Overview
Moelis & Company is a global independent investment bank that advises corporations, financial sponsors, governments and sovereign wealth funds. Its core work includes mergers and acquisitions, capital raising, recapitalizations and restructurings, and other corporate-finance advice across major industries.[1][2]
Founded in 2007, the firm describes its purpose as providing focused, innovative advice and building lasting client relationships. It operates across the Americas, Europe, the Middle East, Asia and Australia, with more than 20 offices and locations.[3][4][5]
Moelis reported FY2025 revenue of approximately $1.52 billion and 1,416 employees as of February 4, 2026.[6][7] [1][2][3][4][6][7][5]
Products & services
Moelis & Company provides M&A and strategic advisory services, including advice on mergers, acquisitions, divestitures, spin-offs and joint ventures; fairness opinions; and analysis of strategic alternatives, valuation, transaction terms, structure and timing. It also advises boards and special committees on negotiations and alternatives, and supports shareholder engagement, activist campaigns, proxy contests and related governance matters.[8][9][10]
Its capital-markets services include advice and execution support for public and private equity and debt transactions, including financing, refinancing, growth capital, buyouts, IPOs and project financing. Depending on the transaction, the firm may act as placement agent, underwriter, bookrunner or adviser. Capital-structure advisory includes liquidity and liability management, recapitalizations and restructuring advice for companies and creditors.[11][12][13]
Private capital advisory covers secondary transactions and fundraising for sponsors and institutional investors across buyout, growth, venture, credit and real-assets strategies. Named solutions include continuation funds, direct secondaries, strip sales, tender offers, primary fundraising and co-investments. The firm also provides advice on complex risks, litigation matters and commercial matters for private clients and governments.[14][15][16]
The company reports one advisory segment and does not allocate revenue by type of advice, so service-line performance percentages are not disclosed.[17][18] [8][9][10][11][12][13][14][15][16][17][18]
Geographic presence
Moelis & Company’s disclosed operating footprint spans North and South America, Europe, the Middle East, Asia and Australia. Its 2025 Form 10-K identifies its principal office in New York and leased offices in Amsterdam, Beijing, Boston, Chicago, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Mumbai, Paris, Riyadh, San Francisco, São Paulo, Tel Aviv, Washington, D.C., and West Palm Beach.[4][19] The company’s locations page describes 23 offices in 13 countries, while its senior-team page reports 24 locations; those pages provide no employee totals by region.[5][20]
The 2025 Form 10-K reports 1,416 employees as of February 4, 2026, but does not break the workforce down geographically. The company says it manages its business holistically rather than by geographic region and does not disclose geographic revenue shares in that filing.[7][21] [4][19][5][20][7][21][5][20]
Business segments
Moelis & Company reports one operating segment: its advisory business. Management evaluates the business as a whole rather than by product type or geography, and the company does not report separate revenue segments for individual advisory activities.[22][21]
The advisory segment covers M&A; recapitalizations and restructurings; capital-markets transactions; private fundraising and secondary transactions; and other corporate-finance matters for corporations, financial sponsors, governments, and sovereign wealth funds.[22]
For FY2025, the advisory segment therefore represented approximately 100% of reported company revenue; the filing does not provide revenue percentages for its individual advisory activities.[22][21] [22][21]
Company history
Moelis & Company was founded in 2007 by Ken Moelis, Navid Mahmoodzadegan and Jeff Raich as an independent investment bank. It began expanding internationally with a London presence in 2008 and an office in Sydney in 2009; in 2010 it established a 50/50 Australian joint venture, Moelis Australia.[23][24][25][26]
The firm became publicly traded on the New York Stock Exchange in April 2014: its investor FAQ identifies April 16 as its public-company milestone, while an SEC filing records completion of the IPO on April 22.[27][28] Moelis Australia completed an IPO and listed on the Australian Securities Exchange in 2017.[26] In a leadership transition effective October 1, 2025, founder Ken Moelis became Executive Chairman and co-founder Navid Mahmoodzadegan became CEO; Jeff Raich was named Executive Vice Chairman.[29][30] [23][24][25][26][27][28][29][30][25][27][28][29]
Sources
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