Senior Team

Senior Team

Greg Starkins
Managing Director
New York

T: +1 212 883 4226

Greg Starkins is a Managing Director at Moelis & Company where he specializes in advising industrial companies across the aerospace and defense and multi-industry sectors. Greg has over 25 years of investment banking experience advising clients on mergers and acquisitions and financing transactions, as well as shareholder advisory and activist defense situations.

Prior to joining Moelis & Company, Greg led advisory efforts across the Diversified Industrials, Capital Goods and Services sectors, as well as for the Global Aerospace and Defense sector at Deutsche Bank. Before that, Greg was a member of the M&A team at Merrill Lynch and also coordinated Merrill’s Global Aerospace and Defense advisory practice. Greg began his career as a M&A lawyer at Skadden, Arps, Slate, Meagher & Flom. He holds a B.A. in Economics and Organizational Behavior/Management from Brown University and a J.D. from Columbia Law School.

Senior Team

Adam Steinberg
Managing Director
New York

T: +1 212 883 3580

Adam Steinberg is a Managing Director at Moelis & Company where he advises various parties in all manner of Capital Structure Advisory assignments. He has over 20 years of investment banking and asset management experience, including advising clients on M&A, financing, and restructuring transactions across a wide range of industries.

Prior to joining Moelis & Company, Adam worked at Lonestar Capital Management where he invested in work-out and special situations. Prior to that he was a Vice President in the Restructuring & Recapitalization group at Jefferies. Adam holds a B.A. in Economics and Political Science from the University of Michigan.

Senior Team

J.T. Stephens
Managing Director
San Francisco

T: +1 415 462 0058

J.T. Stephens is a Managing Director at Moelis & Company, where he advises clients across the Front Office Software (Commerce Enablement, MarTech, SalesTech) and Consumer Internet sectors. He brings nearly 20 years of experience advising corporate clients on mergers and acquisitions, recapitalizations and capital raising across both equity and debt markets.

Prior to joining Moelis & Company, J.T. was a Senior Managing Director in Technology Investment Banking at SVB Securities. Before that, he served as Managing Director and Head of Internet and Consumer Software, Americas at UBS. He was also a senior member of the Technology Investment Banking team at RBC Capital Markets. Earlier in his career, J.T. held leadership roles at Six Apart, a content management software platform, and at Overstock.com, an early pioneer in eCommerce. He began his career in Technology Investment Banking at Robertson Stephens.

He  holds a B.A. in English Literature from the University of California, Berkeley and an M.B.A. in Finance, Strategic Management and Entrepreneurship from the Wharton School at the University of Pennsylvania.

Senior Team

Lisa Strobel
Managing Director
New York

T: +1 212 883-3891

Lisa Strobel is a Managing Director at Moelis & Company where she is responsible for setting and executing the Firm’s strategy across client events, employee programming, and Corporate Social Responsibility (CSR). Lisa has over 20 years of experience in corporate operations, with significant expertise garnering client and employee engagement through marketing and events.

Prior to joining Moelis & Company, Lisa was Chief Administrative Officer at UBS Investment Bank where she was responsible for corporate operations and previously oversaw marketing and sponsorships for the Americas. She held similar roles at Donaldson, Lufkin & Jenrette. Lisa holds a B.A. in Communications and Business Liberal Arts from Queens College. She serves as an advisory board member at Guide, an app-based platform focused on mental health, and as a member of the Board and Governance Committee at Akiba Yavneh Academy.

Senior Team

Thiago Succar
Managing Director
São Paulo

T: +55 11 3279-9028

Thiago Succar is a Managing Director at Moelis & Company where he specializes in advising clients on M&A, capital raising and restructuring transactions. He has extensive experience advising on a variety of transactions across chemicals, industrials, metals and mining, energy and power, and consumer sectors.

Prior to joining Moelis & Company, Thiago was a Partner at BR Partners and worked in the Investment Banking Division of JP Morgan and Citigroup in Brazil. Thiago holds a Bachelor of Economics from Fundação Getulio Vargas.

