London, September 16, 2019

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Will Peters as a Managing Director focusing on clients in the tech, media, and telecom sectors and specializing in communications infrastructure and fintech. He will join the Firm’s London office in December.

Mr. Peters has 15 years of tech and telecom investment banking experience. He will join Moelis & Company from Barclays where he was a Managing Director and a senior member of the firm’s tech, media, and telecom coverage team in London, leading Barclays’ EMEA coverage of clients in fiber & communications infrastructure, datacenters & hosting, and payments & fintech. Mr. Peters has extensive experience advising clients across a broad spectrum of strategic matters including M&A, IPOs and both equity and debt financing in the private and public markets. Prior to starting his investment banking career at Barclays, he spent six years in the British Army, serving with the 1st Battalion, The Duke of Wellington’s Regiment in Europe and the Middle East.

“At a time of fundamental change in the sector for both companies and investors, Will brings deep sector expertise, relationships, and regional insight to our world-class global tech, media, and telecom franchise,” said Matt Prest, Moelis & Company’s Co-Head of Europe. “His experience and skillset will be invaluable to clients across EMEA and around the world as they position themselves to benefit from the extraordinary investment in communications infrastructure and the inevitable changes it will bring to the delivery of products and services. His connectivity across a wider footprint of tech, especially payments and financial technology, will further strengthen our focus on delivering the best advice in burgeoning sectors.”

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 19 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.

New York, March 04, 2009

Moelis & Company announced today that Chris Ryan has joined the firm as a Managing Director based in New York.  Mr. Ryan will advise clients on risk and balance sheet-related matters and continue the expansion of the firm’s capital markets capabilities.

Mr. Ryan has over 25 years of investment banking and fixed income experience, including trading, structuring, capital markets, research, sales and risk management as well as extensive experience building and managing fixed income businesses around the world.  Prior to joining Moelis & Company, Mr. Ryan spent nine years at UBS Investment Bank, where he was Global Head of Credit Fixed Income.  Before UBS, Mr. Ryan was Global Head of Syndicated Loans at Lehman Brothers, which he joined in 1992.  He was the sole founder of the firm’s loan business.  Mr. Ryan began his career at Salomon Brothers.

“Now more than ever, unique expertise in credit and risk assessment is essential to help our clients evaluate their balance sheets and portfolios,” said Ken Moelis, Chief Executive Officer of Moelis & Company.  “Chris is an outstanding credit professional who brings tremendous experience on balance sheet issues and a keen understanding of complex risks.  We are very pleased to have Chris lead this important effort, which further demonstrates our commitment to building a full service investment bank.”

Chris Ryan stated, “Moelis & Company’s strong growth trajectory and exceptional client focus make the firm an ideal platform to develop new businesses.  Risk advisory and capital markets are natural areas of expansion for the firm, and we will continue to develop new capabilities to support our clients with comprehensive advice and solutions.”

About Moelis & Company
Moelis & Company is an 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 visitw ww.moelis.com.

New York and Mexico City, September 07, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the expansion of its global footprint through a strategic alliance with Alfaro, Dávila y Ríos, S.C. (ADR), the leading independent strategic and financial advisory firm in Mexico. Moelis is now present in Brazil and Mexico, Latin America’s two largest markets.

The Moelis & Company and ADR alliance will focus on cross-border deals. With 17 offices around the world, the Firm will add Mexico to its footprint for global companies looking to expand there or for Mexican corporates eager to grow internationally.

Ken Moelis, Chairman and CEO of Moelis & Company, said, “ADR is the premier independent investment bank in Mexico, with a team of 15 bankers, offering innovative M&A and restructuring advice. As we have expanded our global footprint, we have always found accretive ways to enter new and important markets by identifying top tier talent who fit our collaborative culture. Our global network of local experts differentiates us from other advisory platforms and has proven to be incredibly beneficial to our clients.”

With offices in Mexico City and Monterrey, ADR has a successful track record of developing long-term relationships, advising multinational corporations and privately held companies in strategic transactions. The firm will keep its name. Terms were not divulged.

Isauro Alfaro, a founding partner of ADR, said, “In looking for a strategic partner, Moelis & Company was an obvious choice for us. Their global presence and deep expertise across key industries, combined with ADR’s senior relationships and local execution capabilities, will be extremely beneficial for our Mexican and international clients.”

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.

Dubai, May 09, 2018

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced its recognition by Euromoney Magazine as the Best Advisory Bank in the Middle East. This is the third time in five years Euromoney has recognized the strength of Moelis & Company’s Middle East business, having also named the Firm as the Best Investment Bank in the UAE in 2013 and 2016.

