Steven Meehan had been appointed as the new managing director of healthcare investment banking at Moelis & Company. He will be based in New York.
Meehan is responsible for offering strategic advice to global healthcare customers.
Before this new appointment, Meehan worked as CEO of UBS Russia and CIS, where he led all businesses such as securities, investment banking and wealth management.
Moelis & Company announced the appointment of Liam Beere as a managing director based in the Europe, Middle East and Africa (EMEA) region. He joins the company on 19 September and will be based in London.
A leading mergers and acquisitions practitioner across industries, Beere will be responsible for deal origination and providing strategic advice to clients globally.
Beere joins Moelis & Company after a 19 year career at UBS Investment Bank, where he was most recently global head of mergers and acquisitions, having joined SG Warburg in 1992. -PR Newswire
Moelis & Company announced the appointment of Anthony Rokovich as a managing director in real estate investment banking, effective August 1, 2011.
Based in New York, Rokovich will provide strategic advice to real estate clients.
Rokovich joins from UBS where he was a managing director in the real estate, lodging & leisure group, working on strategic and financing transactions in the mall, strip mall, outlet, multifamily and healthcare sectors. -Business Wire
Moelis & Company announced that UBS AG banker Patrick Loftus-Hills has joined as a managing director for mining and metals, as part of the boutique investment bank’s expansion in Asia after acquiring a Hong Kong-based advisory firm.
Loftus-Hills was previously joint head of the Asian industrials group and head of natural resources at UBS for 11 years. -PR Newswire
Moelis & Company announced that Alexandra Oldroyd has joined the firm as a managing director. She will be based in London.
Oldroyd will advise clients in the consumer industry with a particular focus on the food and beverage sector, working closely alongside Benoit Renon, a managing director in the firm’s European consumer practice.
Oldroyd joins from Barclays Capital where she was a managing director and Pan-European beverages analyst. -Business Wire
Moelis & Company announced that Augusto Sasso, head of MENA investment banking, will lead the newly established office in Dubai, United Arab Emirates.
Sasso and his team will provide financial advisory and capital raising services to clients across the Middle East and North African (MENA) markets.
Sasso joined Moelis & Company at its inception and previously held senior roles at Credit Suisse First Boston and Donaldson, Lufkin & Jenrette.
The team also comprises several senior Moelis & Company bankers who have relocated to the UAE, including managing director Charles Noel-Johnson, who has been with Moelis & Company since July 2009, having previously served at Close Brothers Corporate Finance and J.P. Morgan. -Business Wire
Moelis & Company announced that Guillermo Garcia has joined the firm as a managing director based in London.
Garcia will be a member of the firm’s global financial institutions group and will have a particular focus on advising clients in the banks sector throughout Europe, the Middle East and Africa. He will enhance the firm’s global FIG capabilities, working closely with FIG managing directors Caroline Silver in London and John Binnie and John Sipp in New York.
Garcia joins from Richmond Park Partners where he served as a partner and head of the financial institutions group. He joined RPP in 2009 from Barclays where he was global head of corporate development. Prior to Barclays, he spent 12 years at Goldman Sachs in a variety of roles, most recently as a managing director in the financial institutions group. During his time at Goldman Sachs, he covered several industry verticals, including insurance, banks and financial technology, both in London and in New York. -Business Wire
Moelis & Company announced announced that it has promoted the following four members of its global investment banking business.
Zul Jamal was appointed as managing director for New York.
Michael Magliana was appointed as managing direction for London.
Charles Noel-Johnson was appointed as managing director for London/Dubai.
Peijie Shiu appointed as managing director for New York.
The appointments are effective as of January 1, 2011. -Business Wire
Moelis & Company announced that Michael Findlay will join the firm in December as a managing director. He will be based in London.
Findlay will advise clients on capital markets matters, with a particular focus on equity advisory.
Findlay has 20 years of experience working with clients in the equity markets and has advised senior management and corporate directors across Europe, the Middle East and Africa on capital markets issues in connection with strategic transactions and general shareholder matters. He was managing director and co-head of EMEA corporate broking at Merrill Lynch from 2004 to 2009. In this role, he led the firm’s relationships with many FTSE 100 and FTSE 250 clients and provided equity market advice and solutions on numerous financings and M&A transactions across EMEA. -Business Wire
Moelis & Company announced Evan Winkler has joined the firm as a managing director. He will based in Los Angeles.
