Managing DirectorLondon

Olena Sokolowska is a Managing Director at Moelis & Company, where she specializes in advising clients in the fintech, data, and information services sectors. She has extensive investment banking experience, with expertise advising clients across the financial and TMT sectors on corporate finance matters, including buyside and sellside transactions, capital raises, and other equity and debt structures.

Prior to joining Moelis & Company, Olena was an Associate at Quayle Munro, now part of Houlihan Lokey’s Data and Analytics M&A group. She holds a B.S. in Economics and International Development from the University of Bath.

Managing DirectorLondon

Robert Sorrell is a Managing Director and Head of European Financial Sponsor Advisory at Moelis & Company, where he focuses on providing strategic advice to private equity funds and other financial investors across Europe. Robert has nearly 30 years of investment banking and asset management experience.

Prior to joining Moelis & Company, Robert was a Managing Director and Co-Head of the Private Finance Group at Goldman Sachs and was also the Founder and CIO of an independent asset management firm. Robert holds an M.A. from the University of Cambridge.

Managing DirectorNew York

Greg Starkins is a Managing Director at Moelis & Company, where he specializes in advising industrial companies across the aerospace and defense and multi-industry sectors. Greg has over 25 years of investment banking experience advising clients on mergers and acquisitions and financing transactions, as well as shareholder advisory and activist defense situations.

Prior to joining Moelis & Company, Greg led advisory efforts across the diversified industrials, capital goods and services, and global aerospace and defense sectors at Deutsche Bank. Before that, Greg was a member of the M&A team at Merrill Lynch, where he also coordinated the firm’s global aerospace and defense advisory practice. Greg began his career as an M&A lawyer at Skadden, Arps, Slate, Meagher & Flom. He holds a B.A. in Economics and Organizational Behavior/Management from Brown University and a J.D. from Columbia Law School.

Managing DirectorNew York

Adam Steinberg is a Managing Director at Moelis & Company, where he advises various parties on a broad range of Capital Structure Advisory assignments. He has over 20 years of investment banking and asset management experience, including advising clients on M&A, financing, and restructuring transactions across a number of industries.

Prior to joining Moelis & Company, Adam worked at Lonestar Capital Management, where he invested in workout and special situations. Prior to that, he was a Vice President in the Restructuring & Recapitalization Group at Jefferies. Adam holds a B.A. in Economics and Political Science from the University of Michigan.

Managing DirectorSan Francisco

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.

Managing DirectorNew York

Lisa Strobel is a Managing Director at Moelis & Company, where she is responsible for setting and executing the Firm’s strategy across client events, employee programming, and Corporate Social Responsibility (CSR). Lisa has over 20 years of experience in corporate operations, with significant expertise in driving client and employee engagement through marketing and events.

Prior to joining Moelis & Company, Lisa was Chief Administrative Officer at UBS Investment Bank, where she was responsible for corporate operations and previously oversaw marketing and sponsorships for the Americas. She held similar roles at Donaldson, Lufkin & Jenrette. Lisa holds a B.A. in Communications and Business Liberal Arts from Queens College. She serves as an advisory board member at Guide, an app-based platform focused on mental health, and as a member of the board and governance committee at Akiba Yavneh Academy.

Managing DirectorSão Paulo

Thiago Succar is a Managing Director at Moelis & Company, where he specializes in advising clients on M&A, capital raising, and restructuring transactions. He has extensive experience advising on a variety of transactions across the chemicals, industrials, metals and mining, energy and power, and consumer sectors.

Prior to joining Moelis & Company, Thiago was a Partner at BR Partners and worked in the Investment Banking Divisions of J.P. Morgan and Citigroup in Brazil. Thiago holds a Bachelor of Economics from Fundação Getulio Vargas.

