News

June 04, 2020

Moelis & Company Announces the Appointment of Philippe Gallone as Managing Director in the Global Healthcare Group

…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…

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Moelis & Company Announces the Appointment of Philippe Gallone as Managing Director in the Global Healthcare Group

New York & London, June 04, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Philippe Gallone as Managing Director in the Global Healthcare Group based in the Firm’s London office.

Dr. Gallone joins from Morgan Stanley, where he served as Managing Director and Co-Head of EMEA Healthcare Banking since 2016. He has more than 15 years of investment banking experience, having advised on over $200 billion worth of M&A transactions during that time. Dr. Gallone started his investment banking career at Credit Suisse First Boston, and is a physician by training. He received his medical degree from the University of Lausanne, and an M.B.A. from Georgetown University.

Ken Moelis, Chairman and CEO of Moelis & Company, said: “The healthcare sector globally is facing some of its biggest challenges amid the COVID-19 crisis. These unprecedented conditions, however, are planting the seeds of innovation that will transform the entire healthcare system in the years to come. Philippe’s banking acumen, experience in healthcare, and background in medicine give him an excellent platform from which to provide healthcare companies the financial and strategic advice they will need to navigate the next phase of innovation across the entire healthcare supply chain, from drug research and development to the delivery of patient care.”

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

December 07, 2020

Moelis & Company Declares Special Dividend of $2.00 Per Share

…$2.00 per share today. We remain committed to returning all of our excess cash to shareholders.” said Ken Moelis, Chairman and Chief Executive Officer of Moelis & Company. About Moelis…

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Moelis & Company Declares Special Dividend of $2.00 Per Share

New York, December 07, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that its Board of Directors has declared a special dividend of $2.00 per share payable on December 29, 2020 to common stockholders of record on December 18, 2020.

“As a result of the strong momentum and positive outlook in our business, we declared a special dividend of $2.00 per share today.  We remain committed to returning all of our excess cash to shareholders.” said Ken Moelis, Chairman and Chief Executive Officer of 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.

Forward-Looking Statements

This press release contains forward-looking statements, which reflect the Firm’s current views with respect to, among other things, its operations and financial performance.  You can identify these forward-looking statements by the use of words such as “outlook,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “target,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are based on certain assumptions and estimates and subject to various risks and uncertainties.  Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements.  We believe these factors include, but are not limited to, those described under “Risk Factors”, discussed in our Annual Report on Form 10-K for the year ended December 31, 2019, subsequent reports filed on Form 10-Q and our other filings with the SEC, including, without limitation, the risk factors relating to the effects of the COVID-19 pandemic. In addition, new risks and uncertainties emerge from time to time, and it is not possible for us to predict all risks and uncertainties, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements. Accordingly, you should not rely upon forward-looking statements as a prediction of actual results.  The Firm undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise.

News

February 06, 2023

Moelis & Company Appoints Evan Green as a Managing Director, Expanding the Firm’s Capital Markets Capabilities

…raise nearly $60 billion of capital across over 100 transactions since 2020. About Moelis & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic…

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Moelis & Company Appoints Evan Green as a Managing Director, Expanding the Firm’s Capital Markets Capabilities

New York and Los Angeles, February 06, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Evan Green has joined the Firm as a Managing Director. Based in Los Angeles, Evan joins Moelis & Company’s Capital Markets team where he will lead West Coast Capital Markets efforts and expand the Firm’s capital-raising capabilities.

Previously Evan worked at Goldman Sachs where he served as Head of PIPEs. There he was responsible for global origination, execution and structuring of private financings. Prior to Goldman Sachs, he held investment banking and private capital markets roles at Barclays and Lehman Brothers.

Angus Whelchel, Managing Director and Head of Private Capital Markets commented, “With record amounts of capital being allocated to the private markets, Evan’s wealth of transaction experience and strong relationships will help us offer creative solutions to clients as they look to alternative sources of capital to achieve their strategic goals.”