Winkler will be responsible for providing senior level advisory services to clients on M&A transactions and other corporate finance initiatives.
Winkler most recently served as managing director and co-head of TMT M&A at UBS Investment Bank and prior to this as head of technology M&A. -Business Wire
Moelis & Company announced Stephen Aulsebrook will join the firm on September 27, 2010 as a managing director. He will be based in the firm’s London office.
Aulsebrook will provide senior level financial restructuring and other corporate finance advisory services to clients principally in Europe, the Middle East and Africa (EMEA).
Aulsebrook has extensive mergers and acquisitions and broader corporate finance advisory experience gained in a career spanning nearly 30 years in European investment banking. He joins Moelis from Close Brothers Corporate Finance (recently renamed DC Advisory Partners) and previously worked at Hill Samuel and Bankers Trust. He has built an extensive network of relationships in Europe, the US, Asia and the Middle East across leading corporations, banks, hedge funds, other principal funds and private equity investors through his work on mergers and acquisitions and financial restructuring transactions. -Business Wire
Moelis announced Roger Wood, a senior advisor to power and infrastructure companies globally, has joined the firm as a managing director. He will be based in the firm’s New York headquarters.
Wood will focus on providing senior level advisory services to companies in the power, infrastructure and related energy sectors.
Wood joins from Rothschild where he was head of North American utilities and infrastructure and global co-head of both utilities and infrastructure. Prior to joining Rothschild in 2005, he was a managing director in the mergers and acquisitions group at Citigroup in New York where he focused on the electric utility and independent power sectors. He previously worked in energy investment banking at JP Morgan in New York and London and began his career as a member of JP ‘s mergers and acquisitions group in London.
Moelis announced Joseph W. Simon has joined the firm as managing director and chief financial officer.
Mr. Simon will be responsible for all finance and accounting matters and will be based in the firm’s headquarters in New York.
Mr. Simon most recently served as CFO of Financial Security Assurance for seven years. He was a member of the executive management committee and re-engineered FSA’s treasury and accounting areas to enhance the firm’s financial planning and analysis, allocation of capital and transparency of financial reporting. -Business Wire
Moelis announced that Rick Leaman has joined the firm as a managing director in the firm’s headquarters in New York.
Mr. Leaman will be a member of the firm’s management committee and will provide senior-level strategic advice on mergers and acquisitions and capital markets transactions.
Mr. Leaman has 25 years of experience in investment banking. He joins the firm from UBS Investment Bank where he was most recently chairman of the investment banking division and a member of the investment bank’s executive committee. He was appointed global head of UBS’s investment banking division in 2009. -Business Wire
Moelis & Company announced that Anton Sahazizian will join the firm in August 2010 as a managing director.
Based in the firm’s New York headquarters, Sahazizian will provide senior level advisory solutions principally to clients in the industrials sector.
Mr. Sahazizian has over 15 years of experience advising clients on mergers & acquisitions and was most recently a managing director in the mergers & acquisitions group at UBS Investment Bank in New York. He worked at UBS for nearly 10 years, and, in his most recent role, was the senior banker responsible for the origination and execution of M&A transactions for some of the largest global industrials companies in the chemicals, capital goods, paper, packaging, forest products and energy sectors. -Business Wire
Moelis & Company has appointed John Joliet and Brian Webber as its managing directors.
Mr. Joliet and Mr. Webber will based in Los Angeles and will expand the firm’s coverage of the technology sector with focus on business and technology services and software companies.
Mr. Joliet was most recently managing director and global head of software investment banking at UBS Investment Bank. He also served as the head of UBS Investment Bank’s Los Angeles office.
Mr. Webber joined UBS Investment Bank in 2001 and was most recently managing director and global head of technology investment banking. -Datamonitor NewsWire
Moelis & Company announced Charles G. Denison has joined the firm as a managing director.
Denison will be based in the firm’s Chicago office and will provide senior level coverage and advisory solutions to clients principally in the industrials sector both in the Midwest and on a global basis.
Mr. Denison has over 30 years of investment banking experience and was most recently managing director and chairman of the Midwest region for Deutsche Bank, also based in Chicago. He ran the Chicago office of Deutsche Bank and predecessor Bankers Trust since 1994, and was most recently responsible for overseeing the firm’s investment banking activities in the Midwest as well as coordinating the strategies of the private wealth and asset management businesses. -Business Wire
Moelis announced that John K. Collins will join the company as a managing director in general industrials.
