Our Senior Team

Daniel (Dan)  Lee

Daniel (Dan) Lee

Managing Director Head of Special Committee Practice Los Angeles

Biography

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.

T: +1 310 443 2375

Our Strategic Alliances

MA Moelis Australia

Moelis & Company provides investment banking advice in Australia through our strategic alliance with MA Moelis Australia, the Corporate Advisory and Equities division of MA Financial Group, an Australian Stock Exchange (ASX) listed firm. MA Moelis Australia provides financial advice for clients across M&A and strategic advisory, equity and debt capital markets, capital structure advisory, equities research and trading.

Learn more about MA Moelis Australia here.

Learn more about MA Financial Group here.


Alfaro, Dávila y Scherer, S.C.

Moelis & Company has a strategic alliance with Alfaro, Dávila y Scherer, S.C. (“ADS”), the leading independent strategic and financial advisory firm in Mexico, to provide advisory services to our global client base with a focus on Mexican cross-border transactions. Founded in 2003, ADS advises a select number of clients on strategic mergers, acquisitions, divestitures, capital raising and financial restructurings.

Learn more about ADS team here.