Moelis & Co Executive and Leadership Team

Navid Mahmoodzadegan, the Chief Executive Officer & Co-Founder at Moelis & Co, directs the overarching strategic vision and global operations of the firm. Mahmoodzadegan architects high-level advisory frameworks for complex mergers and acquisitions, ensuring the bank maintains a competitive edge in the independent investment banking sector. By fostering relationships with major financial sponsors and corporate boards, the Chief Executive Officer & Co-Founder drives long-term growth and market expansion across North American and international markets. Navid Mahmoodzadegan oversees the integration of capital markets transactions with bespoke restructuring solutions to meet diverse client needs. This leadership role involves constant evaluation of market trends to refine the firm's service offerings. Through rigorous oversight of firm-wide performance, the Chief Executive Officer & Co-Founder secures the reputation of the institution as a premier advisor for corporate finance matters, consistently delivering value to a sophisticated global client base.

Mark Laoun, the Managing Director at Moelis & Co, leads specialized advisory teams focused on complex recapitalization and restructuring mandates. Laoun architects financial solutions for distressed entities, ensuring optimal outcomes during volatile market cycles. By managing client relationships across the industrial sector, the Managing Director drives significant revenue through tailored corporate finance strategies. Mark Laoun coordinates with internal capital markets experts to execute debt and equity transactions that stabilize client balance sheets. This role requires deep analytical rigor to navigate intricate regulatory environments and creditor negotiations. Overseeing regional initiatives, the Managing Director ensures that the firm's advisory services remain aligned with the specific needs of corporations facing liquidity challenges. Through proactive engagement with stakeholders, Laoun strengthens the firm's position as a trusted partner for businesses undergoing fundamental transformation, ultimately supporting the broader mission of providing independent, high-impact financial guidance to a diverse global clientele.

Roger Hoit, the Managing Director at Moelis & Co, directs strategic advisory efforts within the technology and media sectors. Hoit architects complex merger and acquisition transactions, facilitating growth for corporations seeking to scale through inorganic means. By leveraging deep industry expertise, the Managing Director drives value creation for clients navigating rapid digital transformation. Roger Hoit oversees the execution of capital markets transactions, ensuring that clients secure necessary funding to support long-term innovation goals. This leadership role involves close collaboration with the broader firm to integrate cross-functional insights into every client engagement. Through the management of high-stakes negotiations, the Managing Director ensures that corporate finance matters receive precise, actionable guidance. Hoit maintains a focus on expanding the firm's footprint in key technology hubs, ensuring that the institution remains at the forefront of industry shifts. This commitment to excellence supports the firm's overarching goal of providing independent, expert advice to global market leaders.

Brodie Treloar, the Managing Director at Moelis & Co, leads the firm's efforts in the energy and natural resources sector. Treloar architects strategic advisory solutions for corporations managing the transition toward sustainable energy models. By overseeing complex divestitures and acquisitions, the Managing Director drives operational efficiency for clients navigating shifting commodity markets. Brodie Treloar coordinates with global teams to provide comprehensive capital markets advice, ensuring that energy firms maintain robust financial structures. This role involves managing relationships with institutional investors and financial sponsors to facilitate large-scale corporate finance transactions. Through the application of deep sector knowledge, the Managing Director ensures that clients receive tailored guidance on restructuring and capital allocation. Treloar maintains a focus on long-term value creation, ensuring that the firm's advisory services support the evolving needs of the energy industry. This leadership role directly contributes to the firm's reputation for delivering independent, high-quality financial solutions to complex global organizations.

Greg Guest, the Managing Director at Moelis & Co, directs advisory services for the healthcare and life sciences sector. Guest architects strategic partnerships and merger transactions that enable pharmaceutical and biotech firms to accelerate research and development pipelines. By overseeing capital markets activities, the Managing Director drives the successful execution of equity offerings and debt financings for growing healthcare enterprises. Greg Guest coordinates with internal teams to provide specialized restructuring advice for companies facing clinical or regulatory hurdles. This leadership role involves managing high-level interactions with corporate boards to ensure alignment on long-term financial objectives. Through the delivery of independent, objective advice, the Managing Director supports the firm's mission to provide sophisticated solutions for complex corporate finance matters. Guest maintains a focus on market trends within the healthcare landscape, ensuring that the firm remains a preferred advisor for organizations seeking to navigate the intersection of science and finance.

