Senior Team | Moelis & Company

Managing DirectorNew York

Peter Arnaboldi is a Managing Director at Moelis & Company, where he specializes in M&A Advisory. He has extensive investment banking experience, with expertise in structuring and executing a full spectrum of public and private M&A transactions, including sellside, merger, buyside, and special committee assignment mandates across a variety of industries. He also serves as Co-Chair of Moelis’ Banker Innovation Committee, responsible for AI implementation across the Firm.

Peter started his investment banking career as an Associate at Moelis & Company. He holds an A.B. in Social Studies from Harvard University and a J.D. from Harvard Law School.

Managing DirectorHong Kong

Richard Chou is a Managing Director at Moelis & Company, where he specializes in advising clients across Asia on mergers and acquisitions and transactions involving financial institutions.

Prior to joining Moelis & Company, Richard worked in the Principal Investments division at Forum Equity Capital and in the Global Energy & Power Group at TD Securities. Richard holds an International Bachelor of Business Administration from the Schulich School of Business at York University in Toronto. He is a CFA charterholder.

Managing DirectorNew York

Brad Davis is a Managing Director at Moelis & Company, where he specializes in M&A Advisory. He has extensive experience executing public and private sellside, buyside, and special committee assignments and has advised on numerous high-profile strategic M&A transactions across a broad range of industries.

Prior to joining Moelis & Company, Brad worked in the Investment Banking Division of Barclays Capital, where he executed a variety of M&A and capital markets transactions and began his career as an Equity Investment Analyst at Federated Investors. Brad holds a B.S. in Finance and Economics from Tulane University and an M.B.A. from the Yale School of Management.

Managing DirectorHead of Risk AdvisoryNew York

Michael DiYanni is a Managing Director and Head of Risk Advisory at Moelis & Company, where he specializes in Financial Institutions. Since joining the Firm, he has been instrumental in the execution of numerous market-leading assignments in the sector, advising clients across the spectrum of M&A, debt and equity financings, and restructuring assignments. Mike has worked in the investment banking industry for more than 25 years.

Prior to joining Moelis & Company, Mike spent a decade in the fixed income trading business both at J.P. Morgan and Citigroup in New York and London. Mike holds a B.A. in Economics from Yale University and an M.S. in Finance and Economics from The London School of Economics.

Managing DirectorNew York

Jay Finney is a Managing Director at Moelis & Company, where he specializes in M&A advisory. He has extensive experience advising domestic and multinational corporations, as well as private equity firms, on a broad range of complex public and private M&A transactions across a variety of industries, with a particular focus on industrial companies.

Prior to joining Moelis & Company, Jay was a Managing Director in the M&A Group at Credit Suisse and a member of the firm’s Investment Banking Advisory Committee. Jay holds a B.S. in Corporate Finance and Investment Management from the University of Alabama and an M.B.A. from Harvard Business School.

Managing DirectorNew York

Eliot Freeston is a Managing Director at Moelis & Company, where he specializes in M&A Advisory. Eliot has over 20 years of investment banking experience, executing public and private buyside, sellside, and special committee assignments across a broad range of industries. He has advised on over $50 billion of high-profile M&A transactions, with an emphasis on the hospitality and leisure sectors.

Prior to joining Moelis & Company, Eliot worked in the M&A Group at Centerview Partners and began his investment banking career with Scotia Capital in Toronto, Canada. Eliot holds an Honours B.A. from the Richard Ivey School of Business at the University of Western Ontario and an M.B.A. from Columbia Business School.

Managing DirectorLos Angeles

Stuart Goldstein is a Managing Director at Moelis & Company, where he specializes in advising clients across the Technology sector. Stu has nearly 30 years of investment banking experience and has provided strategic advisory services to technology companies on the full spectrum of corporate finance matters, with an emphasis on M&A transactions.

Prior to joining Moelis & Company, Stu held several senior-level positions at Citigroup, including Head of West Coast Technology Investment Banking and Managing Director in the M&A Group. Before his investment banking career, Stu was a law clerk for the Honorable Anthony J. Scirica of the U.S. Court of Appeals for the Third Circuit. Stu holds a B.S. in Finance from the Wharton School at the University of Pennsylvania, a B.A. in History from the University of Pennsylvania, and a J.D. from Harvard Law School.

Managing DirectorNew York

Matt Hughes is a Managing Director at Moelis & Company, where he specializes in M&A advisory. Matt has over 15 years of corporate finance experience executing public and private sellside, buyside, and special committee assignments and has advised on numerous high-profile strategic M&A transactions across a broad range of industries.

Prior to joining Moelis & Company, Matt worked in the M&A Group at Morgan Stanley and held various corporate finance and investment banking positions at Merrill Lynch and the Bank of Tokyo-Mitsubishi. Matt holds a B.A. in Economics from Columbia College and an M.B.A. from Columbia Business School.

