News

November 18, 2013

Moelis & Company Announces the Appointment of Jonathan Kaye as a Managing Director Specializing in Mergers & Acquisitions

…for clients globally. Additionally, he will be responsible for driving the Firm’s shareholder activist strategy working with companies and management teams in potential and existing dissident shareholder situations. Mr. Kaye…

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Moelis & Company Announces the Appointment of Jonathan Kaye as a Managing Director Specializing in Mergers & Acquisitions

New York, November 18, 2013

Moelis & Company, the global independent investment bank, today announced the appointment of Jonathan Kaye as a Managing Director who joins the Firm’s M&A practice responsible for providing best-in-class execution for clients globally. Additionally, he will be responsible for driving the Firm’s shareholder activist strategy working with companies and management teams in potential and existing dissident shareholder situations.

Mr. Kaye joins Moelis & Company from Citi’s Global Mergers & Acquisitions Group where he was a Managing Director focused on providing strategic M&A advice to clients in the industrial, consumer and technology sectors. He was also a founder of Citi’s shareholder activism practice and was involved in advising companies on defense and in contested situations.

Rick Leaman, Managing Partner of Moelis & Company, said, “We are delighted to have someone of Jonathan’s caliber and experience join our M&A team. The Moelis platform provides the distinct advantage of being able to give clients truly independent strategic advice in activist shareholder situations. Jonathan and the team will help clients strategically navigate their way through these challenging situations.”

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 600 employees, Moelis & Company serves its clients around the world through its offices in New York, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Palo Alto, Paris and Sydney.  For more information, please visit www.moelis.com.

News

January 20, 2012

Moelis & Company Announces Managing Director Promotions

Moelis & Company today announced that it has promoted the following seven members of its global investment banking business to Managing Director: Abzal Ayubeally, New York Matt Clark, Los Angeles…

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Moelis & Company Announces Managing Director Promotions

New York, January 20, 2012

Moelis & Company today announced that it has promoted the following seven members of its global investment banking business to Managing Director:

Abzal Ayubeally, New York

Matt Clark, Los Angeles

Peter Dixon, Sydney

Amelia Hill, Sydney

Peter Meijer, London

David Miles, Sydney

Sash Rentala, New York

Ken Moelis, Chief Executive Officer of Moelis & Company, said: “Our priority at Moelis & Company is to foster talent internally so we have recognized these exceptional colleagues with this promotion. They are committed to the highest standards of client service and independent financial advice, and are excellent leaders. On behalf of everyone at the Firm, I congratulate them on this great achievement.”

About Moelis & Company
Moelis & Company, recently named Most Innovative Boutique of the Year by The Banker for 2011 and in 2010 and Best Global Independent Investment Bank by Euromoney in 2010, is a global investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With more than 580 employees, Moelis & Company serves its clients through offices in New York, Beijing, Boston, Chicago, Dubai, Hong Kong, Houston,London, Los Angeles and Sydney.  For more information, please visit www.moelis.com.

Biographies:

Abzal Ayubeally
Abzal Ayubeally is a Managing Director at Moelis & Company.  Mr. Ayubeally has significant investment banking experience advising companies in the financial services sector including insurance companies, banks and specialty finance companies on both mergers and acquisitions and capital raising transactions.  Mr. Ayubeally’s extensive M&A transaction experience includes buy-side, sell-side and cross-border transactions, hostile offers and advising boards of directors and special committees. Prior to Moelis & Company, Mr. Ayubeally was a Director in the Financial Institutions Group at Credit Suisse in New York.  Mr. Ayubeally started his career in investment banking at SG Hambros.

Matt Clark
Matt Clark is a Managing Director at Moelis & Company.  Mr. Clark has significant investment banking and principal investing experience.  His prior investment banking experience includes roles in the Mergers & Acquisitions, Financial Sponsors and Global Industrials Groups at UBS Investment Bank, Donaldson, Lufkin & Jenrette and Deutsche Bank Alex Brown.  He has extensive experience advising companies in a broad range of strategic transactions, including buy-side and sell-side mergers and acquisitions, divestitures and special committee advisory, as well as providing capital raising solutions.  His clients include public companies as well as private equity and family owned businesses.  Mr. Clark was previously a Partner at Barrington Partners, a hedge fund.