The industry magazine highlighted Moelis & Company’s ability to provide comprehensive advice across capital markets, M&A, recapitalization and restructuring to corporates and governments in the region. The Firm was recognized for its longstanding commitment to the Middle East and the successful track record it has built since opening its Dubai office in 2010.

The judges said, “Advisory work in the Middle East has shifted away from big-ticket international M&A buy-outs, towards helping governments implement their longer-term plans and financing strategies, and helping regional corporates restructure their business models and liabilities, in an era of lower growth and (perhaps) higher interest rates. Having set up a Dubai office in 2010, Moelis & Co has emerged as preeminent in this new model of regional advisory.”

“We are proud of the trusted relationships we have built over the years with our clients in the Middle East,” said Rami Touma, Managing Director, Moelis & Company Dubai. “This recognition illustrates our long-term commitment to delivering world-class advisory capabilities to assignments across every product, industry, and geography.”

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 19 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.

Amsterdam, September 04, 2019

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced its expansion in Europe with the appointment of Peter Kerckhoffs as a Managing Director, based in Amsterdam. Mr. Kerckhoffs will join the Firm in December to provide financial and strategic advice to clients in the Netherlands and across Europe.

Mr. Kerckhoffs has nearly three decades of investment banking and corporate finance experience, having spent 21 of those years with J.P. Morgan where he was most recently Senior Country Officer for the Netherlands. In this role, he was responsible for investment banking coverage, overseeing the development and delivery of strategic advisory capabilities and capital raising to clients in the region. Prior to this role, he was Head of Benelux and Nordic M&A. During his career with J.P. Morgan, Mr. Kerckhoffs advised some of the largest companies in the region across a wide range of sectors including telecoms, infrastructure, and technology.

“Peter is one of the most trusted and experienced advisors and corporate financiers in Northern Europe,” said Moelis & Company Co-Head of Europe Yorick van Slingelandt. “Throughout his 30-year career, Peter has advised on the most significant corporate and financial sponsor transactions across all of Europe and built a market-leading M&A franchise. His cross-industry expertise and world-class execution capabilities have solidified him as the go-to M&A specialist in the region.”

“Peter brings a wealth of experience, insight, and expertise to our European platform and our global network,” said Ken Moelis, Chairman and Chief Executive Officer of Moelis & Company. “We are excited that our clients will benefit from an expansion of our presence in Northern Europe anchored by a banker of Peter’s caliber, and supported by our industry-leading teams across Europe and around the world.”

Mr. Kerckhoffs joins Moelis & Company at a time when the Firm has recently announced and completed a number of transactions involving Netherlands-based corporates. Recent advisory assignments include advising Galapagos N.V. on its $5.1 billion transformational global biotech collaboration with Gilead Sciences, Inc, Steinhoff International Holdings N.V. on its €8.7 billion restructuring, IGM Resins on its sale to Astorg, and Curaeos B.V. on its sale to EQT Fund Management S.à r.l.

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 19 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.

New York & London, September 30, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that it has been named Investment Bank of the Year for Private Placements at The Banker Magazine’s 2020 Investment Banking Awards.

The Banker’s Investment Banking Awards recognize the institutions that deliver industry-leading service for their clients. In recognizing Moelis’ private placement capabilities, the judging panel praised the Firm’s ability to demonstrate “strong outcomes for clients at a time of market disruption.”

Navid Mahmoodzadegan, Co-President of Moelis & Company, said, “In the past six months our clients have faced an unprecedented need for liquidity and high quality advice as COVID-19 disrupted business operations. We are pleased The Banker has recognized our ability to deliver a virtual balance sheet for clients, across both debt and equity private placements, in one of the most challenging economic environments. We have recently doubled the size of our capital markets team and are incredibly excited about our expanded capabilities and continuing to build on our tremendous momentum.”

Earlier this year Moelis & Company strengthened its capital markets capabilities by appointing two new Managing Directors, including Angus Whelchel as Head of Private Capital Markets and Steven Halperin at Head of Equity Public Markets. Together they work with the Firm’s global network of sector and product bankers to deliver unique capital solutions to clients.

The Banker recognized Moelis & Company’s deal expertise in its 2020 Deal of the Year awards, awarding the Firm five wins on deals spanning Europe, the Americas and Asia-Pacific.

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.

New York, December 15, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Laila J. Worrell to its Board of Directors, effective January 1, 2023.

