Moelis & Company Investor Presentation Deck
Sponsors: substantial connectivity and deep relationships
built over multiple decades
Expanding capabilities to further integrate across sector relationships and product capabilities
Comprehensive capabilities across the sponsor ecosystem
Dedicated team of senior coverage bankers
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Extensive dialogue and transaction experience with large cap
and middle market sponsors
Highly integrated with Moelis product and industry partners
> 1,200 private transactions since inception
-50% of Moelis transactions involve sponsors
Cumulative sponsor deal volume
($tn, cumulative transaction volume¹)
$0.4
$0.6
$0.7
$0.8
$0.9
$1.0
$1.1
$1.3
2007 - 2015 2016 2017 2018 2019 2020 2021
2014
Moelis
$1.4
2022
Track record of success
CLAYTON
DUBILIER
& RICE
$7bn
Take-private acquisition
of Focus Financial
Partners Inc.
Financial Advisor
KOHLBERG
& COMPANY
Acquisition of
UD
UNITED
DIGESTIVE
from Frazier
Healthcare Partners
Financial Advisor
Advent International
GLOBAL PRIVATE EQUITY
VA
WARBURG PINCUS
$4.25bn
Acquisition of
Baxter
BioPharma Solutions
Financial Advisor
One Equity Partners
$1bn
Continuation fund
transaction
for underlying assets
USCO S.p.A. and DWK
Life Sciences
Exclusive
Financial Advisor
580+
Private Equity
Blackstone
50+
Pension Funds
Acquisition of
NEWTRADITION
Exclusive
Financial Advisor
STERLING
a portfolio company of
OAKTREE
sale to
BLUE
WOLF
Exclusive
Global institutional investor network
Financial Advisor
870+
Relationships
Banyan
Deals
of the
Year
2022
The Banker
Significant investment
by The Rise Fund,
TPG's global impact
investing platform
Exclusive
Financial Advisor
brooklinen.
a portfolio company of
SUMMIT PARTNERS
Series B Capital
Raise from
FS Freeman Spogli & Co.
Exclusive
Financial Advisor
And Placement Agent
200+
Family Office /
Alt Cap
40+
Sovereign Wealth
Funds
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