Mr. Collins has almost 20 years of investment banking experience and will focus on providing advisory services to companies in the metals and mining, paper, packaging and chemicals sectors. He will join the firm in July and will be based at Moelis’ headquarters in New York.
Mr. Collins will join the firm from Morgan Stanley, where he was most recently a managing director in the mergers & acquisitions group. -Business Wire
Moelis announced Edmund P. Chiang has joined the firm’s capital markets group as a managing director based in New York.
Mr. Chiang, who has been a senior advisor to the firm since April 2009, will continue to work with the capital markets group headed by Christopher Ryan and is responsible for providing capital raising solutions to the firm’s clients.
Mr. Chiang has over 20 years of investment banking experience and was most recently a managing director at Banc of America Securities, where he was group head of private equity placements and a member of the equity capital markets operating committee. -Business Wire
Moelis, the New York-based investment bank, announced that Andrew Pridham will join the firm as managing director and head of investment banking for Australia.
Mr. Pridham most recently was executive chairman of investment banking at JPMorgan Australia. He has over 20 years of experience in investment banking and has worked in London, Singapore and Sydney. As executive chairman of JPMorgan’s investment bank in Australia he completed many major M&A, equity raising and other advisory transactions and played a leading role in the significant growth of JPMorgan’s Australian business. Prior to his six year tenure at JPMorgan, he spent 12 years at UBS where he held senior roles including global head of real estate investment banking and head of investment banking for Australasia. He was also a member of the UBS global investment banking management Committee.
Additionally, John Steinthal will join the firm as managing director and head of equities for Australia.
Mr. Steinthal was most recently a co-founder and principal of Edward Baillie Capital and previously was managing director and co-head of Australasian equities at UBS. He has over 20 years of experience in equities. He co-founded Edward Baillie Capital in 2004 to create and manage a successful suite of unlisted alternative investment products. Previously he was also at UBS in Australia for 14 years, managing a 170-person team as co-head of Australasian equities. -Business Wire
Moelis announced that John A. Sipp has joined the firm as managing director, focusing on coverage of the insurance industry.
Mr. Sipp has over 23 years of investment banking experience and was most recently a managing director and head of the insurance investment banking group for the Americas at Credit Suisse. -Business Wire
Moelis & Company announced that Benoit Renon has joined the firm as a managing director in its London office.
Mr. Renon will lead the firm’s European consumer sector practice and develop its French investment banking franchise across all sectors.
Mr. Renon has over 17 years of investment banking experience and was previously a managing director and head of European consumer investment banking at Morgan Stanley in London. -Business Wire
Moelis & Company announced that Stan Lai will join the firm as a managing director in its capital markets group. He will be based at Moelis & Company’s headquarters in New York.
Mr. Lai will focus on providing capital raising advice and solutions to the firm’s clients.
Mr. Lai has over 14 years of investment banking experience and was most recently a managing director and head of private placements at Bank of America Merrill Lynch, where he oversaw a diversified private capital advisory platform where he originated, structured and executed a wide variety of privately negotiated equity, mezzanine, structured securities and illiquid portfolio monetization transactions for public and private clients across all sectors. Prior to that, he worked within the private funds placement group at Merrill Lynch. Previously, Mr. Lai was an investment banker at Salomon Brothers and was a member of the restructuring practice at Deloitte & Touche. -Business Wire
Moelis & Company announced the establishment of a new office in Sydney, Australia, with the hire of a five-person team to cover the Australian and Asian markets. Chris Wyke will join the firm as a managing director and Julian Biggins has joined the firm as a senior vice president, along with three other investment banking professionals. Mr. Wyke will join the firm in September from J.P. Morgan. He has over a decade of experience in investment banking and was most recently a member of J.P. Morgan’s investment banking team in Sydney, where he originated and executed a wide range of domestic and international transactions. Mr. Biggins has nearly a decade of investment banking experience and was most recently a member of J.P. Morgan’s investment banking team, where he focused on providing capital structure and transaction advisory services to real estate companies and fund management clients in the Asia-Pacific region. He also led advisory roles to Australian companies acquiring real estate businesses in the U.S., U.K., Continental Europe, Japan and China. Previously he was with UBS’ real estate research team where he provided strategic, quantitative and qualitative studies to Australian and international institutional clients. Additionally, Ben Wong will join the firm as a vice president in September from J.P. Morgan and Phil Newman and Paul Rathborne have joined the firm as associates. -Business Wire
