News

September 10, 2008

Moelis & Company Announces Andrew Shore has Joined as a Managing Director

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

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Moelis & Company Announces Andrew Shore has Joined as a Managing Director

New York, September 10, 2008

Moelis & Company announced today that Andrew Shore has joined the firm as a Managing Director based in New York.  Mr. Shore, who has over 20 years of investment banking and research experience, will lead the firm’s coverage of household and personal care companies and further expand its effort in the consumer and retail sector.

Mr. Shore joins from J.P. Morgan where he was most recently a Managing Director in the Global Consumer Products Group and built a leading franchise advising clients in the global household and personal care industries on mergers and acquisitions, debt and equity financings and a broad range of financial advisory services. Prior to joining J.P. Morgan, Mr. Shore was a Managing Director in Deutsche Bank’s Consumer Products and Retail Group and previously an Institutional Investor-ranked Research Analyst and the Head of Deutsche Bank’s Global Consumer Products Strategy, which included analysis and portfolio construction of food, beverage, tobacco and household products stocks.  Before Deutsche Bank, Mr. Shore was a Managing Director at both Paine Webber and Prudential Securities and began his career at Shearson Lehman Brothers.

“Andrew brings two decades of expertise in the household and personal care sectors and is a tremendous addition to our growing consumer products and retail team,” said Ken Moelis, Chief Executive Officer of Moelis & Company.  “His deep industry knowledge and relationships, not only as a banker, but also as a research analyst, will be particularly valuable to our clients.”

About Moelis & Company
Moelis & Company is an investment bank that provides advice on mergers and acquisitions, restructurings and other corporate finance matters and manages investment funds that integrate capital solutions with the firm’s advisory expertise.  Moelis & Company serves a broad client base through its offices in New York, Los Angeles, Boston and Chicago.  For further information on Moelis & Company, please visit www.moelis.com.

News

January 14, 2008

Moelis & Company Announces Mark Henkels has Joined as a Managing Director

…Moelis, Chief Executive Officer of Moelis & Company, said, “Mark has a long and distinguished career advising industrial companies, and we are thrilled he has joined the Moelis & Company…

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Moelis & Company Announces Mark Henkels has Joined as a Managing Director

Los Angeles & New York, January 14, 2008

Moelis & Company announced today that Mark Henkels has joined the firm as a Managing Director based in New York. Mr. Henkels, who has seventeen years of investment banking experience, will provide advisory services to general industrial companies, with an additional focus on companies in the metals and mining sector.

Mr. Henkels was previously with CIBC World Markets for six years, where he most recently was the Head of the Industrial Growth and Services Group. While at CIBC, Mr. Henkels built one of Wall Street’s leading industrial franchises serving senior executives in the metals, capital goods, chemicals, aerospace and defense, logistics and building products sectors.

Prior to joining CIBC, Mr. Henkels was a Managing Director at Merrill Lynch, responsible for the global capital goods, building products, steel and aluminum sectors. Mr. Henkels’ previous positions include: Director in Salomon Brothers’ Select Industries Group; Vice President in Smith Barney’s Metals and Mining Group; and Senior Vice President, General Corporate Finance at Kemper Securities. Mr. Henkels has an M.B.A. from the University of Chicago and a B.A. in Accounting from Creighton University.

Ken Moelis, Chief Executive Officer of Moelis & Company, said, “Mark has a long and distinguished career advising industrial companies, and we are thrilled he has joined the Moelis & Company team. His industry expertise and exceptional client relationships enhance our ability to provide comprehensive solutions to our clients in this dynamic sector.”

About Moelis & Company
Moelis & Company is an investment bank that provides advice on mergers and acquisitions, restructurings and other corporate finance matters and manages investment funds which integrate capital solutions with the firm’s advisory expertise. Moelis & Company serves a broad client base through its offices in Los Angeles, New York and Boston.

News

October 07, 2007

Moelis & Company Announces David Faris to Join as a Managing Director

…clients.” About Moelis & Company Moelis & Company is an investment bank that provides advice on mergers and acquisitions, restructurings and other corporate finance matters and manages investment funds which…

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Moelis & Company Announces David Faris to Join as a Managing Director

Los Angeles and New York, October 07, 2007

Moelis & Company Holdings LLC announced today that David Faris will join the firm in January as a Managing Director based in New York. Mr. Faris, who has over fifteen years of investment banking experience, will focus on building the firm’s coverage effort in the chemicals sector and will continue to provide high-quality advice to chemical and other general industrial companies.