Managing DirectorNew York

Andrew Swift is a Managing Director at Moelis & Company, where he specializes in Capital Structure Advisory and M&A. Andrew has extensive investment banking experience advising corporates, acquirers, and creditors across a broad range of industries and geographies. He has executed a variety of in-court and out-of-court restructuring transactions, with an emphasis on debtor-side engagements, exchange offers, consent solicitations, lender negotiations, distressed financings, and Section 363 sales.

Andrew has also advised public and private companies on a variety of complex M&A transactions, including cross-border hostile takeovers, activism defense, mergers of equals, and leveraged buyouts. Andrew started his career at Moelis & Company and holds a B.A. in History with Honors from the University of Michigan.

Managing DirectorDubai

Cyril Tabet is a Managing Director at Moelis & Company, where he specializes in advising a broad range of clients in the Middle East. Cyril has over 20 years of investment banking experience, advising corporates, creditors, and sovereigns across the U.S. and Middle East on a broad range of mergers and acquisitions, restructurings, refinancings, debt and equity capital markets transactions, and other strategic advisory assignments.

Prior to joining Moelis & Company, Cyril worked at Jefferies & Company in New York in the Recapitalization and Restructuring Group. He was named a “Rising Star of Investment Banking” by Financial News in 2018 and holds a Bachelor of Commerce from the Desautels Faculty of Management at McGill University.

Managing DirectorNew York

Brian Tichenor is a Managing Director at Moelis & Company, where he specializes in advising clients in the financial institution, blockchain, and digital asset industries. Brian has over 15 years of investment banking experience, having executed a broad range of transactions, including mergers and acquisitions; public and private debt, equity, and hybrid capital raises; reinsurance; and restructurings and recapitalizations for corporate and government entities.

Prior to joining Moelis & Company, Brian held roles in the Financial Institutions Group at Citi and in the Treasury Division at State Street Bank & Trust. Brian holds a B.S. in Business Management from the Carroll School of Management at Boston College and an M.B.A. from the McDonough School of Business at Georgetown 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 DirectorDubai

Rami Touma is a Managing Director at Moelis & Company, where he specializes in advising a broad range of clients across the MENA region. Rami has over 20 years of investment banking experience and has advised sovereign, corporate, and financial sponsor clients on a variety of strategic and financial transactions, including IPOs, debt raisings, M&A transactions, and restructurings.

Prior to joining Moelis & Company, Rami was Head of the Investment Banking Department at Credit Suisse in Qatar, where he led the origination and execution of several complex cross-border M&A transactions and multibillion-dollar capital markets transactions. Rami holds a B.Sc. in Accounting from the Lebanese American University and a M.Sc. in Accounting from the University of Illinois Urbana-Champaign. He is also a CFA charterholder and a CPA in the State of Illinois.

Managing DirectorChairman & Global Head of Energy and Clean TechnologyHouston

Stephen Trauber is a Managing Director and Chairman and Global Head of Energy and Clean Technology at Moelis & Company. Steve has over 35 years of investment banking experience, having advised on more than $800 billion of energy transactions, including many of the energy sector’s most significant and transformative M&A and financing transactions. In addition to assembling more than 300 oil and natural gas transactions, he has also served as lead financier for many of the industry’s IPOs and equity and debt capital markets deals.

Prior to joining Moelis & Company, Steve was Vice Chairman and Global Co-Head of Natural Resources and Clean Energy Transition at Citi, where he was responsible for creating and building the firm’s Clean Energy Transition business. Prior to Citi, Steve was Vice Chairman and Global Head of Energy at UBS Investment Bank. He began his career with Credit Suisse and subsequently managed Morgan Stanley’s Energy Group in Houston.

Steve holds a B.A. in Economics and Managerial Studies from Rice University and an M.B.A. from the Kellogg School of Management at Northwestern University, where he was an Austin Scholar. He currently serves on several corporate Boards of Directors, including Global Geophysical Services, Geophysical Technology Inc., Nabors Energy Transition Corp II, where he serves as Audit Chair, NXTClean Fuels, New Asean Energy, and Odyssey Trust Company. He also serves as an Advisory Director for Aon, Element Resources, and Last Energy. In addition, Steve serves as Chairman of the Memorial Hermann Hospital Foundation and on the Boards of Directors of Theater Under the Stars and Performing Arts Houston and its Foundation. He is also a member of the Board of Advisors of the Jones Graduate School of Business at Rice University.