Moelis & Company announced that Caroline Silver will join the firm in October as a managing director based in London. Ms Silver, who has 22 years of investment banking experience, will focus on providing advisory services to clients in the financial services industry. Ms. Silver has a distinguished career in investment banking, most recently as vice chairman of EMEA investment banking at Bank of America Merrill Lynch. Prior to this, she spent 14 years at Morgan Stanley, where she was global vice chairman of investment banking and previously held a number of senior positions including European head of financial institutions and head of restructuring. Ms Silver also worked in M&A and corporate finance at Deutsche Morgan Grenfell for seven years and started her career as a chartered accountant with PricewaterhouseCoopers. -Business Wire
Moelis & Company announced that Yadin Rozov has joined the firm as a managing director in the risk advisory group. Mr. Rozov, who will be based in New York, has nearly a decade of fixed income trading, structuring and risk management experience. -Business Wire
Moelis & Company announced that Kevin Scheetz has joined the firm as a managing director in technology. Mr. Scheetz, who has 12 years of investment banking experience, will expand the firm’s coverage of the technology sector in the San Francisco Bay Area, with a particular focus on hardware, semiconductors and components clients. Mr. Scheetz was most recently head of the semiconductors and electronics investment banking franchise at Merrill Lynch. In this role, he advised public and private companies and venture capital investors on a wide range of corporate finance matters, including mergers and acquisitions, initial public offerings and other debt and equity financings. Prior to Merrill Lynch, Mr. Scheetz was an investment banker covering technology clients at Credit Suisse First Boston. -Business Wire
Moelis & Company hired Alex Rubin as a New York managing director in charge of advising real estate clients. He will start in June 2009 and will join Moelis from Citigroup, where he was a managing director in the global real estate investment banking group.
Moelis & Company announced that Stuart Goldstein will join the firm in June as a managing director based in Los Angeles. Mr. Goldstein, who has 12 years of investment banking experience, will provide advisory services to clients in the technology sector. Mr. Goldstein joins from Citigroup, where he was most recently a managing director and the head of West Coast technology investment banking. In this role, he provided strategic advisory services to technology companies on the full spectrum of corporate finance matters, in particular mergers and acquisitions. Mr. Goldstein was previously a managing director in Citigroup’s mergers and acquisitions group and managed its enterprise software and communications equipment M&A franchises. Prior to joining Citigroup, Mr. Goldstein was a law clerk for the Honorable Anthony J. Scirica of the Third Circuit Court of Appeals. -Business Wire
Moelis & Company announced that Alexander S. Rubin will join the firm in June as a managing director based in New York. Mr. Rubin, who has 18 years of investment banking experience, will be responsible for providing advisory services to clients in the real estate sector. Mr. Rubin joins from Citigroup, where he was a managing director in global real estate investment banking. -Business Newswire
Moelis & Company announced that Kasim Kutay has joined the firm as a managing director based in London. Mr. Kutay, who has 20 years of investment banking experience, will lead the development of the firm’s European healthcare practice and provide advisory services to certain other clients in the EMEA region.
Mr. Kutay has a long career of providing advice to healthcare companies and spent 18 years at Morgan Stanley, where he was most recently chairman of the European healthcare group. While at Morgan Stanley, Mr. Kutay managed a franchise advising healthcare companies on the full spectrum of corporate finance matters including mergers and acquisitions, initial public offerings and other debt and equity financings. Prior to joining Moelis & Company, Mr. Kutay was a managing director and head of the financial solutions group at SUN Group Advisors.-Business Wire
Moelis & Company announced that Joseph B. Kennedy has joined the firm as a managing director based in New York. Mr. Kennedy, who has almost 18 years of investment banking experience, will expand the firm’s coverage of consumer products and retail companies, with a particular focus on restaurant clients. Mr. Kennedy joins from Wachovia where he was most recently head of retail investment banking.-Business Wire
Moelis & Company announced that Matthew Prest and Charles Noel-Johnson will join the firm’s recapitalization & restructuring group in July and will be based in London. Mr. Prest and Mr. Noel-Johnson, who have worked together for over five years, were previously at Close Brothers where they built a leading European restructuring practice. Mr. Prest has over 15 years of restructuring experience and will join Moelis & Company as a managing director.