Peter Dixon
Peter Dixon is a Managing Director at Moelis & Company. Mr. Dixon has significant experience advising clients on public and private mergers and acquisitions, capital raisings, restructurings and investment management transactions. Prior to Moelis & Company, Mr. Dixon was a Division Director in the Corporate Advisory team at Macquarie Group Limited based in Sydney. Prior to Macquarie, Mr. Dixon worked at Mallesons Stephen Jaques in Sydney and Linklaters in London as a corporate advisory lawyer.

Amelia Hill
Amelia Hill is a Managing Director at Moelis & Company. Ms. Hill specializes in capital markets and has advised clients on numerous listed and unlisted capital raisings including IPOs, pre-IPO raisings, follow-on raisings, convertible securities and block trades for public and private companies. Ms. Hill advised clients on capital raising transactions and mergers and acquisitions at UBS Investment Bank for 10 years prior to joining Moelis & Company and most recently led UBS’s Equity Origination efforts across emerging companies and the firm’s Alternative Capital Group in Australia.

Peter Meijer
Peter Meijer is a Managing Director at Moelis & Company. Mr. Meijer has over 16 years of fixed income trading and structuring experience.  Prior to Moelis & Company, Mr. Meijer was at JP Morgan, where he focused on Structured Solutions for financial institutions. He was previously Global Head of the Franchise Structuring Group at JP Morgan, where he was responsible for origination, development and structuring of several market leading credit transactions and structured credit funds. Prior to JP Morgan, Mr. Meijer was a Director in the Citigroup Global Markets Structured Products Group, where he was responsible for coverage of Northern Europe. Mr. Meijer began his career in the Netherlands in 1995 at Credit Lyonnais and Rabobank where he was a bond trader and credit derivatives trader and structurer.

David Miles
David Miles is a Managing Director and Chief Operating Officer for Australia at Moelis & Company. Mr. Miles was most recently the Chief Operating Officer for the Investment Bank at JPMorgan in Australia. He was previously an Executive Manager at Commonwealth Bank following 12 years at JPMorgan Chase in various executive roles.

Sash Rentala
Sash Rentala is a Managing Director at Moelis & Company in the Financial Sponsors Group. Mr. Rentala has significant investment banking experience, most recently as an Executive Director at UBS Investment Bank. Mr. Rentala has advised clients on a variety of leveraged finance and restructuring transactions including bank and bond new money issuances, exchange offers, consent solicitations, lender negotiations and amendments. During his tenure at UBS, Mr. Rentala focused on the industrials sector including transactions in the chemicals, auto and metals and mining sectors. Mr. Rentala was previously a Vice President in Investment Banking at Donaldson, Lufkin & Jenrette. He also served as a Lieutenant in the United States Navy.

News

July 01, 2014

Kenneth L. Shropshire, Wharton Professor and Corporate Lawyer, Appointed As An Independent Member of the Moelis & Company Board of Directors

…the sports industry through educational programs, strategic corporate partnerships, high-level student consulting assignments, global forums and research. Mr. Shropshire also serves as Special Counsel to the global law firm Duane…

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Kenneth L. Shropshire, Wharton Professor and Corporate Lawyer, Appointed As An Independent Member of the Moelis & Company Board of Directors

New York, July 01, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Kenneth L. Shropshire, Wharton professor and corporate lawyer, as an independent member of the Board of Directors.

Mr. Shropshire is the David W. Hauck Professor at the Wharton School of the University of Pennsylvania, teaching legal and business aspects of sports; business law and ethics; negotiation and dispute resolution; and diversity and the law. He is the director and founder of the Wharton Sports Business Initiative, a think-tank that generates and disseminates knowledge about the sports industry through educational programs, strategic corporate partnerships, high-level student consulting assignments, global forums and research. Mr. Shropshire also serves as Special Counsel to the global law firm Duane Morris LLP where he practices corporate law with a concentration in sports and business law.

Ken Moelis, Chairman and CEO of Moelis & Company, said, “We are delighted to welcome Ken to the Moelis & Company board so soon after our initial public offering in April. Ken brings new perspectives and a wealth of unique experience to this role which will benefit the Firm, and our clients, greatly.”

