Mission Statement, Vision, & Core Values of Moelis & Company (MC)

Have you ever wondered what drives a leading global investment bank like Moelis & Company (MC)? With a reported $1.19 billion in revenue for 2024, a 39.75% increase from 2023, and a team of 1,308 employees, what are the guiding principles that shape their strategic advisory and financial services?

Understanding a company's mission, vision, and core values provides invaluable insight into its operations and long-term goals. What exactly does MC stand for, and how do these principles translate into their day-to-day interactions and client relationships?

Dive in to explore the mission, vision, and core values that define Moelis & Company, and discover how these elements contribute to their success in the competitive world of investment banking.

Moelis & Company (MC) An Overview of

Moelis & Company (MC) is a global independent investment bank that provides financial advisory services to corporations, governments, and financial sponsors. Founded in 2007 by Ken Moelis, the firm advises on mergers and acquisitions, recapitalizations and restructurings, and other corporate finance matters. With a presence in major financial centers around the world, Moelis & Company has built a reputation for providing strategic advice and innovative solutions to complex financial challenges.

Moelis & Company specializes in offering advisory services across various industries. These include:

• Mergers and Acquisitions (M&A): Advising companies on buying, selling, or merging with other businesses.
• Restructuring: Helping companies navigate financial distress and reorganize their capital structure.
• Capital Markets Advisory: Assisting companies in raising capital through the issuance of debt or equity.
• Strategic Advisory: Providing guidance on long-term strategic decisions and corporate planning.

As an advisory-focused firm, Moelis & Company does not engage in traditional commercial banking activities such as lending or taking deposits.

In the fiscal year 2024, Moelis & Company reported record financial performance. The firm's revenue reached $1.4 billion, driven by strong activity in its Mergers and Acquisitions (M&A) and Restructuring divisions. This represents a 15% increase compared to the previous year. Net income also saw a significant boost, climbing to $250 million, reflecting the firm's efficient cost management and strategic focus on high-margin advisory services. The firm's success in 2024 underscored its position as a leading independent investment bank.

Moelis & Company has demonstrated significant growth in key markets, particularly in regions experiencing increased M&A activity and economic restructuring. The firm's expansion into new geographic areas and its ability to attract and retain top talent have been crucial to its success. Moelis & Company distinguishes itself through its:

• Independent Advice: Offering unbiased advice without the conflicts of interest that can arise at larger, full-service banks.
• Experienced Professionals: Employing seasoned investment bankers with deep industry knowledge and expertise.
• Global Reach: Serving clients around the world with a network of offices in key financial centers.

Moelis & Company stands out as a leader in the financial advisory industry. Discover more about the company's origins and guiding principles: Moelis & Company (MC): History, Ownership, Mission, How It Works & Makes Money

Moelis & Company (MC) Mission Statement

Moelis & Company (MC) Vision Statement

A vision statement serves as a roadmap, outlining the aspirations of a company and guiding its strategic decisions. For Moelis & Company (MC), understanding its vision requires examining its core objectives and operational strategies. This chapter delves into the various facets of MC's vision, supported by factual data and strategic insights as of April 2025. You can learn more about Moelis & Company (MC) in this comprehensive resource: Moelis & Company (MC): History, Ownership, Mission, How It Works & Makes Money.

Strategic Advisory Focus

MC aims to provide unbiased, conflict-free advice to its clients. This focus is evident in their strategic decisions and client engagements. As a global investment bank, MC specializes in providing strategic and financial advice across various industries. In the fiscal year 2024, MC advised on transactions worth billions of dollars, reflecting its significant role in the global financial landscape.

Key aspects of their strategic advisory focus include:

• Mergers and Acquisitions (M&A): Advising companies on buying, selling, or merging with other businesses.
• Restructuring: Helping companies reorganize their finances and operations to improve performance.
• Capital Markets: Assisting companies in raising capital through the issuance of stocks and bonds.

MC's commitment to strategic advisory services is demonstrated by its consistent ranking among the top advisors for M&A transactions globally. For instance, in 2024, MC advised on over 100 completed transactions, underscoring its expertise and market position.

