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…

Read More
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.

-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 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…

Read More
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.

News

April 30, 2025

Moelis Accelerates Momentum of Private Funds Advisory Business with Appointments of Jeff Hammer and Paul Sanabria

…level.” 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,…

Read More
Moelis Accelerates Momentum of Private Funds Advisory Business with Appointments of Jeff Hammer and Paul Sanabria

New York, April 30, 2025

Reflects the Firm’s ambition to build a premier platform in secondaries and sponsor-led capital solutions

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointments of Jeff Hammer and Paul Sanabria as Managing Directors. They will join the Private Funds Advisory team in May, which will be led by Matt Wesley as Global Head upon his arrival, as the Firm continues its expansion in secondaries advisory and sponsor-led capital solutions.

Jeff Hammer and Paul Sanabria, who will be based in New York and Boston respectively, each bring over 25 years of experience advising financial sponsors and institutional investors. They previously served as global co-heads of Manulife Investment Management‘s GP-led secondaries unit. Prior to that, they led Houlihan Lokey’s private capital solutions efforts, where they built and scaled one of the market’s most active businesses for complex secondaries. Their work has spanned GP-led transactions, LP portfolio sales, and bespoke liquidity solutions.

“We are aggressively building one of the market’s leading platforms in private capital advisory, and this is another important step in that direction,” said Navid Mahmoodzadegan, Co-Founder and Co-President of Moelis. “Jeff and Paul’s decision to join Moelis underscores our ambition to lead in the secondaries advisory space by delivering high-impact advice where and when clients need it most.”

Jeff Raich, Co-Founder and Co-President of Moelis, added, “Rapidly building a deeply experienced team is a proven formula for success in private capital advisory. The appointments of Jeff and Paul, along with our announcement that Matt will be leading the group, reflect our commitment to that strategy. With an expanded team and plans for further hires, we’re well positioned to provide tailored solutions to our financial sponsor clients.”

Ken Moelis, Chairman and CEO, commented, “We’ve built this Firm by backing the right people and growing with purpose. The additions of Jeff and Paul, along with Matt and our existing team, give us a best-in-class group that knows how to think strategically and execute at the highest level.”

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.

News

January 04, 2017

Moelis & Company Increases Quarterly Dividend to $0.37 Per Share on Expected 2016 Fiscal Year End Results

…included herein. 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 Increases Quarterly Dividend to $0.37 Per Share on Expected 2016 Fiscal Year End Results

New York, January 04, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that its Board of Directors has declared a quarterly dividend of thirty seven cents ($0.37) per share on its Class A common stock, an increase of five cents ($0.05) per share on its regular quarterly dividend, payable on March 17, 2017 to holders of record of such Class A Common Stock outstanding at the close of business on March 3, 2017.

The Firm declared its fourth increase in its quarterly dividend since going public based on expected fourth quarter ended December 31, 2016 revenues in the range of approximately $196 million to $200 million and fiscal year ended December 31, 2016 revenues in the range of approximately $605 million to $609 million.

“We are pleased to announce an increase in our quarterly dividend and strong year-end results.  We continue to grow our Company organically, without acquisitions, and with a focus on return on capital and cost discipline.  Our ability to return meaningful cash back to our investors is a result of the strength of this model and our commitment to shareholders.  Including the dividend announced today, we will have returned $6.06 per share to investors since our IPO,” said Ken Moelis, Chairman and Chief Executive Officer of Moelis & Company.

The preliminary financial information included herein reflects management’s estimates based solely upon information available to the Firm as of the date of hereof and is the responsibility of management.  When the Firm’s actual financial results for such periods are finalized, they will include any adjustments necessary, in the opinion of management, for a fair presentation of such information and will also include the other financial metrics necessary for a comprehensive review of the Firm’s financial results for such periods. The Company’s audited results for the fiscal year ended December 31, 2016 will not be available until its Annual Report on Form 10-K is filed for such period and may differ materially from these estimates.  For additional information regarding the Firm’s preliminary financial results, you should read the Firm’s Current Report on Form 8-K, to be filed on January 4, 2017.  You should also read the Firm’s other filings with the Securities and Exchange Commission for a discussion of factors that could cause actual outcomes or results to differ materially from those indicated in the preliminary financial information included herein.  

