News

July 05, 2016

Moelis & Company Announces the Appointment of Adrian Goodisman as a Managing Director Providing Financial and Strategic Advice to Oil and Gas Exploration and Production Clients

…companies and Master Limited Partnerships and last year David Cunningham was appointed to cover oil and gas clients, primarily in the service sector. About Moelis & Company Moelis & Company…

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Moelis & Company Announces the Appointment of Adrian Goodisman as a Managing Director Providing Financial and Strategic Advice to Oil and Gas Exploration and Production Clients

New York, July 05, 2016

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Adrian Goodisman as a Managing Director providing financial and strategic advice to upstream oil and gas companies. He will join the Firm in September and will be based in Houston.

Mr. Goodisman joins Moelis & Company with over 25 years of investment banking and technical experience in the Oil & Gas Exploration & Production (E&P) sector. He was most recently a Managing Director at Scotiabank where he served in a variety of positions including Co-Head U.S. of Scotia Waterous – the firm’s oil and gas investment banking division. Prior to Scotiabank, Mr. Goodisman was a Managing Director and President at Waterous & Co USA, the predecessor to Scotia Waterous, where he was responsible for building out the firm’s U.S. practice. Before Waterous & Co, he was a Senior Vice President at Ziff Energy Group, where he opened the company’s U.S. office in Houston. Mr. Goodisman also gained extensive technical experience earlier in his career serving in a variety of roles and locations at Phillips Petroleum.

“Adrian’s deep client relationships, particularly in the E&P space, will be a perfect complement to our growing energy coverage franchise,” said Jeff Raich, Co-President of Moelis & Company. “Given the improvement in oil and gas prices from the start of the year, as well as the availability of capital targeting energy investments, we expect to see an increase in M&A activity. In particular, we expect significant acquisition and divestiture activity at the asset level, as companies look to re-balance their portfolio. Adrian’s years of investment banking experience and technical expertise will be incredibly beneficial as our upstream oil and gas clients seek advice on how to adapt to this dynamic.”

Mr. Goodisman is the third Managing Director to join Moelis & Company’s growing energy coverage business in Houston over the past 12 months. In March, the Firm announced the appointment of Brian Jinks to cover midstream oil and gas companies and Master Limited Partnerships and last year David Cunningham was appointed to cover oil and gas clients, primarily in the service sector.

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

July 05, 2023

Moelis & Company to Announce Second Quarter 2023 Financial Results and Host a Conference Call on July 26, 2023

…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…

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Moelis & Company to Announce Second Quarter 2023 Financial Results and Host a Conference Call on July 26, 2023

New York, July 05, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its second quarter 2023 financial results after the market closes on Wednesday, July 26th, 2023.

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 (July 26, 2023) 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 (888) 300 4150 (domestic) or +1 (646) 970 1530 (international) and using access code 8014191. 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 +1 800 770 2030 (domestic) or +1 647 362 9199 (international); the conference number is 8014191.

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 or follow us on Twitter @Moelis.

News

November 28, 2018

Moelis & Company Management to Speak at the Goldman Sachs US Financial Services Conference

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

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Moelis & Company Management to Speak at the Goldman Sachs US Financial Services Conference

New York, November 28, 2018

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Ken Moelis, Chairman and Chief Executive Officer, is scheduled to present at the Goldman Sachs US Financial Services Conference on Wednesday, December 5, 2018 at 10:50 a.m. Eastern Time.

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

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, 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

December 02, 2019

Moelis & Company Management to Speak at the Goldman Sachs US Financial Services Conference

…Moelis & Company website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for 180 days on the same website following the conference….

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Moelis & Company Management to Speak at the Goldman Sachs US Financial Services Conference

New York, December 02, 2019

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Ken Moelis, Chairman and Chief Executive Officer, is scheduled to present at the Goldman Sachs US Financial Services Conference on Tuesday, December 10, 2019 at 11:10 a.m. Eastern Time.

