Investor Presentaiton
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
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)
Track record of success
CLAYTON
DUBILIER
& RICE
$7bn
Take-private acquisition
of Focus Financial
Partners Inc.
Financial Advisor
Advent International
GLOBAL PRIVATE EQUITY
Deals
of the
Year
2022
The Banker
Acquisition of
UNITED
DIGESTIVE
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
Blackstone
Acquisition of
NEWTRADITION
Exclusive
Financial Advisor
STERLING
a portfolio company of
OAKTREE
sale to
BLUE
Exclusive
Financial Advisor
Banyan
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
KOHLBERG
& COMPANY
UD
from Frazier
Healthcare Partners
Financial Advisor
Global institutional investor network
$1.4
$1.3
$1.1
$1.0
$0.9
$0.8
$0.7
$0.6
$0.4
2007- 2015 2016 2017
2014
Moelis
2018
2019 2020
2021 2022
580+
Private Equity
870+
Relationships
50+
Pension Funds
200+
Family Office /
Alt Cap
40+
Sovereign Wealth
Funds
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