Our Senior Team

J.T.   Stephens

J.T. Stephens

Managing Director San Francisco

Biography

J.T. Stephens is a Managing Director at Moelis & Company, where he advises clients across the front-office software (commerce enablement, MarTech, and SalesTech) and consumer internet sectors. He brings nearly 20 years of experience advising corporate clients on mergers and acquisitions, recapitalizations, and capital raising across both equity and debt markets.

Prior to joining Moelis & Company, J.T. was a Senior Managing Director in Technology Investment Banking at SVB Securities. Before that, he served as Managing Director and Head of Internet and Consumer Software, Americas, at UBS. He was also a senior member of the Technology Investment Banking team at RBC Capital Markets. Earlier in his career, J.T. held leadership roles at Six Apart, a content management software platform, and at Overstock.com, an early pioneer in e-commerce. He began his career in Technology Investment Banking at Robertson Stephens.

He holds a B.A. in English Literature from the University of California, Berkeley, and an M.B.A. in Finance, Strategic Management, and Entrepreneurship from the Wharton School at the University of Pennsylvania.

T: +1 415 462 0058

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.