News
July 09, 2015
Moelis & Company Establishes Retail Investment Banking Coverage in Europe, Middle East, Africa
…clients respectively. 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,…
Read MoreLondon, July 09, 2015
Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Costas Kalisperas as a Managing Director providing financial and strategic advice to retail clients. Mr. Kalisperas will join the Firm in October and will be based in London.
Mr. Kalisperas will join Moelis & Company with over 20 years of corporate finance and advisory experience working with retail companies globally. Most recently, Mr. Kalisperas served as a Managing Director and Co-Head of the Consumer Retail Group for EMEA at Barclays. Previously, Mr. Kalisperas was a Director on the Consumer & Retail teams at both Lehman Brothers and Credit Suisse.
Kasim Kutay, Co-Head of Europe for Moelis & Company, said, “We anticipate continued strategic activity in the retail sector from both corporate and financial sponsor clients. As retailers increasingly look to enhance their international footprint, Costas’ retail experience both in the EMEA region and the US will ensure that we deliver unmatched global advisory services to them. We are pleased to welcome Costas as our Partner for retail, based in London.”
Mr. Kalisperas will join a growing global consumer and retail franchise. Last year Moelis & Company announced the appointment of two US-based Managing Directors, Perry Hall and Brian Callaci, to cover retail and consumer clients respectively.
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.
News
September 10, 2014
Moelis & Company Announces the Appointment of Jan Caspar Hoffmann as a Managing Director and Head of Mergers & Acquisitions for German-Speaking Europe
…forward to working with him to continue developing lasting relationships with our clients in the region and globally.” About Moelis & Company Moelis & Company is a leading global independent…
Read MoreFrankfurt, September 10, 2014
Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Jan Caspar Hoffmann as a Managing Director and Head of Mergers & Acquisitions for German-Speaking Europe. Mr. Hoffmann will join the Firm’s Frankfurt office in February 2015 and work alongside Professor Dr. Herbert Henzler, Senior Advisor, to provide mergers and acquisitions and corporate finance advice to clients across the German-speaking region and the rest of Europe.
With over 15 years of investment banking experience, Mr. Hoffmann joins Moelis & Company from Société Générale in Frankfurt where he was Head of Mergers & Acquisitions for German-Speaking Europe and Co-Head of Corporate Finance for German-Speaking Europe. Prior to that, Mr. Hoffmann worked at Merrill Lynch for more than 10 years in Frankfurt and London.
Kasim Kutay, Co-Head of Europe at Moelis & Company, said “Germany is central to our global ambitions and we are committed to building a strong local presence. Caspar brings a wealth of experience and expertise to our global network that will greatly benefit the independent advice we provide to our clients.”
Professor Dr. Herbert Henzler added, “We expect to see increased levels of international and domestic M&A growth in Germany and are delighted to welcome Caspar to Moelis & Company. I look forward to working with him to continue developing lasting relationships with our clients in the region and globally.”
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 500 employees based in 16 offices in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.
News
May 23, 2011
Moelis & Company Announces the Appointment of Anthony Rokovich as Managing Director in the Real Estate Sector
…approximately 500 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….
Read MoreNew York, May 23, 2011
Moelis & Company today announced the appointment of Anthony Rokovich as a Managing Director in real estate investment banking. Based in New York, Mr. Rokovich will provide strategic advice to real estate clients. He starts with the company on August 1st.
Mr. Rokovich joins from UBS where he was a Managing Director in the Real Estate, Lodging & Leisure Group working on strategic and financing transactions in the mall, strip mall, outlet, multifamily and healthcare sectors. He previously worked at Merrill Lynch in Real Estate Investment Banking.
Ken Moelis, Chief Executive Officer of Moelis & Company, said, “The real estate sector is an important one for Moelis & Company. As we continue to broaden our industry coverage, Anthony will play a key role in our expanding team which is part of a leading global investment bank focused on providing world-class independent advice and solutions.”
He added, “Anthony’s hire helps us build on the momentum we have created in the real estate sector. As the property markets rebound, we anticipate elevated levels of strategic and recapitalization activity.”