Lisa Strobel, the Managing Director at Moelis & Co, leads the firm's consumer and retail advisory practice. Strobel architects strategic growth initiatives for global brands, focusing on mergers, acquisitions, and brand portfolio optimization. By overseeing complex transaction processes, the Managing Director drives value for clients navigating the shift toward omnichannel retail models. Lisa Strobel coordinates with capital markets specialists to secure financing for retail expansion and operational restructuring. This role involves managing relationships with private equity sponsors and corporate leadership teams to facilitate successful deal execution. Through the application of deep industry insights, the Managing Director ensures that clients receive actionable advice on corporate finance matters. Strobel maintains a focus on market dynamics, ensuring that the firm's advisory services remain relevant in a rapidly changing consumer landscape. This leadership role supports the firm's commitment to providing independent, high-impact financial guidance to a diverse range of global retail and consumer-facing organizations.

Mark Henkels, the Managing Director at Moelis & Co, directs advisory operations within the financial institutions group. Henkels architects complex merger and acquisition strategies for banks, insurance companies, and asset managers. By overseeing capital markets transactions, the Managing Director drives the successful recapitalization of financial entities facing regulatory or market-driven challenges. Mark Henkels coordinates with internal teams to provide comprehensive restructuring advice, ensuring that financial institutions maintain stability and growth. This leadership role involves managing high-level relationships with institutional clients to facilitate strategic corporate finance matters. Through the delivery of independent, objective guidance, the Managing Director supports the firm's mission to provide sophisticated solutions for the financial services sector. Henkels maintains a focus on evolving regulatory frameworks, ensuring that the firm remains a trusted advisor for institutions navigating the complexities of the modern financial landscape. This commitment to excellence directly contributes to the firm's overall market impact and reputation.

William Goodman, the Managing Director at Moelis & Co, leads the firm's industrial and manufacturing advisory practice. Goodman architects strategic merger and acquisition transactions that enable industrial firms to achieve scale and operational synergy. By overseeing capital markets activities, the Managing Director drives the execution of debt and equity financings for large-scale manufacturing projects. William Goodman coordinates with internal teams to provide specialized restructuring advice for companies facing supply chain or market-driven disruptions. This leadership role involves managing high-level interactions with corporate boards to ensure alignment on long-term financial objectives. Through the delivery of independent, objective advice, the Managing Director supports the firm's mission to provide sophisticated solutions for complex corporate finance matters. Goodman maintains a focus on global industrial trends, ensuring that the firm remains a preferred advisor for organizations seeking to navigate the complexities of the manufacturing sector. This role directly supports the firm's reputation for delivering high-impact financial guidance.

Barak Klein, the Managing Director at Moelis & Co, directs advisory services for the real estate and lodging sector. Klein architects strategic merger and acquisition transactions that enable real estate investment trusts and hospitality firms to optimize asset portfolios. By overseeing capital markets activities, the Managing Director drives the execution of financing solutions for large-scale property developments and acquisitions. Barak Klein coordinates with internal teams to provide specialized restructuring advice for real estate entities facing liquidity or market-driven challenges. This leadership role involves managing high-level interactions with corporate boards to ensure alignment on long-term financial objectives. Through the delivery of independent, objective advice, the Managing Director supports the firm's mission to provide sophisticated solutions for complex corporate finance matters. Klein maintains a focus on global real estate trends, ensuring that the firm remains a preferred advisor for organizations seeking to navigate the complexities of the property and hospitality markets.

Bassam Latif, the Managing Director at Moelis & Co, leads the firm's infrastructure and utilities advisory practice. Latif architects strategic merger and acquisition transactions that enable utility providers and infrastructure funds to expand service capabilities. By overseeing capital markets activities, the Managing Director drives the execution of debt and equity financings for long-term infrastructure projects. Bassam Latif coordinates with internal teams to provide specialized restructuring advice for companies facing regulatory or operational challenges. This leadership role involves managing high-level interactions with corporate boards to ensure alignment on long-term financial objectives. Through the delivery of independent, objective advice, the Managing Director supports the firm's mission to provide sophisticated solutions for complex corporate finance matters. Latif maintains a focus on global infrastructure trends, ensuring that the firm remains a preferred advisor for organizations seeking to navigate the complexities of the utility and public infrastructure sectors. This role directly supports the firm's reputation for delivering high-impact financial guidance.