Prior to this appointment, Mr. Prest was a managing director and head of the European restructuring group at Close Brothers in London where he led a number of complex restructurings across a broad range of industries. Mr. Noel-Johnson will join Moelis & Company as an executive director.
Prior to this appointment, Mr. Noel-Johnson was a director in the European restructuring group at Close Brothers, where during the past eight years he has advised a wide array of corporates, sponsors and creditors across Europe on restructuring and distressed M&A transactions. Prior to Close Brothers, Mr. Noel-Johnson worked at JPMorgan for two years in asset management in both London and New York.-Business Wire
Moelis & Company announced that Jared Dermont will join the firm in May as a managing director in its recapitalization & restructuring group. Mr. Dermont, who will be based in New York, brings over 13 years of mergers and acquisitions and restructuring experience to the firm. Mr. Dermont was most recently a managing director at Rothschild, where he originated and executed numerous in-court and out-of-court restructuring and M&A transactions for companies.-Business Wire
Moelis & Company announced that Mark Aedy will join the firm in June as head of Europe, Middle East and Africa investment banking based in London. Mr. Aedy, a 30-year investment banking veteran, will lead Moelis & Company’s ongoing expansion in EMEA, further strengthening the firm’s global investment banking capabilities. Mr. Aedy will also be appointed to the firm’s management committee. Most recently, he served as Head of Europe, Middle East and Africa corporate and investment banking at Bank of America Merrill Lynch.-Business Wire
Moelis & Company announced that Mark Aedy will join the firm in June as head of Europe, Middle East and Africa investment banking based in London. Mr. Aedy, a 30-year investment banking veteran, will lead Moelis & Company ongoing expansion in EMEA, further strengthening the firm’s global investment banking capabilities. Mr. Aedy will also be appointed to the firm’s management committee. Most recently, he served as head of Europe, Middle East and Africa corporate and investment banking at Bank of America Merrill Lynch.-Business Wire
Moelis & Company announced that Steve Panagos will join the firm in April as a managing director and vice chairman of its recapitalization & restructuring group. Mr. Panagos is a widely recognized turnaround expert who will provide restructuring advisory services and solutions to the firm’s clients.
During his 20 year tenure at Kroll Zolfo Cooper, Mr. Panagos provided restructuring advice to numerous companies and also served as chief operating officer and president of Krispy Kreme, interim chief executive officer and chief restructuring officer of Penn Traffic Supermarkets as well as several interim management positions at many other companies. Before joining Moelis & Company, Mr. Panagos was a founder of Panagos Katz situational investing.
Moelis & Company announced that Steve Panagos will join the firm in April as a managing director and vice chairman of its Recapitalization & Restructuring Group. Mr. Panagos is a widely recognized turnaround expert who will provide restructuring advisory services and solutions to the firm’s clients. Mr. Panagos has a long and distinguished career of leading complex bankruptcies and reorganizations across a broad spectrum of industries. Mr. Panagos was the national practice leader of Kroll Zolfo Cooper’s corporate advisory & restructuring practice.
During his 20 year tenure at Kroll Zolfo Cooper, Mr. Panagos provided restructuring advice to numerous companies and also served as chief operating officer and president of Krispy Kreme, interim chief executive officer and chief restructuring officer of Penn Traffic Supermarkets as well as several interim management positions at many other companies. Before joining Moelis & Company, Mr. Panagos was a founder of Panagos Katz Situational Investing.-Business Wire
Moelis & Company announced that Stan Holtz has joined the firm as a managing director based in Chicago. Mr. Holtz, who has almost 20 years of investment banking experience, will lead the firm’s coverage effort in the telecommunications sector. Mr. Holtz joins from Bank of America, where he was most recently a managing director and head of US Telecom Investment Banking.-Business Wire
Moelis & Company announced that Chris Ryan has joined the firm as a managing director based in New York. Mr. Ryan will advise clients on risk and balance sheet-related matters and continue the expansion of the firm’s capital markets capabilities. Mr. Ryan has over 25 years of investment banking and fixed income experience, including trading, structuring, capital markets, research, sales and risk management as well as extensive experience building and managing fixed income businesses around the world.
