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Moelis & Company (MC) investor relations material

Moelis & Company Goldman Sachs U.S. Financial Services Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Goldman Sachs U.S. Financial Services Conference summary9 Dec, 2025

Leadership transition and culture

  • CEO transition was seamless due to internal succession and strong firm culture.

  • Talent development and internal promotion are foundational pillars, with a focus on growing future leaders.

  • The firm maintains a collaborative, one-firm culture despite global expansion to 1,400 employees.

  • Excitement and optimism are high within the organization about future growth.

Strategic growth initiatives

  • Four major growth areas: Capital Markets, Technology, Oil & Gas, and Private Capital Advisory (PCA), all showing strong results.

  • PCA, especially GP-led secondaries, is a key strategic focus, with plans to expand into LP secondaries, primary fundraising, and GP stake sales.

  • Ongoing hiring aims to fill subverticals in sectors like healthcare and industrials to capture new fee opportunities.

  • Growth will continue by adding difference makers and expanding product capabilities.

Technology, AI, and data integration

  • AI adoption is underway, with practical tools already deployed to bankers to boost efficiency.

  • Efforts are ongoing to integrate 18 years of firm data with AI tools for better client service and productivity.

  • No current plans to reduce headcount due to AI; analyst programs remain robust to support apprenticeship culture.

  • Harnessing data and AI is seen as a key driver for future productivity and business growth.

Identify key sub-verticals for future growth
Long-term AI impact on headcount pyramid?
Explain the finite nature of restructuring talent
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Frequently asked questions

Moelis & Company is a global investment bank that offers financial advisory services on mergers and acquisitions, recapitalizations, restructurings, and other corporate finance matters. The company serves a broad range of corporate, institutional, and government clients across industries. Moelis & Company operates within the financial services sector, specializing in advisory services. The company is headquartered in New York, New York, and its shares are listed on the NYSE.

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