Managing DirectorNew York

John Kimm is a Managing Director at Moelis & Company, where he specializes in M&A Advisory. John has nearly 30 years of investment banking experience, executing public and private buyside and sellside mergers and acquisitions and joint venture transactions across a broad range of industries.

Prior to joining Moelis & Company, John was a Managing Director at Evercore, where he advised clients across the industrials, consumer, and various other sectors, in addition to contributing to the growth of the firm’s advisory alliances in Asia. Previously, he held senior investment banking roles at BofA Securities and Bear Stearns. Before his career in investment banking, John served as a strategy consultant at The Boston Consulting Group and Bain & Company. John holds an M.B.A. in Finance and Accounting from the Wharton School at the University of Pennsylvania, where he was a Palmer Scholar, and a B.S. in Mechanical Engineering from Cornell University.

Managing DirectorNew York

Craig Kolwicz is a Managing Director at Moelis & Company, where he specializes in M&A advisory. He has extensive investment banking experience, with expertise in structuring and executing a full spectrum of public and private M&A transactions, including sellside, merger, buyside, and special committee assignment mandates across a variety of industries.

Prior to joining Moelis & Company, Craig was an investment banker at UBS, where he executed M&A and capital markets transactions. In 2024, he was named one of Business Insider’s “Rising Stars on Wall Street.” Craig holds a B.S.M. in Finance from the A.B. Freeman School of Business at Tulane University.

Managing DirectorHead of Special Committee PracticeLos Angeles

Daniel Lee is a Managing Director in the M&A group and Head of Special Committee Advisory at Moelis & Company, where he also chairs the Firm’s Fairness and Valuation Committee. Dan has over 25 years of investment banking experience, with expertise in public company and special committee M&A transactions across a range of industries.

Prior to joining Moelis & Company, Dan was a Managing Director in the M&A Group at Macquarie Capital and Co-Head of the Exclusive Sales Group and Head of West Coast M&A at UBS Investment Bank. He began his investment banking career at Bear Stearns & Co.

Dan holds a B.S. in Economics from the Wharton School at the University of Pennsylvania and a J.D. from the University of Pennsylvania Law School. He serves on the Board of Advisors of NYU’s Institute for Corporate Governance & Finance and the Board of Advisors of the Institute for Law & Economics at the University of Pennsylvania. Dan also serves on the Board of Directors of the Tower Cancer Research Foundation.

Managing DirectorNew York

James McEwan is a Managing Director at Moelis & Company where he specializes in M&A, advising clients on strategic transactions across the energy sector. Over the course of his career, James has executed numerous M&A transactions with an aggregate value exceeding $400 billion across a wide range of industries, geographies, and transaction structures.

Before joining Moelis, James was a Managing Director in Citi’s Mergers & Acquisitions group based in New York, where he advised energy clients on strategic and M&A transactions.

James holds a Bachelor of Commerce and a Bachelor of Laws with Honors from the University of Melbourne.

Managing DirectorLondon

Chris Raff is a Managing Director at Moelis & Company, where he specializes in providing strategic and financial advice to M&A clients across Europe, the Middle East, and Africa (EMEA). Chris has over 20 years of investment banking experience, with extensive expertise in originating and executing strategic M&A mandates across a broad range of industries.

Prior to joining Moelis & Company, Chris held various investment banking roles at Deutsche Bank, including Head of UK M&A and Head of Sponsor M&A for EMEA. He started his career in the Corporate Finance Group at Deutsche Bank. Chris holds a first-class Honours B.Sc. in Economics from the University of Nottingham.

Executive Vice Chairman and Co-FounderLos Angeles

Jeff Raich is the Executive Vice Chairman and Co-Founder of Moelis & Company, where he plays a key role in managing the investment banking business and driving strategic growth initiatives for the Firm. He was previously Co-President of Moelis, where he was instrumental in building the Firm’s private equity and M&A business globally. Under his leadership, the franchises have advised on more than 400 assignments globally, representing over $700 billion in value. Jeff has over 35 years of investment banking experience.

Prior to joining Moelis & Company, Jeff held leadership roles at UBS Investment Bank, including Joint Global Head of M&A, where he established UBS’s Exclusive Sales and Divestitures Group. Before UBS, Jeff was Head of West Coast Mergers and Acquisitions at Donaldson, Lufkin & Jenrette. He began his investment banking career at PaineWebber.

Jeff holds a B.S. with Distinction in Commerce from the McIntire School of Commerce at the University of Virginia (Beta Gamma Sigma). He is a member of the McIntire School of Commerce Advisory Board at the University of Virginia, a Board Member of the UCLA Health System, and Co-Chair of the Lung Health Advisory Board at UCLA. Jeff also serves on the Posse Foundation National Board of Directors and the Foundation for Sarcoidosis Research (FSR) Board of Directors.

Managing DirectorNew York

Jake Rattner is a Managing Director at Moelis & Company, specializing in M&A Advisory. He has more than a decade of investment banking experience advising clients on a full spectrum of public and private sellside, buyside, and special committee assignments across a variety of industries, with a particular focus on the building products sector.

