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
- Record Q1 revenues and strong capital returns, despite lower net income year-over-year.MC
Q1 202630 Apr 2026 - Votes will be cast on director elections, executive pay, and auditor ratification for 2026.MC
Proxy filing30 Apr 2026 - Record 2025 revenue, strong EPS growth, and robust capital returns position for further expansion.MC
Q4 202517 Apr 2026 - Broad-based optimism for M&A and growth, with AI and sector expansion driving future momentum.MC
Goldman Sachs U.S. Financial Services Conference3 Feb 2026 - Q2 2024 revenues up 45% year-over-year, net income rebounds, $0.60 dividend declared.MC
Q2 20243 Feb 2026 - Adjusted revenues up 18% Y/Y to $763M, with net income and margins rebounding in Q3.MC
Q3 202419 Jan 2026 - $20 trillion shift to private credit and U.S. deregulation drive M&A and margin growth.MC
Goldman Sachs 2024 U.S. Financial Services Conference11 Jan 2026 - Q1 2025 revenue up 41%, net income up 208%, and EPS at $0.64 with strong cash and no debt.MC
Q1 202524 Dec 2025 - FY 2024 revenue hit $1.2B, net income $150M, dividend up, and $2.7B returned to shareholders.MC
Q4 202417 Dec 2025