership, this franchise has become a recognized global leader having advised on over 100 transactions across the sector.

Jonathan has worked in the investment banking industry for 20 years with a specialized focus on divestitures, mergers, acquisitions and control and non-control investments. His expertise and coverage areas include industrial, white collar and technology-enabled services across a range of end markets and delivery models. Jonathan maintains extensive relationships with private equity investors, private and public strategic companies.

Jonathan holds a B.A. from Tufts University and graduated cum laude from the Duke University School of Law. He also attended the Fletcher School of Law & Diplomacy where he studied International Affairs and Security.

Senior Team

Adam Keil
Managing Director
New York

T: +1 212 883 3829

Adam Keil is a Managing Director at Moelis & Company where he specializes in Capital Structure Advisory and has been a team member since the establishment of the franchise. He has over 20 years of investment banking experience with extensive expertise in advising debtors, creditors and equity holders on a wide variety of recapitalization and restructuring transactions across a broad range of industries including technology, media, telecommunications, real estate, retail and general industrials.

Adam holds a B.S. in Economics with concentrations in Finance and Entrepreneurial Management from The Wharton School at the University of Pennsylvania.

Senior Team

John Kimm
Managing Director
New York

T: +1 212 883-3567

John Kimm is a Managing Director at Moelis & Company where he specializes in M&A Advisory. John has nearly 30 years of investment banking experience, executing public and private buy-side and sell-side mergers, acquisitions and joint venture transactions across a broad range of industries.

Prior to joining Moelis & Company, John was a Managing Director at Evercore where he advised clients across the industrials, consumer and various other sectors in addition to contributing to the growth of the firm’s advisory alliances in Asia. Previously, he held senior investment banking roles at BofA Securities and Bear Stearns. Before his career in investment banking, John served as a strategy consultant at The Boston Consulting Group and Bain & Company.

John holds an M.B.A. in Finance and Accounting from the Wharton School at the University of Pennsylvania, where he was a Palmer Scholar, and a B.S. in Mechanical Engineering from Cornell University.

Senior Team

Barak Klein
Managing Director
New York

T: +1 212 883 3877

Barak Klein is a Managing Director at Moelis & Company where he specializes in Capital Structure Advisory. Barak has over 25 years of investment banking and asset management experience, advising clients on distressed M&A and debt financing transactions, liability management and Chapter 11 reorganizations.

Prior to joining Moelis & Company, Barak was a member of the CR Intrinsic-General Distressed Group, investing in work-out and special situations at SAC Capital Advisors. He has also held senior level roles in Asset Management and in Restructuring & Recapitalization at Jefferies. He began his career at in the Financial Restructuring Group at Houlihan Lokey.

Barak holds a B.S. in Economics from the Wharton School at the University of Pennsylvania.

Senior Team

Roger Knight
Managing Director
New York

T: +1 212 880 4279

Roger Knight is a Managing Director at Moelis & Company where he specializes in advising clients in the enterprise software sector. Roger has nearly 20 years of experience in the technology industry advising infrastructure software and security clients on M&A and capital markets transactions.

Prior to joining Moelis & Company, Roger was a Senior Managing Director at SVB Securities. He was previously a founding member of Pacific Crest Securities’ M&A group leading up to and through Pacific Crest’s acquisition by KeyBanc Capital Markets. Before this, he held investment banking roles at Deutsche Bank, Oppenheimer and WR Hambrecht.

Roger holds a B.S. in Industrial and Labor Relations from Cornell University. He serves as a trustee of Regis High School.

Senior Team

Craig Kolwicz
Managing Director
New York

T: +1 212 883 3667

Craig Kolwicz is a Managing Director at Moelis & Company, where he specializes in M&A advisory. He has extensive investment banking experience, with expertise in structuring and executing a full spectrum of public and private M&A transactions, including sell-side, merger, buy-side and special committee assignment mandates across a variety of industries.

Prior to joining Moelis & Company, Craig was an investment banker at UBS, where he executed M&A and capital markets transactions. Craig holds a B.S.M. in Finance from the A.B. Freeman School of Business at Tulane University.

Senior Team

Arek Kurkciyan
Managing Director
New York

T: +1 212 907 6056

Arek Kurkciyan is a Managing Director at Moelis & Company where he advises clients across the life sciences, outsourced pharmaceutical services and pharmaceutical industries.  Arek has nearly 20 years of investment banking experience advising healthcare companies and financial sponsors on important M&A and financing transactions.

Previously, Arek was a Managing Director in the Healthcare Investment Banking group at Morgan Stanley.  Before joining Morgan Stanley, Arek was part of Deutsche Bank’s Healthcare Investment Banking group.  Prior to Investment Banking, Arek held a number of functional roles in the pharmaceutical industry, including various sales and marketing positions at GlaxoSmithKline and HS&E Norvatis.