Mr. Shropshire is also a consultant to the Miami Dolphins Foundation and the National Football League, where he assists the organization in expanding its player development and social impact program, and he currently leads the research efforts of the Major League Baseball On-Field Diversity Task Force.  His consulting roles have also included work for the NCAA, the NFL Players Association and USA Track and Field, and he was an executive on the organizing committee for the 1984 Los Angeles Olympic Games. Mr. Shropshire is a founder and member of the Board of Directors of the Valley Green Bank in Philadelphia and also serves as a trustee of the Women’s Sports Foundation and the Board of Directors of Peace Players International.  He is a former president of the Sports Lawyers Association, the largest such organization in the world, and Program Chair of the ABA Forum Committee, Sports Law Section.  Mr. Shropshire is the author of numerous books and articles on the business of sports.

Mr. Shropshire is a 1980 graduate of Columbia Law School and a 1977 graduate of Stanford University.

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters.  The Firm serves its clients with nearly 500 employees based in 15 offices in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

Transaction

Premier Oil plc and Chrysaor Holdings Limited’s merger and the reorganization of Premier Oil’s existing finance arrangements

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News

October 24, 2016

David Bradshaw Joins Moelis & Company as Senior Advisor

…30 years of investment banking experience both advising upstream oil and gas companies and covering the oil and gas exploration and production industry as an equity research analyst. Mr. Bradshaw…

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David Bradshaw Joins Moelis & Company as Senior Advisor

New York, October 24, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced David Bradshaw has joined the Firm as a Senior Advisor, based in Houston.

Mr. Bradshaw has nearly 30 years of investment banking experience both advising upstream oil and gas companies and covering the oil and gas exploration and production industry as an equity research analyst. Mr. Bradshaw most recently served as a Managing Director in the Investment Banking Division of Tudor, Pickering, Holt & Co. (TPH) where he advised upstream oil and gas companies. Prior to TPH, Mr. Bradshaw was an advisory director at UBS where he focused primarily on U.S. independent oil and gas producers. During the first 15 years of his career, he served as an equity analyst at PaineWebber, Donaldson, Lufkin & Jenrette and Deutsche Bank.

“Over the past three decades Dave has developed an unparalleled understanding of the upstream oil and gas industry,” said Jeff Raich, Co-President of Moelis & Company. “Our clients will undoubtedly benefit from Dave’s deep insights, unmatched experience, and expansive relationships as they seek to adapt to the ever-changing energy landscape.”

“Moelis & Company has built an exceptional energy franchise,” said Mr. Bradshaw. “I’m looking forward to joining the team in Houston at such an interesting time in the energy cycle. The near term fundamental outlook has improved for many oil and gas companies and I look forward to working with Moelis & Company’s upstream clients to ensure they are well-prepared to capitalize on opportunities in the market.”

Mr. Bradshaw is the third senior oil and gas appointment Moelis & Company has made to its Houston office in 2016. In March the Firm announced the appointment of Brian Jinks as a Managing Director covering midstream oil and gas clients and in July Adrian Goodisman joined as a Managing Director covering upstream oil and gas companies.

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients with about 650 employees based in 17 offices in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

News

July 21, 2009

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

…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…

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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

January 28, 2021

Moelis & Company Announces the Appointment of Rodney Reid as a Managing Director and Global Head of Private Funds Advisory

…sponsors ranging from accessing primary capital for new funds and investments to bespoke, private capital solutions for existing portfolio companies and funds. The Private Funds Advisory team will work in…

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Moelis & Company Announces the Appointment of Rodney Reid as a Managing Director and Global Head of Private Funds Advisory

New York, January 28, 2021

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Rodney Reid as a Managing Director and Global Head of Private Funds Advisory based in New York. He joins the firm in April.

Under Mr. Reid’s leadership, Private Funds Advisory will bring together the Firm’s existing capabilities in providing private capital alternatives to financial sponsors ranging from accessing primary capital for new funds and investments to bespoke, private capital solutions for existing portfolio companies and funds. The Private Funds Advisory team will work in close collaboration with the Firm’s financial sponsors advisory bankers globally to further enhance the full suite of services for its critical private equity client base.

Navid Mahmoodzadegan, Co-President of Moelis & Company, said: “Over the past few years we have seen an exponential expansion of capital available for alternative assets, creating more avenues for financial sponsors to access diverse capital sources for new and existing funds and, increasingly, a breadth of capital for portfolio companies beyond traditional IPOs or strategic asset sale exits.  The integration of our fundraising and secondary advisory businesses under Rodney’s leadership, combined with the Firm’s leading financial sponsor and M&A capabilities, positions us to deliver a range of strategic, customized solutions to our clients across the entire private equity lifecycle.”