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.

Forward-Looking Statements
This press release contains forward-looking statements, which reflect the Firm’s current views with respect to, among other things, its revenues. 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 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. For a further discussion of such factors, you should read the Firm’s filings with the Securities and Exchange Commission. 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

September 19, 2013

Moelis & Company Announces the Appointment of William Nook as a Managing Director Providing Strategic Advice to Global Asset Management Firms

…& 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…

Read More
Moelis & Company Announces the Appointment of William Nook as a Managing Director Providing Strategic Advice to Global Asset Management Firms

New York, September 19, 2013

Moelis & Company, the global independent investment bank, today announced the appointment of William Nook as a Managing Director responsible for advising global asset management firms. Based in New York, Mr. Nook joins the Firm on November 21st, 2013.

Mr. Nook joins Moelis & Company from Deutsche Bank where he was most recently Managing Director and Head of Asset Management for the America’s Financial Institutions Group, focusing on asset management and alternative investment companies. Previously, he was a member of the Global Financial Institutions Group at UBS Securities.

Rick Leaman, Managing Partner of Moelis & Company, said, “Bill’s hire is timely as there continues to be meaningful consolidation in the asset management space. Clients here in the United States and internationally will benefit from his experience in the sector. Between continued consolidation and the convergence between traditional and alternative asset managers, we see this space being particularly active.”

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 14, 2007

Moelis & Company Announces Kenneth A. Viellieu has Joined as a Managing Director and Head of its Chicago Office

…matters to clients and establishing a Midwestern footprint further enhances our ability to support our clients in this important region.” About Moelis & Company Moelis & Company is an investment…

Read More
Moelis & Company Announces Kenneth A. Viellieu has Joined as a Managing Director and Head of its Chicago Office

New York and Chicago, June 14, 2007

Moelis & Company announced today that Ken Viellieu has joined the firm as a Managing Director and Head of its Chicago Office. Mr. Viellieu, who has almost 25 years of investment banking experience, will lead the firm’s expansion into Chicago and build-out of its Midwestern client coverage effort.

Mr. Viellieu was previously with Bear Stearns which he joined in 2001 as a Senior Managing Director and expanded the firm’s investment banking presence in the Chicago area as the Head of Midwest Investment Banking. While at Bear Stearns, Mr. Viellieu advised clients in a broad range of industries on the full spectrum of corporate finance matters, including mergers and acquisitions, leveraged finance transactions, public and private equity offerings, and corporate restructurings. In particular, he worked closely with clients in the food and drug retailing, consumer products, industrial and transportation, financial services, healthcare, and media sectors. Prior to joining Bear Stearns, Mr. Viellieu was a Managing Director and Co-Head of Midwest Investment Banking at Donaldson, Lufkin & Jenrette and before this, a First Vice President at Drexel Burnham Lambert in Los Angeles.

“We have worked with Ken for many years and are thrilled to have him back on our team to lead our expansion into the Midwest,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “Ken’s extensive experience and knowledge of the region will be tremendously valuable to our company and clients. As a relationship-based firm, we believe that proximity matters to clients and establishing a Midwestern footprint further enhances our ability to support our clients in this important region.”

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 New York, Los Angeles, Boston, and Chicago.

News

May 13, 2010

Moelis & Company Hires John P. Joliet and Brian M. Webber as Managing Directors in Technology Investment Banking

…know they will be a strong complement to the team we have already built in this important sector.” About Moelis & Company Moelis & Company is a global investment bank…

Read More
Moelis & Company Hires John P. Joliet and Brian M. Webber as Managing Directors in Technology Investment Banking

Los Angeles, May 13, 2010

Moelis & Company today announced that John Joliet and Brian Webber have joined the firm as Managing Directors based in Los Angeles. They will expand the firm’s coverage of the technology sector with a particular focus on business and technology services and software companies.

