Differentiated model providing a compelling investment opportunity slide image

Differentiated model providing a compelling investment opportunity

Reconciliation of GAAP to adjusted (non-GAAP) financials Three Months Ended March 31, 2023 ($ in thousands) Revenues¹ Expenses U.S. GAAP $187,820 Adjustments (2,521) Adjusted (non-GAAP) $185,299 Compensation and Benefits $148,239 $148,239 Non Compensation Expenses $40,972 $40,972 Total Operating Expenses $189,211 $189,211 Operating Income ($1,391) (2,521) ($3,912) Compensation Ratio 78.9 % 80.0 % Non-Compensation Ratio 21.8 % 22.1 % Operating Income Margin (0.7)% (2.1)% Our Adjusted results apply certain adjustments from 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. Moelis Source: Notes: Company filings 1. Reflects a reclassification of $2.5 million of other income to revenues related to losses from the mark-to-market impact on shares received as partial payment for advisory services provided on certain transactions 12
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