Mr. Reid joins Moelis & Company with more than 20 years of financial services experience. He was most recently a Senior Managing Director in the Private Capital Advisory team at Evercore in New York. Previously, he was the Europe, Middle East, Africa (EMEA) Head of Secondary Advisory at UBS in London.

Jeff Raich, Co-President of Moelis & Company, added: “As an industry leader in private capital solutions for financial sponsors, Rodney has been at the forefront of many of the largest and most innovative GP-led secondary and capital raising transactions globally. He brings tremendous experience to our financial sponsor clients at a time when there is increased emphasis by the sponsor community on innovative portfolio management and optimization solutions.”

About Moelis & Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, financial sponsors and governments.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 22 geographic locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

December 18, 2019

Moelis & Company Wins IFR Magazine’s Restructuring Adviser of the Year 2019

…Thane Carlston, Co-Heads of Moelis & Company’s Restructuring Team, said: “Since our team joined Moelis in 2008, we have worked on more than $1 trillion of restructuring transactions. In winning…

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Moelis & Company Wins IFR Magazine’s Restructuring Adviser of the Year 2019

London & New York , December 18, 2019

Moelis & Company (NYSE: MC), a leading global independent investment bank, has been awarded IFR Magazine’s coveted Restructuring Adviser of the Year award for 2019 for delivering clients ‘one firm’ across the globe.

IFR judges said: “Moelis prides itself on a ‘one firm’ approach to restructurings, being able to offer the same service to clients from Europe to the US to Asia. That approach proved highly useful in the past year as complex cross-border restructurings, fueled by years of cheap debt, became marquee assignments.”

With approximately 60 per cent of assignments completed out-of-court, Moelis advised on 9 of the 10 largest restructuring assignments in 2019 globally, helping to place it top of the Refinitiv Worldwide Global Restructuring league table 2019 year-to-date.

The IFR judges said Moelis ‘…proved to be a tenacious advocate for its client and continues to stretch the boundaries of what’s possible in a restructuring.” Bill Derrough and Thane Carlston, Co-Heads of Moelis & Company’s Restructuring Team, said: “Since our team joined Moelis in 2008, we have worked on more than $1 trillion of restructuring transactions. In winning this award, we are proud to have been recognized for the work we have done in the past year for clients like iHeart, Noble, Hexion and Neiman Marcus.”

The IFR judges also pointed to Steinhoff as a major highlight of the recent debt restructuring market. Matt Prest and Charles Noel-Johnson, Co-Heads of EMEA Restructuring, said: “Moelis was there at the critical stage at the start and helped save the company from bankruptcy in the first three months. For a year and a half, we worked on all aspects of the deal and ultimately delivered.”

About Moelis & Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 20 geographic locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

*IFR Magazine is owned by Refinitiv.

News

July 13, 2010

Vincent Lima Joins Moelis & Company as Managing Director in Capital Markets

…continue to build our capabilities, Vinny will be an important addition to our team and we are delighted to welcome him to Moelis & Company.” Moelis & Company’s capital markets…

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Vincent Lima Joins Moelis & Company as Managing Director in Capital Markets

New York, July 13, 2010

Moelis & Company today announced Vincent Lima has joined the firm as a Managing Director responsible for providing capital markets advisory solutions and managing transaction executions from the firm’s New York headquarters. Mr. Lima joins from Christopher Street Capital where he was a founding partner of the US credit business and a Managing Director in charge of capital markets.

“We have had great success providing specialized capital markets and risk advisory solutions to clients seeking unbiased, unconflicted advice,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “As we continue to build our capabilities, Vinny will be an important addition to our team and we are delighted to welcome him to Moelis & Company.”

Moelis & Company’s capital markets business has completed over 30 transactions across debt, equity and convertible bond securities since its formation in early 2009 with a total value of over $11 billion.

Commenting on Mr. Lima’s skills and expertise, Chris Ryan, Managing Director, said, “Vinny brings longstanding relationships in the leveraged finance community and the broader credit markets, and he will help the firm deepen its relationships with institutional investors. His sales and capital markets experience will ensure that we continue to provide the highest quality advice and execution to our clients.”

