Moelis & Co (NYSE: MC)

Moelis & Co (MC), a leading global independent investment bank, operates in the financial services industry, providing strategic and financial advice to a diverse clientele that includes corporations, financial sponsors, governments, and sovereign wealth funds. The company's main business activities revolve around offering multi-disciplinary solutions and exceptional transaction execution, combined with the highest standard of confidentiality and discretion. Moelis & Co's operations span across various countries, with a primary focus on the United States.

The company generates revenue through a range of advisory services, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and private funds advisory. Moelis & Co's primary products and services include M&A and strategic advisory, capital markets, capital structure advisory, and private funds advisory. Its customer base is diverse, with clients ranging from large public multinational corporations to financial sponsors to middle market private companies to individual entrepreneurs.

Moelis & Co's M&A and strategic advisory franchise is a premier offering, advising clients on mergers, acquisitions, sales, and divestitures, special committee assignments, and shareholder defense. The company's capital markets team acts as a placement agent, advisor, or bookrunner on a broad range of capital raising mandates, providing general capital markets advice and expertise on all aspects of public and private debt and equity transactions. The capital structure advisory team provides holistic advice to clients in financial distress, bringing together senior capital structure advisory professionals with industry, M&A, and capital markets experts to provide comprehensive advice. Moelis & Co's private funds advisory team provides global strategic advisory and distribution to private fund sponsors, including secondary market advisory, tailored capital raise solutions, and primary fundraising.

In terms of its position within the industry, Moelis & Co competes with other investment banking and financial advisory firms, including Bank of America Corporation, Citigroup Inc., The Goldman Sachs Group, Inc., JPMorgan Chase & Co., Morgan Stanley, UBS AG, and other large investment banking firms, as well as independent investment banking firms such as Evercore Partners Inc., Houlihan Lokey, Inc., Lazard Ltd, Perella Weinberg Partners, PJT Partners, Inc., and many closely held boutique firms. The company's competitive advantages include its globally integrated firm with innovative advisory solutions, advisory focus with strong intellectual capital, fast-growing global independent investment bank, strong financial discipline, relationships with global investment institutions, diversified advisory platform, and partnership culture.

Moelis & Co's growth strategy is to continue to take advantage of attractive market opportunities to enhance its leadership position as a global independent investment bank, advising clients on important mergers and acquisitions, recapitalization and restructuring transactions, and other strategic matters. The company seeks to achieve these objectives through deepening and expanding its client relationships and broadening its areas of expertise based on client needs.

The company's people are its most valuable asset, and it strives to attract, retain, and develop top talent in its industry across all levels. Moelis & Co fosters a collaborative environment, seeking individuals who are passionate about its business and culture. The company's compensation structure is based on a system of meritocracy, rewarding collaboration, client impact, and lasting relationships.

Moelis & Co has strategic alliances with MA Financial Group Limited, a firm specializing in asset management, lending, corporate advisory, and equities, and Alfaro, Dávila y Scherer, S.C., a leading independent strategic and financial advisory firm in Mexico. The company's brand names and/or trade names of its products and services include M&A and strategic advisory, capital markets, capital structure advisory, and private funds advisory.