Jake started his investment banking career as an Analyst at Moelis & Company. He holds a B.A. in Business Administration from George Washington University.

Managing DirectorSan Francisco

Tarik Rguem is a Managing Director at Moelis & Company, where he focuses on M&A transactions across the Consumer & Retail sector. Tarik has over 20 years of investment banking experience providing a full range of advisory and corporate finance services.

Prior to joining Moelis & Company, Tarik was an Executive Director at UBS Investment Bank in the Financial Sponsors and Leveraged Finance Group. Before his investment banking career, he was a Brand Manager at Procter & Gamble. Tarik graduated magna cum laude with a B.Com. (Honors) in Finance from the University of Ottawa and holds an M.B.A. from the UCLA Anderson School of Management, where he is a member of the Anderson Honor Society.

Managing DirectorGlobal Head of Mergers and AcquisitionsNew York

Anton Sahazizian is a Managing Director and Global Head of Mergers & Acquisitions at Moelis & Company. He previously served as the Firm’s Head of U.S. Mergers & Acquisitions, where he was responsible for the growth and expansion of the U.S. franchise. Anton has over 25 years of investment banking experience, with expertise in originating and executing M&A mandates across a broad range of industry verticals.

Prior to joining Moelis & Company, Anton was a Managing Director in the Mergers & Acquisitions Group at UBS Investment Bank in New York. He started his investment banking career in the Los Angeles office of Donaldson, Lufkin & Jenrette and was one of the founders of UBS’s Los Angeles office and its Exclusive Sales and Divestitures Group. Prior to investment banking, Anton was a securities lawyer with McMillan Binch and Goodman and Carr in Canada.

Anton holds a B.A. in Political Science from the University of Western Ontario and graduated from Queen’s University Law School in Kingston, Ontario. He received an M.B.A. from the Fuqua School of Business at Duke University.

Managing DirectorNew York

Sam Saifan is a Managing Director at Moelis & Company, where he specializes in M&A Advisory. He has more than a decade of investment banking experience advising a full spectrum of public and private companies, as well as leading financial sponsors and hedge funds. Sam has extensive experience originating and executing a full range of M&A mandates, including take-privates, special situations, strategic alternatives reviews, special committee assignments, and activism defense, across a broad range of industries and geographies.

Sam started his investment banking career as an Analyst at Moelis & Company. He holds a B.S. in Economics with distinction from Duke University.

Managing DirectorNew York

Peijie Shiu is a Managing Director at Moelis & Company, where he advises clients on complex risk exposures. Peijie has over 25 years of investment banking experience across various platforms, including risk advisory, sales and trading, and proprietary trading.

Prior to joining Moelis & Company, Peijie was a Quantitative Analyst and Executive Director at UBS Investment Bank. In this role, he provided pricing, structuring, and risk valuation services for fixed income products across credit derivatives, structured finance, interest rates, and corporate markets. Peijie holds a M.Eng. in Operations Research and Information Engineering, with a concentration in Financial Engineering, from the College of Engineering at Cornell University.

Managing DirectorNew York

Serge Tismen is a Managing Director at Moelis & Company, where he specializes in M&A, advising corporations and financial sponsors across the global energy, energy transition, and energy technologies sectors. With over 25 years of investment banking experience, Serge has deep expertise in complex domestic and cross-border transactions, including mergers and acquisitions, divestitures, joint ventures, leveraged buyouts, capital formation, and special committee situations. Over the course of his career, he has advised on transactions with an aggregate value exceeding $350 billion.

Before joining Moelis & Company, Serge was Global Head of Clean Energy Transition Investment Banking at Citi, a group he established and led to advise clients across the energy and power industries, with a focus on next-generation energy infrastructure. Prior to that, he led Citi’s M&A practice in the energy and oilfield services sectors, following earlier leadership roles in media and telecommunications investment banking. Serge began his career at Wolfensohn & Company and in the M&A Group at Deutsche Bank. He holds a B.S. in Finance and Accounting from the Stern School of Business at New York University.

Managing DirectorLos Angeles

Craig Wadler is a Managing Director at Moelis & Company, where he specializes in shareholder advisory and activist defense. Craig has over 30 years of investment banking experience, providing strategic advice to corporations faced with activist investors and other contested shareholder-related matters.

Prior to joining Moelis & Company, Craig was a Managing Director at Credit Suisse and a founding member of the Hedge Fund Advisory business. Previously, he worked at UBS Investment Bank, where he founded the Hedge Fund Coverage business. Craig started his investment banking career at Donaldson, Lufkin & Jenrette and holds a B.S. from Indiana University and an M.B.A. from Columbia University.

Our Senior Team

Our Managing Directors and Senior Advisors are supported by the collective strength of our integrated global team comprised of 1,450 professionals working seamlessly across 23 locations worldwide.

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