Mr. Faris was previously with Credit Suisse for seven years. He was a Managing Director in the Chemicals Investment Banking Group and advised chemical companies on a wide variety of domestic and international transactions, including mergers and acquisitions, debt and equity financings, restructurings and leveraged buyouts.

Prior to Credit Suisse, Mr. Faris was with Donaldson, Lufkin & Jenrette where he provided a broad range of investment banking services to chemical and other general industrial companies and also worked in the Mergers & Acquisitions Group. Mr. Faris joined DLJ from Schroders and prior to this, began his investment banking career in the Mergers & Acquisitions Group at Merrill Lynch.

Ken Moelis, Chief Executive Officer of Moelis & Company, said, “David brings deep client relationships and considerable transaction experience in the chemicals and general industrials sectors to our firm, and we could not be more pleased to have him lead this effort at Moelis & Company. We are committed to build a first-class advisory business and believe David will further strengthen our ability to provide the highest quality advice to our clients.”

About Moelis & Company
Moelis & Company is an investment bank that provides advice on mergers and acquisitions, restructurings and other corporate finance matters and manages investment funds which integrate capital solutions with the firm’s advisory expertise. Moelis & Company serves a broad client base through its offices in Los Angeles, New York and Boston.

News

October 09, 2007

Moelis & Company Announces Robert Crowley has Joined as a Managing Director

…for many years and know he has outstanding client relationships and real expertise in the homebuilding space,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “Hiring Bob is…

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Moelis & Company Announces Robert Crowley has Joined as a Managing Director

Los Angeles and New York, October 09, 2007

Moelis & Company Holdings LLC announced today that Robert Crowley has joined the firm as a Managing Director based in Boston. Mr. Crowley, who has over thirteen years of investment banking experience, will manage the build-out of the Boston office and lead the firm’s coverage effort in the homebuilding sector upon receipt of Moelis & Company’s broker-dealer registration.

Mr. Crowley joins from UBS Investment Bank, where he was most recently the Global Head of High Yield Capital Markets. Prior to this role, he was a senior investment banker in the firm’s Global Industrial Group, where he led top franchises in the homebuilding and environmental services sectors.

Mr. Crowley began his investment banking career at Salomon Brothers and worked at BankBoston before joining UBS. Prior to becoming an investment banker, Mr. Crowley was an Institutional Investor ranked high yield research analyst covering the homebuilding/building materials sectors.

“We have worked with Bob for many years and know he has outstanding client relationships and real expertise in the homebuilding space,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “Hiring Bob is consistent with our goal of attracting leading talent to expand our reach into new sectors of focus and provide world class advice to our clients.”

About Moelis & Company
Moelis & Company Holdings LLC will be a relationship-based financial advisory and investment management firm that will provide advice on mergers and acquisitions, restructurings and other corporate finance transactions and manage investment funds which will integrate capital solutions with the firm’s advisory expertise. Moelis & Company will serve a broad client base through its offices in Los Angeles, New York and Boston. The launch of the firm’s advisory business is pending receipt of its broker-dealer registration and other regulatory approvals.

News

July 13, 2010

Joseph W. Simon Joins Moelis & Company as Managing Director and Chief Financial Officer

…over 325 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com….

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Joseph W. Simon Joins Moelis & Company as Managing Director and Chief Financial Officer

New York, July 13, 2010

Moelis & Company today announced Joseph W. Simon has joined the firm as Managing Director and Chief Financial Officer. Mr. Simon will be responsible for all finance and accounting matters and will be based in the firm’s headquarters in New York. He has over 25 years of experience as a senior manager of financial controls, operations and strategy and has particular experience with financial services firms.

Mr. Simon most recently served as CFO of Financial Security Assurance (“FSA”) for seven years. He was a member of the Executive Management Committee and re-engineered FSA’s treasury and accounting areas to enhance the firm’s financial planning and analysis, allocation of capital and transparency of financial reporting. In addition, he led several financing transactions for the firm.

