News

September 05, 2017

Moelis & Company Expands Washington D.C. Office and Financial Institutions Group with Appointment of Trevor Montano as Managing Director

…look forward to having him extend our leading financial institutions franchise beyond our well-established coverage of asset managers, insurance companies and exchanges.” About Moelis & Company Moelis & Company is…

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Moelis & Company Expands Washington D.C. Office and Financial Institutions Group with Appointment of Trevor Montano as Managing Director

New York, September 05, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Trevor Montano as a Managing Director providing financial and strategic advice to regional banks and non-bank lenders. He is based in the Firm’s Washington D.C. office.

Mr. Montano has 17 years of both public and private sector experience, having most recently served as the Chief Investment Officer at the U.S. Department of the Treasury. While at the Treasury, he managed a portfolio of financial institution investments made by the U.S. Government under the Troubled Asset Relief Program (TARP) during the financial crisis. Prior to his public service, Mr. Montano held senior positions as an M&A investment banker in the financial institution groups at Citigroup and UBS where he was responsible for coverage of U.S. Banks and diversified financial companies. He began his career as a BIG 4 consultant focused on transactions in the financial services sector. He is also a CFA charterholder and serves on the board of the CFA Society Washington D.C.

“The combination of rising interest rates, an evolving financial regulatory framework and the prospects for greater economic growth will likely result in increased activity in the U.S. regional banking space,” said Jeff Raich, Co-President at Moelis & Company. “The financial sector has also seen an expansion of alternative and non-bank lenders which have attracted a significant amount of capital and spurred greater investments in technology and the customer experience. As regional banks and other financial institutions continue to adapt to both structural and regulatory changes in the industry, Trevor’s extensive and unique experience will be tremendously beneficial to our clients. We look forward to having him extend our leading financial institutions franchise beyond our well-established coverage of asset managers, insurance companies and exchanges.”

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 700 employees in 19 geographic locations  in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

November 01, 2017

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

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

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

New York, November 01, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Marco Acaia as a Managing Director providing financial and strategic advice to consumer clients in EMEA and internationally. He is based in London.

Mr. Acaia has more than 17 years of investment banking experience, having worked at Morgan Stanley and JP Morgan in both Milan and London and most recently as a Partner at Stamford Partners in London. Throughout his career he has developed trusted client relationships and deep expertise working with European companies in verticals across the consumer sector including food and beverage, food ingredients, household and personal care, and luxury goods.

“Activity in the consumer sector continues to increase as large corporates seek to grow through the acquisition of high-growth, entrepreneurial brands or find cost synergies by merging with their well-established peers,” said Yorick van Slingelandt, Co-Head of Europe at Moelis & Company. “Clients in nearly every consumer vertical are looking for opportunities to gain access to on-trend categories, enter new markets, and diversify into complementary distribution channels. Marco’s experience covering European consumer companies of all sizes and his ongoing engagement with financial sponsors throughout his career will be an exceptional resource for our clients. We look forward to having him expand our global consumer franchise.

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients with over 700 employees in 19 geographic locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

February 02, 2018

Moelis & Company Announces the Appointment of Ashish Contractor as a Managing Director Providing Financial and Strategic Advice to Specialty and Generic Pharmaceutical, and Biotech Clients

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

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Moelis & Company Announces the Appointment of Ashish Contractor as a Managing Director Providing Financial and Strategic Advice to Specialty and Generic Pharmaceutical, and Biotech Clients

New York, February 02, 2018

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Ashish Contractor as a Managing Director providing financial and strategic advice to specialty and generic pharmaceutical, and biotech clients. He is based in the Firm’s New York office.

Mr. Contractor joins after nearly 14 years at Greenhill & Co. where he was most recently a Managing Director leading Greenhill’s Life Sciences coverage. Prior to Greenhill & Co., Mr. Contractor worked in Lehman Brothers’ Private Equity Group. Mr. Contractor began his career as an analyst in the financial institutions group at Lehman Brothers. He has more than 19 years of experience advising companies on a broad spectrum of corporate finance matters including mergers and acquisitions, debt and equity financings, hostile takeovers, corporate defense, and private placements.

