Moelis & Company is a global

investment bank Investment is traditionally defined as the "commitment of resources into something expected to gain value over time". If an investment involves money, then it can be defined as a "commitment of money to receive more money later". From a broade ...

that provides financial advisory services to corporations, governments, and

financial sponsor A financial sponsor is a private equity investment firm, particularly a private equity firm that engages in leveraged buyout transactions. Sponsors and management In addition to bringing capital to a deal, financial sponsors are expected to brin ...

s. The firm advises on strategic decisions such as

mergers and acquisitions Mergers and acquisitions (M&A) are business transactions in which the ownership of a company, business organization, or one of their operating units is transferred to or consolidated with another entity. They may happen through direct absorpt ...

, recapitalizations and restructurings and other

corporate finance Corporate finance is an area of finance that deals with the sources of funding, and the capital structure of businesses, the actions that managers take to increase the Value investing, value of the firm to the shareholders, and the tools and analy ...

matters.Moelis & Company Overview
''Company Website'' Moelis has advised on more than $4 trillion in transactions since its inception. It was founded in 2007 and is headquartered in New York City, with 20 offices in North and South America, Europe, the Middle East, Asia and Australia.Moelis & Company History
''Company Website'' It has 1078 employees, including 765 investment bankers. Of the 137 managing directors, averaging more than 20 years of experience each, 56 are former sector and product heads.

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 Anheuser-Busch Companies, LLC ( ) is an American brewing company headquartered in St. Louis, Missouri. Since 2008, it has been wholly owned by Anheuser-Busch InBev SA/NV (AB InBev), now the world's largest brewing company, which owns multiple ...

's $61.2 billion sale to InBev,

Yahoo Yahoo (, styled yahoo''!'' in its logo) is an American web portal that provides the search engine Yahoo Search and related services including My Yahoo, Yahoo Mail, Yahoo News, Yahoo Finance, Yahoo Sports, y!entertainment, yahoo!life, an ...

's defense from

Microsoft Microsoft Corporation is an American multinational corporation and technology company, technology conglomerate headquartered in Redmond, Washington. Founded in 1975, the company became influential in the History of personal computers#The ear ...

's $44.6 billion unsolicited proposal, and

Hilton Hotels Hilton Hotels & Resorts (formerly known as Hilton Hotels) is a global brand of full-service hotels and resorts and the flagship brand of American multinational hospitality company Hilton Worldwide. The original company was founded by Conrad Hi ...

' $26.5 billion sale to

The Blackstone Group Blackstone Inc. is an American alternative investment management company based in New York City. It was founded in 1985 as a mergers and acquisitions firm by Peter G. Peterson, Peter Peterson and Stephen A. Schwarzman, Stephen Schwarzman, who h ...

. 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 Aptiv PLC is an Irish- American automotive technology supplier with headquarters in Schaffhausen, Switzerland. Aptiv grew out of the now-defunct American company, Delphi Automotive Systems, which itself was formerly a component of General Moto ...

, 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 Europe, the Middle East and Africa, commonly known by its acronym EMEA among the North American business spheres, is a geographical region used by institutions, governments and global spheres of marketing, media and business when referring to t ...

Investment Banking based in the London office. Early mandates in Europe included advising

Natixis BPCE (for Banque Populaire Caisse d'Epargne) is a major French banking group formed by the 2009 merger of two major retail banking groups, Groupe Caisse d'Épargne and Groupe Banque Populaire. As of 2021, it was France's fourth-largest bank, t ...

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 JPMorgan Chase & Co. (stylized as JPMorganChase) is an American multinational finance corporation headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by mar ...

. In Australia, Moelis has advised

SABMiller SABMiller plc was an Anglo–South African multinational brewing and beverage company headquartered in Woking, England on the outskirts of London until 10 October 2016 when it was acquired by AB InBev for US$107-billion. It was the world's sec ...

on the A$11.7 billion acquisition of Fosters Group, advised a consortium including

Deutsche Bank Deutsche Bank AG (, ) is a Germany, German multinational Investment banking, investment bank and financial services company headquartered in Frankfurt, Germany, and dual-listed on the Frankfurt Stock Exchange and the New York Stock Exchange. ...