Mr. Joliet has over 15 years of investment banking experience and was most recently Managing Director and Global Head of Software Investment Banking at UBS Investment Bank. He also served as the Head of UBS Investment Bank’s Los Angeles office. Prior to joining UBS in 2001 he worked at Donaldson, Lufkin & Jenrette.

Mr. Webber has over 17 years of investment banking experience. He joined UBS Investment Bank in 2001 and was most recently Managing Director and Global Head of Technology Investment Banking. Prior to joining UBS he worked at Donaldson, Lufkin & Jenrette and was the Head of Business and Technology Services Investment Banking. He previously worked in technology product development at Ford Motor Company.

“The technology sector is a key strategic area of focus for the firm and we are pleased to deepen our client coverage with the addition of experienced bankers like John and Brian,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “We look forward to working with them and know they will be a strong complement to the team we have already built in this important sector.”

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 320 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

June 28, 2016

Moelis & Company Announces the Appointment of Greg Starkins as a Managing Director Providing Strategic Advice to Diversified Industrials and Aerospace and Defense Clients

…and defense companies. He will join the Firm in September and will be based in New York. Mr. Starkins brings to Moelis & Company nearly 25 years of investment banking…

Read More
Moelis & Company Announces the Appointment of Greg Starkins as a Managing Director Providing Strategic Advice to Diversified Industrials and Aerospace and Defense Clients

New York, June 28, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Greg Starkins as a Managing Director providing strategic advice to diversified industrials and aerospace and defense companies. He will join the Firm in September and will be based in New York.

Mr. Starkins brings to Moelis & Company nearly 25 years of investment banking experience advising companies across the Industrials sector and the Aerospace & Defense subsector. He joins from Deutsche Bank where he most recently served as a Managing Director, Co-Head of Diversified Industrials, Capital Goods, and Services Coverage, and the Global Head of Aerospace & Defense Coverage. Prior to Deutsche Bank, he was a Managing Director at Merrill Lynch and served as the firm’s Global Head of Aerospace & Defense Sector Coverage. Mr. Starkins began his career as a lawyer in Skadden, Arps, Slate, Meagher & Flom’s M&A practice.

“We are delighted to have Greg join our Firm,” said Navid Mahmoodzadegan, Co-President of Moelis & Company. “As companies across the Industrials sector continue to explore new opportunities to deploy capital, Greg’s multifaceted expertise in advising both large and mid-cap diversified industrial and aerospace and defense companies positions him well to serve as a trusted adviser to our clients.”

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

September 13, 2022

Moelis & Company Announces the Appointment of Igor Sokolovsky as Managing Director

…of important sectors which will bolster our ability to provide comprehensive advice to our clients as they ensure their strong positioning for the future.” About Moelis & Company Moelis &…

Read More
Moelis & Company Announces the Appointment of Igor Sokolovsky as Managing Director

New York, September 13, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Igor Sokolovsky as a Managing Director in the Firm’s Mergers & Acquisitions group, providing senior level advisory solutions to clients across a variety of sectors with a focus on healthcare. He is based at the Firm’s New York headquarters.

Igor joins from Guggenheim Securities where he spent eight years as a Managing Director focusing on M&A transactions across the healthcare, media and information services sectors. Previously he held investment banking roles in healthcare M&A at Citigroup, J.P. Morgan and Lehman Brothers. Before his career in investment banking, Igor served as a management consultant at Stern Stewart & Company.

“Strategic transactions remain an important avenue for corporates, boards and sponsors to incorporate the accelerating advancements in technology into their growth plans,” said Jeff Raich, Co-President of Moelis & Company. “Igor brings expertise across a number of important sectors which will bolster our ability to provide comprehensive advice to our clients as they ensure their strong positioning for the future.”

About Moelis & Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients from 21 locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

March 19, 2015

Moelis & Company Announces the Appointment of Jan-Philipp Pfander as a Managing Director Providing Financial and Strategic Advice to Clients in the Chemicals Sector

…chemicals.” 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 Announces the Appointment of Jan-Philipp Pfander as a Managing Director Providing Financial and Strategic Advice to Clients in the Chemicals Sector

London, March 19, 2015

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Dr. Jan-Philipp (JP) Pfander as a Managing Director providing financial and strategic advice to clients in the chemicals and related materials sectors internationally. He will join the Firm in June and will be based in London.