“Joe is an accomplished finance and accounting executive with significant strategy and operations experience,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “His entrepreneurial approach and commitment to teamwork are a natural fit with our business and culture. We are delighted to welcome him to Moelis & Company as we continue to build a first-class infrastructure to support the profitable growth of our business globally.”

Prior to FSA, Mr. Simon worked at Cantor Fitzgerald where he served as CFO, Global Controller and Global Head of Operations. During his time at Cantor Fitzgerald, he managed a global accounting and operations team and established the firm’s treasury function. Before joining Cantor Fitzgerald in 1993, Mr. Simon was a Principal and Vice President of Fixed Income Product Control at Morgan Stanley. Mr. Simon has also served as CFO of IntraLinks and TENTV.com. Mr. Simon began his career at Price Waterhouse and is a certified public accountant.

About Moelis & Company
Moelis & Company, named Best Global Independent Investment Bank in 2010 by Euromoney, is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters. The firm also manages investment funds that integrate capital with its advisory expertise. With over 325 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

News

May 05, 2010

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

…over 300 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com….

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

Chicago, May 05, 2010

Moelis & Company today announced Charles G. Denison has joined the firm as a Managing Director. He will be based in the firm’s Chicago office and will provide senior level coverage and advisory solutions to clients principally in the Industrials sector both in the Midwest and on a global basis. Mr. Denison has over 30 years of investment banking experience and was most recently Managing Director and Chairman of the Midwest Region for Deutsche Bank, also based in Chicago. Moelis & Company currently employs 17 professionals in its Chicago office, which was established by Managing Director Ken Viellieu in mid-2008.

Mr. Denison ran the Chicago office of Deutsche Bank and predecessor Bankers Trust since 1994, and was most recently responsible for overseeing the firm’s investment banking activities in the Midwest as well as coordinating the strategies of the private wealth and asset management businesses. From 1996 to 2008 he was also Co-Head of the Industrials Investment Banking Group. During his career Mr. Denison has advised clients on numerous transactions across mergers and acquisitions, leveraged buyouts, recapitalizations and debt and equity financings.

“Charlie brings a tremendous wealth of knowledge and expertise as well as deep senior level relationships with corporations and financial sponsors,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “As CEOs and Boards are beginning to focus on relative value and cutting costs, we are predicting increased activity in the M&A market. Adding an experienced banker like Charlie will greatly enhance our ability to counsel our clients and build on the momentum that our Chicago team has already achieved in the Midwest.”

“We are very pleased to welcome Charlie to our team in Chicago and look forward to working with him as we continue to build a first class advisory business in the Midwest,” added Mr. Viellieu.

Mr. Denison joined Bankers Trust in 1987 from Harris Bank. He has been a member of the Board of Directors of Lyric Opera of Chicago since 1995 and of Chicago Youth Centers since 1990. He was a member of The Chicago Children’s Museum Board of Directors from 1990 until 1998.

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters. The firm also manages investment funds that integrate capital with its advisory expertise. With over 300 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

News

January 07, 2010

John A. Sipp Joins Moelis & Company as a Managing Director

…over 270 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com….

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John A. Sipp Joins Moelis & Company as a Managing Director

New York, January 07, 2010

Moelis & Company announced today that John A. Sipp has joined the firm as a Managing Director, focusing on coverage of the insurance industry. Mr. Sipp has over 23 years of investment banking experience and was most recently a Managing Director and Head of the Insurance Investment Banking Group for the Americas at Credit Suisse. He is based at Moelis & Company’s headquarters in New York.

Mr. Sipp joined Donaldson, Lufkin & Jenrette in 1998 as a Managing Director in the Financial Institutions Group. Following the firm’s acquisition by Credit Suisse in 2000 he managed the group responsible for coverage of the insurance industry and worked closely with senior executives of insurance companies in the US, Europe and Asia on strategic and financial matters including capital raising, risk management, mergers and acquisitions and financings. He previously worked at UBS Investment Bank and also within the Financial Institutions Group at Goldman Sachs for 11 years.

“The financial services sector continues to be an area of increased activity, and our clients in this sector require experienced advisors to help develop strategies and evaluate potential opportunities amidst a rapidly changing landscape,” said Ken Moelis, Chief Executive Officer of Moelis & Company.  “Adding John’s insurance expertise to our seasoned Financial Institutions Group allows us to further broaden our global coverage of the sector and deliver independent advice and strategic solutions to our financial services clients.”

