Investment Banking & Corporate Finance · Private Equity, VC & Investor
Moelis & Company
Independent investment bank for strategic and transaction advice.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- Moelis & Company LLC
- Entity type
- COMPANY
- Founded
- 2007
- Headquarters
- United States
- Company size
- 1,001–5,000
- Market cluster / sector
- Investment Banking & Corporate Finance
- Market role
- Private Equity, VC & Investor
- Official website
- moelis.com
What Moelis & Company does
The company operates a professional services model centred on high-value advisory mandates. It creates value by providing senior-led financial and strategic advice on corporate transactions and special situations, and it earns fees from advisory engagements linked to successful execution, retainers and related transaction work.
Category differentiation
This entity is an investment banking advisory firm, not a software vendor, adtech platform or asset manager. It sells strategic and transaction advice rather than media, data or SaaS products.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
Moelis & Company LLC is an independent investment banking advisory firm that provides strategic and transaction advice. The company is engaged by boards, special committees and corporate clients on strategic options, including potential sales and other corporate transactions. Its business model is fee-based advisory work rather than product sales or recurring software revenue. Customers are enterprise and institutional clients that require high-stakes financial advice, particularly in mergers and acquisitions, strategic reviews and related transaction situations.
Company news briefing
Briefing updated:
Moelis & Company delivered record revenues for the second quarter and first half of 2026, driven by strong transaction momentum whilst maintaining a debt-free balance sheet. To expand its advisory capabilities, the firm is actively prioritising talent acquisition, having appointed 12 Managing Directors year-to-date. This expansion includes the recent appointment of Russell Mason as Managing Director within the firm's Capital Structure Advisory Group.
Business model & monetisation
Moelis & Company monetises through advisory fees attached to strategic and transaction engagements. Revenue is generated from mandate-based retainers, success fees on completed transactions, and other professional advisory fees tied to corporate finance and restructuring assignments.
Products & capabilities
No products with linked sources are available in this view.
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Competitors & alternatives
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Boutique M&A and strategic advisory firm for growth companies.
Independent investment bank advising corporates, sponsors and institutional investors.
UK-listed corporate finance and advisory group.
Independent investment bank for M&A, restructuring and valuation advisory.
Public investment bank for advisory, brokerage and asset management.
Side-by-side comparisons
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
Moelis Appoints Greg Guest as a Managing Director in its Private Capital Advisory Group
Product & Platform Launch · Recorded impact score: 3/5
Moelis & Company announced the appointment of Greg Guest as a Managing Director in its Private Capital Advisory Group, continuing the expansion of its private capital advisory business.
Moelis Appoints Russell Mason as a Managing Director in its Capital Structure Advisory Group
Product & Platform Launch · Recorded impact score: 3/5
Moelis & Company announced the appointment of Russell Mason as a Managing Director in its Capital Structure Advisory Group on August 24, 2026.
Careers & open positions
Open positions indexed from verified career portals and applicant tracking systems.
| Position | Department | Location | Posted |
|---|---|---|---|
| Student & Graduate Roles(Entry-Level) | Other | Remote / Unspecified | |
| Experienced Professional Roles(Mid-Level) | Other | Remote / Unspecified |
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Questions about Moelis & Company
What is Moelis & Company?
Moelis & Company is an independent investment banking advisory firm focused on strategic and transaction advice.
Who uses Moelis & Company?
Boards, special committees, corporates and institutional clients use it for strategic reviews, sales processes and other complex finance mandates.
How does Moelis & Company make money?
It earns advisory fees from client mandates, including retainers and transaction-related success fees.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
2 publicly documented primary sources and citations linked across the market graph.
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