Moelis (MC) Investor presentation summary

Positioning and platform

• Independent advisory model emphasizes uncompromised, client-first advice, long-term relationships and a collaborative partnership culture.

• Integrated coverage spans M&A, Capital Structure Advisory, Capital Markets and Private Capital Advisory, across major industries and geographies.

• Global network includes 24 locations, advising clients in 45+ countries; coverage includes 90+ subsectors.

• LTM Q3 2026 revenue was $1,643mm; revenue growth was 217% from FY 2014 to LTM Q3 2026.

Advisory capabilities

• M&A activity since IPO included $2.6tn in transaction volume and 1,500+ announced deals; the franchise ranked a top-three M&A boutique by announced deal volume for FY 2025.

• Capital Structure Advisory completed 350+ engagements and restructured $1.0tn in liabilities since IPO; 60% of engagements were company-side and 50% completed out of court.

• Capital Structure Advisory ranked a top-three advisor by completed restructuring deals over 2021–2025.

• Capital Markets raised ~$230bn and completed 350+ transactions since IPO, with public and private debt and equity capabilities.

• Private Capital Advisory has 1,500+ global LP relationships and supports secondary transactions, tailored capital raises and strategic transactions for existing assets.

Growth and financial model

• Managing Director headcount reached 185 as of Sep. 2026, up from 94 in 2014; recent additions included 55 sector, 34 product and 6 regional MDs.

• FY 2025 GAAP revenue was $1,541mm and pre-tax margin was 21.6%; 2023 pre-tax margin was (3.4%), impacted by significant investment in MD hires.

• Capital-light model generated $658.7mm in cash and liquid investments as of Sep. 30, 2026, with no debt and minimal capital requirements.

• Approximately $3.3bn of capital has been returned to shareholders since IPO through dividends and share repurchases.

• Total shareholder return from IPO to Sep. 30, 2026 was 422%, versus 411% for the S&P 500, 332% for boutique peers and 285% for the S&P 500 Financials.