Moelis & Business Summary

Moelis & Company (MC) operates as a premier global independent investment bank, generating revenue exclusively through transaction-based advisory fees rather than interest income or principal trading. The firm’s business model is structured around four primary segments: Mergers and Acquisitions (M&A), Capital Structure Advisory (Restructuring), Capital Markets, and Private Funds Advisory. As of February 2026, the company continues to leverage its pure-play advisory status to provide conflict-free strategic counsel, recently reporting record full-year 2025 adjusted revenues of $1.54 billion driven by a 35% surge in M&A activity. Within the competitive landscape, Moelis maintains a top-tier position among elite independent peers such as Evercore, Lazard, and PJT Partners, differentiating itself through a high-density talent model and a lack of balance sheet lending, which appeals to clients seeking specialized, unconflicted financial expertise. Following a strategic leadership transition in late 2025, the firm is led by Co-Founder and CEO Navid Mahmoodzadegan, who previously served as Co-President and brings over 30 years of experience from leadership roles at UBS and Donaldson, Lufkin & Jenrette (DLJ). Founder Ken Moelis now serves as Executive Chairman, continuing to provide senior-level strategic guidance after nearly two decades as CEO. The executive team is further bolstered by Co-Founder and Executive Vice Chairman Jeff Raich, an M&A specialist with a shared UBS/DLJ pedigree, and Chief Financial Officer Christopher Callesano, who oversees global financial operations. The firm’s leadership also includes notable figures such as Vice Chairman Eric Cantor, the former U.S. House Majority Leader, reflecting a board and executive suite with deep ties to both global finance and geopolitical strategy.