 

 

 

 

 

 

Senior Team

Andrew Swift
Managing Director
New York

T: +1 212 883 5681

Andrew Swift is a Managing Director at Moelis & Company, where he specializes in Capital Structure Advisory and M&A. Andrew has extensive investment banking experience advising corporates, acquirers and creditors across a broad range of industries and geographies. He has executed a variety of in-court and out-of-court restructuring transactions, with an emphasis on debtor-side engagements, exchange offers, consent solicitations, lender negotiations, distressed financings, and S. 363 sales.

Andrew has also advised public and private companies across a variety of complex M&A transactions, including cross-border hostile takeovers, activism defense, MoEs, and leveraged buyouts. Andrew started his career at Moelis and holds a B.A. in History with honors from the University of Michigan.

Senior Team

Cyril Tabet
Managing Director
Dubai

T: +971 4 304 5023

Cyril Tabet is a Managing Director at Moelis & Company where he specializes in advising a broad range of clients in the Middle East. Cyril has over 20 years of investment banking experience, advising corporates, creditors and sovereigns across the U.S. and Middle East on a broad range of mergers and acquisitions, restructurings, refinancings, debt and equity capital markets and strategic advisory transactions.

Prior to joining Moelis & Company, Cyril worked at Jefferies & Company in New York in the Recapitalization and Restructuring group. Cyril was named one of “Rising Stars of Investment Banking” by Financial News in 2018. He holds a Bachelor of Commerce from the Desautels Faculty of Management at McGill University.

Senior Team

Brian Tichenor
Managing Director
New York

T: +1 212 883-3825

Brian Tichenor is a Managing Director at Moelis & Company, where he specializes in M&A Advisory across a broad range of industries and has experience executing public and private buy-side, sell-side and capital markets assignments.

Prior to joining Moelis & Company, Brian held roles in the Financial Institutions Group at Citi and in the Treasury Division at State Street Bank & Trust. Brian holds a B.S. in Business Management from the Carroll School of Management at Boston College and an M.B.A. from the McDonough School of Business at Georgetown University.

Senior Team

Serge Tismen
Managing Director
New York

T: +1 646 899-6715

Serge Tismen is a Managing Director at Moelis & Company where he specializes in M&A, advising corporations and financial sponsors across the global energy, energy transition, and energy technologies sectors. With more than 25 years of investment banking experience, Serge has deep expertise in complex domestic and cross-border transactions, including mergers, acquisitions, divestitures, joint ventures, leveraged buyouts, capital formation, and special committee situations. Over the course of his career, he has advised on transactions with an aggregate value exceeding $350 billion.

Before joining Moelis, Serge was Global Head of Clean Energy Transition Investment Banking at Citi, a group he established and led to advise clients across the energy and power industries with a focus on next-generation energy infrastructure. Prior to that, he led Citi’s M&A practice in the energy and oilfield services sectors, following earlier leadership roles in media and telecommunications investment banking.

Serge began his career at Wolfensohn & Company and in the M&A group of Deutsche Bank. He holds a B.S. in Finance and Accounting from New York University’s Leonard N. Stern School of Business.

Senior Team

Rami Touma
Managing Director
Dubai

T: +971 4 304 5019

Rami Touma is a Managing Director at Moelis & Company where he specializes in advising a broad range of clients across the MENA region. Rami has over 20 years of investment banking experience and has advised sovereign, corporate and financial sponsor clients on a variety of strategic and financial transactions including IPOs, debt raisings, M&A transactions and restructurings.

Prior to joining Moelis & Company, Rami was the Head of Investment Banking Department at Credit Suisse in Qatar where he led the origination and execution of several complex cross-border M&A transactions and several multibillion dollar capital markets transactions. Rami holds a B.Sc. in Accounting from the Lebanese American University and a M.Sc. in Accounting from the University of Illinois at Urbana-Champaign. He is also a CFA charter holder and a CPA in the State of Illinois.

Senior Team

Stephen Trauber
Managing Director
Chairman and Global Head of Energy and Clean Technology
Houston

T: +1 713 343 5794

Stephen Trauber is a Managing Director and the Chairman and Global Head of Energy and Clean Technology at Moelis & Company. Steve has over 35 years of investment banking experience, having advised on more than $800 billion of energy transactions, including many of the energy 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.