Navid Mahmoodzadegan, Co-President, added: “Clients continue to seek unconflicted sources of financing alongside strategic advice to help fund growth and position themselves for the future. We are pleased to welcome Evan to our Capital Markets team which is an integral part of the holistic advisory and execution services we offer globally.”

Moelis’ Capital Markets team, comprised of nearly 30 bankers globally, has helped clients raise nearly $60 billion of capital across over 100 transactions since 2020.

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

June 07, 2023

Moelis & Company Management to Speak at the Morgan Stanley U.S. Financials, Payments and CRE Conference

…to listen to the live webcast, a replay will be available for 90 days on the same website following the conference. -ends- About Moelis & Company Moelis & Company (“Moelis”)…

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Moelis & Company Management to Speak at the Morgan Stanley U.S. Financials, Payments and CRE Conference

New York, June 07, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Navid Mahmoodzadegan, Co-President, is scheduled to speak at the Morgan Stanley U.S. Financials, Payments & CRE Conference on Wednesday, June 14th at 10:15am Eastern Time.

The live audio webcast will be available through the Investor Relations section of the Moelis & Company website. For those unable to listen to the live webcast, a replay will be available for 90 days on the same website following the conference.

-ends-

About Moelis & Company

Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

July 25, 2011

Moelis & Company Announces the Appointment of Gregg Polle as a Managing Director to provide strategic advice to clients globally

…550 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….

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Moelis & Company Announces the Appointment of Gregg Polle as a Managing Director to provide strategic advice to clients globally

New York, July 25, 2011

Moelis & Company, the New York-headquartered independent investment bank, today announced the appointment of Gregg Polle as Managing Director responsible for providing strategic advice to clients globally across industries. A leading mergers & acquisitions banker with more than 25 years of experience, Mr. Polle will be based in New York.

Ken Moelis, Chief Executive Officer of Moelis & Company, said, “Gregg’s appointment builds on our expertise as clients increasingly look for uncompromised and strategic advice across global markets. Having a veteran banker of Gregg’s experience at the Firm enables us to provide clients with the international perspectives they need to plan strategically for their business growth.”

In the past three years, Mr. Polle has been involved in several entrepreneurial ventures having previously worked at Citi and its predecessors, Salomon Brothers and Salomon Smith Barney, between 1983 and 2008. At Citi, he held a number of senior roles during his career including Co-head of the Global Mergers & Acquisitions Group and Head of the Global Industrials Group.  He was based in Tokyo as Head of the Asian Mergers & Acquisitions Group between 1987 and 1993.

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With 550 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

February 04, 2016

Moelis & Company Management to Speak at the KBW Winter Financial Services Symposium

…February 11, 2016 at 10:25 a.m. Eastern Time. The live audio webcast will be available through the Investor Relations section of the Moelis & Company website at www.moelis.com. For those…

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Moelis & Company Management to Speak at the KBW Winter Financial Services Symposium

New York, February 04, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Navid Mahmoodzadegan, Co-President, is scheduled to present at the KBW Winter Financial Services Symposium on Thursday, February 11, 2016 at 10:25 a.m. Eastern Time.

The live audio webcast will be available through the Investor Relations section of the Moelis & Company website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for one month on the same website following the conference.

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

November 12, 2015

Moelis & Company Management to Speak at the Goldman Sachs US Emerging/SMID Cap Growth Conference

…website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for one month on the same website following the conference. About Moelis &…

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Moelis & Company Management to Speak at the Goldman Sachs US Emerging/SMID Cap Growth Conference

New York, November 12, 2015

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Navid Mahmoodzadegan, Co-President, is scheduled to present at the Goldman Sachs US Emerging/SMID Cap Growth Conference on Thursday, November 19, 2015 at 10:50 a.m. Eastern Time.

The presentation and a live audio webcast will be available through the Investor Relations section of the Moelis & Company website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for one month on the same website following the conference.

