Moelis & Co
F:17M
Decide at what price you'd be comfortable buying and we'll help you stay ready.
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Moelis & Co
F:17M
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Moelis & Co
Moelis & Co. is an independent investment bank that advises companies, investors, and governments on big financial decisions. It does not run a large lending balance sheet or sell ordinary banking products. Instead, it helps clients with mergers and acquisitions, corporate restructurings, capital raising, and other strategic transactions that usually require specialized deal advice. The firm mainly earns money from advisory fees. Clients pay Moelis when it helps them buy or sell businesses, negotiate complex transactions, raise money, or work through financial stress. Its customers are typically corporate boards, private equity firms, founders, and companies facing major change. Because the work is project-based, its revenue depends on getting hired for deals rather than collecting interest income like a traditional bank. What makes Moelis different is its focus on senior, hands-on advice. The firm is built around experienced bankers who work directly with decision-makers on complicated transactions. That puts it in a niche role in the financial system: it sits between companies and the capital markets, helping clients structure deals and make sense of the options when the stakes are high.
Moelis & Co. is an independent investment bank that advises companies, investors, and governments on big financial decisions. It does not run a large lending balance sheet or sell ordinary banking products. Instead, it helps clients with mergers and acquisitions, corporate restructurings, capital raising, and other strategic transactions that usually require specialized deal advice.
The firm mainly earns money from advisory fees. Clients pay Moelis when it helps them buy or sell businesses, negotiate complex transactions, raise money, or work through financial stress. Its customers are typically corporate boards, private equity firms, founders, and companies facing major change. Because the work is project-based, its revenue depends on getting hired for deals rather than collecting interest income like a traditional bank.
What makes Moelis different is its focus on senior, hands-on advice. The firm is built around experienced bankers who work directly with decision-makers on complicated transactions. That puts it in a niche role in the financial system: it sits between companies and the capital markets, helping clients structure deals and make sense of the options when the stakes are high.
Record quarter: Moelis reported record first-quarter revenue of $320 million, up 4% year over year, helped by stronger M&A and private capital advisory activity.
Pipeline strong: Management said announced transactions and overall pipeline were at record or near all-time high levels, with a constructive outlook for the rest of 2026.
AI disruption: Executives said AI is reshaping software valuations, slowing some traditional software M&A in the near term, but also creating opportunities in restructurings, hybrid financing and continuation vehicles.
Sponsor activity delayed: Sponsors still want to transact, but geopolitical uncertainty and private credit disruption are delaying a broader reopening of middle-market sponsor M&A.
Capital returns: The firm bought back 1.9 million shares, declared a $0.65 quarterly dividend, and ended the quarter with $354 million of cash and no debt.
