Senior Leadership Team

Senior Leadership Team

Jay Finney
Managing Director
New York

T: +1 212 883 3821

Jay Finney is a Managing Director at Moelis & Company where he specializes in M&A advisory. Mr. Finney has extensive experience working with domestic and multinational companies on a broad range of complex M&A transactions. Previously, Mr. Finney was a Managing Director at Credit Suisse in the M&A Group. In that role, he was responsible for originating, structuring and executing a full spectrum of public and private M&A transactions across a variety of industries, with a focus on industrial companies, and related coverage of corporate clients as well as private equity firms. Mr. Finney was also a member of the Investment Banking Advisory Committee at Credit Suisse.

Mr. Finney holds a B.S. in Corporate Finance and Investment Management from the University of Alabama, and an M.B.A from Harvard Business School.

Senior Leadership Team

Robert J. Flachs
Managing Director
Los Angeles

T: +1 310 443 2326

Rob Flachs is a Managing Director at Moelis & Company where he specializes in recapitalization and restructuring advisory. Mr. Flachs has over 20 years of restructuring, investment banking and related experience. He has advised companies and creditors across a broad range of industries in recapitalizations, in-court and out-of-court restructurings, financings and distressed M&A. Prior to joining Moelis & Company, Mr. Flachs was a Managing Director in the Recapitalization & Restructuring group at Jefferies & Company. Before that, he was an attorney at both Guth Rothman & Christopher and Irell & Manella.

Mr. Flachs graduated summa cum laude with a B.A. from UCLA and holds a J.D. from Harvard Law School.

Senior Leadership Team

Christopher Foss
Managing Director
Los Angeles

T: +1 310 443 2321

Christopher Foss is a Managing Director at Moelis & Company where he specializes in M&A advisory. Mr. Foss has over 15 years of investment banking experience, primarily executing public and private buy-side, sell-side and special committee assignments across a broad range of industries. Prior to joining Moelis & Company as an Associate in 2011, he was an Associate in the Global Distressed and Corporate Opportunities group at The Carlyle Group. Mr. Foss began his career as an Analyst at UBS Investment Bank.

Mr. Foss holds a B.S. in Accounting from the University of Southern California.

Senior Leadership Team

Patrick Fouhy
Managing Director
San Francisco

T: +1 415 870-2831

Patrick Fouhy is a Managing Director at Moelis & Company where he focuses on providing financial and strategic advice to clients in the software sector. Mr. Fouhy has more than 12 years of experience advising software companies on a broad spectrum of corporate finance matters including M&A, capital structure, joint ventures, debt and equity financings and private placements. Prior to joining Moelis & Company, Mr. Fouhy was a senior member of the software M&A team at Lazard Frères & Co. He began his career at Deutsche Bank Securities.

Mr. Fouhy graduated magna cum laude with a B.S. in Management Science from Boston College.

Senior Leadership Team

Eliot Freeston
Managing Director
New York

T: +1 212 883-3515

Eliot Freeston is a Managing Director at Moelis & Company where he specializes in M&A advisory. Mr. Freeston has over 12 years of investment banking experience, executing public and private buy-side, sell-side and special committee assignments across a broad range of industries. His expertise has led him to advise on numerous high-profile, strategic M&A transactions with an emphasis on the hospitality and leisure sectors. Prior to joining Moelis & Company, Mr. Freeston worked in the M&A group at Centerview Partners and he began his career in investment banking with Scotia Capital in Toronto, Canada.

Mr. Freeston holds an H.B.A. from The Richard Ivey School of Business at The University of Western Ontario and an M.B.A. from Columbia Business School.

Senior Leadership Team

Philippe Gallone
Managing Director
London

T: +44 207 634 3737

Philippe Gallone is a Managing Director at Moelis & Company where he specializes in advising clients across the healthcare sector. Dr. Gallone has over 15 years of investment banking experience, having advised on more than $200 billion worth of M&A transactions in that time. Prior to joining Moelis & Company, Dr. Gallone spent 13 years at Morgan Stanley, most recently as Managing Director and Co-Head of EMEA Healthcare Banking. Dr. Gallone began his investment banking career at Credit Suisse First Boston and is a physician by training.