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory services and capital raising solutions to clients in connection with mergers and acquisitions, restructurings and other strategic matters. The firm also manages investment funds that integrate capital with its advisory expertise. With over 270 employees, Moelis & Company serves a broad client base through its offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

News

July 01, 2016

Moelis & Company Announces the Appointment of Stefan Müller as a Managing Director and Head of Investment Banking for Germany, Austria and Switzerland

…will help increase our access to these core markets where clients will benefit tremendously from his extensive experience in the region.” About Moelis & Company Moelis & Company is a…

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Moelis & Company Announces the Appointment of Stefan Müller as a Managing Director and Head of Investment Banking for Germany, Austria and Switzerland

Frankfurt and New York, July 01, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Stefan Müller as a Managing Director and Head of Investment Banking for Germany, Austria and Switzerland providing financial and strategic advice to clients in Europe’s German-speaking countries. He will be based in Frankfurt.

Mr. Müller joins Moelis & Company with over 20 years of investment banking experience advising companies across all sectors in a variety of corporate finance activities including strategic advisory, M&A, and capital raising. He joins from Bank of America Merrill Lynch where he most recently served as a Co-Head of Investment Banking for Germany, Austria and Switzerland. Prior to Bank of America Merrill Lynch, he spent six years at Dresdner Kleinwort Wasserstein in the Firm’s London and Frankfurt offices.

“Cross border and intra-European deal making remain active as Germany and other European countries continue to be attractive areas for investment,” said Ken Moelis, Chairman and Chief Executive Officer of Moelis & Company. “Germany, Austria and Switzerland represent crucial strategic markets for us as we continue to build our global presence. Stefan will help increase our access to these core markets where clients will benefit tremendously from his extensive experience in the region.”

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 about 650 employees based in 17 offices in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

News

March 05, 2018

Moelis & Company Appoints Chris Roberts as a Managing Director to Continue the Expansion of Equity Capital Markets Advisory in EMEA

…equity offerings.” 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,…

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Moelis & Company Appoints Chris Roberts as a Managing Director to Continue the Expansion of Equity Capital Markets Advisory in EMEA

London, March 05, 2018

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Chris Roberts as a Managing Director providing equity capital markets advice to clients across Europe, the Middle East, and Africa. He will join the Firm’s London office in June and will lead the ongoing build-out of Moelis & Company’s Equity Capital Markets (ECM) Advisory business alongside Managing Director Alex Hageman.

Mr. Roberts will join after 11 years at J.P. Morgan where he was most recently a Managing Director and Head of EMEA Equity Capital Markets Execution in London. In addition to advising clients through IPOs, follow-on offerings, private placements and other equity-related transactions in EMEA, Mr. Roberts also served as the Head of Equity Execution for J.P. Morgan’s Tech, Media, and Telecom ECM franchise in San Francisco. He started his banking career as a Vice President in Morgan Stanley’s Capital Markets Structuring Group in London. Prior to Morgan Stanley, Mr. Roberts was a lawyer for eight years in the London offices of Slaughter and May and Latham and Watkins.

“We are delighted to have Chris join our team in London and partner with Alex Hageman to continue the successful build-out of our Equity Capital Markets Advisory franchise in EMEA,” said Yorick van Slingelandt, Moelis & Company’s Co-Head of Europe. “Following last year’s rebound in IPO activity in Europe, we see strong momentum for IPOs in 2018, with markets throughout EMEA looking increasingly supportive of new equity issues. Chris’ experience executing transactions of all sizes for companies around the world will be a tremendous asset to our clients as they prepare both public and private equity offerings.”

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

March 12, 2018

Moelis & Company Expands Financial Services Advisory into Europe with Appointment of Robert Glauerdt as a Managing Director

…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….

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Moelis & Company Expands Financial Services Advisory into Europe with Appointment of Robert Glauerdt as a Managing Director

London, March 12, 2018

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Robert Glauerdt as a Managing Director providing financial and strategic advice to financial institutions, with a focus on traditional and alternative asset managers. He joins the Firm’s London office, extending Moelis & Company’s existing coverage of asset management firms and other financial institutions into Europe.