The presentation and a live audio webcast will be available through the Investor Relations section of the Moelis & Company website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for 180 days on the same website following the conference.

About Moelis & Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, 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

December 01, 2020

Moelis & Company Management to Speak at the Goldman Sachs US Financial Services Conference

…& Company website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for 180 days on the same website following the conference. About…

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Moelis & Company Management to Speak at the Goldman Sachs US Financial Services Conference

New York, December 01, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Ken Moelis, Chairman and Chief Executive Officer, is scheduled to present at the Goldman Sachs US Financial Services Conference on Tuesday, December 8, 2020 at 8:40 a.m. Eastern Time.

The presentation and a live webcast will be available through the Investor Relations section of the Moelis & Company website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for 180 days on the same website following the conference.

About Moelis & Company

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

News

November 30, 2021

Moelis & Company Management to Speak at the Goldman Sachs US Financial Services Conference

…Company website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for 180 days on the same website following the conference. About Moelis…

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Moelis & Company Management to Speak at the Goldman Sachs US Financial Services Conference

New York, November 30, 2021

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Ken Moelis, Chairman and Chief Executive Officer, is scheduled to speak at the Goldman Sachs US Financial Services Conference on Wednesday, December 8 at 2:20 p.m. Eastern Time.

The presentation and a live webcast will be available through the Investor Relations section of the Moelis & Company website at www.moelis.com. For those unable to listen to the live webcast, a replay will be available for 180 days on the same website following the conference.

About Moelis & Company

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

News

April 11, 2022

Moelis & Company to Announce First Quarter 2022 Financial Results and Host a Conference Call on April 27, 2022

…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…

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Moelis & Company to Announce First Quarter 2022 Financial Results and Host a Conference Call on April 27, 2022

New York, April 11, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its first quarter 2022 financial results after the market closes on Wednesday, April 27th, 2022.

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 27, 2022) 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 1-844-200-6205 (domestic) or 1-929-526-1599 (international) and using access code 137951. 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 1-866-813-9403 (domestic) or +44 204 525 0658 (international); the conference number is 124957.

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

July 06, 2022

Moelis & Company to Announce Second Quarter 2022 Financial Results and Host a Conference Call on July 27, 2022

…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…

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Moelis & Company to Announce Second Quarter 2022 Financial Results and Host a Conference Call on July 27, 2022

New York, July 06, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its second quarter 2022 financial results after the market closes on Wednesday, July 27th, 2022.

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 (July 27, 2022) 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 1-844-200-6205 (domestic) or 1-929-526-1599 (international) and using access code 512015. 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 1-866-813-9403 (domestic) or +44 204 525 0658 (international); the conference number is 086051.

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

October 12, 2022

Moelis & Company to Announce Third Quarter 2022 Financial Results and Host a Conference Call on November 2, 2022

…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…

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Moelis & Company to Announce Third Quarter 2022 Financial Results and Host a Conference Call on November 2, 2022

New York, October 12, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its third quarter 2022 financial results after the market closes on Wednesday, November 2nd, 2022.

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 (November 2, 2022) 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 1-844-200-6205 (domestic) or 1-929-526-1599 (international) and using access code 820407. 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 1-866-813-9403 (domestic) or +44 204 525 0658 (international); the conference number is 525366.

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

November 29, 2022

Moelis & Company Management to Speak at the Goldman Sachs US Financial Services Conference

…website at www.moelis.com. 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 &…

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Moelis & Company Management to Speak at the Goldman Sachs US Financial Services Conference

New York, November 29, 2022

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced that Ken Moelis, Chairman and Chief Executive Officer, is scheduled to speak at the Goldman Sachs US Financial Services Conference on Tuesday, December 6th at 1:40p.m. Eastern Time.

