Moelis & Co.

Moelis & Co.

Moelis & Co.

Date Founded



399 Park Avenue, 5th Floor, New York, NY, 10022, USA

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management
Investment Banking & Brokerage

Company Description

Moelis & Company is a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments.

Contact Data
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Executives & Employees




Managing Director & Chief Financial Officer

Managing Director & General Counsel, EMEA & APAC

General Counsel & Secretary

Chief Executive Officer of Moelis India

Principal Accounting Officer

Chief Data Officer

Board of Directors

Co-Founder at Moelis & Co.

Co-Founder at Moelis & Co.

Vice Chairman & Managing Director at Moelis & Co.

Attorney at Cahill Gordon & Reindel LLP

Former President & Chief Executive Officer at Cato Institute

Adidas Distinguished Professor of Global Sport at Arizona State University

General Counsel & Secretary at Moelis & Co.

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Moelis & Co.
Owners & Shareholders
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Kayne Anderson Rudnick Investment Management is a registered investment advisor based in Los Angeles, California with approximately $7 billion in assets under management. Our clients include affluent individuals, endowments, foundations, corporations, public funds, and pension plans for who it manages a range of portfolios having a common disciplined, high-quality investment philosophy

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London Company offers multiple distinct investment strategies, all relatively concentrated with low annual turnover. Each strategy is created from the same, universal investment process. Their guiding principles for their investment philosophy include: focus on cash return on tangible capital, not earnings per share; the value of a company is determined by cash inflows and outflows discounted by the optimal cost of capital; and optimal diversification is essential to favorable investment results. The firm utilizes a differentiated conservative investment process focused on bottom up, fundamental analysis, utilizing a proprietary balance sheet optimization model and following a risk controlled sell discipline. They primarily seek the following characteristics: high return on capital, consistent free cash flow generation, predictability and stability, and conservative valuations. The firm screens for these primary characteristics and then the investment team will review and possibly seeks potential purchase candidates from the screen. The team will exercise further fundamental and qualitative analysis on selected candidates, in addition to estimating intrinsic values by performing an internal balance sheet optimization analysis, as well as adjusting to market other company assets that may provide further downside protection. The company’s management, incentives, actions, capital allocation decisions and corporate governance structure to ascertain whether or not management’s interests are aligned with shareholders are also evaluated by the investment team.

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WMC’s value team employs an active, bottom-up fundamental investment process to build a diversified portfolio of high-quality companies with undervalued earnings potential. They believe that their focus on high-quality companies with limited downside risk will generate superior investment returns over the long term. For the emerging markets team, their investment philosophy is to invest in sound businesses that the team believes are mispriced by the market and can generate positive and sustainable earnings growth, thus enabling them to achieve economic profits over time. The firm’s investment philosophy for their convertible securities team is that proprietary fundamental research is the best way to identify solid companies with an attractive risk-adjusted return profile.

Recent Transactions
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Golden Falcon Acquisition Corp. issued USD Units Consisting of Common Stock and Warrants

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Merck & Co., Inc. purchases Themis Bioscience GmbH

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Primewest Group Ltd. purchases Gofarm Asset Management Pty. Ltd. from The Trust Company (Re Services) Ltd.

Transaction Clients
Investment Advisor

Advised on Warburg Pincus LLC, ESR Real Estate (Australia) Pty. Ltd., Esr Cayman Ltd. purchase Propertylink Group

Investment Advisor

Advised on ESL Investments, Inc. purchases Sears Holdings Corporation

Investment Advisor

Advised on Washington H. Soul Pattinson & Co. Ltd. purchases Hunter Hall International Ltd.

Insider Transactions
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Transaction Advisors
Escrow Agent

Advised onMoelis & Co. issued USD Common Stock


Advised onMoelis & Co. issued USD Common Stock


Advised onMoelis & Co. issued USD Common Stock


Advised onMoelis & Co. issued USD Common Stock


Advised onMoelis & Co. issued USD Common Stock

Legal Advisor

Advised onMoelis & Co. issued USD Common Stock

Advisors & Consultants
Legal Advisor

Senior Policy Adviser & Counsel at Sullivan & Cromwell LLP

Real Estate Agent

Managing Principal, Midtown Manhattan & Vice Chairman at Cushman & Wakefield Plc

Legal Advisor

Partner at Latham & Watkins LLP

Key Stats and Financials As of 2020
Market Capitalization
Total Enterprise Value
Earnings Per Share
Net Profit
Three Year Compounded Annual Growth Rate Of Revenue
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Clinical Genomics Technologies Pty Ltd manufactures and sells healthcare solutions for the early detection and prevention of disease. The company was founded by Lawrence LaPointe, Richard J. Sands and Susanne K. Pedersen in September 2006 and is headquartered in North Ryde, Australia.

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Rokt Pty Ltd. designs, develops, and operates an online marketing platform. The firm offers transaction marketing, digital marketing, website monetization, and consumer engagement. The company was founded by Justin Viles, Bruce Buchanan, and Ben Voltz in 2012 and is headquartered in Surry Hills, Australia.

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College Avenue Student Loans LLC provides student loan marketplace lender services. The company was founded by Joseph A. DePaulo and Timothy P. Staley in 2014 and is headquartered in Wilmington, DE.

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Chairman at Corsair Capital LLC

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Advisory Chairman at Moelis & Co.

Sumitomo Mitsui Financial Group, Inc. Retail & Commercial Banking | Tokyo, Jpn

Sumitomo Mitsui Financial Group (SMFG) was established through a share transfer from Sumitomo Mitsui Banking Corporation in December 2002. The companies of SMFG offer a diverse range of financial services, centered on banking operations, and including credit card services, leasing, information services, and securities

Alfaro, Dávila & Ríos SC Investment Services & Portfolio Management | Mexico City, Mexico

Alfaro, Dávila & Ríos SC is a private company headquartered in Mexico City, Mexico. The firm provides financial advisory services.

Northstar Realty Europe Corp. Holding Companies | New York, NY

NorthStar Realty Europe Corp. is a real estate investment trust focused on prime office properties. The company was founded by David T. Hamamoto on June 18, 2015 is headquartered in New York, NY.

JPMorgan Chase & Co. Retail & Commercial Banking - New York, NY

JPMorgan Chase & Co. is an American multinational banking and financial services holding company. It is the largest bank in the United States by assets, and as of 2012, it ranks as the second largest bank in the world by assets with total assets of $2.509 trillion. It is a major provider of financial services, and according to Forbes magazine is the world's second largest public company based on a composite ranking. The hedge fund unit of JPMorgan Chase is one of the largest hedge funds in the United States. It was formed in 2000, when Chase Manhattan Corporation merged with J.P. Morgan & Co

Morgan Stanley Investment Banking & Brokerage - New York, NY

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Bank of America Corp. Retail & Commercial Banking - Charlotte, NC

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other.

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