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Starting Amount
$
After
years
Dividend yield
%
Dividends reinvested
$
Moelis & Company
Type
Public
Traded as NYSE: MC
Industry Financial Services
Founded 2007; 10 years ago (2007)
Founder Kenneth D. Moelis
Headquarters 399 Park Avenue
New York, New York, United States
Products Investment banking
Revenue Increase $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:

China Beijing
United States Boston
United States Chicago
United Arab Emirates Dubai
Germany Frankfurt

Hong Kong Hong Kong
United States Houston
Japan Japan*
United Kingdom London
United States Los Angeles

Australia Melbourne
India Mumbai
United States New York City
United States San Francisco

France Paris
Brazil São Paulo
Australia Sydney
United States 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.

Investment goal date:
Dividends reinvested
Moelis & Company MC report Q3 2017
Period
Date
Adjusted Actuals EPS
GAAP EPS
Q1 2018
2018-04-27
--
--
Q4 2017
2018-02-06
--
--
Q3 2017
2017-10-25
0.5700
0.4800
Q2 2017
2017-07-24
0.6600
0.5700
Q1 2017
2017-04-25
0.5400
0.4600
Q4 2016
2017-02-08
0.6600
0.5800
Q3 2016
2016-10-26
0.4400
0.3900
Q2 2016
2016-08-03
0.3500
0.2900
Q1 2016
2016-04-27
0.3500
0.3100
Q4 2015
2016-02-09
0.5500
0.4800
There is presents forecasts or rating agencies and recommendation for investors about this ticker
Funds
Fund Name
Ticker shares
AMERIPRISE FINANCIAL INC
809874
BAMCO INC /NY/
1895730
BANK OF AMERICA CORP /DE/
460890
BlackRock Fund Advisors
647095
BlackRock Inc.
2237551
BlackRock Institutional Trust Company, N.A.
609397
Capital World Investors
719000
DEPRINCE RACE & ZOLLO INC
1032013
EMERALD ADVISERS INC/PA
467911
JENNISON ASSOCIATES LLC
883949
JPMORGAN CHASE & CO
1546458
LORD, ABBETT & CO. LLC
2008008
ROYCE & ASSOCIATES LLC
1294371
STATE STREET CORP
490147
Vanguard Group, Inc
1920061
Major Shareholders
Name Relationship
Total Shares
Holding stocks
BOLLENBACH STEPHEN F
0.0200% (2484)
KBH / M / MC / MDLZ / TWX /
ALLISON JOHN A
0.0100% (1046)
BBT / MC /
Greenstreet Yvonne
0.0100% (1046)
ALNY / MC / PCRX /
WATANABE OSAMU R.
0.0300% (4356)
MC /
CRAIN ELIZABETH
0.0500% (8288)
MC /
MAHMOODZADEGAN NAVID
0.1600% (24378)
MC /
MOELIS KENNETH
0.0700% (11200)
MC /
MOELIS KENNETH
0.2800% (41856)
MC /
RAICH JEFFREY
0.0500% (6967)
MC /
SIMON JOSEPH
0.0100% (1263)
MC /
LEAMAN J RICHARD III
0.1000% (14626)
MC /
% ()