Prior to joining Moelis & Company, Steve was 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. He began his career with Credit Suisse and subsequently managed Morgan Stanley’s Energy Group in Houston.

Steve holds a B.A. in Economics and Managerial Studies from Rice University and an M.B.A. from the Kellogg School of Management at Northwestern University, where he was an Austin Scholar. Steve currently serves on several corporate Boards of Directors, including Global Geophysical Services, Geophysical Technology Inc, Nabors Energy Transition Corp II, where he serves as Audit Chair, NXTClean Fuels, New Asean Energy and Odyssey Trust Company. He also serves as an Advisory Director for Aon, Element Resources, and Last Energy. In addition, Steve serves as Chairman of the Memorial Hermann Hospital Foundation and is on the Board of Directors for Theater Under the Stars and Performing Arts Houston and its Foundation. He is also on the Board of Advisors of the Jones Business School at Rice University.

Senior Team

Yorick van Slingelandt
Managing Director
Head of EMEA & APAC
Co-Head of Europe
London

T: +44 207 634 3671

Yorick van Slingelandt is a Managing Director and Head of EMEA & APAC at Moelis & Company. He also serves as the Firm’s Co-Head of Europe. Yorick has nearly 30 years of investment banking experience having worked in Europe, Asia-Pacific and the Middle East and has significant expertise in leading cross-border M&A and capital markets transactions across a variety of industries, including infrastructure, transport, logistics, energy, aerospace, and telecommunications. Prior to joining Moelis & Company in 2011, Yorick was Managing Director at J.P. Morgan.

Yorick holds an engineering and business degree (Ingénieur Commercial et de Gestion) from Université Catholique de Louvain and a Masters in Management from the Community of European Management Schools. Yorick serves on the Board of Directors of Education for Employment.

Senior Team

Kenneth A. Viellieu
Managing Director
West Palm Beach

T: +1 561 323 6644

Ken Viellieu is a Managing Director at Moelis & Company where he specializes in advising clients in the consumer, retail, distribution and leisure sectors. He has over 40 years of investment banking experience, advising clients across multiple sectors on a broad range of advisory services including strategic mergers and acquisitions, recapitalizations and restructurings, and capital market transactions.

Prior to Moelis & Company, Ken was Head of Midwest Investment Banking at Bear Stearns and previously Head of the Chicago office for Donaldson, Lufkin & Jenrette. Ken holds a B.S. from the Kelley School of Business at Indiana University and an M.B.A. from the Booth School at the University of Chicago. Ken serves as a board member for the Big Shoulders Fund in Chicago and a director for the Lurie Children’s Foundation. Ken also serves as a member of the Dean’s Council at the Kelley School of Business at Indiana University.

Senior Team

Levi Wade
Managing Director
Boston

T: +1 (617) 341-7112

Levi Wade is a Managing Director at Moelis & Company where he provides strategic advice to financial sponsors and their portfolio companies in the technology sector. Levi has over 10 years of investment banking and advisory experience having originated and executed a full spectrum of corporate finance transactions including M&A, leveraged buyouts, debt financings, and equity capital markets transactions.

Prior to joining Moelis & Company, Levi helped found the technology-focused financial sponsor coverage practice at Pacific Crest Securities. Before that, he spent nearly a decade in industry developing technologies for the US Department of Defense and advising on defense technology procurement and sustainment. Levi holds a B.S. in Aerospace Engineering from Worcester Polytechnic Institute and an M.B.A from the Stetson School of Business and Economics

 

 

 

 

Senior Team

Craig Wadler
Managing Director
Los Angeles

T: +1 310 443 2330

Craig Wadler is a Managing Director at Moelis & Company where he specializes in shareholder advisory and activist defense. Craig has more than 30 years of investment banking experience, providing strategic advice to corporations faced with activist investors and other contested shareholder related matters.

Prior to joining Moelis & Company, he was a Managing Director at Credit Suisse and a founding member of the Hedge Fund Advisory business. Previously, Craig worked at UBS Investment Bank where he founded the Hedge Fund coverage business. He started his investment banking career at Donaldson, Lufkin & Jenrette.
Craig holds a B.S. from Indiana University and an M.B.A. from Columbia University.