Dr. Gallone received his medical degree from the University of Lausanne, and an M.B.A. from Georgetown University.

Senior Leadership Team

Abhinav Gattani
Managing Director
London

T: +44 207 634 3560

Abhinav Gattani is a Managing Director at Moelis & Company, where he advises clients in the technology sector on corporate finance matters. Mr. Gattani has over a decade of investment banking experience and has completed a number of high profile transactions, including mergers and acquisitions, equity and debt financings, and leveraged buyouts. During his career, Mr. Gattani has advised a broad spectrum of marquee technology and non-technology clients globally, focusing on digitization, software, services, networking, digital media and internet sectors. Prior to joining Moelis & Company, Mr. Gattani was an Senior Associate in Global Technology Investment Banking at Citigroup and an Associate at Goldman Sachs. He was also formerly a Senior Manager at Oracle Corporation, where he focused on business development, strategy and product management.

Mr. Gattani holds a Bachelor of Engineering with Honors from the Birla Institute of Technology and Science (BITS) and an M.B.A. from the Kellogg School of Management at Northwestern University.

Senior Leadership Team

Manisha Girotra
Chief Executive Officer of Moelis India
Mumbai

T: +91 22 6174 1300

Manisha Girotra is Chief Executive Officer of Moelis India. Ms. Girotra has more than 25 years of investment banking experience, with extensive cross-border M&A expertise across a broad range of industries. Prior to joining Moelis & Company, Ms. Girotra was CEO and Country Head of UBS in India managing its investment bank, commercial bank, markets, equity research and wealth management divisions. Previously, she was Head – North India of Barclays Bank. Ms. Girotra began her investment banking career at ANZ Grindlays in London. She has appeared in Business Today’s “25 Most Powerful Women in Business in India” for the past six years as well as Fortune India’s “50 Most Powerful Women in Business” in 2014 and 2015.

Ms. Girotra holds a degree from St. Stephen’s College and received a gold medal for her Master’s Degree from the Delhi School of Economics. She currently serves on the boards of Ashok Leyland, Mindtree and Jio Payments Bank.

Senior Leadership Team

Robert Glauerdt
Managing Director
London

T: +44 0 207 634 3703

Robert Glauerdt is a Managing Director at Moelis & Company where he primarily advises traditional and alternative asset managers. Mr. Glauerdt has over 18 years of investment banking and management consulting experience. His expertise include advising both private and publicly-listed financial institutions on transactions involving asset managers, wealth managers, private banks, securities and specialty finance firms in Europe and internationally. Prior to joining Moelis & Company, Mr. Glauerdt was a Partner and Managing Director at Berkshire Capital Securities. Before that, he worked in UBS’ Global Financial Institutions group in London and New York, advising asset management clients on corporate finance and M&A transactions.

Mr. Glauerdt holds a Bachelor’s degree and an M.B.A. from Passau University and a Master’s degree in International Finance and Business from Columbia University.

Senior Leadership Team

Stuart Goldstein
Managing Director
Los Angeles

T: +1 310 443 2380

Stu Goldstein is a Managing Director at Moelis & Company where he specializes in advising clients across the technology sector. Mr. Goldstein has over 20 years of investment banking experience and has provided strategic advisory services to technology companies on the full spectrum of corporate finance matters, with an emphasis on M&A transactions. Prior to joining Moelis & Company, he held several senior level positions at Citigroup including Head of West Coast Technology Investment Banking and Managing Director in the M&A group. Previously, Mr. Goldstein was a law clerk for the Honorable Anthony J. Scirica of the Third Circuit Court of Appeals.

Mr. Goldstein holds a B.S in Finance from The Wharton School at the University of Pennsylvania, a B.A. in History from the University of Pennsylvania and a J.D. from Harvard University School of Law.

Senior Leadership Team

Bert Grisel
Managing Director
Hong Kong

T: +852 3180 1030

Bert Grisel is a Managing Director at Moelis & Company. Mr. Grisel has over 25 years of investment banking experience advising clients on restructuring, M&A and debt and equity financing. In Asia, he has been involved in the largest restructurings in the market such as Sino Forest and Kaisa. Mr. Grisel started his career at ABN AMRO where he spent 19 years and was most recently Head of Industrials and Real Estate in Asia. While at ABN AMRO, he also held other roles in Europe and Latin America. He has been in Hong Kong for over 11 years. Prior to joining Moelis & Company, Mr. Grisel was interim CFO of a NASDAQ-listed company.