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

About Moelis & Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, 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

January 18, 2023

Moelis & Company to Announce Fourth Quarter and Full Year 2022 Financial Results and Host a Conference Call on February 8, 2023

…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…

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Moelis & Company to Announce Fourth Quarter and Full Year 2022 Financial Results and Host a Conference Call on February 8, 2023

New York, January 18, 2023

Moelis & Company (NYSE: MC), a leading global independent investment bank, will release its fourth quarter and full year 2022 financial results after the market closes on Wednesday, February 8th, 2023.

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 8, 2023) 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 1-844-200-6205 (domestic) or 1-929-526-1599 (international) and using access code 478354. 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 1-866-813-9403 (domestic) or +44 204 525 0658 (international); the conference number is 606717.

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

August 11, 2011

Moelis & Company Announces the Appointment of Kent Savagian as a Managing Director

…550 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, Hong Kong, Houston, London, Los Angeles and Sydney. For more information, please visit www.moelis.com….

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Moelis & Company Announces the Appointment of Kent Savagian as a Managing Director

Los Angeles, August 11, 2011

Moelis & Company, the New York-based independent investment bank, today announced the appointment of Kent Savagian as a Managing Director based in Los Angeles. He will provide strategic advice to clients located on the West Coast.

Ken Moelis, Chief Executive Officer of Moelis & Company, said: “I worked with Kent over 20 years ago and value the industry expertise he has obtained, the client relationships he has developed along with his sounds judgment that will benefit our clients. I look forward to working with him again.”

Mr. Savagian joins Moelis & Company after a 16 year career at Credit Suisse where he was most recently a Managing Director in the Investment Banking Division. He was previously a Partner in the Media & Telecom Group at Credit Suisse and headed the firm’s Los Angeles office. He began his career at DLJ in Los Angeles.

Mr. Moelis added: “While he will continue to cover media and telecom, Kent’s focus will broaden to other sectors where he has experience including industrials and retail/consumer. As we continue to broaden our industry coverage, he will play an important role in our expanding global team focused on providing clients with world-class independent advice and solutions.”

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With over 550 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, Hong Kong, Houston, London, Los Angeles and Sydney.  For more information, please visit www.moelis.com.

News

October 06, 2011

Moelis & Company Announces the Appointment of Steven Meehan as a Managing Director in the Healthcare Sector

…570 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, Hong Kong, Houston, London, Los Angeles and Sydney. For more information, please visit www.moelis.com….

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Moelis & Company Announces the Appointment of Steven Meehan as a Managing Director in the Healthcare Sector

New York, October 06, 2011

Moelis & Company, the New York-headquartered global independent investment bank, today announced the appointment of Steven Meehan as a Managing Director in Healthcare Investment Banking. Based in New York, Mr. Meehan will provide strategic advice to global healthcare clients.

Ken Moelis, Chief Executive Officer of Moelis & Company, said, “Given the rapidly changing regulatory environment and the aging population, healthcare will be among the most active industry sectors for the foreseeable future. Our clients will be well served by Steven’s almost two decades of healthcare investment banking experience.”

Mr. Meehan joins Moelis & Company from UBS Investment Bank where he was most recently CEO of UBS Russia and CIS across all businesses including securities, investment banking and wealth management. He was also a member of the UBS Group Europe, Middle East, Africa Management Committee. He joined the bank in 1999 as part of the team that formed the Global Healthcare Group as Head of Life Sciences. During his investment banking career he has held senior roles at Salomon Smith Barney, NatWest Securities and Drexel Burnham Lambert.

Mr. Moelis added, “Steven’s appointment builds on our existing healthcare coverage further ensuring that we are providing clients with world-class independent advice and solutions in this important sector.”

About Moelis & Company
Moelis & Company is a global investment bank that provides financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments.  With more than 570 employees, Moelis & Company serves its clients through offices in New York, Boston, Chicago, Dubai, Hong Kong, Houston, London, Los Angeles and Sydney.  For more information, please visit www.moelis.com.

