Moelis & Company is a leading global independent investment bank that provides financial advisory services, including mergers and acquisitions, restructurings, and capital markets advice. If you’re interested in working with Moelis & Company, this step-by-step guide will help you understand how to initiate the process, along with official phone numbers and website links.
Step 1: Determine Your Needs
Before contacting Moelis & Company, it’s essential to understand what type of services you require. They primarily serve corporations, financial sponsors, and governments, focusing on:
- Mergers and Acquisitions (M&A) Advisory
- Restructuring Advisory
- Capital Markets Advisory
- Strategic Advisory Services
For detailed information about their services, visit the Moelis & Company website: Moelis & Company.
Step 2: Gather Required Documentation
While the specific documentation may vary based on the services you seek, generally, you may need the following:
- Business Identification: Articles of incorporation or other legal documents for corporate clients.
- Tax Identification Number: Such as Employer Identification Number (EIN) for U.S. entities.
- Proof of Address: Recent utility bills, bank statements, or legal documents showing your business address.
- Financial Statements: Recent financial statements for evaluation purposes may be required.
Step 3: Contact Moelis & Company
To open an account or engage their services, your next step is to reach out to Moelis & Company directly:
- Visit the Website: Go to Moelis & Company Contact.
- Find Relevant Contacts: Use their contact page to identify specific contacts based on your needs (e.g., M&A, restructuring).
- Phone Contact: Call their main office at +1 (212) 883-3800 for general inquiries.
Step 4: Schedule a Meeting
After making contact, you will likely need to schedule a meeting to discuss your needs in detail:
- Prepare for the Meeting: Gather all necessary documentation and formulate questions about their services.
- Discuss Your Objectives: Clearly outline your goals and the type of advisory services you require.
Step 5: Follow the Provided Instructions
After your initial meeting, Moelis & Company will guide you through the next steps, which may include:
- Completing Required Forms: Fill out any necessary paperwork or agreements.
- Due Diligence: Participate in any due diligence processes they may require.
- Finalizing the Engagement: After completing all formalities, you will establish your advisory relationship with Moelis & Company.
Step 6: Customer Support and Assistance
For additional questions or assistance during the process, you can reach out to Moelis & Company’s client services:
- Customer Service Phone Number: Call +1 (212) 883-3800 for general inquiries.
- Website Support: For more information, visit the Moelis & Company Contact Page.
Conclusion
Engaging with Moelis & Company is a process centered around understanding your financial needs and establishing a professional relationship. By gathering necessary documentation, reaching out directly, and discussing your requirements, you can successfully navigate the process. Moelis & Company provides expert advisory services that can help you achieve your strategic business objectives, whether in M&A, restructuring, or other financial matters.