Ms. Worrell has served as CEO of Altran Americas, now known as Capgemini Engineering, and previously as COO and CEO of KKR-owned Aricent. She has been an operating executive and senior advisor to some of the largest private equity investors in the world. Most recently, she was appointed an Executive Fellow at Harvard Business School and leads HBR Global as CEO. Previously, she spent nearly 20 years in management consulting, holding numerous leadership roles at Accenture and Boston Consulting Group.

Ken Moelis, Chairman and CEO of Moelis & Company, said, “We are delighted to welcome Laila to our Board of Directors. Her experience leading global and collaborative teams is a natural fit for Moelis & Company, and her expertise across technology, media, and business services adds additional depth to our Board.”

Ms. Worrell is the fourth independent director to be appointed to Moelis & Company’s Board. She will serve alongside existing independent directors John Allison, Yolonda Richardson and Kenneth Shropshire.

Ms. Worrell has longstanding board and advisory involvement with organizations including the American Museum of Natural History, the Harvard Business School Club of New York, and previously the Corporate Leadership Council for Lincoln Center for the Performing Arts. She has been active in the Partnership for New York City and was elected a David Rockefeller Fellow. Ms. Worrell holds an MBA from Harvard University and a BA from the University of Texas at Austin.

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 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.

New York, July 06, 2015

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of David Cunningham, as a  Managing Director, to expand the Firm’s Houston presence and provide financial and strategic advice to oil and gas companies. Mr. Cunningham will join the Firm in October and will be based in Houston.

This is Moelis & Company’s second oil and gas hire in three months after the Firm announced the appointment of Christopher Shaw, a Managing Director in the London office.

Mr. Cunningham joins Moelis & Company with 20 years of investment banking experience advising and executing various merger, acquisition, restructuring, debt, equity, and asset valuation transactions for companies across the oil and gas sector. He joins after spending nearly eight years as a Managing Director at Tudor Pickering Holt & Co., where he was one of the initial five Managing Directors in the investment banking group. Previously, he spent 10 years with Credit Suisse where he was a Managing Director in the Global Energy Group.

Ken Moelis, Chairman and Chief Executive Officer of Moelis & Company, said, “This is an important senior hire which underscores our commitment to growing our presence in Houston and serving our energy, power, and natural resources clients. David will be a strategic partner to oil and gas companies to assist in the evaluation and execution of a suite of alternative strategies. Our clients in the sector will benefit greatly from David’s years of experience and deep industry knowledge as they navigate this environment.”

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 over 550 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.

New York and Houston, February 28, 2024

Appoints Stephen Trauber as Chairman and Global Head of Energy and Clean Technology

Energy bankers Muhammad Laghari and Alexander Burpee also join as Managing Directors

Moelis (NYSE: MC), a leading global independent investment bank, today announced that it has appointed Stephen Trauber as Chairman and Global Head of Energy and Clean Technology.  Based in Houston, Steve will lead the Firm’s global efforts in this space, building on the strength of its U.S. Energy business, led by David Cunningham, and its deep expertise across the Middle East and Europe.  His arrival further expands the Firm’s offerings and relationships across energy services, upstream, midstream and energy infrastructure, electrification, mobility, sustainability, LNG and natural gas, among other sub-sectors.

With over 35 years of experience, Steve has 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. Steve most recently served as 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, where he worked with Ken Moelis.

Effective March 4, senior energy bankers Muhammad Laghari and Alexander Burpee will also join as Managing Directors in Houston to provide strategic advice and execution expertise to upstream and midstream oil and gas clients.  Muhammad and Alex each bring over 15 years of energy experience to Moelis and join from Guggenheim where they were Senior Managing Directors in the Energy Investment Banking group. Previously, Muhammad and Alex were part of Citi’s Energy Investment Banking team, then led by Steve Trauber, where Muhammad served as Head of North America Upstream Investment Banking and Alex helped lead a technical A&D team providing strategic advice and deal execution expertise to clients. Before a career in investment banking, Alex held technical roles in exploration and production with Schlumberger and Hess.

Navid Mahmoodzadegan, Co-Founder and Co-President at Moelis commented, “Steve is a recognized leader in the industry who has played a key role in many of the energy sector’s landmark transactions. We are thrilled to have him lead our global Energy & Clean Technology franchise and look forward to working with Muhammad and Alex as we continue to provide critical advice to our clients across this rapidly evolving industry.”