Managing DirectorNew York

Lillian Tsinikas is a Managing Director at Moelis & Company, where she specializes in advising corporate and financial sponsor clients across the healthcare technology sector. Lillian has more than 15 years of M&A and investment banking experience, originating and executing a wide variety of transactions including M&A, leveraged buyouts, recapitalizations, and debt and equity financings.

Prior to joining Moelis & Company, Lillian co-led healthcare technology investment banking coverage at Lazard. Before that, she held investment banking roles at Guggenheim Securities and TM Capital, and previously worked as a civil engineer before transitioning to corporate development and M&A at Skanska, a global construction and development company. Lillian holds an M.B.A. from The Stern School of Business at New York University and a B.S. in Civil Engineering from Columbia University.

Managing DirectorLondon

Yorick van Slingelandt is a Managing Director at Moelis & Company. Yorick has nearly 30 years of investment banking experience having worked in Europe, Asia-Pacific, and the Middle East, and has significant expertise leading cross-border M&A and capital markets transactions across a variety of industries, including infrastructure, transport, logistics, energy, aerospace, and telecommunications.

Prior to joining Moelis & Company in 2011, Yorick was a Managing Director at J.P. Morgan. He currently serves on the Board of Directors of Education for Employment. Yorick holds an engineering and business degree (Ingénieur Commercial et de Gestion) from the Université Catholique de Louvain and a Master’s in Management from the Community of European Management Schools.

Managing DirectorWest Palm Beach

Kenneth Viellieu is a Managing Director at Moelis & Company, where he specializes in advising clients in the consumer, retail, distribution, and leisure sectors. He has over 40 years of investment banking experience, advising clients across multiple sectors on a broad range of advisory services, including strategic mergers and acquisitions, recapitalizations and restructurings, and capital markets transactions.

Prior to joining Moelis & Company, Ken was Head of Midwest Investment Banking at Bear Stearns and previously Head of the Chicago office for Donaldson, Lufkin & Jenrette. He holds a B.S. from the Kelley School of Business at Indiana University and an M.B.A. from the Booth School at the University of Chicago. Ken currently serves as a board member of the Big Shoulders Fund in Chicago and as a director of the Lurie Children’s Foundation. He also serves as a member of the Dean’s Council at the Kelley School of Business at Indiana University.

Managing DirectorBoston

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.

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.

Managing DirectorHouston

Adam Walker is a Managing Director at Moelis & Company, where he advises clients in the energy services and technology sector. Adam has extensive energy investment banking and commercial banking experience, having advised on and executed a variety of mandates, including mergers and acquisitions, capital markets, and restructuring transactions for public and private companies.

Before joining Moelis & Company, Adam was on the Energy Investment Banking team at Raymond James and the Energy Commercial Banking team at Capital One. He holds a B.B.A. in Finance and Accounting from Texas Christian University and an M.B.A. from the McCombs School of Business at the University of Texas at Austin.

General CounselNew York

Osamu Watanabe is General Counsel at Moelis & Company, where he leads the Firm’s legal and compliance department.

Prior to Moelis & Company, Osamu was General Counsel and Chief Compliance Officer at Sagent Advisors. Prior to that, he held senior positions at UBS, Credit Suisse First Boston, and Donaldson, Lufkin & Jenrette. Osamu started his career in private practice at Sullivan & Cromwell, where he worked in New York, Tokyo, Hong Kong, and Melbourne. He also clerked for the Honorable Morey L. Sear of the U.S. District Court for the Eastern District of Louisiana. Osamu holds a B.A. in History from Antioch College and a J.D. from Yale Law School.

