Our Senior Team

Levi Wade

Levi Wade

Managing Director Boston

Biography

Levi Wade is a Managing Director at Moelis & Company, where he provides strategic advice to financial sponsors and their portfolio companies in the Technology sector. Levi has over 10 years of investment banking and advisory experience, having originated and executed a full spectrum of corporate finance transactions, including M&A, leveraged buyouts, debt financings, and equity capital markets transactions.

Prior to joining Moelis & Company, Levi helped found the technology-focused financial sponsor coverage practice at Pacific Crest Securities. Before that, he spent nearly a decade in industry, where he developed technologies for the U.S. Department of Defense and advised on defense technology procurement and sustainment. Levi holds a B.S. in Aerospace Engineering from Worcester Polytechnic Institute and an M.B.A from the Stetson School of Business and Economics.

T: +1 617 341 7112

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.