Mr. Glauerdt has over 13 years of financial institutions investment banking experience. He was most recently a Partner and Managing Director at Berkshire Capital Securities where he advised private and publicly-listed financial institutions on transactions involving asset managers, wealth managers, private banks, securities and specialty finance firms in Europe and internationally. Prior to Berkshire, he worked in UBS’ Global Financial Institutions group in London and New York, advising asset management clients on corporate finance and M&A transactions.

“As financial institutions, and asset management firms in particular, seek global expansion and greater scale, Robert’s expertise will be an exceptional addition to our well-established asset management advisory offering, extending our financial institutions advisory capabilities into Europe and beyond,” said Yorick van Slingelandt, Moelis & Company’s Co-Head of Europe. “Relatively low interest rates, a shifting regulatory environment, and strong growth in both passive and alternative investment capabilities continue to drive consolidation among asset managers. Our global client base will benefit tremendously from Robert’s deep sector knowledge and transaction experience as they position themselves for growth in this changing environment.”

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, 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

September 04, 2018

Matt Chlystek Joins Moelis & Company as a Managing Director Providing Financial and Strategic Advice to Food and Agribusiness Clients

…companies and emerging brands throughout the industry. We are delighted to add him to our growing global consumer and retail franchise.” About Moelis & Company Moelis & Company is a…

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Matt Chlystek Joins Moelis & Company as a Managing Director Providing Financial and Strategic Advice to Food and Agribusiness Clients

New York, September 04, 2018

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Matt Chlystek as a Managing Director providing financial and strategic advice to consumer food and agribusiness companies. He will join the Firm in November and will be based in Moelis & Company’s Chicago office.

Mr. Chlystek has over 20 years of investment banking and consulting experience, and was most recently a Managing Director in J.P. Morgan’s Global Consumer & Retail Investment Banking group. At J.P. Morgan, he led and executed numerous domestic and cross border M&A transactions, equity, and debt underwritings for global food and agribusiness companies. Before joining J.P. Morgan in 2006, he was a member of Bank of America’s Consumer Investment Banking group. Prior to a career in investment banking, Mr. Chlystek was a management consultant with Andersen Consulting in London and Chicago.

“We continue to see strong demand for high quality, independent advice from clients across the consumer landscape as they evaluate their strategic priorities and seek to optimize their portfolios, divesting noncore assets and growing through acquisition,” said Navid Mahmoodzadegan, Co-President of Moelis & Company. “Matt’s broad experience and deep global relationships across the food and agribusiness sectors position him, and our firm, as an invaluable resource to both established companies and emerging brands throughout the industry. We are delighted to add him to our growing global consumer and retail franchise.”

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.

News

October 02, 2019

Moelis & Company Announces the Appointment of Ted Conway as a Managing Director Providing Financial and Strategic Advice to Specialty Finance Clients

…of experience and differentiated advice.” About Moelis & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client…

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Moelis & Company Announces the Appointment of Ted Conway as a Managing Director Providing Financial and Strategic Advice to Specialty Finance Clients

New York, October 02, 2019

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Ted Conway as a Managing Director focusing on specialty finance companies, permanent capital vehicles, and other special situations. He will be based in New York and will join the Firm in November.

Mr. Conway has over 30 years of investment banking experience across M&A, debt and equity capital markets, leveraged finance, and other strategic advisory. Prior to joining Moelis & Company, he spent his entire career at Lehman Brothers, and later Barclays Capital, where he was most recently Co-Head of the Banks and Specialty Finance Group. He also served as a Managing Director within Barclays’ Financial Sponsors Group and the firm’s Leveraged Finance Group.

“Ted is innovative and entrepreneurial in his approach. He has broadened financial institutions coverage well-beyond its traditional areas and has found creative solutions for companies in smaller, and now growing, pockets of the industry,” said Navid Mahmoodzadegan, Co-President of Moelis & Company. “Over 20 years of his career has been dedicated to creating successful outcomes for countless financial institutions and specialty finance companies. As the non-bank financial sector continues to grow and permanent capital vehicles continue to consolidate, our financial institution and specialty finance clients will benefit from Ted’s decades of experience and differentiated advice.”

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.

