Moelis & Company Overview
Pro stress-test →Moelis & Company (NYSE: MC) is a leading global independent investment bank that provides innovative, strategic advice to a diverse client base. The firm advises corporations, governments, financial sponsors, and institutional investors on mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves clients from locations across North and South America, Europe, the Middle East, and Asia-Pacific.
Strategic Profile
Pro stress-test →The independent investment bank has delivered approximately 400% total shareholder returns since its 2014 IPO. In Q1 2026 (April 2026), Moelis reported record revenues of $319.8M, up 4% year-over-year; the Board declared a regular quarterly dividend of $0.65 per share and repurchased 1.9 million shares; the firm held $353.7M in cash and short-term investments with no debt and noted continued hiring and a strong transaction pipeline.
Competitive Landscape
Pro stress-test →Moelis competes in the investment banking and brokerage sector, which facilitates capital raises, mergers and acquisitions, and securities trading. The firm differentiates through its founder-led independent model, specialized M&A and restructuring expertise, and deep client relationships built over nearly two decades. Primary competitors include integrated bulge-bracket banks (Goldman Sachs, Morgan Stanley, Citigroup) and boutique advisory firms (Lazard, Houlihan Lokey, Evercore).
Industry Context
Moelis & Company operates in Investment banking advisory and M&A services.
Key facts
Founded: 2007 · Headquarters: New York, US · Employees: Not specified in available sources · Revenue: $1.28B (TTM as of Q1 2026; Q1 2026 revenue was $319.8M) · Market cap: $5.2B