Mr. Grisel holds a M.Sc. Law from The University of Groningen in the Netherlands.

Senior Leadership Team

Otávio Guazzelli
Managing Director
São Paulo

T: +55 11 3279 9050

Otávio Guazzelli is a Managing Director at Moelis & Company. Mr. Guazzelli has over 23 years of investment banking experience and was previously a Senior Partner and Head of Investment Banking at BR Partners. Prior to BR Partners, he worked in the investment banking division at Citigroup for 10 years, where he was most recently Co-Head of Investment Banking for Citigroup Brazil. Throughout his career, Mr. Guazzelli has advised on a wide variety of transactions in the Brazilian and Latin American markets across the telecom, consumer, agribusiness and industrial sectors.

Mr. Guazzelli holds a B.B.A. from the Fundação Getulio Vargas Institution and an M.B.A. from INSEAD Business School.

Senior Leadership Team

Ankush Gupta
Managing Director
San Francisco

T: 1 415 870-2807

Ankush Gupta is a Managing Director at Moelis & Company, where he specializes in advising clients on M&A and capital markets transactions in the Software sector. Mr. Gupta has over 16 years of experience in the technology industry, primarily in Silicon Valley, initially working as a Software Engineer for over 4 years before transitioning to technology investment banking. Through his years of experience, Mr. Gupta has developed broad expertise and understanding of the technology industry and particularly of the software sector including areas such as cybersecurity, infrastructure software, data analytics and various application stacks. As an investment banker, Mr. Gupta has executed M&A transactions globally across geographies including US, UK, Canada, Australia, France, Germany, Brazil, Japan, South Korea, China and India.

Mr. Gupta holds a B.S. in Electrical Engineering from Panjab University, India and an M.B.A. from the Stern School of Business at New York University.

Senior Leadership Team

Andrew Haber
Managing Director
New York

T: +1 212 883 3569

Andrew Haber is a Managing Director at Moelis & Company. Mr. Haber focuses on mergers and acquisitions, restructurings and other advisory services within the Telecom/Media/Technology sectors. Prior to joining Moelis & Company, Mr. Haber was with Bear Stearns for 10 years, most recently as a Managing Director where he was responsible for M&A coverage and execution in the Telecom/Media/Technology Group. He has advised clients on a wide variety of transactions, including domestic and international acquisitions (public and private), spin-offs/split-offs, leveraged buyouts, exclusive sales, joint ventures, highly contested transactions and in-court and out-of-court restructurings with an aggregate value of over $100 billion. Prior to receiving his M.B.A., Mr. Haber spent three years with Booz Allen Hamilton as a Management Consultant, where he advised clients across various industries in the United States, Mexico and Brazil.

Mr. Haber graduated cum laude from the University of Michigan with a B.A. and holds an M.B.A. from the University of Chicago.

Senior Leadership Team

Alexander Hageman
Managing Director
London

T: +44 207 634 3662

Alex Hageman is a Managing Director at Moelis & Company, where he specializes in capital markets advisory. Mr. Hageman has helped lead Moelis & Company’s EMEA equity capital markets advisory business since 2011 and many of the Firm’s IPO advisory assignments. He has extensive transaction experience executing IPOs and follow-on offerings, including the IPOs of Statoil ASA, Sophos PLC, Novatek PJSC, Ascential PLC, Neste Oil Oy, Pirelli Real Estate SpA, Europris ASA, Polypipe PLC, and Nordic Waterproofing AS. Mr. Hageman is also highly experienced in advising on and executing privatisations, with clients including the Norwegian, Finnish, Dutch and Russian governments. Previously, Mr. Hageman worked in the Equity Capital Markets groups at Citigroup and Morgan Stanley, focusing on capital raisings for clients in the corporate, private equity and governmental spheres across all sectors. Prior to his career in investment banking, he worked on the buy-side team at Robeco Asset Management.

Mr. Hageman holds an M.Sc. (Corporate Finance) from the Erasmus University Rotterdam, The Netherlands.