New York, July 17, 2024

Moelis (NYSE: MC), a leading global independent investment bank, today announced that Ankit Dalal has joined the Firm as a Managing Director in its Capital Structure Advisory group. He is based in New York.

Ankit will focus on delivering high-quality advice to clients with an emphasis on creditors as Moelis continues to enhance its credit funds capabilities. Ankit previously held roles in distressed investing and joins from Evercore’s Debt Advisory & Restructuring Group, where he was a Managing Director involved in some of the most complex cases impacting the bankruptcy, restructuring and liability management landscape.

Thane Carlston and William Derrough, Global Co-Heads of Capital Structure Advisory at Moelis commented, “As the credit landscape continues to evolve, we are excited to have Ankit join our established global team. His background and experience make him well placed to enhance our comprehensive coverage and bring best-in-class service to our creditor client base.”

Ankit’s appointment complements the arrival of Robert Mendelson who joined Moelis earlier this year to further strengthen the Firm’s connectivity with credit institutions and platforms.

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, September 17, 2024

Moelis (NYSE: MC), a leading global independent investment bank, today announced the appointment of Dr. Louise Mirrer to its Board of Directors, effective September 17, 2024.

Dr. Mirrer brings over four decades of experience in academia and the non-profit sector, including more than 20 years of executive leadership. Since 2004, she has been leading the mission and operations of the New York Historical Society as its President and CEO. Under her leadership, Dr. Mirrer has significantly enhanced the New York Historical Society’s position as a leading cultural and educational institution. She oversaw the organization’s $100 million capital campaign, increased the institution’s annual visitorship to nearly half a million, and launched numerous groundbreaking exhibitions.

Dr. Mirrer previously held senior leadership roles at City University and the University of Minnesota. She has also served as a professor at several prestigious institutions including Fordham University and UCLA, earning numerous academic awards and honors throughout her distinguished career.

Ken Moelis, Chairman and CEO of Moelis & Company commented: “We are pleased to welcome Louise to our Board of Directors. Her impressive track record of leadership in the non-profit sector and academia, along with her proven success in driving institutional growth, will bring a unique and valuable perspective to our Board.”

Dr. Mirrer will join Moelis’s Board as the fourth Independent Director alongside John Allison, Kenneth Shropshire, and Laila Worrell.

In addition to her professional achievements, Dr. Mirrer holds a double Ph.D. from Stanford, a graduate Diploma from Cambridge, and a BA magna cum laude from the University of Pennsylvania. She is also an Honorary Fellow of Wolfson College, Cambridge, and a member of the Council on Foreign Relations.

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, November 28, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced Jay Finney has joined the Firm as a Managing Director. He will be based in New York and will provide financial and strategic advice to clients across all sectors, with a particular focus on Industrials.

Mr. Finney has over 21 years of investment banking experience advising domestic and multinational companies on a broad range of complex strategic transactions, including mergers, acquisitions, corporate sales and divestitures, spin-offs, special committee assignments, activist defense and hostile takeovers. He joins from Credit Suisse where he served as a Managing Director in the Mergers & Acquisitions Group, with a primary focus on providing strategic advice to a broad spectrum of global industrial corporate clients as well as private equity firms. Mr. Finney was also a member of the Investment Banking Advisory Committee at Credit Suisse.

“Consolidation as a means for growth continues to drive deal activity in nearly every sector,” said Navid Mahmoodzadegan, Co-President of Moelis & Company. “Jay not only offers our clients a deep understanding of the global Industrials sector, but also extensive experience originating, structuring and executing a full range of public and private transactions for companies across all industries.”

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.

New York, July 26, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that John Kimm has joined the Firm as Managing Director based in New York.  He will provide senior level advisory solutions to clients on important strategic transactions across a variety of sectors with a focus on mergers & acquisitions.

John joins from Evercore where he spent 11 years as Managing Director focusing on M&A transactions across a broad range of industries including Diversified Industrials, Building Products, Consumer, Food & Beverage and various other sectors, as well as contributing to the growth of Evercore’s advisory alliances in Asia. Previously he held investment banking roles at BofA Securities, Jefferies and Bear Stearns. Before his career in investment banking, John served as a strategy consultant at The Boston Consulting Group and Bain & Company.

“Corporates, boards and financial sponsors continue to view M&A as an important tool for their next phase of growth as they reflect on their positioning in the current environment and their medium to long-term prospects,” said Anton Sahazizian, Global Head of Mergers & Acquisitions. “We’re excited to integrate John into our global platform and believe his exceptional sector credentials and strong track record of identifying cross-border opportunities will be an asset for our clients as they plan strategically for the future.”

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.

