Ken Moelis
Overview
Moelis & Company is a global independent investment bank that provides financial advisory services to corporations, governments, and financial sponsors. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings, and other corporate finance matters. Moelis has advised on more than $5 trillion in transactions since its inception. The firm operates from 23 locations across North and South America, Europe, the Middle East, Asia, and Australia. It offers comprehensive integrated financial advisory services across all major industry sectors, assisting clients in achieving their strategic goals. In June 2025, Moelis announced key senior leadership changes, with Ken Moelis transitioning to the role of Executive Chairman and Navid Mahmoodzadegan appointed as the new Chief Executive Officer, effective October 1, 2025. These changes reflect the firm's long-term leadership transition planning and position Moelis for continued success.
Investment Focus
- Strong management teams
- Clear strategic vision
- Potential for value creation through operational improvements or strategic repositioning
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Ken Moelis
What sectors does Ken Moelis invest in?
Ken Moelis invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Ken Moelis is listed as a private investment firm in the ConnectSafely investor database.
What stage does Ken Moelis invest at?
Ken Moelis backs companies at Buyout, Turnaround and Distressed, writing cheques of 100M - 160B.
Which regions does Ken Moelis invest in?
Ken Moelis invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
What companies has Ken Moelis invested in?
Ken Moelis's portfolio includes Yahoo, InBev, Anheuser-Busch, Hilton Hotels, Delphi Automotive, AMR Corp, US Airways Group and Co-operative Bank.
Last updated · Source: ConnectSafely investor database
