Moelis & Co Executive and Leadership Team

Navid Mahmoodzadegan, the Chief Executive Officer & Co-Founder at Moelis & Co, directs the firm's overarching strategic vision and global growth initiatives. Overseeing the expansion of advisory services across international markets, the Chief Executive Officer & Co-Founder ensures the delivery of high-impact financial solutions to a diverse client base. This leadership role involves constant collaboration with the Board to refine the firm's approach to complex mergers and acquisitions. By fostering a culture of independent advice, Navid Mahmoodzadegan directly influences the firm's reputation for excellence in corporate finance. Mahmoodzadegan maintains rigorous standards for client engagement, ensuring that every transaction aligns with long-term value creation. Through the management of senior relationships, the Chief Executive Officer & Co-Founder secures the firm's position as a premier advisor for corporations, governments, and financial sponsors navigating volatile market conditions.

Brodie Treloar, the Managing Director at Moelis & Co, leads the execution of complex recapitalization and restructuring mandates. Focusing on distressed asset management, the Managing Director designs bespoke financial frameworks that stabilize corporate balance sheets. This role requires deep analytical rigor to navigate intricate legal and financial landscapes during high-stakes negotiations. Brodie Treloar coordinates with cross-functional teams to deliver actionable insights for clients facing liquidity challenges. By prioritizing sustainable capital structures, the Managing Director drives long-term viability for organizations across various sectors. Treloar maintains a sharp focus on market trends, ensuring that restructuring strategies remain resilient against shifting economic pressures. Through the application of advanced financial modeling, the Managing Director provides the clarity necessary for stakeholders to make informed decisions during periods of significant corporate transition and financial uncertainty.

Peter Arnaboldi, the Managing Director at Moelis & Co, oversees the firm's capital markets division, specializing in equity and debt financing solutions. Driving North American initiatives, the Managing Director connects corporate clients with institutional investors to facilitate successful capital raises. This leadership role involves managing the entire lifecycle of capital market transactions, from initial structuring to final execution. Peter Arnaboldi collaborates with industry specialists to ensure that financing strategies align with the specific growth objectives of each client. By leveraging deep market intelligence, the Managing Director optimizes pricing and distribution for complex financial instruments. Arnaboldi maintains strong relationships with key market participants, ensuring consistent access to liquidity for the firm's diverse client base. Through the implementation of strategic financing plans, the Managing Director supports the firm's mission to provide comprehensive, independent advice in an evolving global financial landscape.

Bassam Latif, the Managing Director at Moelis & Co, manages large-scale merger and acquisition projects for global corporate clients. Overseeing EMEA expansion, the Managing Director identifies strategic synergies that drive long-term shareholder value. This role involves leading multidisciplinary teams through the entire deal process, including valuation, due diligence, and final negotiation. Bassam Latif ensures that every transaction adheres to the firm's high standards for independent, objective advice. By analyzing competitive landscapes, the Managing Director helps clients navigate complex regulatory environments and market dynamics. Latif maintains a focus on operational efficiency, ensuring that integration strategies support the client's broader business goals. Through the application of rigorous financial analysis, the Managing Director delivers successful outcomes in high-stakes corporate finance matters, reinforcing the firm's reputation as a trusted advisor for complex cross-border transactions and strategic growth initiatives.

Barak Klein, the Managing Director at Moelis & Co, directs the firm's advisory efforts for financial sponsors and private equity clients. Focusing on portfolio optimization, the Managing Director designs strategies that maximize returns on investment through targeted acquisitions and divestitures. This role requires constant monitoring of market volatility to identify optimal entry and exit points for complex transactions. Barak Klein coordinates with internal research teams to provide clients with data-driven insights into sector-specific trends. By fostering deep relationships with institutional investors, the Managing Director ensures the firm remains at the forefront of private capital markets. Klein maintains a commitment to objective, independent analysis, helping clients navigate the complexities of modern corporate finance. Through the execution of sophisticated deal structures, the Managing Director supports the firm's goal of delivering superior financial outcomes for a sophisticated global client base.

