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.

New York and Houston, March 10, 2025

Moelis & Company (NYSE: MC), a leading global independent investment bank, is pleased to welcome Curt Launer as a Senior Advisor in New York. He will support the Firm’s midstream energy efforts, led by Managing Director Dave McGuiness.

Moelis continues to invest in the expansion of its Energy Franchise, building on the strength of its U.S. Energy business and its deep expertise across the Middle East and Europe, while drawing on an array of resources to bring the best of the Firm to clients in the sector. Last year, the Firm appointed industry leading banker Stephen Trauber as Chairman and Global Head of Energy and Clean Technology, alongside energy bankers Muhammad Laghari and Alexander Burpee as Managing Directors in Houston.

Curt brings extensive experience in the energy sector and has witnessed its evolution as an equities research analyst, investment banker, and principal investor. He began his career as an equity research analyst at Donaldson, Lufkin & Jenrette (DLJ) and First Boston, covering natural gas, pipelines, and midstream infrastructure. Most recently, he founded Bakken Energy, a developer of natural gas fueled power generation and related infrastructure.

Stephen Trauber, Chairman and Global Head of Energy and Clean Technology, commented, “We’re pleased to welcome Curt as a Senior Advisor. We remain committed to delivering our expanded Energy platform to clients around the world, and his deep industry experience and relationships will further support our efforts.”

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 15, 2021

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its fourth quarter and full year 2020 financial results after the market closes on Wednesday, February 10^th, 2021.

Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (February 10^th, 2021) to review the financial results. Following the review, there will be a question and answer session.

Investors and analysts may participate in the live conference call by dialing 1-877-510-3938 (domestic) or 1-412-902-4137 (international) and referencing the Moelis & Company Fourth Quarter 2020 Earnings Call. Please dial in 15 minutes before the conference call begins. The conference call will also be accessible as a listen-only audio webcast through the Investor Relations section of the Moelis & Company website at www.moelis.com.

For those unable to listen to the live broadcast, a replay of the call will be available for one month via telephone starting approximately one hour after the live call ends. The replay can be accessed at 1-877-344-7529 (domestic) or 1-412-317-0088 (international); the conference number is 10151045.

New York, April 12, 2021

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its first quarter 2021 financial results after the market closes on Wednesday, April 28th, 2021.

Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (April 28th, 2021) to review the financial results. Following the review, there will be a question and answer session.

Investors and analysts may participate in the live conference call by dialing 1-877-510-3938 (domestic) or 1-412-902-4137 (international) and referencing the Moelis & Company First Quarter 2021 Earnings Call. Please dial in 15 minutes before the conference call begins. The conference call will also be accessible as a listen-only audio webcast through the Investor Relations section of the Moelis & Company website at www.moelis.com.

For those unable to listen to the live broadcast, a replay of the call will be available for one month via telephone starting approximately one hour after the live call ends. The replay can be accessed at 1-877-344-7529 (domestic) or 1-412-317-0088 (international); the conference number is 10153823.

Toronto, October 31, 2011

A group of institutional noteholders (the “Group”), for which Moelis & Company LLC (“Moelis”) is acting as primary financial advisor, has developed  proposed amendments to the structure governing MAV2 notes issued as part of the 2009 restructuring of the market for third party Asset Backed Commercial Paper (“ABCP”) in Canada.

The amended structure would allow for optional early redemptions of the Notes and monetization of the vehicle’s net asset value through periodic pro rata unwinds of the vehicle swaps, collateral, funding facilities and notes.

Under the ABCP restructuring, sanctioned by the Ontario Superior Court of Justice and approved by institutional noteholders in 2008, affected ABCP notes were exchanged for long term floating rate notes designed to generally match the maturities of the underlying assets. Assets were cross-collateralized and distributed into new trusts called Master Asset Vehicles (MAVs). MAV2 notes comprised synthetic and traditional assets that were backed with margin call support to enhance the stability of the pooled assets.

The amended structure has been designed to be a fair and transparent mechanism that would provide noteholders with the option of redeeming MAV2 Notes for cash and/or underlying collateral, without adversely affecting the rights or value of holdings of noteholders who wish to hold notes to maturity.

The Group believes that the amended structure is in the best interest of all noteholders as it would create an additional, optional mechanism through which all noteholders can access liquidity.

In developing the amended structure, Moelis has been in active discussions with various stakeholders, including Canadian and U.S. institutional noteholders, representatives of the Asset Providers and Lenders, as well as a number of other relevant transaction participants and service providers.  Moelis has been working with the Group’s legal counsel to develop detailed documentation regarding the proposed amendment.

As the process of implementing the amended structure continues, Moelis would like to speak with other institutional noteholders to gather feedback and input.  For further information, please feel free to contact Moelis & Company LLC at 212-883-3518 [email protected].

Implementing the amended structure requires the consent of various stakeholders.  The Group and Moelis make no assurances regarding the probability of success of the amended structure, and efforts on the amended structure may be discontinued at any time with or without notice.