Mr. Lima has over 18 years of experience in investment banking. Prior to Christopher Street Capital, he worked at Citigroup and Salomon Brothers for 17 years and was a Managing Director and Head of High Yield Syndicate. In that role, he was responsible for overseeing a team that structured, underwrote and distributed high yield transactions for leveraged buyouts, recapitalizations and refinancings. Previously, he was the Head of North America High Yield Sales, overseeing relationships with major institutional accounts, and worked in High Grade Sales for the firm in Boston, Chicago and New York.

About Moelis & Company
Moelis & Company, named Best Global Independent Investment Bank in 2010 by Euromoney, 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 325 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 05, 2010

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

…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…

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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

March 18, 2010

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

…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…

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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.

Transaction

Nuveen Investments' sale to TIAA-CREF

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News

September 22, 2009

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

…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…

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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

April 19, 2011

Moelis & Company Announces the Appointement of Patrick Loftus-Hills as a Managing Director in Global Metals & Mining

…in Hong Kong. He was previously responsible for Mining in the Americas while based in New York and worked in the mining team at UBS in Australia. Prior to joining…

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Moelis & Company Announces the Appointement of Patrick Loftus-Hills as a Managing Director in Global Metals & Mining

Hong Kong and New York, April 19, 2011

Moelis & Company today announced the appointment of Patrick Loftus-Hills as a Managing Director in metals and mining. He will provide strategic advice to clients globally working alongside metals and mining sector bankers, Mark Henkels, Managing Director, and Mark Aedy, Head of Europe, Middle East and Africa Investment Banking, who covers the sectors as part of his wider responsibilities.

Ken Moelis, Chief Executive Officer of Moelis & Company, said: “We have seen considerable growth in cross border metals and mining M&A activity over the past 10 years as the industry has consolidated and rationalized. Patrick has been at the forefront of that consolidation and rationalization providing strategic advice and raising capital for almost every major global mining company. His significant experience and deep relationships in the metals and mining industry, and experience working in the major mining finance centers of the world, will provide clients with global knowledge and perspectives.”

Mr. Loftus-Hills joins Moelis & Company from UBS where he worked for 11 years most recently as Joint Head of the Asian Industrials Group and Head of Natural Resources, based in Hong Kong. He was previously responsible for Mining in the Americas while based in New York and worked in the mining team at UBS in Australia. Prior to joining UBS, Mr. Loftus-Hills worked with Macquarie Bank and at BHP Billiton.

Mr. Moelis added: “Patrick’s appointment will significantly enhance Moelis & Company’s global competitiveness as a key strategic advisor in an area that is important to our key clients. As we continue to broaden our industry coverage, he will play an important role in our expanding global team focused on providing clients with world-class independent advice and solutions.”

About Moelis & Company
Moelis & Company, recently named Best Global Independent Investment Bank by Euromoney, is a global investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments. With over 480 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, Hong Kong, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

News

January 05, 2023

Moelis & Company Appoints Chris Raff as a Managing Director in EMEA, Providing Strategic & Financial Advice on Mergers & Acquisitions

…Europe, commented: “Chris brings best-in-class M&A capabilities, an extensive track record of advising clients on both public and private M&A, and a focus on financial sponsors to our growing team…

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Moelis & Company Appoints Chris Raff as a Managing Director in EMEA, Providing Strategic & Financial Advice on Mergers & Acquisitions

New York and London, January 05, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Chris Raff has joined the Firm as a Managing Director. Based in London, Chris will provide strategic and financial advice on mergers and acquisitions to clients across Europe, the Middle East and Africa (EMEA), as he helps to expand Moelis & Company’s strong franchise across the region.

Chris joins Moelis & Company from Deutsche Bank where he spent 18 years in a variety of roles. He most recently served as Head of UK M&A and worked on a number of high profile public M&A transactions during this time.  He previously led the bank’s EMEA financial sponsors M&A efforts.

Yorick van Slingelandt, Managing Director and Co-Head of Europe, commented: “Chris brings best-in-class M&A capabilities, an extensive track record of advising clients on both public and private M&A, and a focus on financial sponsors to our growing team in EMEA. As our momentum across the region continues and European companies increasingly turn to M&A, Chris will be integral as we help our clients navigate their most important strategic decisions.”

Anton Sahazizian, Global Head of M&A, commented: “With continued uncertainty and volatility forcing companies to rethink their footprint and global exposure, cross-border transactions remain a key tool at their disposal. We are delighted to have Chris join the Moelis team as we collaborate across our global network to connect corporates and sponsors with their next opportunities, both at home and abroad.”

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About Moelis & Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.