News

July 06, 2017

Moelis & Company Expands Private Funds Advisory into Europe with Appointment of Pablo de la Infiesta as a Managing Director

…2014.” 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…

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Moelis & Company Expands Private Funds Advisory into Europe with Appointment of Pablo de la Infiesta as a Managing Director

New York and London, July 06, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Pablo de la Infiesta as a Managing Director and Head of the Private Funds Advisory (PFA) group in EMEA. He will join the Firm’s London office in October and will provide capital raising, secondary and other advisory services to private fund sponsors and limited partners globally.

Mr. de la Infiesta has over 20 years of private equity fund placement, secondary advisory, and investment banking experience. He joins Moelis & Company after 11 years at Lazard where he was most recently a Managing Director and European Head of the Private Capital Advisory group, focusing on fund placement and secondary advisory. Prior to Lazard, he was a Principal at Campbell Lutyens & Co in London.

“We continue to see a significant reallocation of capital back towards private equity,” said Ken Moelis, Chairman and CEO of Moelis & Company. “As sponsors launch new funds, the addition of Pablo’s extensive experience and deep relationships offer our clients broader Private Funds Advisory capabilities along with a fundraising and secondary advisory network that extends into Europe and beyond. We look forward to continuing to grow our PFA team and accelerating the success they’ve had since we established the group in 2014.”

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 or follow us on Twitter @Moelis.

News

June 18, 2020

Moelis & Company announces the appointments of Steven Halperin and Angus Whelchel as Managing Directors to expand and enhance the Firm’s capital markets capabilities

…both public and private, debt and equity.” About Moelis & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a…

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Moelis & Company announces the appointments of Steven Halperin and Angus Whelchel as Managing Directors to expand and enhance the Firm’s capital markets capabilities

New York, June 18, 2020

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointments of Steven Halperin and Angus Whelchel as Managing Directors to expand and enhance the Firm’s capital markets capabilities. Based in the New York office, Mr. Halperin joins the Firm on July 13 and Mr. Whelchel on August 4.

The additions of Mr. Halperin as Head of Equity Public Markets and Mr. Whelchel as Head of Private Capital Markets enhance the Firm’s ability to provide the full suite of capital solutions to clients.  Together they will broaden and deepen the Firm’s public and private market origination and distribution capabilities and lead an expanded structured capital markets effort, further strengthening the existing platform.  Mr. Halperin and Mr. Whelchel will join Moelis & Company’s globally connected network and work closely with the Firm’s sector, M&A and restructuring bankers to structure and execute innovative financing solutions and provide product agnostic advice to clients around the globe.

Navid Mahmoodzadegan, Co-President of Moelis & Company, said, “The hiring of Steven and Angus, two world class capital markets bankers, solidifies our ability to provide the full range of innovative capital solutions to our clients to help fund growth and address their liquidity needs as we have recently demonstrated, raising more than $13 billion for 14 clients in the past two months.”

Mr. Halperin joins Moelis from Barclays in New York and London, having spent 21 years in the industry, most recently as Americas Head of Equity-Linked & Hybrid Solutions. Prior to that role, he was Co-Head of EMEA Equity Capital Markets after leading EMEA Equity-Linked Origination. Mr. Halperin began his career at Lehman Brothers having worked in various capital markets roles.

Mr. Whelchel joins from Barclays, having been based in New York and London, most recently as Global Head of Private Capital Markets. He has more than 20 years of experience in the industry having worked at GE Capital and Lehman Brothers. He has helped clients raise over $200 billion of private capital globally across all industries and brings an expansive network of deep relationships with investors in the private capital markets.

Mr. Mahmoodzadegan added, “Increasingly, clients are looking for more specialized and unconflicted advice that comes from the independent banks on how to navigate their complex financing needs. From accumulating equity as part of an acquisition strategy to advice on IPOs, PIPEs, SPACs, equity derivatives, convertibles, term loans and notes, rights offerings to growth equity raises and other structured products, Steven and Angus cover the full spectrum of capital markets’ needs, both public and private, debt and equity.”

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.