New York, November 02, 2018

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Craig Wadler, the Managing Director who leads the Firm’s Shareholder Defense business, is scheduled to present at the Bank of America Merrill Lynch Future of Financials Conference on Monday, November 5, 2018 at 3:30 p.m. Eastern Time.

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 and San Francisco, December 03, 2024

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that it has appointed James “Jaime” Burnes as a Managing Director, providing strategic and financial advice to clients in the Healthcare sector with a focus on biotech and life sciences. Based in San Francisco, Jaime will work closely with the Firm’s deep bench of talent to drive growth and innovation for clients in these rapidly evolving industries.

With nearly 25 years of healthcare investment banking experience, Jaime brings deep industry knowledge and a proven track record of strategic advisory across M&A and capital markets transactions. Prior to joining Moelis, he served as a Managing Director at Cantor Fitzgerald, and previously as Co-Head of Healthcare Investment Banking at Cowen Group. He began his career at Lehman Brothers.

Jeff Raich, Co-Founder and Co-President of Moelis commented, “As momentum accelerates across the biotech and pharma sectors, clients need trusted experienced advisors to help them navigate this competitive landscape. Jaime’s expertise and strong client relationships will enhance our healthcare team’s ability to deliver strategic advice to meet the complex needs of this dynamic industry.”

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, January 24, 2025

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Greg Gordon as a Senior Advisor. In this role, Greg will provide strategic advice to clients in the power and utilities sectors, further enhancing the Firm’s expertise in this critical market. He will be based in New York.

With over 30 years of experience, 26 of which were spent as a securities analyst covering U.S. utility and power companies, Greg brings deep insight into the sector and its investor landscape. Previously, he served as Principal and Head of North America Utility Strategy at Zimmer Partners, a multi-billion-dollar hedge fund focused on equity investments in utilities and energy infrastructure. Prior to that, Greg was a Senior Managing Director and Head of Power and Utilities Research at Evercore ISI. He has also held senior roles at Morgan Stanley, Citigroup, and Goldman Sachs.

Greg will work closely with Moelis’s global Power and Utilities group to support clients navigating the opportunities and challenges presented by rising electricity demand, infrastructure modernization, and evolving market dynamics.

John Colella, Managing Director and Head of U.S. Power and Utilities at Moelis commented, “Greg’s appointment underscores our dedication to supporting clients in the power and utilities industry, which is facing unprecedented change. As the sector continues to transform, his strategic insights and understanding of the market will complement the strengths of our existing team and add significant value to our clients.”

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 07, 2024

Moelis (NYSE: MC), a leading global independent investment bank, today announced that it has appointed Robert Mendelson as a Managing Director. Based in New York, he will enhance the Firm’s coverage of credit investment institutions and platforms including CLOs, private credit managers, multi-strategy fund managers, and institutional asset managers.

Rob brings over 20 years of investment expertise spanning leveraged finance and asset management with deep experience in restructuring, complex capital structures, and portfolio management. He joins from Venor Capital Management where he was the Head of Trading and Sourcing. Prior to his nearly 18 years at Venor, Rob began his career as a credit analyst at Shenkman Capital Management.

Thane Carlston and William Derrough, Global Co-Heads of Capital Structure Advisory at Moelis commented, “We are pleased to welcome Rob, whose buy-side experience and extensive relationships will bring a unique perspective to our global clients. As the credit landscape continues to evolve and institutional credit-oriented investors increasingly seek tailored coverage, Rob’s appointment underscores our commitment to delivering client-centric solutions and unmatched connectivity.”

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 and Houston, March 10, 2025

Moelis & Company (NYSE: MC), a leading global independent investment bank, is pleased to welcome Curt Launer as a Senior Advisor in New York. He will support the Firm’s midstream energy efforts, led by Managing Director Dave McGuiness.

Moelis continues to invest in the expansion of its Energy Franchise, building on the strength of its U.S. Energy business and its deep expertise across the Middle East and Europe, while drawing on an array of resources to bring the best of the Firm to clients in the sector. Last year, the Firm appointed industry leading banker Stephen Trauber as Chairman and Global Head of Energy and Clean Technology, alongside energy bankers Muhammad Laghari and Alexander Burpee as Managing Directors in Houston.

Curt brings extensive experience in the energy sector and has witnessed its evolution as an equities research analyst, investment banker, and principal investor. He began his career as an equity research analyst at Donaldson, Lufkin & Jenrette (DLJ) and First Boston, covering natural gas, pipelines, and midstream infrastructure. Most recently, he founded Bakken Energy, a developer of natural gas fueled power generation and related infrastructure.

Stephen Trauber, Chairman and Global Head of Energy and Clean Technology, commented, “We’re pleased to welcome Curt as a Senior Advisor. We remain committed to delivering our expanded Energy platform to clients around the world, and his deep industry experience and relationships will further support our efforts.”

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.