Ken Moelis, Chairman and Chief Executive Officer at Moelis added, “We continue to strengthen our business across key sectors to enhance the innovative advice and solutions we provide our clients. I look forward to reuniting with Steve and know that our established global energy franchise and our dedicated Clean Technology effort will greatly benefit from his deep experience building teams that foster growth. Investing in our Energy efforts and delivering our expanded expertise to clients around the world remains a key strategic focus at Moelis.”

“I am excited to join Moelis to help grow its global Energy and Clean Technology business and rejoin Ken and many of my former colleagues,” said Steve. “I am also delighted to partner with David Cunningham whom I have known for many years. The global energy ecosystem is undergoing major consolidation and change. I look forward to actively participating in its strategic evolution and working with so many of our clients that are evaluating how best to create value during this period of transformation.”

These hires follow the Firm’s September 2023 announcement of the launch of its Clean Technology Group with a dedicated focus on Energy Transition and sustainability, and appointments of Arash Nazhad and Rick Polhemus to co-lead the group.

About Moelis & Company

Moelis & Company (“Moelis”) 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’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 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

New York, February 27, 2025

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Christopher Callesano to Chief Financial Officer effective March 31, 2025. Chris succeeds Joseph Simon who will be leaving the Firm following a distinguished 15-year tenure at Moelis. Joe will work closely with Chris and the executive team to ensure a seamless transition over the next three months before joining Wachtell, Lipton, Rosen & Katz as Chief Financial Officer.

Chris has been with Moelis since 2010 and currently serves as Managing Director, Principal Accounting Officer and Corporate Controller. With over 25 years of finance and accounting experience, he has worked alongside Joe for almost 15 years and has been heavily involved in building the Firm’s finance and accounting infrastructure and operations to support Moelis’s significant growth. Chris will continue to be based at the Firm’s headquarters in New York.

Commenting on the appointment, Ken Moelis said, “We want to thank Joe for his trusted partnership and exceptional contributions to our Firm. His leadership has been integral to our growth and our evolution as a public company, and we wish him well in his new position as CFO of Wachtell Lipton, a trusted legal partner to us for many years. Chris has a strong track record, deep financial expertise, and intimate knowledge of our operations and culture. We congratulate Chris on his new role and look forward to his contributions as we continue executing our growth strategy to better serve our clients and shareholders.”

Chris commented, “I am excited to take on this role and deeply appreciate the trust that Ken and the executive team have placed in me. Moelis has been my home for nearly 15 years, and I look forward to building on our strong foundation and leading the financial team to support the next phase of the Firm’s growth. I also want to thank Joe for his support throughout my time at Moelis and preparing me for this critical role.”

Prior to joining Moelis, Chris was Senior Managing Director of Financial Reporting and Policy at NASDAQ OMX. Before that, he served as Director of Corporate Reporting at Merrill Lynch and began his career as an auditor at Ernst & Young. Chris holds a B.S. in Accounting from Penn State University, an M.B.A. from the Stern School of Business at New York University and is a Certified Public Accountant.

About Moelis & Company

Moelis & Company (“Moelis”) 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’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 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

New York, April 24, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Douglas Pierson will join the Firm as a Managing Director, providing strategic and financial advice to clients in the Industrials sector with a focus on metals and mining. Upon his arrival, he will be based in New York.

Doug brings deep expertise in the metals and mining industry, having spent over two decades advising clients on a wide array of M&A transactions and equity and debt-related financing across the sector. He joins from Credit Suisse where he was the Global Head of Metals & Mining and Americas Head of the Industrials Group. Prior to his 18-year career at Credit Suisse, Doug was a corporate attorney at the New York-based law firm of Cravath, Swaine & Moore where he similarly advised clients on M&A transactions and equity and debt-related financings.

Jeff Raich, Co-Founder and Co-President at Moelis commented, “Doug brings an outstanding track record of success, deep corporate relationships, and expertise that will further enable us to provide exceptional results for our clients. We are excited to deepen our Industrials capabilities and further enhance our commitment to our clients in the metals and mining sector.”

-ends-

About Moelis & Company

Moelis & Company (“Moelis”) 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 23 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.

London and New York, November 06, 2015

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced Lord Charles Allen, Baron Allen of Kensington, CBE has joined the Firm as an Advisory Chairman, based in London.

“We are extremely pleased to have Charles join our Firm,” said Ken Moelis, Chairman and CEO of Moelis & Company. “As a chairman, non-executive director, and advisor, Charles has had an impressive track record of building and expanding businesses. He has a distinguished reputation in both the private and public sectors and our Firm and our clients will undoubtedly benefit from his deep relationships and diverse industry experience.”