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 approximately 500 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
November 07, 2011
Moelis & Company Announces the Appointment of John Thorndike as a Managing Director in the Utility Sector
…570 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, Hong Kong, Houston, London, Los Angeles and Sydney. For more information, please visit www.moelis.com….
Read MoreNew York, November 07, 2011
Moelis & Company, the New York-headquartered global independent investment bank, today announced the appointment of John Thorndike as a Managing Director in the Utility sector where he will focus on major power company clients.
Ken Moelis, Chief Executive Officer of Moelis & Company, said, “The power sector is intensely relationship-driven and no banker on Wall Street has longer or better relationships than John who worked on his first utility deal in 1972. His relationships combined with the innovative and independent advice upon which we pride ourselves will allow us to provide unique value to our power clients.”
Mr. Thorndike joins Moelis & Company from Credit Suisse where he has been Managing Director and Senior Advisor for the past five years. Before Credit Suisse, Mr. Thorndike worked for Merrill Lynch from 1984-2007 and with Morgan Stanley from 1971-1984. He has originated a number of marquee deals during his career for companies including TXU Energy, Next Era Energy, New England Electric System, Allegheny Energy, WPH Holdings, Delmarva Power & Light, PPL Corporation, Merrill Lynch & Co, Great Plains Energy, Pepco Holdings, and Exelon Corporation.
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 570 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, Hong Kong, Houston, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.
News
April 17, 2015
Moelis & Company Files Shelf Registration Statement
Moelis & Company (the “Company”) (NYSE: MC), today announced that it has filed a shelf Registration Statement on Form S-3 with the Securities and Exchange Commission. The Registration Statement registers…
Read MoreNew York, April 17, 2015
Moelis & Company (the “Company”) (NYSE: MC), today announced that it has filed a shelf Registration Statement on Form S-3 with the Securities and Exchange Commission. The Registration Statement registers approximately 3.4 million shares of Class A common stock that may be issued over time in connection with the exchange of pre-IPO equity held by certain of the Company’s outside investors and employees. Approximately 40% of these shares will not be eligible for exchange until after the first quarter of 2016.
As previously disclosed in connection with the Company’s IPO, the Registration Statement registers the Class A common stock that may be issued upon exchange of an equal number of Class A partnership units of Moelis & Company Group LP, as well as the possible sale by certain stockholders of Class A common stock. The Registration Statement does not involve capital raising efforts by the Company or pre-IPO equity subject to the Managing Director four to six year lock-up. The issuance of the Class A common stock will not increase the Company’s fully exchangeable share count.
The Registration Statement relating to these securities has been filed with the Securities and Exchange Commission but has not yet become effective. These securities may not be sold nor may offers to buy these securities be accepted prior to the time the Registration Statement becomes effective. This press release shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. A copy of the prospectus, when available, may be obtained by contacting: Moelis & Company, 399 Park Avenue, 5th Floor, New York, NY 10022.
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.
News
February 01, 2018
Moelis & Company Announces the Appointment of Nate Stulman as a Managing Director Providing Financial and Strategic Advice to Financial and Commerce-Related Clients
…our clients as they adjust to this ever-evolving landscape.” About Moelis & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions…
Read MoreNew York, February 01, 2018
Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Nate Stulman as a Managing Director providing financial and strategic advice to financial, commerce, and technology companies on lending & payments, financial technology, commerce enablement, loyalty, and data & analytics. He will join the Firm in March and will be based in New York.
Mr. Stulman has nearly 15 years of investment banking experience advising banks, credit card issuers, specialty finance companies, and commerce and technology companies on transactions related to major lending & payments programs and portfolios, particularly in the credit card sector. He joins from Greenhill & Co. where he was most recently a Managing Director and Co-Head of FinTech.
“Clients in the financial services and commerce sectors will benefit tremendously from Nate’s unique background and deep understanding of the lending, payments and commerce ecosystems. His areas of expertise will enhance our growing, global FinTech offering,” said Navid Mahmoodzadegan, Co-President of Moelis & Company. “We expect to see an uptick in M&A and other transaction activity in these sectors as a result of high levels of innovation and disruption as well as ongoing changes to the competitive, regulatory, interest rate, and credit environments. We look forward to providing comprehensive, strategic advice to our clients as they adjust to this ever-evolving landscape.”
