A global independent investment bank that advises corporations, governments, and financial sponsors on mergers, restructurings, and capital raising — without lending or trading, a conflict-free model that keeps its advice impartial. It was founded in 2007 by Ken Moelis, who named the firm for himself in the classic tradition of banking partnerships after leaving UBS. A fun detail: Moelis set out to recreate the close-knit, "familial" working culture he first felt at Drexel Burnham Lambert in 1981.
Moelis & Company holds 2026 Annual Meeting, elects seven directors and ratifies Deloitte as auditor.
Stockholders elected seven directors to the board, including Kenneth Moelis, Navid Mahmoodzadegan, Eric Cantor, Thorold Barker, Louise Mirrer, Kenneth L. Shropshire, and Laila J. Worrell.
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On June 25, 2026, Moelis & Company held its 2026 Annual Meeting of Stockholders.
The non-binding advisory vote on executive compensation was approved with 80,732,541 votes for, 24,807,385 against, and 429,190 abstentions.
The appointment of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year 2026 was ratified with 110,693,108 votes for, 2,247,310 against, and 25,522 abstentions.
The report was filed under Item 5.07 to disclose the results of the stockholder votes.
5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits
Moelis & Company reports record Q1 2026 revenues of $319.8 million, up 4% year-over-year.
GAAP net income was $42.3 million, or $0.48 per diluted share; Adjusted net income was $43.1 million, or $0.50 per diluted share.
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First quarter 2026 revenues were $319.8 million, a 4% increase from $306.6 million in the prior year period.
Adjusted pre-tax margin was 15.0% for Q1 2026, up from 14.0% in Q1 2025.
Declared a regular quarterly dividend of $0.65 per share, payable June 18, 2026 to stockholders of record on May 11, 2026.
Repurchased 1.9 million shares during Q1 2026 for $117.3 million, including 0.9 million open market repurchases at an average price of $59.78 per share.
2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits
Moelis & Company elects Thorold Barker as independent director effective July 1, 2025.
Thorold Barker was elected to the Board of Directors on July 1, 2025, and his term began the same day.
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The Board determined Barker is independent under NYSE listing rules and Rule 10A-3, and he was appointed to all Board committees.
As a non-employee director, Barker will receive annual compensation of $200,000, comprising $100,000 in cash or Class A common stock (or a combination) and $100,000 in Restricted Stock Units vesting upon grant and settling after the second anniversary, with the initial grant settled no later than 60 days from July 1, 2026.
Barker has over 30 years of experience, most recently as The Wall Street Journal's Editor for Europe, Middle East and Africa for 10 years.
Barker is currently a Senior Adviser at AlixPartners, a visiting fellow at the University of Oxford, and a board member of Tiger21.
5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits
Moelis & Company announces CEO transition: Ken Moelis to Executive Chairman, Navid Mahmoodzadegan to CEO effective October 1, 2025.
Jeff Raich, Co-Founder and Co-President, will become Executive Vice Chairman and continue leading key business areas.
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Ken Moelis, CEO since 2007, will become Executive Chairman effective October 1, 2025.
Navid Mahmoodzadegan, Co-Founder and Co-President, will succeed Ken Moelis as CEO and join the Board of Directors.
Mahmoodzadegan received a one-time grant of 450,000 long-term performance units under the 2024 Omnibus Incentive Plan, with vesting tied to stock price targets and time-based vesting over 3-5 years.
The changes are part of the firm's long-term leadership transition planning and were announced in a press release on June 9, 2025.
5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits