Moelis & Co Stock: price and directors' dealings · United States · SEC (Form 4)

About Moelis & Co

Moelis & Co (NYSE: MC) is a leading independent investment bank headquartered in the United States and listed on the NYSE. Founded in 2007 by Ken Moelis, the firm was built around an advisory-first model that emphasizes strategic counsel rather than balance-sheet-intensive trading or lending. Its global headquarters are in New York, and it operates through a network of roughly 23 locations, allowing it to serve a diversified client base that includes corporations, financial sponsors, and institutions across multiple regions.([moelis.com](https://www.moelis.com/?utm_source=openai)) The company’s core business is organized around four main advisory pillars: mergers and acquisitions and strategic advisory, capital structure advisory, capital markets, and private capital advisory. In practice, Moelis advises clients on acquisitions, divestitures, recapitalizations, restructurings, refinancings, and selected capital markets transactions. This business model generates fee income tied to transaction volumes and timing, making results highly sensitive to market activity and the pace of deal completion.([moelis.com](https://www.moelis.com/our-business/?utm_source=openai)) From a competitive standpoint, Moelis is one of the best-known independent M&A advisory franchises globally. It competes with other elite boutiques as well as the advisory divisions of bulge-bracket banks. Its competitive strengths are typically its senior banker-led coverage, sector specialization, and ability to work on complex, cross-border assignments. The firm presents itself as a global platform with deep client relationships and a wide industry reach, which supports its positioning in high-value corporate finance mandates.([moelis.com](https://www.moelis.com/?utm_source=openai)) Geographically, the business is international, with New York serving as the global hub and additional offices across major financial and commercial centers. Moelis also uses strategic alliances, including in Australia and Mexico, to extend its advisory reach. For investors, the key takeaway is that Moelis is a cyclical financial services name: earnings momentum depends heavily on M&A conditions, capital markets appetite, and the firm’s ability to attract and retain senior advisory talent.([moelis.com](https://www.moelis.com/?utm_source=openai)) Recent developments have been constructive. In February 2026, Moelis reported markedly improved full-year 2025 results, including higher revenues and a stronger adjusted pre-tax margin, while also increasing capital returns through a regular quarterly dividend and a new share repurchase authorization. In 2026, the firm also continued to promote Managing Directors and expand its advisory bench, underscoring organic growth momentum. Overall, the latest disclosures suggest a firm with improved operating leverage, but one that remains exposed to the transaction cycle in the United States and abroad.([investors.moelis.com](https://investors.moelis.com/press-releases/news-details/2026/Moelis--Company-Reports-Fourth-Quarter-and-Full-Year-2025-Financial-Results-Declares-Regular-Quarterly-Dividend-of-0-65-Per-Share-and-Board-Approves-New-300-Million-Share-Repurchase-Authorization/default.aspx?utm_source=openai))