Moelis (MC) Proxy filing summary
Event summary combining transcript, slides, and related documents.
Proxy filing summary
30 Apr, 2026Executive summary
The 2026 Annual Meeting will be held on June 25, 2026, with voting on director elections, executive compensation, and auditor ratification.
2025 saw a planned CEO transition, with Navid Mahmoodzadegan becoming CEO and Ken Moelis moving to Executive Chairman.
The firm reported strong financial results in 2025: adjusted revenues of $1.54 billion (up 28%), 35% M&A growth, and a 510bps increase in pre-tax margin.
Capital returns to shareholders totaled $285.6 million, including $2.60 per share in dividends and 1.1 million shares repurchased.
Strategic investments expanded the firm's capabilities in Capital Markets, Technology, Metals & Mining, Sports, Energy, and Private Capital Advisory.
Voting matters and shareholder proposals
Shareholders will vote on electing seven directors, an advisory say-on-pay for executive compensation, and ratification of Deloitte & Touche LLP as independent auditor for 2026.
The Board recommends voting FOR all proposals.
Board of directors and corporate governance
The Board consists of seven directors, four of whom are independent; all committees are fully independent.
Board leadership includes an Executive Chairman, CEO, and Lead Independent Director, with regular executive sessions and annual self-assessments.
Succession planning is a standing responsibility, with recent leadership transitions and internal promotions.
The dual-class voting structure gives Class B shares (controlled by the founder) 10:1 voting rights, supporting long-term stability.
Latest events from Moelis
- Global advisory growth, capital-light economics and 422% shareholder return since IPO.MC
Investor presentation - Adjusted revenue rose 13% in Q3 as M&A surged and the pipeline hit a record.MC
Q3 2026 - Record Q2 and H1 revenues, strong margins, and $246.4M returned to shareholders in 2026.MC
Q2 2026 - Strong M&A activity and AI-driven strategy fuel growth, with talent and innovation as key priorities.MC
Morgan Stanley US Financials Conference 2026 - Votes will be cast on director elections, executive pay, and auditor ratification for 2026.MC
Proxy filing - Record Q1 revenues and strong capital returns, despite lower net income year-over-year.MC
Q1 2026 - Record 2025 revenue, strong EPS growth, and robust capital returns position for further expansion.MC
Q4 2025 - Broad-based optimism for M&A and growth, with AI and sector expansion driving future momentum.MC
Goldman Sachs U.S. Financial Services Conference - Q2 2024 revenues surged 45% year-over-year, net income rebounded, $0.60 dividend declared.MC
Q2 2024