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
- 399 Park Avenue, New York, NY 10022
- Company size
- 1,001–5,000
- 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.
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
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
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.
Investor Presentation Released: Moelis & Company
financials · Recorded impact score: 4/5
AI parsed presentation narrative: Moelis & Company delivered record revenues for both the second quarter and first half of 2026, driven by strong client engagement and momentum in transaction activity. Management is focused on expanding its advisory capabilities through aggressive talent acquisition, having hired 12 Managing Directors year-to-date, while maintaining a debt-free balance sheet and returning significant capital to shareholders. Key tailwinds mentioned: Transaction Momentum, Talent Expansion.
8-K Financial Filing Analysis for Moelis & Company
financials · Recorded impact score: 2.3/5
Moelis & Company reported the final voting results from its 2026 Annual Meeting of Stockholders held on June 25, 2026. Shareholders approved all three management proposals submitted for consideration. The slate of seven director nominees—including Chairman and CEO Kenneth Moelis, Co-President Navid Mahmoodzadegan, and Vice Chairman Eric Cantor—was successfully elected to the Board of Directors. In addition, shareholders approved the non-binding advisory resolution on named executive officer compensation (Say-on-Pay) and ratified the appointment of Deloitte & Touche LLP as the firm's independent registered public accounting firm for the fiscal year ending December 31, 2026.
- Re-election of all seven director nominees to the board, including Kenneth Moelis (104,126,855 votes for), Navid Mahmoodzadegan (105,104,622 votes for), and Eric Cantor (103,627,123 votes for).
- Approval of executive compensation on an advisory basis, with 80,732,541 votes in favor, 24,807,385 votes against, and 429,190 abstentions.
Explore company relationships
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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