Jeff Raich, Co-President of Moelis & Company, said, “New therapeutic innovations, coupled with industry forces like the consolidation of wholesalers and pricing pressures, continue to drive deal-making in the pharmaceutical and biotech space. Following strong activity for global healthcare M&A over the past few years, our clients will benefit tremendously from Ashish’s extensive industry knowledge and creative structuring experience as they continue to look for opportunities to transact. Ashish’s broad expertise will be an exceptional addition to our industry-leading global Healthcare franchise.”

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients with 750 employees in 19 geographic locations in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: www.moelis.com or follow us on Twitter @Moelis.

News

March 22, 2018

Moelis & Company Announces the Appointment of Joel Thompson as a Managing Director Providing Financial and Strategic Advice to Medical Technology Clients

…clients as these dynamics continue to drive activity in 2018.” About Moelis & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and…

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Moelis & Company Announces the Appointment of Joel Thompson as a Managing Director Providing Financial and Strategic Advice to Medical Technology Clients

New York, March 22, 2018

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Joel Thompson as a Managing Director providing financial and strategic advice to medical technology companies. Within the med-tech sector, he will focus on therapeutic device manufacturers, clinical diagnostic companies, and clients in the life sciences tools and instrumentation industry. He will join the Firm in May and will be based in New York.

Mr. Thompson was most recently a Managing Director at Morgan Stanley where he led medical technology investment banking coverage and executed more than $75 billion in strategic advisory transactions in his eight years with the firm. Prior to Morgan Stanley, he was in the Healthcare M&A group at Lehman Brothers and Barclays Capital. Mr. Thompson began his corporate and M&A advisory career as a lawyer at Sidley Austin LLP in Chicago.

“As medical technology companies across the industry increase their focus on optimizing costs while improving clinical outcomes, we continue to see them re-examining therapy innovation, delivery models and integrated service solutions in ways that are upending historical baselines and creating opportunities for incumbents and new-entrants,” said Jeff Raich, Co-President of Moelis & Company. “Adding Joel’s deep med-tech experience to our exceptional global healthcare franchise will be tremendously valuable to our clients as these dynamics continue to drive activity in 2018.”

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

News

May 10, 2018

Anuj Mathur Joins Moelis & Company as a Managing Director Providing Financial and Strategic Advice to Global Internet & Digital Media Clients

…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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Anuj Mathur Joins Moelis & Company as a Managing Director Providing Financial and Strategic Advice to Global Internet & Digital Media Clients

New York, May 10, 2018

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Anuj Mathur as a Managing Director providing financial and strategic advice to Internet and digital media companies. Within the sector, he will focus on companies in verticals including ecommerce & marketplaces, digital media & content, marketing & advertising technologies, SMB Internet & SaaS, and consumer fintech. He is based in the Firm’s San Francisco office.

Mr. Mathur has nearly 15 years of investment banking experience working with high-growth public and private companies in the Internet & Digital Media sector. He was most recently a Managing Director covering global Internet and digital media at Barclays in Menlo Park, California. Prior to Barclays, Mr. Mathur spent 10 years in Deutsche Bank’s San Francisco office advising on M&A transactions and leading execution of equity and debt offerings for companies across the Internet & Digital Media sector.

“Digital innovation, ecommerce, and rapidly improving mobile technology continue to impact strategic decision making for companies across every industry,” said Navid Mahmoodzadegan, Co-President of Moelis & Company. “The innovative public and private companies leading these advances will benefit from Anuj’s deep sector experience, while non-Internet companies will benefit from his expertise advising on digital strategy, asset optimization, and strategic positioning.”

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

News

May 30, 2019

Moelis & Company Appoints Richard Barker as a Managing Director Providing Financial and Strategic Advice to Oilfield Services Clients

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

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Moelis & Company Appoints Richard Barker as a Managing Director Providing Financial and Strategic Advice to Oilfield Services Clients

Houston, May 30, 2019

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Richard Barker as a Managing Director providing financial and strategic advice to oil and gas clients, with a specific focus on the Oilfield Services & Equipment sector. He will join the Firm in August and will be based in Houston.