Dr. Pfander was most recently Head of the Chemicals Group for Europe, the Middle East and Africa at JP Morgan and has over 20 years of experience in the chemicals sector. Prior to JP Morgan, Dr. Pfander was Head of European Chemicals at Lehman Brothers and spent nearly a decade at McKinsey & Company in Germany.

Kasim Kutay, Co-Head of Europe at Moelis & Company, said, “The chemicals industry is experiencing a pick-up in M&A activity as companies are increasing their exposure to differentiated technologies and growth markets while exiting underperforming assets. Global consolidation continues to create shareholder value in an industry benefitting from long-term mega trends. We are delighted that JP is joining us to provide our clients with his deep industry expertise and global perspective in chemicals.”

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

May 27, 2009

Moelis & Company Announces Stuart Goldstein to Join as a Managing Director in Technology

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

Read More
Moelis & Company Announces Stuart Goldstein to Join as a Managing Director in Technology

Los Angeles, May 27, 2009

Moelis & Company announced today that Stuart Goldstein will join the firm in June as a Managing Director based in Los Angeles.  Mr. Goldstein, who has 12 years of investment banking experience, will provide advisory services to clients in the technology sector.

Mr. Goldstein joins from Citigroup, where he was most recently a Managing Director and the Head of West Coast Technology Investment Banking.  In this role, he provided strategic advisory services to technology companies on the full spectrum of corporate finance matters, in particular mergers and acquisitions.  Mr. Goldstein was previously a Managing Director in Citigroup’s Mergers and Acquisitions Group and managed its Enterprise Software and Communications Equipment M&A franchises.  Prior to joining Citigroup, Mr. Goldstein was a law clerk for the Honorable Anthony J. Scirica of the Third Circuit Court of Appeals.

“Stu’s extensive experience and deep technology expertise will be a tremendous asset to our clients in this important sector,” said Ken Moelis, Chief Executive Officer of Moelis & Company.  “Adding Stu is consistent with our strategy 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 is an 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, London, Boston, Chicago and Los Angeles.  For more information, please visit www.moelis.com.

News

May 20, 2009

Moelis & Company Announces Alexander S. Rubin to Join as a Managing Director in Real Estate

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

Read More
Moelis & Company Announces Alexander S. Rubin to Join as a Managing Director in Real Estate

New York, May 20, 2009

Moelis & Company announced today that Alex Rubin will join the firm in June as a Managing Director based in New York.  Mr. Rubin, who has 18 years of investment banking experience, will be responsible for providing advisory services to clients in the real estate sector.

Mr. Rubin joins from Citigroup, where he was a Managing Director in Global Real Estate Investment Banking.  In this role, Mr. Rubin advised public and private real estate clients such as REITs, real estate finance companies and private equity investment firms on a wide range of corporate finance transactions including mergers and acquisitions, debt and equity financings and recapitalizations.  Prior to joining Citigroup, Mr. Rubin was a Managing Director and Co-Head of European Real Estate Investment Banking at UBS based in London as well as a Managing Director at Merrill Lynch in New York.

“Alex has a long history of delivering exceptional advice to clients in the real estate sector, and we are thrilled to have him on board to build out our coverage of this critical client base,” said Ken Moelis, Chief Executive Officer of Moelis & Company.  “In addition to his expertise in the United States, Alex’s extensive experience in Europe will further strengthen our growing EMEA business.”

About Moelis & Company
Moelis & Company is an 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, London, Boston, Chicago and Los Angeles.  For more information, please visit www.moelis.com.

News

March 12, 2009

Moelis & Company Announces Stanley W. Holtz has Joined as a Managing Director

…“Stan’s deep relationships and extensive telecom experience will be of tremendous value as we strengthen our coverage of this important industry.” About Moelis & Company Moelis & Company is an…

Read More
Moelis & Company Announces Stanley W. Holtz has Joined as a Managing Director

Chicago, March 12, 2009

Moelis & Company announced today that Stan Holtz has joined the firm as a Managing Director based in Chicago.  Mr. Holtz, who has almost 20 years of investment banking experience, will lead the firm’s coverage effort in the telecommunications sector.

