Moelis & Company: Market Research Report

Company Overview

Name: Moelis & Company (NYSE:MC)

Mission: To provide innovative, strategic, and financial advice to a diverse client base, enhancing their decision-making across different phases of the business cycle.

Founded: Not explicitly mentioned.

Founders: Not explicitly mentioned.

Key People:

Matt Wesley: Global Head of Private Funds Advisory (appointed in February 2025)

Greg Gordon: Senior Advisor in Power and Utilities (appointed in January 2025)

James Burnes: Managing Director, Global Healthcare Franchise (appointed in December 2024)

Dr. Louise Mirrer: Independent Member of the Board of Directors (appointed in September 2024)

Ankit Dalal: Managing Director, Capital Structure Advisory Group (appointed in July 2024)

Headquarters: Not explicitly mentioned.

Number of Employees: Not explicitly mentioned.

Revenue: Not explicitly mentioned.

Known For: Leading global independent investment bank providing confidential, unconflicted, strategic advice through a collaborative approach.

Products and Services

Overview

Moelis & Company offers comprehensive financial advisory services that cover major industries globally. They facilitate strategic decision-making through collaborative, multi-functional team approaches.

Product Categories

1. M&A and Strategic Advisory

Description: Offers advisory services in mergers, acquisitions, divestitures, joint ventures, and fairness opinions, among others.

Key Features:

Specialized in providing unconflicted advice.

Guidance throughout the entire transaction process.

Expertise in strategic alternatives evaluation and transaction structuring.

2. Capital Structure Advisory

Description: Provides advice on complex issues related to capital structuring to enhance liquidity and optimize balance sheets.

Key Features:

Expertise in liquidity enhancement and debt management.

Conducted over 600 engagements totaling $1.2 trillion since 2008.

Strong market position in “out-of-court” liability management.

3. Capital Markets

Description: Structures and executes customized financing solutions in public and private transactions.

Key Features:

Offers product agnostic advice.

Real-time market insights through direct engagement with institutional investors.

Acts in various roles including underwriter, bookrunner, and placement agent.

4. Private Funds Advisory

Description: Provides strategic advisory and distribution for private fund sponsors.

Key Features:

Offers fundraising and tailored capital raise solutions.

Integrated with global M&A and sector expertise for a broad strategic approach.

Recent Developments

Intelligent Expansion

February 2025: Moelis appointed Matt Wesley as Global Head to expand its Private Funds Advisory business.

January 2025: Appointment of Greg Gordon as a Senior Advisor, specializing in Power and Utilities.

Strategic Enhancements

December 2024: Expanded Global Healthcare Franchise with the appointment of James Burnes as Managing Director.

September 2024: Strengthened governance with Dr. Louise Mirrer joining the Board of Directors.

Expertise Fortification

July 2024: Ankit Dalal was appointed Managing Director in its Capital Structure Advisory Group.

Recent Financial Reporting

Moelis & Company has consistently kept stakeholders informed with:

Quarterly and full-year financial results released periodically, last noted for February 2025.

Announcements about upcoming financial disclosures and conference calls.

Conclusion

Moelis & Company continues to lead in the investment banking sector through strategic advisory, capital management prowess, and a robust global presence. Recent appointments and expansions signify its ongoing commitment to strengthening services across various industries.