Moelis & Company Overview
Pro stress-test →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
Pro stress-test →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
Pro stress-test →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