Arek holds a B.S. in Neuroscience from Vanderbilt University and an M.B.A. from New York University’s Stern School of Business.

Senior Team

Lawrence Kwon
Managing Director
New York

T: +1 212 883 3852

Larry Kwon is a Managing Director at Moelis & Company where he specializes in advising clients in the real estate, gaming, hospitality and leisure industries. Larry has over 15 years of investment banking experience, advising both companies and investors on a wide variety of corporate finance matters including M&A, recapitalizations and restructurings, and debt and equity capital raisings. Larry advises on both U.S. and international transactions and has executed numerous cross-border transactions involving parties in Asia, Europe, the Middle East and the Americas.

Prior to joining Moelis & Company, Larry worked in the Recapitalization & Restructuring Group at Jefferies and as a Management Consultant at Accenture. Larry holds a B.A. in Economics and History from Tufts University.

 

Senior Team

Mark Laoun
Managing Director
New York

T: +1 212 883 3863

Mark Laoun is a Managing Director at Moelis & Company where he specializes in advising private equity clients. Mark has over 20 years of investment banking and asset management experience and has advised private equity clients on a wide variety of corporate finance matters, including M&A, capital markets and restructuring transactions across multiple industry verticals.

Prior to joining Moelis & Company, Mark worked in the Global Financial Sponsors Group at Morgan Stanley and in the Global Industrials Group at Lehman Brothers. He holds a B.A. from the University of Western Ontario and an M.B.A. from the Booth School of Business at the University of Chicago.

Senior Team

Vincent Lima
Managing Director
New York

T: +1 212 883 3544

Vinny Lima is a Managing Director at Moelis & Company where he specializes in Capital Markets Advisory and has been instrumental in building out the Firm’s data center business, which he currently oversees. He has over 26 years of investment banking experience, primarily advising on high yield transactions for leveraged buyouts, recapitalizations and refinancings.

Prior to joining Moelis & Company, he was a Managing Director at Christopher Street Capital, where he co-founded the company’s U.S. credit business and oversaw the Capital Markets Group. Vinny  holds a B.A. in Economics and Political Science from Rutgers College. He is a Board member of NJ Seeds.

Senior Team

Patrick Loftus-Hills
Senior Advisor
New York

T: +1 212 883 3881

Patrick Loftus-Hills is a Senior Advisor at Moelis & Company where he specializes in the metals and mining sector. Patrick has over 35 years of experience and has advised almost every major global mining company on a range of transactions, including cross-border M&A, capital raisings and restructurings. Patrick has completed numerous significant financial advisory transactions for companies listed on all of the major stock exchanges globally.

Prior to joining Moelis & Company in 2011 as a Managing Director, Patrick was the Joint Head of the Asian Industrials Group and Head of Natural Resources at UBS in Hong Kong, and held leadership roles in the UBS global mining team across multiple jurisdictions including New York and Australia.

Patrick holds Law and Science degrees from Monash University in Australia. He serves on the Board of Directors of Ivanhoe Electric, is a Managing Member of Sweetwater Royalties LLC, an Orion Resource Partners portfolio company, and Chairman of the Monash University US Leadership Council, Co-Chairman of the US Friends of the Australian Chamber Orchestra and Vice Chairman of the AUS USA Foundation.

Senior Team

Tiffany Lundquist
Managing Director
New York

T: +1 212 883 4648

Tiffany Lundquist is a Managing Director and Senior Associate General Counsel at Moelis & Company.

Prior to joining Moelis & Company, she was a Director and Counsel for the Investment Banking Department at Credit Suisse. Previously, Tiffany was in private practice as a securities and corporate attorney at Kirkland & Ellis LLP and O’Melveny & Myers LLP. She holds a B.A. from New York University and a J.D. from Rutgers School of Law – Newark.

Senior Team

Jane Ma
Managing Director
New York

T: +1 212 883 3573

Jane Ma is a Managing Director at Moelis & Company where she specializes in advising clients in the Asset Management and Wealth Management sector. She has over 15 years of investment banking experience.

Prior to joining Moelis & Company, Jane worked at both Greenhill and Deutsche Bank focusing on M&A. Jane holds a B.S. in Applied Economics & Management from Cornell University and an M.B.A. from Columbia Business School.

Senior Team

Melissa Mariaschin
Managing Director
Head of Distribution, Capital Markets
New York

T: +1 212 883 3506

Melissa Mariaschin is a Managing Director and Head of Distribution for Moelis & Company’s Capital Markets Group. Melissa has extensive syndicate experience and transactional expertise across PIPES, registered directs, converts, SPACs and other equity capital raises.

Prior to joining Moelis & Company, Melissa was a Managing Director at Barclays on its equity syndicate desk. She began her investment banking career as an Analyst at Lehman Brothers. Melissa holds a B.S. in Finance from The McDonough School of Business at Georgetown University.