London, April 09, 2015

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Christopher Shaw as a Managing Director in the oil and gas sector. He will work with the Firm’s team in Houston to provide financial and strategic advice to oil and gas clients globally. Mr. Shaw will join the Firm in July and will be based in London.

Mr. Shaw has nearly 20 years of oil and gas investment banking experience. He was most recently a Managing Director at Barclays focused on major oil, national oil, exploration and production, and utility clients. Prior to Barclays, Mr. Shaw spent 12 years at Citigroup and Schroders in London and New York.

Kasim Kutay, Co-Head of Europe at Moelis & Company, said, “The oil and gas sector is entering a period of consolidation as a result of the current commodity price environment, and we see great opportunity ahead for M&A and restructuring activity in the sector.  Chris’ international experience, coupled with our expertise in the US, will greatly enhance our global oil and gas network.  We are excited to welcome him to the Firm and know our clients will greatly benefit from his 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 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.

New York, March 27, 2015

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Benjamin Reitzes as a Managing Director providing financial and strategic advice to clients in its technology advisory business. He will join the Firm in June and will be based in New York.

Mr. Reitzes joins from Barclays, and formerly Lehman Brothers, where he was a Managing Director, Global Sector Coordinator of Technology. He was also the Senior IT Hardware & Telecom/Networking Analyst.  In these roles, he led strategy and research teams across nine countries focused on the impact of areas such as computing and data center technologies. Prior to Lehman Brothers, he was a Managing Director, Global Coordinator of IT Hardware and Senior IT Hardware Analyst at UBS Investment Bank.

Rick Leaman, Managing Partner of Moelis & Company, said, “Ben has more than 17 years of experience in the technology sector and is highly respected in the industry having been ranked among the top three analysts in his areas of expertise by Institutional Investor for 15 consecutive years. He is uniquely positioned to offer high quality advice to our clients ahead of an expected round of consolidation in the sector particularly among hardware companies. We are delighted to welcome him to the Firm as part of our global technology, media and telecom team.”

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.

London, July 28, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Philip Smith as a Managing Director providing financial and strategic advice to industrial clients, with a specific focus on capital goods and automotives, in the Europe, Middle East, Africa (EMEA) region.

Mr. Smith was previously with Citigroup in both London and New York and has spent more than 17 years in the industry. At Citi, he was a Managing Director covering the bank’s large global diversified industrial clients with a focus on electrical equipment, automotive, flow control and machinery. Prior to Citi, Mr. Smith qualified as an accountant with Deloitte.

Matt Prest, Co-Head of Europe at Moelis & Company, said, “Historically, the industrials sector has been very active in M&A and we are seeing strong signs of increased activity from both corporates and financial sponsors. Strong balance sheets and broader economic stability are two of the key factors giving CEOs increased confidence to implement strategically important deals that have been on their radar for some time. We are delighted that Philip is joining us to provide our clients with the benefit of his experience and industry knowledge.”

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 nearly 500 employees based in 15 offices in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

New York, May 05, 2014

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Brian Callaci as a Managing Director providing financial and strategic advice to food, beverage and consumer sector clients in the U.S. and internationally. Mr. Callaci will join the Firm in July and will be based in Chicago.

With more than 23 years of investment banking experience, Mr. Callaci joins from Bank of America Merrill Lynch where he was most recently Co-Head of the Consumer Investment Banking Group. Prior to his 17-year career at Bank of America Merrill Lynch, Mr. Callaci worked at Salomon Brothers Inc.

Rick Leaman, Managing Partner of Moelis & Company, said, “We are very excited to have Brian join us as we expect to see significant transaction activity on a number of fronts. Consumer goods companies are seeking incremental growth via acquisitions, private equity firms continue to be highly engaged in finding more opportunities to deploy capital within the broadly defined consumer sector, and shareholder activism remains a potent force to agitate for change and challenge management teams.”

Mr. Leaman added, “Over the course of his career, Brian has advised a number of the most important clients in the sector on critical strategic matters. His depth of relationships and experience means that our clients will benefit significantly from his wealth of knowledge and strategic 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 and other corporate finance matters.  The Firm serves it clients with nearly 500 employees based in 15 offices in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

New York and Houston, September 14, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that it has appointed Philip Holder as a Managing Director expanding the Firm’s Power & Utilities coverage. Based in Houston, Phil will provide strategic advice to clients with a focus on the power, utility, financial sponsor, and clean technology sectors.

Phil was most recently a Senior Vice President of Strategic Planning at CenterPoint Energy where he was responsible for corporate strategy, M&A, and financial planning, in addition to the company’s ESG and Energy Transition strategy. Previously, Phil spent over 16 years as an investment banker where he provided a broad range of strategic advice on M&A and restructuring situations in the Power & Utilities sector, holding roles at Guggenheim, Citigroup, and UBS. Notably, he was the financial advisor to Governor Gavin Newsom regarding the establishment of the California State Wildfire Fund.

Jeff Raich, Co-President and Co-Founder of Moelis commented, “We are pleased to deepen our capabilities and further enhance our commitment to our power and utility clients. Phil’s industry knowledge and unique perspective of the challenges that impact their businesses will be highly additive to our leading Power & Utilities franchise.”

About Moelis & Company

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

New York, June 03, 2025

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 US Financials Conference on Tuesday, June 10^th at 1:50pm 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.

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.

New York, July 17, 2024

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

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

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

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

About Moelis & Company

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

New York, September 17, 2024

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

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

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

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

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

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

About Moelis & Company

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

New York, November 28, 2016

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

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

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

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients with about 650 employees based in 17 offices in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com.

New York, July 26, 2022

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

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

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

About Moelis & Company

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

New York, November 02, 2018

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

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 19 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

New York and San Francisco, December 03, 2024

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

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

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

About Moelis & Company

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

New York, January 24, 2025

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

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

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

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

About Moelis & Company

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

New York, February 07, 2024

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

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

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

About Moelis & Company

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