Moelis & Company is an independent investment banking advisory firm that provides financial counsel on mergers and acquisitions, restructurings, recapitalizations, and capital markets transactions. The firm also offers strategic advisory services focused on capital structure and markets optimization, along with advisory to private investment funds. Founded in 2007, the company operates as a pure-play advisory business without principal investing or trading operations.
The firm serves a diverse client base including multinational public corporations, middle-market private companies, financial sponsors, entrepreneurs, government entities, and sovereign wealth funds. Moelis maintains a geographic footprint spanning North and South America, Europe, the Middle East, Asia, and Australia, with its primary office in New York. The company generates revenue primarily from advisory fees tied to transaction values and the scope of analytical work required across its service offerings.
Fiscal years are as reported by the company and may not align with the calendar year. For example, Apple's FY 2024 ends in September 2024.
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| Report Date | Filed | Accession Number | |
|---|---|---|---|
| 2025-12-31 | 2026-02-26 | 0001193125-26-076747 | SEC ↗ |
| 2024-12-31 | 2025-02-27 | 0000950170-25-029070 | SEC ↗ |
| 2023-12-31 | 2024-02-22 | 0000950170-24-018791 | SEC ↗ |
| 2022-12-31 | 2023-02-23 | 0000950170-23-004120 | SEC ↗ |
| 2021-12-31 | 2022-02-23 | 0000950170-22-001785 | SEC ↗ |
| 2020-12-31 | 2021-02-24 | 0001564590-21-008170 | SEC ↗ |
| 2019-12-31 | 2020-02-27 | 0001564590-20-006910 | SEC ↗ |
| 2018-12-31 | 2019-02-27 | 0001564590-19-004907 | SEC ↗ |
| 2017-12-31 | 2018-02-28 | 0001558370-18-001283 | SEC ↗ |