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 750 employees in 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.
News
July 06, 2017
Moelis & Company Expands Private Funds Advisory into Europe with Appointment of Pablo de la Infiesta as a Managing Director
…2014.” 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…
Read MoreNew York and London, July 06, 2017
Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Pablo de la Infiesta as a Managing Director and Head of the Private Funds Advisory (PFA) group in EMEA. He will join the Firm’s London office in October and will provide capital raising, secondary and other advisory services to private fund sponsors and limited partners globally.
Mr. de la Infiesta has over 20 years of private equity fund placement, secondary advisory, and investment banking experience. He joins Moelis & Company after 11 years at Lazard where he was most recently a Managing Director and European Head of the Private Capital Advisory group, focusing on fund placement and secondary advisory. Prior to Lazard, he was a Principal at Campbell Lutyens & Co in London.
“We continue to see a significant reallocation of capital back towards private equity,” said Ken Moelis, Chairman and CEO of Moelis & Company. “As sponsors launch new funds, the addition of Pablo’s extensive experience and deep relationships offer our clients broader Private Funds Advisory capabilities along with a fundraising and secondary advisory network that extends into Europe and beyond. We look forward to continuing to grow our PFA team and accelerating the success they’ve had since we established the group in 2014.”
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 or follow us on Twitter @Moelis.
News
June 18, 2020
Moelis & Company announces the appointments of Steven Halperin and Angus Whelchel as Managing Directors to expand and enhance the Firm’s capital markets capabilities
…both public and private, debt and equity.” About Moelis & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a…
Read MoreNew York, June 18, 2020
Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointments of Steven Halperin and Angus Whelchel as Managing Directors to expand and enhance the Firm’s capital markets capabilities. Based in the New York office, Mr. Halperin joins the Firm on July 13 and Mr. Whelchel on August 4.
The additions of Mr. Halperin as Head of Equity Public Markets and Mr. Whelchel as Head of Private Capital Markets enhance the Firm’s ability to provide the full suite of capital solutions to clients. Together they will broaden and deepen the Firm’s public and private market origination and distribution capabilities and lead an expanded structured capital markets effort, further strengthening the existing platform. Mr. Halperin and Mr. Whelchel will join Moelis & Company’s globally connected network and work closely with the Firm’s sector, M&A and restructuring bankers to structure and execute innovative financing solutions and provide product agnostic advice to clients around the globe.
Navid Mahmoodzadegan, Co-President of Moelis & Company, said, “The hiring of Steven and Angus, two world class capital markets bankers, solidifies our ability to provide the full range of innovative capital solutions to our clients to help fund growth and address their liquidity needs as we have recently demonstrated, raising more than $13 billion for 14 clients in the past two months.”
Mr. Halperin joins Moelis from Barclays in New York and London, having spent 21 years in the industry, most recently as Americas Head of Equity-Linked & Hybrid Solutions. Prior to that role, he was Co-Head of EMEA Equity Capital Markets after leading EMEA Equity-Linked Origination. Mr. Halperin began his career at Lehman Brothers having worked in various capital markets roles.
Mr. Whelchel joins from Barclays, having been based in New York and London, most recently as Global Head of Private Capital Markets. He has more than 20 years of experience in the industry having worked at GE Capital and Lehman Brothers. He has helped clients raise over $200 billion of private capital globally across all industries and brings an expansive network of deep relationships with investors in the private capital markets.
Mr. Mahmoodzadegan added, “Increasingly, clients are looking for more specialized and unconflicted advice that comes from the independent banks on how to navigate their complex financing needs. From accumulating equity as part of an acquisition strategy to advice on IPOs, PIPEs, SPACs, equity derivatives, convertibles, term loans and notes, rights offerings to growth equity raises and other structured products, Steven and Angus cover the full spectrum of capital markets’ needs, both public and private, debt and equity.”
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.
News
September 15, 2022
Moelis & Company Announces the Appointment of Vincent Ragosta as a Managing Director in the Private Funds Advisory Group
…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….
Read MoreNew York, September 15, 2022
Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Vincent Ragosta has been appointed as a Managing Director, providing capital raising and other independent advisory services to private fund sponsors and limited partners. He will join the Firm’s New York headquarters next week.