Managing DirectorLondon

Andrew Welby is a Managing Director at Moelis & Company, where he specializes in advising clients in the Industrials sector, with a focus on the vehicle supply chain and aftermarket. Andrew has extensive investment banking experience, having advised on a range of transactions throughout the corporate lifecycle, including M&A, capital markets, and restructuring mandates for corporates and financial sponsors.

Andrew holds a M.Sc. in Finance from Bocconi University.

Managing DirectorGlobal Head of Private Capital AdvisoryWest Palm Beach

Matt Wesley is a Managing Director and Global Head of Private Capital Advisory at Moelis & Company. Matt brings over 20 years of expertise in secondaries and private capital advisory, with extensive experience building and growing businesses in the private capital space.

Prior to joining Moelis & Company, Matt was Global Head of Private Capital Advisory at Jefferies, where he built and led the firm’s secondary advisory, primary fundraising, and general partner stakes businesses. Prior to joining Jefferies, Matt held multiple leadership roles at PJT Partners, where he led the origination and execution of some of the earliest and largest single‐asset continuation vehicle transactions ever completed. Before that, he worked on the buyside at Coller Capital and was a lawyer at Sullivan & Cromwell.

Matt holds a B.S. in Applied Economics and Management from Cornell University and a J.D. from Cornell Law School.

Managing DirectorHead of Private Capital MarketsNew York

Angus Whelchel is a Managing Director and Head of Private Capital Markets at Moelis & Company, where he focuses on the Firm’s public- and private-market origination and distribution capabilities. Angus has over 20 years of investment banking experience working with clients across industries and has helped raise more than $200 billion of private capital globally across debt and equity markets.

Prior to joining Moelis & Company, Angus served as Global Head of Private Capital Markets in New York and Head of Private Capital Markets for EMEA in London at Barclays. Earlier in his career, he held positions in the private placement market at Lehman Brothers and GE Capital. Angus holds a B.A. in Finance from the University of Vermont and an M.B.A from the College of William and Mary. He is also a CFA charterholder.

Managing DirectorBoston

Raymond Wu is a Managing Director at Moelis & Company, where he specializes in advising technology clients, with a focus on software. He has nearly 20 years of investment banking experience, with expertise across mergers and acquisitions and capital-raising transactions.

Prior to joining Moelis & Company, Raymond was a Managing Director of Tech Investment Banking at SVB Securities. Before that, he worked at UBS, where he specialized in advising education-technology clients. Previously, he held investment banking and investing roles at Stifel Financial Corp., BMO Capital Markets, and Battery Ventures. He started his career in the Software, Services & Media group at Broadview International (acquired by Jefferies). Raymond holds an A.B. in Applied Mathematics from Harvard University.

Senior AdvisorTel Aviv

Shlomo Yanai is a Senior Advisor at Moelis & Company. Shlomo most recently served as the Chief Executive Officer and President of Teva Pharmaceutical Industries Ltd. from 2007 to 2012. Prior to Teva, he served four years as the Chief Executive Officer and President of ADAMA Agricultural Solutions Ltd. During his nearly 15 years as a corporate executive, Shlomo completed over 20 acquisitions and integrations.

Shlomo currently holds board positions at a number of companies and organizations, including serving as Chairman of Lumenis and as a Board Member of Philip Morris International. Previously, he served as Non-Executive Chairman of the Board of Directors and member of the Governance and Compensation Committees at Cambrex, Director of Perrigo Public Limited Company, and Chairman of the Board of Directors of Protalix BioTherapeutics.

Shlomo holds a B.A. in Political Science and Economics from Tel Aviv University and an M.P.A in National Resources Management from the George Washington University. He is also a graduate of the Advanced Management Program of Harvard Business School and U.S. National War College (NDU).

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.

MA Moelis Australia

Alfaro, Dávila y Scherer, S.C.