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Moelis & Company

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Moelis & Company
TypePublic
NYSE: MC (Class A)
Russell 2000 Component
S&P 600 Component
IndustryFinancial services
Founded2007; 19 years ago (2007)
FounderKen Moelis
Headquarters399 Park Avenue, New York City, US
Key people
  • Ken Moelis (Founder and Executive Chairman)
  • Navid Mahmoodzadegan (CEO and Co-Founder)
  • Jeff Raich (Executive Vice Chairman and Co-Founder)
  • Eric Cantor (Vice Chairman)
[1]
ProductsInvestment banking
Revenue$1.558 billion (2021)[2]
Number of employees
1107
Websitewww.moelis.com
Footnotes
[3][4]

Moelis & Company is a global investment bank that provides financial advisory services to corporations, governments, and financial sponsors. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters.[5] Moelis has advised on more than $4 trillion in transactions since its inception. [6]

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.[7] 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.[8]

History

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Founding and Early Years

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Moelis was founded in July 2007 by Ken Moelis and partners including Navid Mahmoodzadegan and Jeffrey Raich.[9] The firm opened in New York and Los Angeles, and expanded to six cities within two years.[10]

Moelis 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,[11] Yahoo's defense from Microsoft's $44.6 billion unsolicited proposal,[12] and Hilton Hotels' $26.5 billion sale to The Blackstone Group.[13]

In 2008, Moelis opened its restructuring practice with senior bankers in New York, Los Angeles, and London.[14][15] Early restructuring mandates included the $29.6 billion reorganization of AMR Corp and its $17.0 billion merger with US Airways Group,[16] the £1.5 billion recapitalization of the Co-operative Bank, and the €15.4 billion restructuring of Glitnir.[17]

In August 2009, Moelis opened an office in Sydney, Australia[18] which has since advised SABMiller on the $10.15 billion acquisition of Fosters Group,[19] and Blackstone on the A$8.9bn acquisition of Crown Resorts Limited. It also 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.[20] Moelis Australia went public on the Australian Securities Exchange in 2017 and now operates as MA Financial Group under the stock ticker MAF.[21][22]

The firm opened a Dubai office in January 2011[23] while advising the Government of Dubai on the $24.9 billion restructuring of its investment holding company, Dubai World.[24] The firm also expanded into Asia by opening a Hong Kong office.[25]

In January 2012, Moelis announced a strategic alliance agreement with the second largest Japanese bank, SMFG, and its subsidiary SMBC Nikko Securities.[26] Together they have advised on significant cross-border M&A including Osaka Securities Exchange's ¥278.4 billion combination with the Tokyo Stock Exchange.[27]

In March 2014, the firm expanded into South America, opening an office in São Paulo, Brazil.[28]

In April 2014, the firm completed its initial public offering and began trading on the New York Stock Exchange.[29] Moelis had advised on over $1 trillion in transactions by the time of its IPO.[30]

Post-IPO

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In June 2014, Moelis established a private funds advisory business (now renamed Private Capital Advisory) with four hires focusing on capital raising and advisory services.[31][32]

In February 2015, the firm opened its Washington DC office, following the hire of Eric Cantor, Vice Chairman and former House Majority Leader.[33] Co-founders Mahmoodzadegan and Raich were promoted to co-presidents in September of that year.[34]

In February 2017, the company was appointed as a lead adviser for the planned initial public offering of Saudi Aramco,[35] the “biggest equity advisory mandate in history.”[36] The IPO was relisted in 2024 with Moelis & Company as advisor.[37] In the Middle East, the company also worked with Dubai World, and Abraaj among others.[35]

In April 2023, Moelis expanded its technology franchise and hired a team from Silicon Valley Bank, including a new Global Head of Technology Investment Banking.[34] This doubled the number of bankers on its technology team.[38]

Also in 2023, the company expanded their office in Brazil to 20 people in response to a pattern of debt-restructuring in the region, and worked with companies such as Oi SA.[39]

On June 9, 2024, one of the firm's managing directors who led 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.[40] Kaye was put on leave and subsequently resigned from the firm.[41]

Notable transactions from this period also include the acquisition of Chelsea F.C.,[42] CK Hutchison’s merger with Three UK Group and Vodafone UK Group,[43] and the sale of a minority stake in the New York Giants.[44]

In June 2025, Ken Moelis announced that he would become the Executive Chairman of Moelis & Company, with Navid Mahmoodzadegan taking the role of CEO, effective October 1, 2025. Jeff Raich would become Executive Vice Chairman.[45]

Global reach

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Moelis operates from 22 offices globally across North and South America, Europe, the Middle East, Asia, and Australia:[46]

