Moelis & Company (NYSE: MC) is an independent investment bank that provides strategic and financial advisory services to corporations, financial sponsors, governments, and sovereign wealth funds. Revenue comes entirely from advisory fees earned on completed and ongoing transactions, with no commission-based compensation structure for employees. Founded in 2007 by veteran investment bankers, the firm operates as a pure-play advisory business, competing against other independent advisory firms and the investment banking divisions of large universal banks. The firm was incorporated in Delaware in January 2014 and completed its IPO in April 2014. Advisory mandates span mergers and acquisitions, recapitalizations, restructurings, capital markets transactions, and other corporate finance matters across all major industry sectors on a globally integrated basis.

Revenue model

Transaction-based advisory fees. Fees are earned on M&A, restructuring, recapitalization, capital markets advisory, and related corporate finance mandates. The firm uses a discretionary compensation model rather than a commission-based structure tied to individual revenue generation.

Products and services

Mergers and acquisitions advisory, recapitalizations and restructurings, capital markets advisory, and other corporate finance advisory services across all major industry sectors.

Customers and end markets

Corporations, financial sponsors, governments, and sovereign wealth funds. Client base spans all major industry sectors globally.

Value-chain role

Pure-play financial advisor. Provides strategic and financial advice on transactions but does not underwrite securities, lend capital, or take balance-sheet risk.

Geographic exposure

Global operations described as globally integrated across all major industry sectors. Specific regional revenue breakdown not supported by the provided filing excerpts.

Source: SEC 10-K, filed 2026-02-26

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