Type
|
Public |
---|---|
Traded as | NYSE: MC |
Industry | Financial Services |
Founded | 2007 (2007) |
Founder | Kenneth D. Moelis |
Headquarters | 399 Park Avenue New York, New York, United States |
Products | Investment banking |
Revenue | $613.4 million (2016) |
Number of employees
|
650 |
Website | www.moelis.com, www.moelisaustralia.com.au |
Moelis & Company is a global independent 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.
It was founded in 2007 and is headquartered in New York, with 17 offices in North and South America, Europe, the Middle East, Asia and Australia. It has 650 employees including 450 investment bankers. Of the 100 managing directors, averaging more than 20 years of experience each, 66 are former sector and product heads.
Moelis operates from 17 offices globally across North and South America, Europe, the Middle East, Asia and Australia:
Beijing
Boston
Chicago
Dubai
Frankfurt
Hong Kong
Houston
Japan*
London
Los Angeles
Melbourne
Mumbai
New York City
San Francisco
Paris
São Paulo
Sydney
Washington D.C.
*Strategic Alliance with SMBC and SMBC Nikko
Moelis was founded in July 2007 by Ken Moelis and partners including Navid Mahmoodzadegan and Jeffrey Raich. The firm opened in New York and Los Angeles, and 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, Yahoo's defense from Microsoft's $44.6 billion unsolicited proposal, and Hilton Hotels' $26.5 billion sale to The Blackstone Group.
In July 2008, Moelis opened its restructuring practice by hiring the co-heads of Jefferies' restructuring and advising on the $22.2 billion reorganization of Delphi Automotive, and the $29.6 billion reorganization of AMR Corp and $17.0 billion merger with US Airways Group. Matthew Prest, the restructuring head of European corporate finance firm Close Brothers, soon followed with his team to join Moelis in London. Early European restructuring mandates included the £1.5 billion recapitalization of the Co-operative Bank and the €15.4 billion restructuring of Glitnir.
In June 2009 Mark Aedy joined Moelis as head of EMEA Investment Banking based in the London office. Early mandates in Europe included advising Natixis on the €30.0 billion disposal of most of its complex credit derivative portfolio.
In August 2009 Moelis opened an office in Sydney, Australia, led by a team from JP Morgan. In Australia, Moelis has advised SABMiller on the A$11.7 billion acquisition of Fosters Group, 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.
The firm opened a Dubai office in January 2011 while advising the Government of Dubai on the $24.9 billion restructuring of its investment holding company, Dubai World. The firm also expanded into Asia by opening a Hong Kong office.
In January 2012, Moelis announced a strategic alliance agreement with the second largest Japanese bank, SMBC and its subsidiary SMBC Nikko. Together they have advised on significant cross-border M&A, including Osaka Securities Exchange's ¥278.4 billion combination with the Tokyo Stock Exchange.
In March 2014, the firm expanded into South America, opening an office in São Paulo, Brazil.
In April 2014, the firm completed its initial public offering and began trading on the New York Stock Exchange. Moelis had advised on over $1 trillion in transactions by the time of its IPO. Employees maintain ownership of the majority of the company.
In June 2014, Moelis established a private funds advisory business with four hires.
In February 2015, the firm opened its Washington DC office, following the hire of Eric Cantor, former House Majority Leader, in September 2014.
In April 2017, the firm held an initial public offering (IPO) for its Australian business, Moelis Australia.
