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Moelis & Company: Business Overview, Financials & Competitive Analysis

Moelis & Company scores 7/10 on the AskCyborg Cyborg Score (Strong). Boutique investment bank capturing M&A momentum with industry-leading margins and diversified advisory platform. Q4 2025 exceeded expectations with record revenue and strong EPS growth, benefiting from surging M&A activity and large-ticket deals. The firm has strong positioning and analyst support, though facing cyclical exposure to deal activity.

What is Moelis & Company's industry? Moelis & Company (moelis.com) operates in Investment Banking & Financial Advisory. AskCyborg classifies Moelis & Company under Investment Banking & Financial Advisory in its company registry.

Moelis & Company operates as a global independent investment bank providing advisory services in mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate financ...

7/ 10Strong

Cyborg Score thesis

Boutique investment bank capturing M&A momentum with industry-leading margins and diversified advisory...

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Industry Investment Banking & Financial Advisory
4 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: September 14, 2026
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What's in This Report
Moelis & Company OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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Moelis & Company Overview

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Moelis & Company operates as a global independent investment bank providing advisory services in mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The firm serves public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds.

Strategic Profile

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The firm demonstrated strong growth in 2025 with adjusted revenues up 28% to $1.54 billion and adjusted EPS increased 64% to $2.99, with improved pre-tax margin of 21.5%. CEO Navid Mahmoodzadegan reported significant momentum entering 2026 with all-time high transaction pipeline, expanded capabilities in private capital advisory and technology sectors.

Competitive Landscape

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Moelis operates as a leading global independent investment bank providing strategic advice to a diverse client base. The firm competes with large diversified banks (Goldman Sachs, Morgan Stanley) and other boutique advisors (Evercore, Lazard, Rothschild) for high-value M&A and capital markets mandates, differentiating through sector expertise and client relationships.

Industry Context

Moelis & Company operates in Investment Banking & Financial Advisory.

Key facts

Founded: 2007 · Headquarters: New York, US · Employees: 1,308 · Revenue: $1.54B · Market cap: $5.4B

What the analysts stress-tested

The top findings that survived the multi-agent debate for Moelis & Company.

  • Full-year 2025 adjusted revenues grew 28% to $1.54 billion with adjusted EPS up 64% to $2.99
  • Q4 2025 achieved record revenue of $488 million, up 11% year-over-year, with earnings of $1.13 vs $0.83 forecast
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Recent developments

Material events tracked by the AskCyborg corpus.

  • February 2026Q4 2025 earnings exceeded expectations with record revenue and 64% EPS growth; CEO highlights all-time high transaction pipeline
  • February 2026BMO Capital raised price target to $78 from $75
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

Goldman SachsFull-service global investment bank with advisory and trading platforms→Morgan StanleyDiversified global financial services firm with strong M&A advisory→EvercoreIndependent investment bank focused on advisory and capital markets→LazardGlobal financial advisory and asset management firm→

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Industry context

Moelis & Company operates in Investment Banking & Financial Advisory. See how the rest of the sector scores on the Cyborg framework.

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Every report is stress-tested by a panel of AI analysts arguing across 11 dimensions. The output is the part of the case that survived pushback.

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Methodology open at /methodology

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Frequently asked questions

What does Moelis & Company do?+
Moelis & Company operates as a global independent investment bank providing advisory services in mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate financ...
What is Moelis & Company's Cyborg Score?+
Moelis & Company has a Cyborg Score of 7/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Moelis & Company's main competitors?+
Named competitors include Goldman Sachs, Morgan Stanley, Evercore, Lazard. The full competitive landscape is in the AskCyborg report.
How can I get the full Moelis & Company research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Moelis & Company research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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More Investment Banking & Financial Advisory research

Companies in the same sector and named competitors, ranked by Cyborg Score.

8Morgan Stanley8Evercore Inc.7Lazard, Inc.