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

September 17, 2015

Moelis & Company Management to Speak at the JMP Securities Financial Services & Real Estate Conference

…Company website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for one month on the same website following the conference. About Moelis…

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Moelis & Company Management to Speak at the JMP Securities Financial Services & Real Estate Conference

New York, September 17, 2015

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Navid Mahmoodzadegan, Co-President, is scheduled to present at the JMP Securities Financial Services & Real Estate Conference on Monday, September 21, 2015 at 10:30 a.m. Eastern Time.

The presentation and a live audio webcast will be available through the Investor Relations section of the Moelis & Company website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for one month on the same website following the conference.

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

November 18, 2014

Moelis & Company Management to Speak at the KBW Securities Brokerage & Market Structure Conference

…www.moelis.com. For those unable to listen to the live webcast, a replay will be available for one month on the same website following the conference. About Moelis & Company Moelis…

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Moelis & Company Management to Speak at the KBW Securities Brokerage & Market Structure Conference

New York, November 18, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Rick Leaman, Managing Partner, is scheduled to present at the KBW Securities Brokerage & Market Structure Conference on Wednesday, November 19, 2014 at 10:45 a.m. Eastern Time.

The live audio webcast will be available through the Investor Relations section of the Moelis & Company website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for one month on the same website following the conference.

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

June 02, 2016

Moelis & Company Management to Speak at the Sandler O’Neill Global Exchange and Brokerage Conference

…on Wednesday, June 8, 2016 at 8:30 a.m. Eastern Time. The live audio webcast will be available through the Investor Relations section of the Moelis & Company website at www.moelis.com….

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Moelis & Company Management to Speak at the Sandler O’Neill Global Exchange and Brokerage Conference

New York, June 02, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Navid Mahmoodzadegan, Co-President, is scheduled to present at the Sandler O’Neill Global Exchange and Brokerage Conference on Wednesday, June 8, 2016 at 8:30 a.m. Eastern Time.

The live audio webcast will be available through the Investor Relations section of the Moelis & Company website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for one month on the same website following the conference.

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

April 20, 2023

Moelis & Company to Appoint Antje Gaensler as a Managing Director, Expanding its Capital Structure Advisory Franchise in Europe

…for the benefit of our clients.” About Moelis & Company Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a…

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Moelis & Company to Appoint Antje Gaensler as a Managing Director, Expanding its Capital Structure Advisory Franchise in Europe

New York, April 20, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Antje Gaensler will join the Firm in June as a Managing Director, expanding the Firm’s Capital Structure Advisory franchise in Europe. She will be based in London and will provide strategic and financial advice to clients with a focus on German-speaking regions.

Antje has more than 10 years of capital structure and restructuring experience advising both debtors and creditors. She joins from Lazard where she advised clients across EMEA on capital structure and restructuring situations. Prior to that, she worked at Gleacher Shacklock LLP where she also advised on complex restructurings and previously worked on financial turnarounds of portfolio companies at a European family office. Antje started her career as a structured finance attorney at Linklaters LLP.

Matthew Prest, Managing Director and Co-Head of Europe at Moelis commented, “We are delighted to have Antje join our team at a time when clients increasingly need capital structure analysis and tailored liquidity solutions to help manage their liabilities. As maturities increase through 2026 and clients adapt to a higher-for-longer interest rate environment, her strong track record of executing complex transactions and her connectivity, especially with clients in German-speaking regions, will strengthen our market-leading global capital structure advisory practice for the benefit of 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 & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

 

News

April 24, 2023

Moelis & Company to Appoint Douglas Pierson as a Managing Director, Expanding its Industrials Franchise

…deepen our Industrials capabilities and further enhance our commitment to our clients in the metals and mining sector.” -ends- About Moelis & Company Moelis & Company (“Moelis”) is a leading…

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Moelis & Company to Appoint Douglas Pierson as a Managing Director, Expanding its Industrials Franchise

New York, April 24, 2023

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

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

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

-ends-

About Moelis & Company

Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

April 05, 2023

Moelis Expands Fundraising Capabilities with Appointment of Chrystalle Anstett as a Managing Director

…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…

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Moelis Expands Fundraising Capabilities with Appointment of Chrystalle Anstett as a Managing Director

New York, April 05, 2023

Moelis (NYSE: MC), a leading global independent investment bank, today announced that Chrystalle Anstett has joined the Firm as a Managing Director based in New York. Chrystalle will be a senior member of the Firm’s Private Funds Advisory (PFA) team and will lead the advisory and management of PFA’s global fundraises.

