Moelis & Co
Moelis & Company (NYSE: MC) is a leading global independent investment bank providing strategic and financial advisory services to corporations, financial sponsors, governments, and sovereign wealth funds. The company operates through its primary advisory platform, delivering comprehensive solutions across mergers and… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Moelis & Co does
In the company’s own words
Moelis & Company (NYSE: MC) is a leading global independent investment bank providing strategic and financial advisory services to corporations, financial sponsors, governments, and sovereign wealth funds. The company operates through its primary advisory platform, delivering comprehensive solutions across mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. Founded in 2007 and publicly listed since April 2014, Moelis & Company has established itself as a prominent player in the independent advisory space, distinct from larger financial conglomerates by maintaining a focused advisory model without significant lending, trading, or underwriting operations.
The firm maintains over 20 offices globally across North and South America, Europe, the Middle East, Asia, and Australia, serving clients across all major industry sectors including Technology, Industrials, Healthcare, Energy, Infrastructure, Consumer & Retail, Financial Institutions, Media, Sports & Entertainment, Telecommunications, and Real Estate. As of February 4, 2026, the company employed 1,416 professionals, including 1,014 advisory professionals and 178 Managing Directors. The company has advised on over 5.5 trillion dollars of transactions since inception.
Moelis & Company's business model emphasizes intellectual capital and conflict-free advisory through a discretionary compensation structure that encourages collaboration rather than commission-based incentives. This approach enables the firm to operate with lower capital requirements and attractive profit margins compared to competitors offering broader financial services. The company maintains strategic alliances, including a 50-50 joint venture with MA Financial Group Limited in Australia and New Zealand, and a strategic alliance with Alfaro, Dávila y Scherer in Mexico.
The firm's competitive positioning derives from its globally integrated platform combining local expertise with international market knowledge, deep industry specialization, high standards of confidentiality and discretion, and a diversified advisory platform with no meaningful revenue concentration. The company website is www.moelis.com, where investors can access financial reports and company information through the Investor Relations section at http://investors.moelis.com.
Company details
- Sector
- Financials
- Industry
- Banks & Brokers
- Headquarters
- NEW YORK, NY
- Fiscal year end
- December
- CIK
- 1596967
- SIC
- 6282
Financial performance, year by year
Fiscal 2014–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Moelis & Co — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Moelis & Co’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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