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Moelis and Company

#3495

Rank

$3.83B

Marketcap

US United States

Country

Moelis and Company
Leadership team

Mr. Kenneth David Moelis (Founder, CEO & Chairman)

Mr. Eric Cantor (Vice Chairman & MD)

Mr. Navid Mahmoodzadegan (Co-Founder, Founding Partner & Co-Pres)

Products/ Services
Banking, Finance, Financial Services
Number of Employees
500 - 1000
Headquarters
New York, New York, United States
Established
2007
Company Registration
SEC CIK number: 0001596967
Net Income
100M - 500M
Revenue
Above - 1B
Traded as
MC
Social Media
Overview
Location
Summary
Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. The company serves its clients in North and South America, Europe, the Middle East, Asia, and Australia. It has strategic alliances in Mexico with Alfaro, Dávila y Scherer, S.C.; and in Australia with MA Moelis Australia. The company was founded in 2007 and is headquartered in New York, New York.
History

Moelis was founded in July 2007 by Ken Moelis and partners including Navid Mahmoodzadegan and Jeffrey Raich. The firm opened in New York and Los Angeles, and became a top 10 ranked M&A advisor in the US in its first full year of operations, advising on transactions such as Anheuser-Busch's $61.2 billion sale to InBev, Yahoo's defense from Microsoft's $44.6 billion unsolicited proposal, and Hilton Hotels' $26.5 billion sale to The Blackstone Group.In July 2008, Moelis opened its restructuring practice by hiring the co-heads of Jefferies' restructuring and advising on the $22.2 billion reorganization of Delphi Automotive, and the $29.6 billion reorganization of AMR Corp and $17.0 billion merger with US Airways Group. Matthew Prest, the restructuring head of European corporate finance firm Close Brothers, soon followed with his team to join Moelis in London. Early European restructuring mandates included the £1.5 billion recapitalization of the Co-operative Bank and the €15.4 billion restructuring of Glitnir.In June 2009 Mark Aedy joined Moelis as head of EMEA Investment Banking based in the London office. Early mandates in Europe included advising Natixis on the €30.0 billion disposal of most of its complex credit derivative portfolio.In August 2009 Moelis opened an office in Sydney, Australia, led by a team from JP Morgan. In Australia, Moelis has advised SABMiller on the A$11.7 billion acquisition of Fosters Group, advised a consortium including Deutsche Bank, KKR and Värde Partners on the A$8.2 billion acquisition of GE Capital Australia & New Zealand Consumer Finance, and advised Centro Properties on the A$4.3 billion restructuring and A$5.0 billion merger of Australian interests.The firm opened a Dubai office in January 2011 while advising the Government of Dubai on the $24.9 billion restructuring of its investment holding company, Dubai World. The firm also expanded into Asia by opening a Hong Kong office.In January 2012, Moelis announced a strategic alliance agreement with the second largest Japanese bank, SMBC and its subsidiary SMBC Nikko. Together they have advised on significant cross-border M&A, including Osaka Securities Exchange's ¥278.4 billion combination with the Tokyo Stock Exchange.

In March 2014, the firm expanded into South America, opening an office in São Paulo, Brazil.In April 2014, the firm completed its initial public offering and began trading on the New York Stock Exchange. Moelis had advised on over $1 trillion in transactions by the time of its IPO. Employees maintain ownership of the majority of the company.In June 2014, Moelis established a private funds advisory business with four hires.In February 2015, the firm opened its Washington DC office, following the hire of Eric Cantor, former House Majority Leader, in September 2014.In April 2017, the firm held an initial public offering for its Australian business, Moelis Australia.

Mission
Moelis & Company is committed to helping clients achieve their goals by delivering advice and solutions that are independent, creative and focused on reliable results.
Vision
Moelis & Company strives to be a trusted and value-adding partner to its clients by anticipating their needs and providing them with the highest-quality independent advice, executed with integrity and discipline.
Key Team

Mr. Jeffrey Raich (Co-Founder & Co-Pres)

Mr. John Momtazee J.D. (Founding Partner, MD of Los Angeles & Global Head of Media Investment Banking)

Mr. Christopher Callesano (Principal Accounting Officer, Corp. Controller & MD of New York)

Mr. Joseph Walter Simon CPA (Chief Financial Officer)

Ms. Elizabeth Ann Crain (Co-Founder, Founding Partner, & COO)

Ms. Michele S. Miyakawa (Co-Founder & Managing Director of Los Angeles)

Ms. Kate Pilcher Ciafone (MD & COO of Investment Banking)

Recognition and Awards
Moelis & Company is regularly recognized for its leadership in M&A and financial advice. In 2020, it was named Americas M&A Advisor of the Year by The American M&A Advisor. It has also won awards from the Financial Times, The Deal and Institutional Investor, among others.
References

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Moelis and Company
Leadership team

Mr. Kenneth David Moelis (Founder, CEO & Chairman)

Mr. Eric Cantor (Vice Chairman & MD)

Mr. Navid Mahmoodzadegan (Co-Founder, Founding Partner & Co-Pres)

Products/ Services
Banking, Finance, Financial Services
Number of Employees
500 - 1000
Headquarters
New York, New York, United States
Established
2007
Company Registration
SEC CIK number: 0001596967
Net Income
100M - 500M
Revenue
Above - 1B
Traded as
MC
Social Media