Based in New York, Chrystalle brings over 20 years of experience in the investment management industry where she has worked with managers across all asset classes, including private equity, private credit, real estate, and natural resources. She joins from Sound Mark Partners where she was the Head of Capital Formation and Co-Chief Operating Officer. She previously held several leadership roles at Eaton Partners including Head of Direct Investments and Co-Head of Private Credit. Chrystalle’s arrival supports the Firm’s continued focus on fundraising solutions as it provides sponsor clients with strategic advice and unique access to global limited partners.

Rodney Reid, Managing Director and Global Head of Private Funds Advisory at Moelis commented, “Moelis has established a leading private funds platform offering sponsors broad capital solutions across the entire private equity lifecycle. We look forward to leveraging Chrystalle’s expertise to build upon our fundraising capabilities and further strengthen the bespoke advice and investor connections our clients’ desire. She brings deep industry knowledge, a global network of relationships, and significant experience launching strategies across all major asset classes.”

Zaid Abdul-Aleem, Managing Director and Head of Investor Coverage for Moelis’s PFA group added, “I’m excited to partner with Chrystalle as we collaboratively explore our holistic offerings across primary fundraising, secondary market advisory, and capital raise solutions to help clients optimize their outcomes.”

About Moelis & Company

Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

May 17, 2023

Moelis survey finds most LPs are open to new GP relationships, despite challenging macro conditions and an emphasis on re-ups

…were collected during Q1 2023. -ends- About Moelis & Company Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a…

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Moelis survey finds most LPs are open to new GP relationships, despite challenging macro conditions and an emphasis on re-ups

New York, May 17, 2023

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

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

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

GPs face a challenging, but not impossible, fundraising environment  

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

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

In addition, sector interests have begun to shift:

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

Spotlight on evolving trends in ESG & DEI

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

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

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

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

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

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

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About Moelis & Company

Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

April 17, 2025

Moelis Continues to Expand its Global Technology Franchise with Appointment of Julien Oussadon as a Managing Director

…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…

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Moelis Continues to Expand its Global Technology Franchise with Appointment of Julien Oussadon as a Managing Director

London, April 17, 2025

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that it has appointed Julien Oussadon as a Managing Director in London, where he will focus on advising clients in the technology sector across Europe. Julien’s hire further enhances Moelis’s Global Technology franchise and underscores the Firm’s continued investment in expanding its advisory platform across Europe and internationally.

Julien brings two decades of investment banking experience with a focus on application and vertical software, as well as fintech, data and information services. He has a track record of advising high-growth and established technology companies on a broad range of strategic transactions, including public and private M&A, IPOs, and growth financings. He joins Moelis from Harris Williams, where he was a Managing Director in the firm’s Technology investment banking group leading its European practice. Prior to that, he worked at UBS in its TMT investment banking group. He began his career in the M&A group at Société Générale in Paris.

Jason Auerbach, Global Head of Technology Investment Banking at Moelis commented, “Technology continues to be one of the most dynamic and globally integrated sectors, and Julien’s deep sector expertise and execution will be instrumental as we further scale our technology advisory capabilities across Europe to deliver exceptional outcomes for our clients.”

Yorick van Slingelandt, Head of EMEA & APAC at Moelis, added, “Julien’s appointment reflects our continued momentum in growing our European platform and commitment to investing in sectors that are strategically important to our clients. His arrival adds depth to our cross-border advisory capabilities and ability to provide top-level advice to technology companies across the region.”

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 clients from locations across North and South America, Europe, the Middle East, and Asia-Pacific. For further information, please visit: www.moelis.com.