“Moelis & Company has built an impressive global franchise,” said Lord Allen. “I am excited to help compound that success, work with the Firm’s bankers to enhance their relationships with corporate clients, and provide strategic advice across all sectors.”

Lord Allen will continue to serve as the Chairman of ISS A/S, a leading global facility services company; Chairman of Global Ltd, the largest commercial radio group in the UK; as well as Chairman of 2 Sisters Food Group Ltd, a leading food production company serving the retail sector.

From 2008 to May 2015, Lord Allen served as a Senior Advisor to Goldman Sachs, providing advice and support to the firm’s private equity portfolio and to their banking business. Also in 2008, Lord Allen joined the board of Virgin Media Group, on which he served until 2013. That same year he joined the board of EMI Music where he served as Chairman until 2010. Beginning in 1999, Lord Allen served for 10 years as a non-executive chairman on the board of Tesco PLC, one of the world’s largest retailers and the UK’s largest grocer.

Throughout his career, Lord Allen has also held Chief Executive Officer positions at Compass Group PLC, a food and support services company he successfully took public in 1988, and ITV PLC, where he created the market leading digital channel business and the third largest production company in Europe.

Coinciding with his executive career, Lord Allen was also involved with the London Olympic and Paralympic Games – serving as Vice Chairman of the London 2012 bid; and serving on the board of the London Organizing Committee for the Olympic and Paralympic Games. From 2006 to 2008, he acted as the Chief Advisor to the UK Home Office, providing advice and support to the Home Secretary and the Home Office Board on various matters.

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 over 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.

New York, December 19, 2018

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Yolonda Richardson as an independent member of its Board of Directors. Ms. Richardson’s term will begin on January 1, 2019.

Ms. Richardson is an expert on gender and international development, global health, U.S. philanthropy and Corporate Social Responsibility. She is currently the Executive Vice President of Global Programs for the Campaign for Tobacco Free Kids and the Global Health Advocacy Incubator, where she leads several initiatives in global health.

“Yolonda brings a unique perspective to our Board, having spent a majority of her career advising corporate boards, management teams, nonprofits, NGOs, and other organizations on designing, implementing, and evaluating large-scale and complex initiatives,” said Ken Moelis, Chairman and CEO of Moelis & Company. “She has had tremendous success driving progress within organizations and building and leading projects on a global scale. We look forward to having Yolonda join our Board of Directors.”

Ms. Richardson replaces Dr. Yvonne Greenstreet, who after nearly four years is stepping down from the Moelis & Company Board of Directors effective December 31, 2018 to spend more time on her current full-time responsibilities.

“Yvonne joined our Board of Directors less than a year after our IPO and has consistently been an important, independent voice through four years of significant growth. We thank her for her many contributions and wish her well,” Mr. Moelis said.

Prior to Ms. Richardson’s work at the Campaign for Tobacco Free Kids, she served as the President and Founder of Richardson Consulting, a managing consulting firm specialized in providing senior level strategic support and expertise to nonprofits, foundations, corporate philanthropies, and global development agencies. She also served as President and CEO of the Centre for Development and Population Activities (CEDPA), an organization dedicated to the advancement of women’s rights and improving women’s access to healthcare. Ms. Richardson was the former Special Counsel for the African Development Foundation, a government-funded granting agency that provides financial support to African NGOs and small businesses to enhance the engagement of the poor in the development of their countries. As the Senior Vice President of Africare, she designed and implemented more than 150 rural development projects throughout Africa focused on community health, agriculture, and democracy and governance. She began her focus on Africa during her ten years at the Carnegie Corporation of New York where she managed an international grant program focused on improving women’s health programs and promoting equality in Africa.

Ms. Richardson started her career on Wall Street as a corporate attorney at Cahill Gordon & Reindel. She is a member of the New York State Bar and the Council on Foreign Relations.

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 19 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.

New York, May 17, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the results of its 2nd ‘Private Markets Insights’ survey of Limited Partners (LPs) and General Partners (GPs). This edition aims to assess the current private equity (PE) fundraising landscape with an emphasis on Environmental, Social, and Governance (ESG) and Diversity, Equity, and Inclusion (DEI) initiatives.

The survey takes place in an opaque macroeconomic environment where Moelis found that GPs (67%) and LPs (41%) agree that interest rates pose the greatest threat to private equity performance. Nevertheless only 14% of LPs have shifted their PE investment approach since the fed began raising rates. The survey also found a lack of consensus in LPs’ macro outlook, with 41% of LPs saying the anticipated timing of a US recession is “unclear”.

