Loading organizations...
Moelis & Company operates as a global independent investment bank, delivering strategic and financial advisory services. The firm provides innovative and impartial counsel for complex financial transactions. Its approach prioritizes objective advice to clients navigating significant corporate events and capital structure decisions, establishing a distinct presence in the global financial landscape.
Kenneth D. Moelis, a veteran Wall Street dealmaker, founded the company in June 2007. After serving as President of UBS, Moelis established the firm with the insight to create an advisory practice free from conflicts inherent in multi-service financial institutions. His industry experience and commitment to independent counsel shaped the firm's foundational ethos.
The firm serves a diverse international client base, including corporations, governments, and financial sponsors. Moelis & Company’s vision is to be a premier trusted advisor, offering sophisticated guidance to help clients achieve critical objectives. It continuously enhances global advisory capabilities to meet complex and evolving client demands.
Key people at Moelis.
Moelis & Company is an independent investment bank that provides advisory services, rather than investing its own capital into portfolio companies. They advise clients on transactions like mergers, acquisitions, restructurings, and capital raises.
Moelis & Company is headquartered in New York City, USA. The firm also maintains a significant global presence with offices in major financial centers across North America, Europe, Asia, and Australia.
As an advisory firm, Moelis & Company does not invest at specific company stages. Instead, they provide strategic financial advice to clients across all stages of their lifecycle, from growth-oriented companies to mature corporations, assisting with transactions and strategic decisions.
Moelis & Company is an independent investment bank that provides advisory services, rather than investing its own capital into portfolio companies. They advise clients on transactions like mergers, acquisitions, restructurings, and capital raises.
Moelis & Company is headquartered in New York City, USA. The firm also maintains a significant global presence with offices in major financial centers across North America, Europe, Asia, and Australia.
As an advisory firm, Moelis & Company does not invest at specific company stages. Instead, they provide strategic financial advice to clients across all stages of their lifecycle, from growth-oriented companies to mature corporations, assisting with transactions and strategic decisions.
Moelis & Company stands as a premier global independent investment bank, renowned for delivering sophisticated financial advisory services to a diverse client base that includes corporations, governments, and financial sponsors worldwide. Established in 2007, the firm quickly carved out a niche by offering unbiased, expert advice across a comprehensive suite of services. These core offerings encompass mergers and acquisitions (M&A) advisory, strategic recapitalizations and restructurings, and insightful capital markets advisory. Moelis & Company’s commitment to client success is evident in its tailored approach, ensuring that each client receives strategic guidance designed to navigate complex financial landscapes and achieve optimal outcomes.
Unlike traditional private equity firms, Moelis & Company does not invest its own capital into portfolio companies. Instead, its "investment thesis" is centered on empowering clients through superior advisory services. The firm's philosophy is built on providing independent, conflict-free advice, leveraging deep industry knowledge and extensive transaction experience to help clients make informed decisions. Whether it involves navigating a complex cross-border merger, orchestrating a critical restructuring, or advising on capital raising strategies, Moelis & Company’s objective is to maximize value and mitigate risks for its clients. This advisory-centric model allows them to maintain objectivity and focus solely on the client's best interests.
The firm's founding story is rooted in the vision of Ken Moelis, a highly respected veteran of the investment banking industry. After a distinguished career, including leadership roles at UBS and Donaldson, Lufkin & Jenrette, Moelis launched his eponymous firm in the tumultuous year of 2007, just before the global financial crisis. This timing allowed the firm to quickly establish itself as a go-to advisor for complex restructuring assignments, demonstrating its resilience and expertise during challenging economic periods. From its inception, Moelis & Company has grown into a global powerhouse, expanding its footprint and capabilities across key financial centers worldwide.
Key to Moelis & Company's success is its exceptional team. Led by Ken Moelis, the firm boasts a global network of seasoned bankers and financial experts. These professionals bring a wealth of experience across various sectors, offering clients unparalleled insights and execution capabilities. The firm prides itself on a culture of collaboration, intellectual rigor, and unwavering client dedication. This collective expertise ensures that clients receive strategic advice that is both innovative and practical, reinforcing Moelis & Company’s position as a trusted partner in the global financial advisory landscape.
Key people at Moelis.