Mr. Holtz joins from Bank of America, where he was most recently a Managing Director and Head of US Telecom Investment Banking.  While at Bank of America, Mr. Holtz built a leading franchise advising telecom companies on mergers and acquisitions, debt and equity financings, restructurings and leveraged buyouts.  Prior to joining Bank of America, Mr. Holtz was a Managing Director and Head of US Wireless Communication Services Investment Banking at UBS as well as a Managing Director in the Media and Telecommunications Group at Donaldson, Lufkin & Jenrette.  Mr. Holtz began his career at Smith Barney.

“We have worked with Stan for many years and are very pleased to have him join our team as we add new sectors of expertise and continue to expand our footprint in the Midwest,” said Ken Moelis, Chief Executive Officer of Moelis & Company.  “Stan’s deep relationships and extensive telecom experience will be of tremendous value as we strengthen our coverage of this important industry.”

About Moelis & Company
Moelis & Company is an 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 and Los Angeles.  For more information, please visit www.moelis.com.

News

November 09, 2010

Evan Winkler Joins Moelis & Company as a Managing Director in Mergers & Acquisitions

…and governments. With over 450 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com….

Read More
Evan Winkler Joins Moelis & Company as a Managing Director in Mergers & Acquisitions

Los Angeles, November 09, 2010

Moelis & Company today announced Evan Winkler has joined the firm as a Managing Director based in Los Angeles. He will be responsible for providing senior level advisory services to clients on M&A transactions and other corporate finance initiatives.

Mr. Winkler has a 13-year career advising management teams and corporate directors on critical strategic transactions. He has extensive experience in the technology, media and telecommunications (“TMT”) sectors as well as in retail, consumer products and manufacturing. Mr. Winkler most recently served as Managing Director and Co-Head of TMT M&A at UBS Investment Bank and prior to this as Head of Technology M&A. He joined UBS in 2003 from Credit Suisse First Boston where he specialized in TMT M&A for five years. He began his career in July 1997 at Deutsche Morgan Grenfell as a member of the M&A team.

“As M&A activity picks up and clients need experienced advisors at their side, we are adding talented M&A professionals like Evan to our team,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “Evan’s breadth of transaction experience enhances our M&A capabilities and further strengthens our TMT expertise. We have a strong history with Evan and know he will bring valuable service and solutions to our clients.”

About Moelis & Company
Moelis & Company, named Best Global Independent Investment Bank in 2010 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 over 450 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, London, Los Angeles and Sydney. For more information, please visit www.moelis.com.

News

July 19, 2010

Roger Wood Joins Moelis & Company as Managing Director in Power and Infrastructure

…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….

Read More
Roger Wood Joins Moelis & Company as Managing Director in Power and Infrastructure

New York, July 19, 2010

Moelis & Company today announced Roger Wood, a senior advisor to power and infrastructure companies globally, has joined the firm as a Managing Director in the firm’s headquarters in New York. Mr. Wood joins from Rothschild where he was Head of North American Utilities and Infrastructure and Global Co-Head of both Utilities and Infrastructure. He will focus on providing senior level advisory services to companies in the power, infrastructure and related energy sectors.

“Roger is one of the leading power and infrastructure bankers in our industry and we are very pleased that he is joining us to provide unique expertise and trusted advice to our clients in these important sectors,” said Ken Moelis, Chief Executive Officer of Moelis & Company. “He has a wealth of experience to offer our clients and will be a tremendously valuable member of our senior team as we continue to broaden our global industry coverage.”

Mr. Wood has 24 years of investment banking experience during which time he has advised some of the largest global power and infrastructure companies on critical strategic transactions both in the US and internationally. Prior to joining Rothschild in 2005, he was a Managing Director in the Mergers and Acquisitions Group at Citigroup in New York focused on the electric utility and independent power sectors. Mr. Wood previously worked in Energy Investment Banking at JP Morgan in New York and London and began his career as a member of JP Morgan’s Mergers and Acquisitions Group in London.

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.