“Lack of clarity in the macroeconomic environment continues to be an overhang on both LPs and GPs, underscoring the challenges that the PE community faces in putting capital to work,” said Rodney Reid, Managing Director and Head of Private Funds Advisory at Moelis. “While most managers and investors are not looking to overhaul their strategies, the disruptive macro environment has created pockets of opportunity for both LPs and GPs to re-tool, refine and redirect their efforts.”

GPs face a challenging, but not impossible, fundraising environment  

The survey found that re-ups remain an important piece of LPs’ planned allocations. Nonetheless, most expect to add new GP relationships and won’t be fully allocated until the second half of 2023:

• 66% of LPs expect to dedicate at least 75% of 2023 allocations to re-ups
• 63% of LPs say they are not planning to cut back new GP relationships
• 61% of LPs anticipate having capital to deploy into the second half of the year

In addition, sector interests have begun to shift:

• Emerging technology (including A.I.) and energy transition are popular themes, with 64% and 54% of LPs, respectively, indicating interest
• More than 20% of LPs indicated an interest in professional sports investing
• Only 12% of LPs indicated an interest in blockchain assets

Spotlight on evolving trends in ESG & DEI

ESG and DEI have been established trends in private equity fundraising for years, but how exactly do they factor into decision-making processes for both LPs and GPs?

The survey found that over 75% of LPs consider ESG in some way during the underwriting process. However, only 26% have strict guidelines on ESG that they are prohibited from violating. Additionally, 69% of LPs claim they do not favor one part of ESG more heavily compared to others during their underwriting process. This could suggest that while LPs believe ESG should be considered in some capacity, there is no consensus on precisely what role it should play in regard to investment decisions.

GPs are dedicating more resources to satisfy LPs’ increased focus on ESG:

• 92% of GPs said that LPs are requesting more reporting and data on ESG and DEI since 2020
• 67% of GPs have either a dedicated in-house professional or a third-party service provider (or both) focused on ESG & DEI

Regarding DEI, GPs continue to prioritize recruiting and retaining diverse talent in part because they believe it can drive superior returns at the fund level. At the portfolio company level, GPs are taking a variety of measures to promote DEI.

Published semi-annually, Moelis’ Private Markets Insights survey aims to assess the current PE fundraising landscape. The 2nd edition captured the views of more than 80 institutional LPs and a dozen senior women and diverse PE professionals in the GP community, representing a broad range of organization types, sizes, and experience. Responses were collected during Q1 2023.

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About Moelis & Company

Moelis & Company (“Moelis”) 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 23 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.

New York, April 27, 2009

Moelis & Company announced today that Jared Dermont will join the firm in May as a Managing Director in its Recapitalization & Restructuring Group.  Mr. Dermont, who will be based in New York, brings over 13 years of mergers and acquisitions and restructuring experience to the firm.

Mr. Dermont was most recently a Managing Director at Rothschild, where he originated and executed numerous in-court and out-of-court restructuring and M&A transactions for companies, creditors and regulators across a wide spectrum of industries.  Prior to Rothschild, Mr. Dermont was a Vice President in the Healthcare Mergers & Acquisitions Group at Banc of America Securities.  He began his career at Peter J. Solomon Company.

Ken Moelis, Chief Executive Officer of Moelis & Company, commented, “Jared’s appointment further demonstrates our strategy of adding top talent to enhance our client coverage across products, sectors and regions as we build a global full-service investment bank.”

In a joint statement, Thane Carlston and Bill Derrough, Co-Heads of Moelis & Company’s Recapitalization & Restructuring Group, said, “We have known Jared for many years and are thrilled to welcome him to our growing team, where we have added three Managing Directors in just over a month.  Jared’s breadth of experience in distressed situations as both a restructuring expert and M&A advisor will be particularly valuable to our clients as they navigate the challenging environment.”

Since the formation of its Recapitalization & Restructuring Group in July 2008, Moelis & Company has over 60 professionals actively engaged in advising companies, creditors and shareholders on various restructuring transactions.  The firm has provided out-of-court solutions to clients such as American Media, Ashton Woods Homes and Westwood One and is currently advising on many in-court restructurings for companies including Aleris International and Idearc Inc. and for the creditors of LyondellBasell Industries and Tribune Company.

About Moelis & Company
Moelis & Company is an 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.