Period | Date | Adjusted Actuals EPS | GAAP EPS |
---|---|---|---|
Q3 2022 | 2022-10-25 | Future report Set alerts | |
Q2 2022 | 2022-07-27 | 0.57 | 0.57 |
Q1 2022 | 2022-04-27 | 0.95 | 0.95 |
Q4 2021 | 2022-02-09 | 1.42 | 1.42 |
Q3 2021 | 2021-10-27 | 1.77 | 1.77 |
Q2 2021 | 2021-07-21 | 1.19 | 1.19 |
Q1 2021 | 2021-04-28 | 1.02 | 1.02 |
Q4 2020 | 2021-02-10 | 1.99 | 1.99 |
Q3 2020 | 2020-10-26 | 0.54 | 0.54 |
Q2 2020 | 2020-07-29 | -0.11 | -0.10 |
2016-06-28 | Reiterated Rating | Credit Suisse | Hold | |
2016-06-28 | Reiterated Rating | Credit Suisse Group AG | Hold | |
2016-06-07 | Reiterated Rating | Morgan Stanley | Buy | |
2016-02-16 | Reiterated Rating | Morgan Stanley | Overweight | $34.00 |
2016-02-11 | Reiterated Rating | Moelis & Company | Neutral | $29.00 to $26.00 |
2016-02-11 | Reiterated Rating | Credit Suisse | Hold | $30.00 to $29.00 |
2016-02-10 | Lower Price Target | Goldman Sachs | Neutral | $30.00 to $29.00 |
2016-02-10 | Lower Price Target | Goldman Sachs Group Inc. | Neutral | $30.00 to $29.00 |
2016-01-13 | Upgrade | Buckingham Research | Neutral to Buy | |
2015-12-21 | Initiated Coverage | Buckingham Research | Neutral | $32.00 |
2015-12-11 | Boost Price Target | Keefe, Bruyette & Woods | $34.00 to $35.00 | |
2015-11-30 | Initiated Coverage | Sandler O'Neill | Buy | $34.00 |
2015-10-29 | Reiterated Rating | Susquehanna | Hold | $29.00 to $31.00 |
2015-10-29 | Boost Price Target | Credit Suisse | Neutral | $28.00 to $30.00 |
2015-10-08 | Reiterated Rating | JMP Securities | Buy | |
2015-10-07 | Reiterated Rating | Keefe, Bruyette & Woods | Buy | $36.00 to $34.00 |
2015-09-08 | Upgrade | Credit Suisse | Underperform to Neutral | $29.00 to $28.00 |
2015-08-11 | Upgrade | Keefe, Bruyette & Woods | Market Perform to Outperform | $34.00 to $36.00 |
2015-06-25 | Initiated Coverage | Goldman Sachs | Neutral | $33.00 |
2015-04-30 | Downgrade | Susquehanna | Positive to Neutral | $35.00 to $27.00 |
2015-04-13 | Lower Price Target | Susquehanna | Positive | $37.00 to $35.00 |
2015-02-02 | Initiated Coverage | Credit Suisse | Underperform | $32.00 |
2015-01-13 | Downgrade | Goldman Sachs | Buy to Neutral | $36.00 |
2015-01-12 | Boost Price Target | JMP Securities | Market Outperform | $37.00 to $38.00 |
2014-10-30 | Upgrade | Susquehanna | Neutral to Positive | $36.00 to $39.00 |
2014-07-11 | Reiterated Rating | JMP Securities | Market Outperform | $33.00 to $35.00 |
2014-06-05 | Initiated Coverage | Susquehanna | Neutral | $31.00 |
2014-05-21 | Initiated Coverage | Rafferty Capital Markets | Hold | $32.00 |
2014-05-12 | Initiated Coverage | Morgan Stanley | Overweight | $34.00 |
2014-05-12 | Initiated Coverage | Goldman Sachs | Buy | |
2014-05-12 | Initiated Coverage | Keefe, Bruyette & Woods | Market Perform | |
2014-05-12 | Initiated Coverage | JPMorgan Chase & Co. | Overweight | $31.00 |
2014-05-12 | Initiated Coverage | JMP Securities | Outperform | $33.00 |
2016-06-28 | Reiterated Rating | Credit Suisse | Hold | |
2016-06-28 | Reiterated Rating | Credit Suisse Group AG | Hold | |
2016-06-07 | Reiterated Rating | Morgan Stanley | Buy | |
2016-02-16 | Reiterated Rating | Morgan Stanley | Overweight | $34.00 |
2016-02-11 | Reiterated Rating | Moelis & Company | Neutral | $29.00 to $26.00 |
There is presents forecasts of rating agencies and recommendations for investors about this ticker
In MC 186 funds of 2213 total. Show all
Fund name | Ticker shares |
---|---|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6.93M |
Vanguard Group, Inc | 6.48M |
BlackRock Inc. | 5.55M |
LONDON CO OF VIRGINIA | 3.33M |
WASATCH ADVISORS INC | 3.06M |
ALLIANCEBERNSTEIN L.P. | 2.89M |
JPMORGAN CHASE & CO | 2.53M |
TIMUCUAN ASSET MANAGEMENT INC/FL | 2.44M |
WESTWOOD HOLDINGS GROUP INC | 1.57M |
Artisan Partners Limited Partnership | 1.38M |
STATE STREET CORP | 1.34M |
GEODE CAPITAL MANAGEMENT, LLC | 1.29M |
FEDERATED INVESTORS INC /PA/ | 1.08M |
DIMENSIONAL FUND ADVISORS LP | 1.03M |
WELLS FARGO & CO/MN | 1.01M |
Name Relationship | Total Shares | Holding stocks |
---|---|---|
MOELIS KENNETH Chairman and CEO | 0.31% (47479) | MC / |
Cantor Eric | 0.14% (20924) | MC / |
WATANABE OSAMU R. General Counsel and Secretary | 0.04% (5313) | MC / |
CRAIN ELIZABETH Chief Operating Officer | 0.03% (4535) | MC / |
BOLLENBACH STEPHEN F | 0.02% (2484) | KBH / M / MC / MDLZ / TWX / |