Mr. Barker has 15 years of investment banking experience working as a trusted advisor to oil and gas companies globally. He was most recently the Head of Oilfield Services for North America at JPMorgan. Prior to JPMorgan, Mr. Barker spent four years at Tudor, Pickering, Holt & Co working with oilfield service companies on a variety of strategic matters including M&A, equity financing and capital structure policy. He began his investment banking career within Goldman Sachs’ Natural Resources Group in London and Houston.

“We continue to see significant structural changes in the oil & gas industry,” said Jeff Raich, Co-President of Moelis & Company. “Oil and gas producers are looking to improve returns by leveraging technology and data, which will create new opportunities for front-footed oil services companies and equipment providers. Richard’s deep sector knowledge, coupled with our world-class global energy franchise, will be tremendously valuable to clients looking to strategically position themselves in this changing environment.”

About Moelis & Company

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

News

October 28, 2019

Moelis & Company Announces the Appointment of Tommaso Zanobini as a Managing Director Providing Financial and Strategic Advice to FinTech Clients

…established players and new entrants will be looking to bankers like Tommaso to assist them in achieving their strategic goals.” About Moelis & Company Moelis & Company is a leading…

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Moelis & Company Announces the Appointment of Tommaso Zanobini as a Managing Director Providing Financial and Strategic Advice to FinTech Clients

New York, October 28, 2019

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Tommaso Zanobini as a Managing Director providing financial and strategic advice to fintech clients. He will join the Firm’s New York office in mid-November.

Mr. Zanobini has over 25 years of technology investment banking experience, having most recently served as the Global Head of FinTech Investment Banking at Deutsche Bank. Prior to Deutsche Bank, he was the Global Head of FinTech & Services Investment Banking at Jefferies. Mr. Zanobini spent the first 20 years of his banking career at Lehman Brothers and Barclays where he held roles including Global Head of Technology Services Investment Banking and Head of East Coast Technology Investment Banking.

“Tommaso is an experienced technology services banker who began specializing in fintech when the industry was still in its nascent years. He’s entrepreneurial and over the years has proven his ability to advise on industry-leading transactions and build and lead successful teams in this vertical,” said Moelis & Company Co-President Jeff Raich. “His deep experience and his collaborative mindset will be a tremendous benefit to clients across the payments value chain, where we continue to see significant investment activity and consolidation. As the fintech sector continues to grow and expand, both established players and new entrants will be looking to bankers like Tommaso to assist them in achieving their strategic goals.”

About Moelis & Company

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

News

April 01, 2020

Moelis & Company Announces the Appointment of Dennis Cornell as Managing Director in the Private Equity Solutions Group

…sheet advice they need while also identifying potential new investments for those companies looking for opportunities.” About Moelis & Company Moelis & Company is a leading global independent investment bank…

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Moelis & Company Announces the Appointment of Dennis Cornell as Managing Director in the Private Equity Solutions Group

New York, April 01, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Dennis Cornell as Managing Director in the Private Equity Solutions Group which provides seamless industry, product and execution capabilities to financial sponsors and their portfolio companies. Mr. Cornell is based in New York.

With more than 20 years of investment banking experience at Morgan Stanley, Mr. Cornell was most recently Co-Head of Energy Investment Banking in the Americas, previously Head of Middle East North Africa (MENA) Sovereign Wealth Fund and Private Equity Fund Coverage based in Dubai, and held the position of Managing Director in the Financial Sponsors Group for about 10 years. Mr. Cornell began his investment banking career at Merrill Lynch & Co., and has also served as a Lieutenant and Nuclear Engineer in the United States Navy.

Jeff Raich, Co-President of Moelis & Company, said, “Throughout his banking career, Dennis has been a trusted advisor to financial sponsors and corporate clients, particularly in the energy sector, as they evaluated their strategic options. Never has this been more important than in these turbulent times as companies look to navigate this challenging global environment. His experience with financial sponsors, coupled with his international and cross-sector expertise, will provide clients with the immediate balance sheet advice they need while also identifying potential new investments for those companies looking for opportunities.”

