News

September 22, 2009

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

…its advisory expertise. Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com….

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

New York, September 22, 2009

Moelis & Company announced today that Stan Lai will join the firm as a Managing Director in its Capital Markets Group. Mr. Lai has over 14 years of investment banking experience and was most recently a Managing Director and Head of Private Placements at Bank of America Merrill Lynch. He will be based at Moelis & Company’s headquarters in New York and will focus on providing capital raising advice and solutions to the firm’s clients.

At Bank of America Merrill Lynch, Mr. Lai oversaw a leading and diversified private capital advisory platform where he originated, structured and executed a wide variety of privately negotiated equity, mezzanine, structured securities and illiquid portfolio monetization transactions for public and private clients across all sectors. Prior to that, he worked within the private funds placement group at Merrill Lynch. Previously, Mr. Lai was an investment banker at Salomon Brothers and was a member of the restructuring practice at Deloitte & Touche.

“It is more important than ever to have seasoned bankers like Stan who can provide advice and ideas that positively impact a client’s business,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “A strong capital markets franchise is a natural extension of our M&A and restructuring businesses and growing this capability underscores our commitment to providing a full range of products and services to our clients.”

“Stan brings valuable markets experience and a strong transaction track record to our team,” added Chris Ryan, Managing Director of Moelis & Company. “Our capital markets business is solutions-driven and leverages the deep knowledge base of our senior team to meet the needs of our clients. We are confident that Stan will help us connect our clients with the appropriate investors in order to meet their capital raising objectives.”

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters.  The firm also manages investment funds that integrate capital with its advisory expertise.  Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney.  For more information, please visit www.moelis.com.

News

January 28, 2021

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

…and optimization solutions.” About Moelis & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…

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

New York, January 28, 2021

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

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

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

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

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

About Moelis & Company

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

News

September 21, 2015

Moelis & Company Announces the Appointment of Daniel Motulsky as a Managing Director Providing Financial and Strategic Advice to Consumer Clients

…to establish its EMEA retail investment banking coverage from London. About Moelis & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and…

Read More
Moelis & Company Announces the Appointment of Daniel Motulsky as a Managing Director Providing Financial and Strategic Advice to Consumer Clients

New York, September 21, 2015

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Daniel Motulsky, as a Managing Director providing financial and strategic advice to consumer companies.  Mr. Motulsky will be based in New York.

Mr. Motulsky joins Moelis & Company with more than 25 years of investment banking experience, particularly working with large cap multinational consumer companies. Mr. Motulsky has spent the past 16 years at Lazard where he most recently served as Managing Director and Global Head of Consumer and Retail. Previously, Mr. Motulsky was a Partner at Tanner & Co., a merchant banking and mergers and acquisitions advisory firm, and worked at Salomon Brothers Inc.

“The consumer sector is experiencing increased horizontal consolidation as companies seek to achieve scale, cost savings, and global distribution capabilities. Further, consumer companies are seeking to grow by entering segments benefiting from increased consumer demand and through acquisitions in developing markets,” said Jeff Raich, Co-President of Moelis & Company. “Our clients will benefit tremendously from Dan’s deep relationships and extensive transaction and board level experience as they adapt to changes in market dynamics and consumer demand.”

Mr. Motulsky is the fourth Managing Director to join Moelis & Company’s growing consumer and retail business in the past 18 months. Last year, the Firm announced the appointment of Brian Callaci to cover consumer from Chicago and Perry Hall to cover retail from New York. In July, the Firm appointed Costas Kalisperas to establish its EMEA retail investment banking coverage from London.

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 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 More
Moelis & Company Establishes Retail Investment Banking Coverage in Europe, Middle East, Africa

London, 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 More
Moelis & Company Announces the Appointment of Jan Caspar Hoffmann as a Managing Director and Head of Mergers & Acquisitions for German-Speaking Europe

Frankfurt, 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 More
Moelis & Company Announces the Appointment of Anthony Rokovich as Managing Director in the Real Estate Sector

New 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 More
Moelis & Company Announces the Appointment of John Thorndike as a Managing Director in the Utility Sector

New 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

June 02, 2013

Moelis & Company Wins Euromoney Magazine’s Award for Best Investment Bank in the UAE

Moelis & Company has been named Euromoney Magazine’s Best Investment Bank in the United Arab Emirates. The industry magazine recognized Moelis & Company not only for mergers and acquisitions and…

Read More
Moelis & Company Wins Euromoney Magazine’s Award for Best Investment Bank in the UAE

Dubai, June 02, 2013

Moelis & Company has been named Euromoney Magazine’s Best Investment Bank in the United Arab Emirates.

The industry magazine recognized Moelis & Company not only for mergers and acquisitions and refinancing deals completed during the past year, but also for the long term work the company has executed for its clients in the region.

The judges said, “Advising on the debt restructurings of Dubai’s various government related entities has been by far the most important work in investment banking in this country. Moelis has been there all the way through and has demonstrated particularly impressive work.”

Yorick van Slingelandt, Head of Middle East & North Africa at Moelis & Company, said, “We thank our clients for their trust, and are grateful for winning this important award, as it shows that they recognize the independence of our advice and our strength in complex corporate finance situations.”

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

News

June 06, 2013

Moelis & Company Announces the Appointment of Christopher Young as a Managing Director Providing Strategic Advice To Insurance Clients

…based at Moelis & Company’s headquarters in New York. Rick Leaman, Managing Partner at Moelis & Company, said, “The current economic and business environment presents insurance companies with significant challenges…

Read More
Moelis & Company Announces the Appointment of Christopher Young as a Managing Director Providing Strategic Advice To Insurance Clients

Appointment strengthens Moelis & Company’s global insurance coverage

New York, June 06, 2013

Moelis & Company, the global independent investment bank, today announced the appointment of Christopher Young as a Managing Director responsible for providing strategic advice to insurance clients globally. His appointment strengthens the Firm’s global insurance sector team which already includes John Sipp and Abzal Ayubeally in New York and Caroline Silver in London.

With more than 25 years of investment banking experience, Mr. Young joins Moelis & Company from UBS Securities LLC where he was a Managing Director and senior relationship manager in insurance investment banking responsible for origination and execution of mergers and acquisitions and equity and debt financial solutions products. Before joining UBS, Mr. Young worked at Deutsche Bank Securities Inc. in New York and previously at JP Morgan Securities Inc. in New York and London. In recent years he has worked on some of the largest public insurance sector transactions. In his new role, Mr. Young is based at Moelis & Company’s headquarters in New York.

Rick Leaman, Managing Partner at Moelis & Company, said, “The current economic and business environment presents insurance companies with significant challenges and also many opportunities. Chris’s experience in the industry will enable us to advise clients on strategic and financial initiatives to help them achieve the best possible advantage.  Our independent advisory offering, enhanced by our expanded global insurance team, provides the best platform on which to do that.”

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

News

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 More
Moelis & Company Files Shelf Registration Statement

New 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 More
Moelis & Company Announces the Appointment of Nate Stulman as a Managing Director Providing Financial and Strategic Advice to Financial and Commerce-Related Clients

New 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 More
Moelis & Company Expands Private Funds Advisory into Europe with Appointment of Pablo de la Infiesta as a Managing Director

New 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 More
Moelis & Company announces the appointments of Steven Halperin and Angus Whelchel as Managing Directors to expand and enhance the Firm’s capital markets capabilities

New 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 More
Moelis & Company Announces the Appointment of Vincent Ragosta as a Managing Director in the Private Funds Advisory Group

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

New York and London, January 05, 2023

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

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

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

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

-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.