Moelis & Company Investor Presentation Deck slide image

Moelis & Company Investor Presentation Deck

Reconciliation of GAAP to adjusted (non-GAAP) financials Three Months Ended June 30, 2023 ($ in thousands) Revenues (1) Expenses Compensation and Benefits Non Compensation Expenses (²) Total Operating Expenses Operating Income Other income (expenses) (¹) Compensation Ratio Non-Compensation Ratio Operating Income Margin (1)(2)(3) Source: 1. Moelis 3 2. 3. U.S. GAAP $179,871 $145,794 $43,663 $189,457 ($9,586) ($5,629) 81.1 % 24.3% Adjustments 2,372 (420) 7,849 Adjuste d (non-GAAP) $182,243 Company filings Reflects a reclassification of $2.4 million of other income to revenues related to net gains from the mark-to-market impact on shares received as partial payment for advisory services provided on certain transactions $145,794 Reflects adjustments of $10.4 million for expenses related to the Settlement as described in our Q2 2023 earnings press release Tax Receivable Agreement liability related adjustments are made to other income (expenses) for GAAP purposes. The adjustment of $0.2 million is reclassified to the provision for income taxes line $43,243 $189,037 ($6,794) $2,220 80.0 % (5.3)% Our Adjusted results apply certain adjustments to our GAAP results, including the assumption that 100% of the Firm's income was taxed at our corporate effective tax rate. We believe the Adjusted results, when presented together with comparable GAAP results, are useful to investors to compare our performance across periods and to better understand our operating results. 23.7% (3.7)% | 23
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