 

News

February 10, 2020

Moelis & Company announces the appointment of Duncan Herrington as a Managing Director advising corporates on activist strategies

…Co-President of Moelis & Company, said, “All public companies are a potential target so public company boards and management teams must be proactive and informed. This includes identifying where vulnerabilities…

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Moelis & Company announces the appointment of Duncan Herrington as a Managing Director advising corporates on activist strategies

New York, February 10, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Duncan Herrington as a Managing Director advising corporates on preparing for and responding to contested situations, including shareholder activism. Working alongside Craig Wadler, Managing Director, and team, Mr. Herrington will join the Firm’s New York office and start on March 19, 2020.

Jeff Raich, Co-President of Moelis & Company, said, “All public companies are a potential target so public company boards and management teams must be proactive and informed. This includes identifying where vulnerabilities are and having a response plan and advisor team in place well in advance of an activist approach.”

Mr. Wadler said, “The Moelis team has experience covering every aspect of the activist landscape with the collective ability to bring a shareholder mentality to defense discussions. Duncan’s appointment reinforces our commitment to working with corporates on pre-activist strategies such as performance evaluation, capital allocation and efficiency, M&A potential, corporate governance, and evaluating the shareholder base.”

Mr. Herrington joins from Raymond James where he was Managing Director, Head of the Activism Response & Contested Situations. During his 17 year career, he has worked at Credit Suisse in New York and London. Prior to Credit Suisse, Mr. Herrington was an M&A lawyer based in the London office of Paul Weiss Rifkind Wharton & Garrison.

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.

News

July 21, 2021

Moelis & Company Announces the Appointment of Melissa Mariaschin as a Managing Director of Capital Solutions, Leading Distribution Efforts

…will help us complete more capital raises and provide value to our clients as they navigate today’s complex capital markets.” About Moelis & Company Moelis & Company is a leading…

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Moelis & Company Announces the Appointment of Melissa Mariaschin as a Managing Director of Capital Solutions, Leading Distribution Efforts

New York, July 21, 2021

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Melissa Mariaschin as a Managing Director. She will join the firm’s New York office beginning in early September and will lead its distribution efforts as part of the firm’s Capital Solutions Group.

Ms. Mariaschin’s appointment expands Moelis & Company’s ability to connect its investment banking clients with an array of public and private institutional investors as well as financing opportunities across the capital markets. Her hire follows the appointments of Steven Halperin and Angus Whelchel, Co-Heads of Capital Solutions, in 2020. Previously Ms. Mariaschin spent 14 years at Barclays, most recently as a Managing Director on its equity syndicate desk.

“Growth in the capital markets over the past year means that our clients have a wealth of innovative financing opportunities at their disposal,” said Navid Mahmoodzadegan, Co-President, Moelis & Company. “Melissa brings nearly 15 years of syndicate experience, transactional expertise across PIPES, registered directs, converts, SPACs and other equity capital raises, in addition to having a broad and deep set of investor contacts, which will help us complete more capital raises and provide value to our clients as they navigate today’s complex capital markets.”

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 21 geographic locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

December 14, 2021

Moelis & Company Announces the Appointment of James Nichols as Managing Director, Providing Strategic and Financial Advice to Business Services Clients across Europe

…right assets and opportunities for growth within the sector,” said Yorick van Slingelandt, Managing Director and Co-Head of Europe at Moelis & Company. About Moelis & Company Moelis & Company…

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Moelis & Company Announces the Appointment of James Nichols as Managing Director, Providing Strategic and Financial Advice to Business Services Clients across Europe

New York and London, December 14, 2021

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of James Nichols as Managing Director, providing strategic and financial advice to business services clients across Europe. Based in London, he joins in February and will build on the success of the Firm’s global Business Services franchise.

Mr. Nichols joins Moelis & Company from DC Advisory where he served as Managing Director and co-led Business and Healthcare Services in the UK after moving across from the firm’s Financial Sponsors Group. He has nearly 15 years of investment banking experience across mergers & acquisitions, equity capital markets, recapitalizations and other strategic advisory. Prior to DC, he spent five years at Investec and Credit Suisse.

“Traditional services businesses across multiple verticals continue to transform and evolve, driven by the competitive advantages of scale and technology. As services represent a large part of the European economy and the momentum of transactions in Europe is accelerating, the addition of James to our team will help us serve the needs of sponsors and strategic buyers who are looking for the right assets and opportunities for growth within the sector,” said Yorick van Slingelandt, Managing Director and Co-Head of Europe at 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, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 21 geographic locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.