Lisa Strobel, the Managing Director at Moelis & Co, leads the firm's strategic advisory services for the healthcare and life sciences sectors. Overseeing regional market penetration, the Managing Director provides expert guidance on mergers, acquisitions, and strategic partnerships. This role involves translating complex industry regulations into actionable financial strategies for corporate clients. Lisa Strobel collaborates with technical experts to evaluate the viability of new product pipelines and market entry opportunities. By focusing on long-term value creation, the Managing Director helps organizations navigate the challenges of rapid innovation and shifting competitive landscapes. Strobel maintains a rigorous approach to valuation, ensuring that every transaction reflects the true potential of the client's assets. Through the delivery of independent, high-quality advice, the Managing Director supports the firm's mission to provide comprehensive financial solutions that address the unique needs of the healthcare industry.

William Goodman, the Managing Director at Moelis & Co, manages the firm's advisory practice for the technology and digital infrastructure sectors. Driving growth initiatives, the Managing Director assists corporations in navigating the complexities of digital transformation through strategic mergers and acquisitions. This role involves identifying emerging market trends and assessing their impact on long-term corporate strategy. William Goodman coordinates with internal teams to provide clients with deep insights into valuation and deal structuring in a fast-paced environment. By prioritizing independent advice, the Managing Director helps clients achieve their objectives while mitigating risks associated with technological disruption. Goodman maintains a focus on building long-term relationships with industry leaders, ensuring the firm remains a trusted partner for complex financial matters. Through the application of specialized industry knowledge, the Managing Director supports the firm's commitment to delivering exceptional financial solutions for the technology sector.

Greg Guest, the Managing Director at Moelis & Co, oversees the firm's advisory work within the energy and natural resources sector. Focusing on the transition to sustainable energy, the Managing Director provides strategic advice on capital allocation and asset divestiture. This role involves navigating the complex regulatory and geopolitical factors that influence global energy markets. Greg Guest leads teams in evaluating the financial impact of new energy technologies and infrastructure projects. By delivering objective, independent analysis, the Managing Director helps clients optimize their portfolios for long-term growth and stability. Guest maintains a focus on operational excellence, ensuring that every transaction aligns with the client's broader sustainability goals. Through the application of deep industry expertise, the Managing Director supports the firm's mission to provide comprehensive financial solutions that address the evolving needs of the global energy landscape.

Megan Dwyer, the Managing Director at Moelis & Co, directs the firm's advisory practice for the consumer and retail sectors. Focusing on brand transformation, the Managing Director assists corporations in navigating shifting consumer preferences through strategic mergers and acquisitions. This role involves analyzing market data to identify opportunities for growth and operational improvement. Megan Dwyer coordinates with internal specialists to provide clients with tailored financial solutions that address the challenges of a competitive retail environment. By maintaining a commitment to independent advice, the Managing Director helps clients achieve their strategic objectives while maximizing shareholder value. Dwyer focuses on building strong relationships with key industry stakeholders, ensuring the firm remains a trusted partner for complex financial matters. Through the application of deep sector knowledge, the Managing Director supports the firm's mission to provide comprehensive financial solutions for the consumer industry.

Roger Hoit, the Managing Director at Moelis & Co, leads the firm's advisory efforts for the industrial and manufacturing sectors. Overseeing operational efficiency initiatives, the Managing Director provides strategic guidance on mergers, acquisitions, and capital structure optimization. This role involves evaluating the impact of global supply chain dynamics on corporate performance and long-term value. Roger Hoit collaborates with internal teams to deliver actionable insights that help clients navigate complex market conditions. By prioritizing independent, objective advice, the Managing Director ensures that every transaction supports the client's broader business goals. Hoit maintains a focus on building long-term relationships with industry leaders, reinforcing the firm's reputation as a premier advisor for complex financial matters. Through the application of specialized industry expertise, the Managing Director supports the firm's commitment to delivering exceptional financial solutions for the industrial sector.