Vincent joins from Campbell Lutyens where he served as a Managing Director on the North American fund placement team. Previously he held roles at UBS Investment Bank, SMBC Nikko Securities America and Shumway Capital Partners.
“As private funds face a competitive market for fundraising, they increasingly need high quality advice to help differentiate themselves in a crowded field,” said Rodney Reid, Managing Director and Global Head of Private Funds Advisory at Moelis & Company. “Vincent brings a deep set of limited partner relationships which will allow us to provide the bespoke advice and connections to capital that private equity, infrastructure and credit funds need to fundraise effectively.”
“With the total number of sponsors in the market and the amount of capital they have to deploy at record highs, sponsors have a more sophisticated set of needs than ever before,” said Navid Mahmoodzadegan, Co-President of Moelis & Company. “Moelis’ Private Fund Advisory business is a key piece of our Firm’s ability to serve sponsors through their entire business cycle from initial fundraise through asset monetization, offering creative solutions throughout. We’re thrilled to further strengthen this business with Vincent now on board.”
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.
News
January 05, 2023
Moelis & Company Appoints Chris Raff as a Managing Director in EMEA, Providing Strategic & Financial Advice on Mergers & Acquisitions
…and abroad.” -ends- 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…
Read MoreNew 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.”
-ends-
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.
News
January 19, 2023
Moelis & Company Expands Secondaries and Co-investment Advisory Capabilities with Appointment of Managing Director Skip Fahrholz
…on mergers and acquisitions across EMEA. About Moelis & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse…
Read MoreNew York and London, January 19, 2023
Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Skip Fahrholz has joined the Firm as a Managing Director. Based in London, Skip will expand Moelis & Company’s Private Funds Advisory (PFA) team with a focus on growing its global secondary and co-investment advisory capabilities.
Skip brings over 16 years of M&A, secondary advisory and private equity investment experience. He joins from UBS Global Wealth Management where he recently served as Head of Private Equity Co-Investments and Secondaries and as Head of Discretionary Multi-Vintage Private Equity. Skip previously led UBS Investment Banks’ EMEA Secondary Advisory business. He started his career in M&A investment banking in Frankfurt.
Rodney Reid, Managing Director and Global Head of Private Funds Advisory at Moelis & Company commented, “Skip’s experience across secondaries and co-investments helps us expand the advice and capital alternatives we bring to sponsors for existing and new investments. In addition, his background in M&A makes him well-placed to collaborate with our product and sector bankers as we deliver the Firm’s full suite of capabilities to sponsor clients globally.”
Moelis continues to invest in the growth of its European business. The Firm recently announced five Managing Director promotions within the region and hired Chris Raff to provide strategic advice on mergers and acquisitions across EMEA.
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.
News
October 26, 2015
John A. Allison Appointed as an Independent Member of the Moelis & Company Board of Directors
…billion in assets. “John has an impressive track record as a leader in the financial services industry,” said Ken Moelis, Chairman and CEO of Moelis & Company. “We are delighted…
Read MoreNew York, October 26, 2015
Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of John A. Allison, as an independent member of the Board of Directors.
Mr. Allison currently serves as Chairman of the Executive Advisory Council of the Cato Institute’s Center for Monetary and Financial Alternatives, and as a member of the Cato Institute’s Board of Directors. He was President and CEO of the Cato Institute from October 2012 to April 2015. Prior to joining Cato, Mr. Allison was Chairman and CEO of BB&T Corporation, one of the largest financial services holding companies by assets, headquartered in the United States. During Mr. Allison’s tenure as CEO from 1989 to 2008, BB&T grew from $4.5 billion to $152 billion in assets.
“John has an impressive track record as a leader in the financial services industry,” said Ken Moelis, Chairman and CEO of Moelis & Company. “We are delighted to have him on our Board of Directors. Through his experience growing BB&T and now as a Chairman at the Cato Institute, John will undoubtedly bring a unique perspective to our Board, our Firm, and our clients.”
Mr. Allison will become the third independent director on the Moelis & Company Board of Directors. He will also serve as a member of the Firm’s Audit Committee and Compensation Committee. Mr. Allison will begin serving on the Board on November 4, 2015.