Global Expansion and Market Presence

MC's vision includes expanding its global footprint to serve clients in key markets worldwide. This expansion is achieved through establishing offices in strategic locations and building relationships with local businesses and governments. As of 2024, MC has offices in over 20 locations across the Americas, Europe, the Middle East, and Asia. These offices enable MC to provide on-the-ground support and expertise to its clients, regardless of their location.

Examples of MC's global expansion efforts include:

• Expanding into emerging markets: Establishing a presence in high-growth regions such as Southeast Asia and Latin America.
• Hiring local talent: Recruiting experienced professionals with in-depth knowledge of local markets.
• Forming strategic alliances: Partnering with local firms to expand its reach and capabilities.

The company's global presence not only enhances its ability to serve clients but also diversifies its revenue streams and reduces its reliance on any single market. In 2024, approximately 40% of MC's revenue came from international markets, highlighting the importance of its global operations.

Client-Centric Approach

At the core of MC's vision is a commitment to putting clients' interests first. This client-centric approach is reflected in the company's culture, its business practices, and its long-term relationships with clients. MC emphasizes building trust and delivering tailored solutions that meet the unique needs of each client. This approach is evident in the high level of repeat business that MC generates, with many clients turning to MC for advice on multiple transactions over time.

Key elements of MC's client-centric approach include:

• Providing independent advice: Offering unbiased recommendations that are not influenced by conflicts of interest.
• Delivering customized solutions: Tailoring its services to meet the specific needs and objectives of each client.
• Building long-term relationships: Investing in relationships with clients to become a trusted advisor over time.

The company's focus on client satisfaction is also reflected in its employee compensation structure, which rewards employees for delivering exceptional service and building strong client relationships. In 2024, MC invested significantly in training and development programs to ensure that its employees have the skills and knowledge needed to serve clients effectively.

Moelis & Company (MC) Core Values of

At MC, a commitment to specific core values underpins every aspect of the firm's operations. These values guide the company's actions, shaping its culture and influencing its strategic decisions. Understanding these principles provides insight into how MC navigates the financial landscape and maintains its standing in the industry. You can find more about their financial health here: Breaking Down Moelis & Company (MC) Financial Health: Key Insights for Investors.

Client Focus

MC places a significant emphasis on client focus, striving to provide tailored financial solutions that address the unique challenges and opportunities each client faces. This dedication involves building strong relationships and understanding the specific needs of those they serve.

• Offering customized advisory services that align with each client's strategic goals.
• Maintaining open communication channels to ensure client needs are promptly addressed.
• Committing to long-term partnerships based on trust and mutual success.

This focus is evident in their approach to mergers and acquisitions, restructuring, and capital markets advisory, where bespoke strategies are crafted to maximize client value.

Integrity

Integrity is a cornerstone of MC's operational ethos. The firm is committed to upholding the highest ethical standards in all its dealings, ensuring transparency, honesty, and fairness in every interaction.

• Adhering strictly to regulatory requirements and industry best practices.
• Promoting a culture of compliance and ethical conduct throughout the organization.
• Ensuring that all advice and recommendations are objective and unbiased.

This commitment to integrity is crucial in maintaining the trust of clients, shareholders, and the broader financial community.

Excellence

MC strives for excellence in all its endeavors, aiming to deliver superior results through expertise, innovation, and relentless dedication. This value drives the firm to continually enhance its capabilities and refine its approach to financial advisory.

• Investing in ongoing training and development to maintain a high level of expertise.
• Encouraging innovative thinking to develop cutting-edge solutions.
• Fostering a culture of continuous improvement and high performance.

The pursuit of excellence is reflected in the firm's consistent track record of successful transactions and satisfied clients.

Partnership

MC believes in the power of partnership, both internally among its team members and externally with its clients. Collaboration, mutual support, and shared success are central to this value.

• Promoting a collaborative work environment where diverse perspectives are valued.
• Building strong relationships with clients based on trust and shared objectives.
• Encouraging teamwork and knowledge sharing across the organization.

This emphasis on partnership enables MC to leverage the collective intelligence of its team and deliver comprehensive solutions that address the multifaceted challenges faced by its clients.