KKR KKR may refer to: * KKR & Co., a global investment firm *Kolkata Knight Riders, an Indian Premier League franchise * Rheinsberg Nuclear Power Plant (), first nuclear power plant in the former East Germany * Kalkara, Malta, postal code KKR *Kir-Bala ...

and

Värde Partners Värde Partners (Värde) is an American alternative investment management firm headquartered in Minneapolis, Minnesota. The firm focuses on investments in credit-related assets and distressed securities although it has also expanded into other ...

on the A$8.2 billion acquisition of

GE Capital GE Capital was the financial services division of General Electric. Its various units were sold between 2013 and 2021, including the notable spin-off of the North American consumer finance division as Synchrony Financial. Ultimately, only one div ...

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 The Government of Dubai () is the subnational authority that governs the Emirate of Dubai, one of the seven constituent monarchies which make up the United Arab Emirates. The executive authority and head of the government is the Ruler of Dubai, Sh ...

on the $24.9 billion restructuring of its investment holding company,

Dubai World Dubai World () is an investment company that manages and supervises a portfolio of businesses and projects for the Government of Dubai across a wide range of industry segments and projects that promote Dubai as a hub for commerce and trading. A ...

. 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 SMBC may refer to: Companies and organizations * SMBC Aviation Capital, an aircraft leasing company associated with the bank * Sumitomo Mitsui Banking Corporation, a bank based in Japan * Sydney Missionary and Bible College Government and politics ...

and its subsidiary

SMBC Nikko Securities SMBC Nikko Securities Inc. (SMBC日興証券株式会社) is a securities firm in Japan which engages in the operation of large-scale comprehensive securities broking and trading services. The company was founded in 2009 and is headquartered in ...

. Together they have advised on significant cross-border M&A, including

Osaka Securities Exchange , renamed from , is the largest derivatives exchange in Japan, in terms of amount of business handled. , the Osaka Securities Exchange had 477 listed companies with a combined market capitalization of $212 billion. The Nikkei 225 Futures, intro ...

's ¥278.4 billion combination with the

Tokyo Stock Exchange The , abbreviated as Tosho () or TSE/TYO, is a stock exchange located in Tokyo, Japan. The exchange is owned by Japan Exchange Group (JPX), a holding company that it also lists (), and operated by Tokyo Stock Exchange, Inc., a wholly owned sub ...

. In March 2014, the firm expanded into South America, opening an office in São Paulo, Brazil., March 11, 2014 In April 2014, the firm completed its

initial public offering An initial public offering (IPO) or stock launch is a public offering in which shares of a company are sold to institutional investors and usually also to retail (individual) investors. An IPO is typically underwritten by one or more investm ...

and began trading on the

New York Stock Exchange The New York Stock Exchange (NYSE, nicknamed "The Big Board") is an American stock exchange in the Financial District, Manhattan, Financial District of Lower Manhattan in New York City. It is the List of stock exchanges, largest stock excha ...

. 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., June 16, 2014 In February 2015, the firm opened its Washington DC office, following the hire of

Eric Cantor Eric Ivan Cantor (born June 6, 1963) is an American lawyer and former politician who represented Virginia's 7th congressional district in the United States House of Representatives from 2001 to 2014. A Republican, Cantor served as House Mino ...

, former House Majority Leader, in September 2014., February 24, 2015 In April 2017, the firm held an initial public offering (IPO) for its Australian business, Moelis Australia. On June 9, 2024, one of the firm's managing directors who leads the business services sector, Jonathan Kaye, was filmed in Brooklyn punching a person in the face. The firm released a statement confirming the man in the video was one of their employees and that the company is conducting an investigation into the incident.. Kaye subsequently resigned from the firm. On June 9, 2025 Ken Moelis had stepped down as the CEO of the investment bank he co-founded, Moelis & Co., and handed the reins to longtime partner Navid Mahmoodzadegan.

Global reach

Moelis operates from 22 offices globally across North and South America, Europe, the Middle East, Asia, and Australia: *

Amsterdam Amsterdam ( , ; ; ) is the capital of the Netherlands, capital and Municipalities of the Netherlands, largest city of the Kingdom of the Netherlands. It has a population of 933,680 in June 2024 within the city proper, 1,457,018 in the City Re ...

Beijing Beijing, Chinese postal romanization, previously romanized as Peking, is the capital city of China. With more than 22 million residents, it is the world's List of national capitals by population, most populous national capital city as well as ...

Boston Boston is the capital and most populous city in the Commonwealth (U.S. state), Commonwealth of Massachusetts in the United States. The city serves as the cultural and Financial centre, financial center of New England, a region of the Northeas ...

Chicago Chicago is the List of municipalities in Illinois, most populous city in the U.S. state of Illinois and in the Midwestern United States. With a population of 2,746,388, as of the 2020 United States census, 2020 census, it is the List of Unite ...

