M&A and Strategic Advisory
M&A and
Strategic Advisory
Moelis partners with our clients in evaluating their most strategic and complex decisions. We offer independent, unconflicted advice across a wide range of advisory services including mergers, acquisitions and divestitures, spin-offs, joint ventures, fairness opinions and shareholder advisory across all sectors in every major market around the world. Our global team of seasoned professionals collaborates with boards, management teams and financial sponsors through every stage of the M&A process—evaluating strategic alternatives, identifying and assessing potential acquirers or targets, conducting valuation analyses, and advising on transaction terms, including structuring, timing, and financing considerations.
We excel in navigating special situations that require bespoke solutions to address unique challenges with precision and creativity.
Our leading bankers leverage deep global connectivity to advise companies on both regional and cross-border transactions, navigating local capital markets, governments and regulatory environments, and cultural nuances.
With a leading exclusive sales franchise and a strong track record of delivering exceptional results, Moelis remains committed to ensuring our clients achieve maximum value in their sale processes.
Moelis’s leading Special Committee practice partners with special and independent committees of boards of directors, offering guidance in evaluating strategic alternatives in situations involving potential conflicts of interest. Backed by decades of transactional experience and a steadfast commitment to independence, confidentiality, and discretion, our Special Committee team provides directors with the tools to establish robust decision-making and negotiation frameworks. Our expertise is tailored to the unique complexities of special committee mandates, ensuring a balanced approach that prioritizes value creation, governance best practices, and stakeholder alignment to achieve optimal outcomes while managing litigation risk.
Our work in high-stakes situations has been recognized by leading experts for its rigor, independence, and ability to challenge conventional approaches, including acknowledgement from the foremost judicial authority on corporate governance principles. We are committed to ensuring that Special Committees follow a deliberate, well-documented process with integrity, designed to withstand future scrutiny from all stakeholders.
Moelis’s Shareholder Advisory practice provides strategic counsel to public companies and their boards in navigating complex M&A and unsolicited approaches from hostile acquirers and activist shareholders. Leveraging global industry coverage with decades of experience in contested situations, we advise clients across every industry on matters of corporate preparedness by identifying vulnerabilities, crafting value-enhancing strategies, and fostering stronger shareholder engagement. In addition to proactive advisory services, we offer comprehensive support during live activist and hostile M&A campaigns, including advice regarding defensive tactics, preparation of public materials and the creation of a shareholder and media engagement strategy. In every situation, we provide clients with senior-level guidance and strategic judgment designed to minimize disruption and achieve their long-term objectives.
Moelis’s Risk Advisory team advises financial services clients on intricate risk exposures by evaluating balance sheets, portfolios and large transactions. Our experts specialize in structured products, securitization, derivatives and risk management, valuing complex assets and providing actionable advice on repositioning and divesting underperforming portfolios. With Moelis, clients gain the clarity and strategy needed to turn risk into opportunity.
Moelis’s Dispute Advisory practice specializes in helping companies, investors, governments and government-related entities navigate and resolve complex high-stakes international arbitrations and commercial disputes. We provide a full suite of strategic advisory services including facilitating access to legal funding for single cases and portfolios of claims, assisting with litigation support, providing financial advice related to settlement negotiations and enforcement proceedings, and designing and executing claim monetization solutions. Our global Dispute Advisory team creates incremental value and delivers the best outcomes by supporting our clients throughout the resolution process and leveraging the Firm’s best-in-class industry, product and regional expertise.