In addition to his time at BB&T and the Cato Institute, Mr. Allison also served as a Distinguished Professor of Practice on the faculty of the Wake Forest University School of Business from 2009 to 2012. He has received the Corning Award for Distinguished Leadership, been inducted into the North Carolina Business Hall of Fame, received the Lifetime Achievement Award from the American Banker, and was recognized by the Harvard Business Review as one of the top 100 most successful CEOs in the world over the last decade.
Mr. Allison is a Phi Beta Kappa graduate of the University of North Carolina–Chapel Hill. He received his master’s degree in management from Duke University, and is also a graduate of the Stonier Graduate School of Banking.
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.
News
July 10, 2015
Stephen F. Bollenbach Steps Down from Moelis & Company Board of Directors
…thank him for his guidance and are grateful for the contributions he has made to the Board and to Moelis & Company.” About Moelis & Company Moelis & Company is…
Read MoreNew York, July 10, 2015
Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Stephen F. Bollenbach has resigned from the Board of Directors, effective immediately. Mr. Bollenbach’s decision to resign from the Board was not due to any disagreement with the Firm’s management or the Board. The Firm intends to seek to appoint a new director to the Board by the end of the third quarter this year.
During Mr. Bollenbach’s tenure, he served as Chairman of the Audit Committee and Chairman of the Compensation Committee.
Ken Moelis, Chairman and CEO of Moelis & Company, said “Steve is an active member of several other public companies and non-profit boards, and as our franchise continues its growth, we both agreed that the potential for the perception of conflicts with our advisory business could arise.”
“Steve provided invaluable counsel and support during a pivotal time in our Firm’s development and we thank him for his guidance and are grateful for the contributions he has made to the Board and to Moelis & Company.”
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.
News
July 01, 2014
Kenneth L. Shropshire, Wharton Professor and Corporate Lawyer, Appointed As An Independent Member of the Moelis & Company Board of Directors
…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…
Read MoreNew 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.
News
October 03, 2011
Moelis & Company hires David Cheyne as Vice Chairman of Europe, Middle East and Africa (EMEA) Investment Banking
…570 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, Hong Kong, Houston, London, Los Angeles and Sydney. For more information, please visit www.moelis.com….
Read MoreLondon, October 03, 2011
Moelis & Company today announced that David Cheyne has joined the firm as a Vice Chairman of EMEA Investment Banking, based in London, to enhance senior client relationships, facilitate new business introductions, and provide technical leadership and counsel on deal execution.
Mr. Cheyne, who joins from Linklaters where he served as the firm’s Senior Partner, was previously Global Head of the firm’s Corporate Department from 2000 to 2005 and was then elected Senior Partner in 2006, for a five year term.
Mark Aedy, Head of EMEA Investment Banking for Moelis & Company, said: “With nearly four decades of experience and as one of Europe’s most experienced M&A practitioners, David is a significant addition to our team. His experience on some of the largest global transactions in recent times, combined with his extensive corporate and government relationships, will broaden and deepen our advisory franchise. He will play a pivotal role in the future growth of our firm.”
Throughout his career at Linklaters, Mr. Cheyne played a central role in a wide range of corporate transactions, incorporating M&A deals, joint ventures, flotations and general corporate finance work. Significant transactions he has advised on include BP’s acquisition of Amoco, Vodafone’s acquisition of AirTouch and Mannesmann and Billiton’s dual listed merger with BHP. For more than 10 years Mr. Cheyne has jointly ranked as the UK’s highest-rated M&A lawyer according to the Chambers UK Directory. In September 2011 he was awarded City A.M.’s Lawyer of the Year award.
Ken Moelis, Chief Executive Officer of Moelis & Company, added: “We are building an exceptional global advisory practice comprising the industry’s highest-calibre, relationship-focused executives. David is one of the most experienced and respected M&A lawyers in Europe and we are privileged to have him join our firm. David has the opportunity to blend his vast capabilities in the legal and banking industries to provide the highest quality strategic advice for the firm and our clients.”
About Moelis & Company
Moelis & Company 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 570 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, Hong Kong, Houston, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.