Investor Presentaiton
Why Moelis?
Leading Global
Independent
Bank
Differentiated advice: world-class independent and uncompromised advice focused on long-term clients
Integrated advisory platform: comprehensive coverage across advisory products (M&A, Capital Structure
Advisory, Capital Markets, and Private Funds Advisory) and deep expertise across all major Industries and
geographies
Culture: collaborative partnership culture leads to holistic client solutions
Strong
Business Model
Client-first philosophy: leading client retention due to strength of relationships and quality of advice
Diversified capabilities: ability to seamlessly pivot in all market environments
Robust financial model: capital-light, high free cash flow with strong balance sheet and no debt
Growth Strategy
Secular growth: technological disruption and breadth of available capital solutions
Strategic hiring: continually look to strengthen gaps in major products and industries
Talent development: continued focus on growing capabilities through leading internal promotion strategy
Capital Strategy
Financial discipline: track record of achieving high pre-tax margins across the cycle
Strategic investments: commitment to making long-term investments to drive continued organic growth
Shareholder mentality: efficiently return excess capital through dividends and share repurchases
Moelis
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