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

See also

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References

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  1. ^ "Corporate Governance". Retrieved October 15, 2025.
  2. ^ "Moelis & Company Reports Record Full Year 2021 Financial Results". moelis.com. Retrieved March 9, 2022.
  3. ^ "Investor Relations". Moelis & Company.
  4. ^ "Offices". Moelis & Company.
  5. ^ Moelis & Company Overview Archived February 18, 2013, at the Wayback Machine Company Website
  6. ^ "Vault Banking 25". Retrieved November 19, 2022.
  7. ^ Moelis & Company History Archived April 4, 2013, at the Wayback Machine Company Website
  8. ^ "Overview – Moelis & Company". investors.moelis.com. Retrieved November 10, 2019.
  9. ^ Longwell, Todd (June 9, 2025). "Navid Mahmoodzadegan to Take CEO Reins at Top Media Investment Bank Moelis & Co". Variety.
  10. ^ "Bank to square one". The Economist. August 20, 2009.
  11. ^ Sharf, Samantha (April 16, 2014). "Investment Bank Moelis Pops In Market Debut". Forbes.
  12. ^ Basar, Shanny (February 12, 2008). "Moelis lands Yahoo! mandate". Financial News.
  13. ^ Ahuja, Vivek (July 4, 2007). "Moelis checks into Hilton buyout after UBS split". Financial News.
  14. ^ McCracken, Jeffrey. "Key Jefferies Hands Jumping to Moelis". Wall Street Journal. ISSN 0099-9660. Retrieved December 10, 2015.
  15. ^ Vaughan, Liam (April 29, 2009). "Ex-Close restructuring chief wins green light for Moelis hires". Financial News.
  16. ^ Lee, Peter (July 31, 2014). "Moelis makes it to the big league". Euromoney.
  17. ^ Wilson, Harry (September 21, 2013). "Will Wall Street sink the Co-op?". Telegraph.co.uk. Retrieved February 7, 2016.
  18. ^ Wilson, Harry (August 19, 2009). "Moelis takes aim at Asia with double JP Morgan hire". Financial News.
  19. ^ Werdigier, Julia (September 21, 2011). "SABMiller to Buy Foster's for $10.15 Billion". The New York Times.
  20. ^ "Moelis & Company Select Transactions". www.moelis.com. Archived from the original on September 14, 2014. Retrieved February 7, 2016.
  21. ^ Whyte, Jemima (April 23, 2021). "Why Moelis is no longer right for this $750m asset manager". Australian Financial Review.
  22. ^ "MA Financial Group Ltd". Financial Times.
  23. ^ Werdigier, Julia (July 14, 2011). "Moelis Hires Former JPMorgan Banker". The New York Times.
  24. ^ Sharif, Arif (January 16, 2011). "Dubai World $24.9 Billion Debt Deal Is a 'Template,' Moelis Says". Bloomberg.
  25. ^ Steger, Isabella (January 27, 2011). "Moelis Sets Up Shop in Hong Kong". The Wall Street Journal.
  26. ^ "Japan's SMBC to invest $93 mln in U.S. Moelis". Reuters. January 18, 2012.
  27. ^ "Transactions". www.moelis.com.
  28. ^ "Moelis & Co opens Brazil unit as independent shops tap local M&A". Reuters. March 11, 2014. Archived from the original on March 6, 2016., March 11, 2014
  29. ^ Vardi, Nathan (March 4, 2014). "Moelis Investment Bank Files For IPO". Forbes.
  30. ^ Demos, Telis (March 4, 2014). "Moelis IPO Filing Shows Rise of Small Advisers". The Wall Street Journal.
  31. ^ "Moelis Creates Private Equity Fund-Raising Team by Hiring From a Rival". New York Times DealBook. June 16, 2014., June 16, 2014
  32. ^ "Private Capital Advisory". www.moelis.com.
  33. ^ "Moelis's Cantor to Seek Out Defense Clients in Washington". Bloomberg., February 24, 2015
  34. ^ a b Thomas, Lauren (June 9, 2025). "Ken Moelis to Step Down as CEO of His Investment Bank". The Wall Street Journal.
  35. ^ a b Fontanella-Khan, James; Wigglesworth, Robin; Raval, Anjili (February 8, 2017). "'Ken of Arabia' secures lead adviser role on Saudi Aramco IPO". Financial Times.
  36. ^ Fontanella-Khan, James; Wigglesworth, Robin; Raval, Anjili (February 7, 2017). "Moelis wins biggest ever mandate for Saudi Aramco IPO". CNBC.
  37. ^ El Dahan, Maha; Al Sayegh, Hadeel; Saba, Yousef (May 31, 2024). "Saudi Arabia sets new test for international interest with $13.1 bln Aramco sale". Reuters.
  38. ^ Clarke, Paul (April 26, 2023). "Moelis raids 11 senior dealmakers from SVB Securities for tech team". Financial News.
  39. ^ Lucchesi, Cristiane; Andrade, Vinicius; Bellotti Azevedo, Giovanna (July 11, 2023). "Houlihan, Moelis Expand Brazil Teams as Debt Restructurings Boom". Bloomberg.
  40. ^ Lavietes, Matt (June 10, 2024). "Video shows investment banker punching person in the face". NBC News. Retrieved June 10, 2024.
  41. ^ Clarke, Paul (January 31, 2025). "Ex-Moelis banker Jonathan Kaye who left after punching incident to join Rothschild". Financial News.
  42. ^ Ramachandran, Naman (May 30, 2022). "Chelsea Soccer Club's $5.3 Billion Acquisition Completed by Todd Boehly, Clearlake Capital-Led Consortium". Variety.
  43. ^ Seal, Thomas (June 14, 2023). "Vodafone and Three Agree to Combine to Create Biggest UK Mobile Network". Bloomberg.
  44. ^ "Koch family to buy 10% stake in New York Giants at record $10bn valuation". The Guardian. September 4, 2025.
  45. ^ Nishant, Niket; Nguyen, Lananh (June 9, 2025). "Ken Moelis to hand CEO role to longtime partner at investment bank". Reuters.
  46. ^ "Offices". www.moelis.com. Archived from the original on March 24, 2016. Retrieved March 24, 2016.
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