Senior Team
Senior Team
J.T. Stephens is a Managing Director at Moelis & Company, where he specializes in advising technology clients with a focus on the commerce enablement, consumer internet, and marketing software sectors. He has nearly 20 years of experience in the industry, having advised boards and management teams on mergers and acquisitions, recapitalizations and public and private equity and debt financings.
Prior to joining Moelis & Company, J.T. was a Senior Managing Director of Tech Investment Banking at SVB Securities and served as Managing Director and Head of Internet and Consumer Software, Americas at UBS. Previously, he was a member of the Technology Investment Banking teams at RBC Capital Markets and Robertson Stephens. Earlier in his career, J.T. held leadership roles at Six Apart, a content management platform that catered to SMBs and at Overstock.com (NASDAQ: OSTK), an early pioneer in the eCommerce sector.
J.T. 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
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 is a Managing Director at Moelis & Company where he specializes in advising a broad range of clients in the Middle East. Cyril has over 15 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
Matthew Tehan
Managing Director – MA Financial Group
Sydney
Matthew is a Managing Director at MA Moelis Australia (the corporate advisory and equities division at MA Financial Group) where he focuses on private capital markets across both debt and equity. Matthew has over 20 years investment banking experience in the U.S., Europe, Asia and Australian markets.
Prior to joining MA Moelis Australia, he worked for Houlihan Lokey as a Managing Director and Credit Suisse as Co-Head of Debt & Derivatives. Matthew holds a Bachelor of Commerce and Bachelor of Arts from the University of Melbourne and is a member of the Institute of Chartered Accountants ANZ.
Senior Team
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
Carl Torrillo is a Managing Director at Moelis & Company where he specializes in advising clients in the industrials sector. Carl has advised a wide range of industrial companies across the capital goods, diversified manufacturing, and fire, safety and security sectors, on a variety of corporate finance transactions, including mergers and acquisitions, equity and debt capital raises, restructurings, recapitalizations and leveraged buyouts.
Prior to joining Moelis & Company, Carl held roles at Nomura in the Industrials Investment Banking Group and at Citi in the Global Industrials Group. He also co-founded and served as CFO of ACE Portal, which provided transaction management and marketing tools in support of private capital formation. Carl holds a B.S. from Cornell University.
Senior Team
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
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 $700 billion of energy transactions, including many of the sector’s most significant and transformative M&A and financing transactions. In addition to assembling more than 300 oil and natural gas transactions, he has also served as lead financier for many of the industry’s IPOs and equity and debt capital markets deals.
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 a number of 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
Brodie Treloar
Managing Director – MA Financial Group
Melbourne
Brodie is a Managing Director at MA Moelis Australia (the corporate advisory and equities division at MA Financial Group) with particular expertise advising clients in the consumer, agribusiness and general industrial sectors and extensive experience across public and private buy-side and sell-side processes, equity capital markets transactions and strategic advisory mandates. Brodie has over 20 years of investment banking experience.
Prior to joining MA Moelis Australia, Brodie worked for ABN AMRO/RBS as a Director in the Investment Banking Group.
Brodie holds a Bachelor of Arts (Honours) and a Masters in International Relations from the London School of Economics (Honours).
Senior Team
Yorick van Slingelandt
Managing Director
Head of EMEA & APAC
Co-Head of Europe
London
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
Ken Viellieu is a Managing Director at Moelis & Company where he specializes in advising publicly-held and private companies in the retail and consumer, industrial and transportation, real estate and leisure, financial and business services and healthcare sectors. Ken has been in the investment banking industry for over 30 years, with significant experience in a broad range of corporate finance matters including divestitures, mergers and acquisitions, leveraged finance and recapitalization transactions, public and private equity offerings and corporate restructurings.
Prior to Moelis & Company, Ken was Senior Managing Director and Head of Midwest Investment Banking at Bear Stearns and previously as a Managing Director and Head of the Chicago Office of Donaldson, Lufkin & Jenrette.
Senior Team
Kevin Voelte is a Managing Director at Moelis & Company where he specializes in advising clients in the upstream oil and gas sector and leads the Firm’s oil and gas Acquisitions & Divestitures (A&D) business. Kevin has extensive experience executing mergers, acquisitions, divestitures, capital markets and restructuring/recapitalization transactions primarily covering oil and gas exploration and production companies and financial sponsors.
Prior to joining Moelis & Company, Kevin was an upstream oil and gas banker in the Global Natural Resources Group at Goldman, Sachs & Co. Before that, he was Director of Government Relations at The National Ready Mixed Concrete Association in Washington D.C. where he represented industry on Capitol Hill covering energy, transportation, tax and labor issues.
Kevin holds a B.S., summa cum laude, in Finance from Wayne State College in Nebraska and an M.B.A. from Rice University. He is also a graduate of the Bryce Harlow Institute on Business and Government Affairs at Georgetown University.
Senior Team
Craig Wadler is a Managing Director at Moelis & Company where he specializes in shareholder advisory and activist defense. Craig has more than 26 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.
Senior Team
Osamu Watanabe is General Counsel at Moelis & Company where he leads the Firm’s legal and compliance department.
Prior to Moelis & Company, Osamu was General Counsel and Chief Compliance Officer at Sagent Advisors. Prior to that, he held senior positions at UBS, Credit Suisse First Boston and Donaldson, Lufkin & Jenrette. Osamu started his career in private practice at Sullivan & Cromwell, working in New York, Tokyo, Hong Kong and Melbourne. He also clerked for the Honorable Morey L. Sear, Eastern District of Louisiana.
Osamu holds a B.A. in History from Antioch College and a J.D. from Yale Law School.
Senior Team
Mark Webber is a Managing Director at Moelis & Company, where he provides financial and strategic advice to clients in the life sciences industry, with a focus on the medical devices sector. He has extensive investment banking experience, with expertise in advising strategics and financial sponsors on a broad range of mandates including M&A and a variety of other corporate finance matters.
Prior to joining Moelis & Company, Mark held several roles in the financial services industry, including transaction advisory positions at PwC and EY. He holds a degree in Accountancy from Rhodes University in South Africa and an M.B.A. from the London Business School.