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

July 22, 2020

Moelis & Company Announces the Appointment of Jerry Kern as a Senior Advisor

…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….

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Moelis & Company Announces the Appointment of Jerry Kern as a Senior Advisor

New York, July 22, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Jerry Kern as a Senior Advisor providing strategic advice to companies in the media and telecommunications sectors, and in Colorado where he is based.

Mr. Kern brings with him extensive experience in dealmaking across the media and telecommunications sectors, having served as the President of Kern Consulting, LLC since 1997. He has also been a Senior Advisor to Guggenheim Partners. A lawyer by training, he spent many years as the principal outside legal counsel to TCI and Liberty Media, later bringing his media sector and deal knowledge to On Command Corporation where he served as Chairman and CEO, and to TCI as Vice Chairman and a member of the board of directors. He has also worked at Nomura Securities International, and broadband and mobile consultant Enki Strategic Advisors. He is currently CEO and Chairman of the Board of Trustees of the Colorado Symphony Association.

Navid Mahmoodzadegan, Co-President of Moelis & Company, said, “The current environment created by COVID-19 has illustrated how important technology and connectivity are to business and personal communications. As our clients navigate these unprecedented times and the outlook for dealmaking improves, they will benefit from Jerry’s extensive industry experience.”

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

January 12, 2023

Moelis & Company Appoints Marcus Lollie as a Managing Director in its Media Group

…Stanford University, where he was a member of the university’s Division 1 Men’s Basketball team. About Moelis & Company Moelis & Company is a leading global independent investment bank that…

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Moelis & Company Appoints Marcus Lollie as a Managing Director in its Media Group

New York and Los Angeles, January 12, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Marcus Lollie has joined the Firm as a Managing Director in its Media group, based in Los Angeles.

Marcus joins from the Canon Media Group, an operationally focused investment firm, where he developed and oversaw the media, entertainment and tech practice as a Co-Founder and Managing Partner. He previously spent nearly two decades in the Private Fund Group at Credit Suisse and Donaldson Lufkin & Jenrette (DLJ) where he focused on providing capital solutions to private equity and other alternative asset managers.

Navid Mahmoodzadegan, Co-Founder and Co-President at Moelis & Company, commented: “We are delighted to welcome Marcus into our Media group. His focus on sports and the breadth of his transaction experience will help us support our clients’ increased activity and growing opportunities in the sector.”

Over the past year, the Firm has advised on landmark transactions in the sports sector including the announced sale of the Phoenix Suns and Phoenix Mercury and the acquisition of Chelsea F.C.

Marcus holds a B.A. in Economics from Stanford University, where he was a member of the university’s Division 1 Men’s Basketball 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, 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

September 14, 2023

Moelis & Company Strengthens its Power & Utilities Expertise with Appointment of Philip Holder as a Managing Director

…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…

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Moelis & Company Strengthens its Power & Utilities Expertise with Appointment of Philip Holder as a Managing Director

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.

News

June 03, 2025

Moelis & Company Management to Speak at the 2025 Morgan Stanley US Financials Conference

…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…

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Moelis & Company Management to Speak at the 2025 Morgan Stanley US Financials Conference

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 10th 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.

News

July 17, 2024

Moelis Appoints Ankit Dalal as a Managing Director in its Capital Structure Advisory Group

…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 &…

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Moelis Appoints Ankit Dalal as a Managing Director in its Capital Structure Advisory Group

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.

News

September 17, 2024

Moelis Appoints Dr. Louise Mirrer as an Independent Member to its Board of Directors

…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…

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Moelis Appoints Dr. Louise Mirrer as an Independent Member to its Board of Directors

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.

News

November 28, 2016

Moelis & Company Announces the Appointment of Jay Finney as a Managing Director Providing Strategic Advice to Clients Globally

…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…

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Moelis & Company Announces the Appointment of Jay Finney as a Managing Director Providing Strategic Advice to Clients Globally

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.