Dubai Dubai (Help:IPA/English, /duːˈbaɪ/ Help:Pronunciation respelling key, ''doo-BYE''; Modern Standard Arabic, Modern Standard Arabic: ; Emirati Arabic, Emirati Arabic: , Romanization of Arabic, romanized: Help:IPA/English, /diˈbej/) is the Lis ...

Frankfurt Frankfurt am Main () is the most populous city in the States of Germany, German state of Hesse. Its 773,068 inhabitants as of 2022 make it the List of cities in Germany by population, fifth-most populous city in Germany. Located in the forela ...

Hong Kong Hong Kong)., Legally Hong Kong, China in international treaties and organizations. is a special administrative region of China. With 7.5 million residents in a territory, Hong Kong is the fourth most densely populated region in the wor ...

Houston Houston ( ) is the List of cities in Texas by population, most populous city in the U.S. state of Texas and in the Southern United States. Located in Southeast Texas near Galveston Bay and the Gulf of Mexico, it is the county seat, seat of ...

Japan Japan is an island country in East Asia. Located in the Pacific Ocean off the northeast coast of the Asia, Asian mainland, it is bordered on the west by the Sea of Japan and extends from the Sea of Okhotsk in the north to the East China Sea ...

* *

London London is the Capital city, capital and List of urban areas in the United Kingdom, largest city of both England and the United Kingdom, with a population of in . London metropolitan area, Its wider metropolitan area is the largest in Wester ...

Los Angeles Los Angeles, often referred to by its initials L.A., is the List of municipalities in California, most populous city in the U.S. state of California, and the commercial, Financial District, Los Angeles, financial, and Culture of Los Angeles, ...

Melbourne Melbourne ( , ; Boonwurrung language, Boonwurrung/ or ) is the List of Australian capital cities, capital and List of cities in Australia by population, most populous city of the States and territories of Australia, Australian state of Victori ...

Mumbai Mumbai ( ; ), also known as Bombay ( ; its official name until 1995), is the capital city of the Indian state of Maharashtra. Mumbai is the financial capital and the most populous city proper of India with an estimated population of 12 ...

New York City New York, often called New York City (NYC), is the most populous city in the United States, located at the southern tip of New York State on one of the world's largest natural harbors. The city comprises five boroughs, each coextensive w ...

San Francisco San Francisco, officially the City and County of San Francisco, is a commercial, Financial District, San Francisco, financial, and Culture of San Francisco, cultural center of Northern California. With a population of 827,526 residents as of ...

Mexico Mexico, officially the United Mexican States, is a country in North America. It is the northernmost country in Latin America, and borders the United States to the north, and Guatemala and Belize to the southeast; while having maritime boundar ...

** *

Paris Paris () is the Capital city, capital and List of communes in France with over 20,000 inhabitants, largest city of France. With an estimated population of 2,048,472 residents in January 2025 in an area of more than , Paris is the List of ci ...

Riyadh Riyadh is the capital and largest city of Saudi Arabia. It is also the capital of the Riyadh Province and the centre of the Riyadh Governorate. Located on the eastern bank of Wadi Hanifa, the current form of the metropolis largely emerged in th ...

São Paulo São Paulo (; ; Portuguese for 'Paul the Apostle, Saint Paul') is the capital of the São Paulo (state), state of São Paulo, as well as the List of cities in Brazil by population, most populous city in Brazil, the List of largest cities in the ...

Sydney Sydney is the capital city of the States and territories of Australia, state of New South Wales and the List of cities in Australia by population, most populous city in Australia. Located on Australia's east coast, the metropolis surrounds Syd ...

Tel Aviv Tel Aviv-Yafo ( or , ; ), sometimes rendered as Tel Aviv-Jaffa, and usually referred to as just Tel Aviv, is the most populous city in the Gush Dan metropolitan area of Israel. Located on the Israeli Mediterranean coastline and with a popula ...

Washington, D.C. Washington, D.C., formally the District of Columbia and commonly known as Washington or D.C., is the capital city and federal district of the United States. The city is on the Potomac River, across from Virginia, and shares land borders with ...

*Strategic Alliance with

and SMBC Nikko **Strategic Alliance with Alfaro, Dávila & Scherer

References

External links

Official website
{{DEFAULTSORT:Moelis and Company Drexel Burnham Lambert Investment banks in the United States American companies established in 2007 Financial services companies established in 2007 Banks established in 2007 Companies based in Manhattan Private equity firms of the United States 2007 establishments in New York City Companies listed on the New York Stock Exchange Moelis family

History

Global reach

See also

References

External links