Slide 1: Moelis & Company April 2020
Exhibit 99.2 MOELIS & COM PANY April 2020
Slide 2: Forward Looking Statements
This presentation contains forward-looking statements, which reflect the Firm’s current views with respect to, among other things, its operations and financial performance. You can identify these forward-looking statements by the use of words such as “outlook,” “believes,” “expects,” “potential,” “c
Slide 3: Premier Global Independent Investment Bank
Premier Global Independent Investment Bank Global footprint 20 geographic locations in the Americas, Europe, the Middle East, Asia and Australia Trusted advisor Focus on M&A, Restructuring, Capital Solutions, Capital Markets and Private Funds Advisory Expertise across all major industries World clas
Slide 4: Moelis & Company Milestones
Moelis & Company Milestones 2007 – 2008 Founded and Raised Growth Capital from Global Institutional Investors Hired Restructuring Team 2009 – 2010 Entered Hong Kong, China, India & Middle East IPO in April 2014 (NYSE: MC) Formed Private Funds Advisory Business 2011 – 2014 Expanded into Brazil & esta
Slide 5: Our Business: Relationships, Judgment and Experience
Our Business: Relationships, Judgment and Experience Los Angeles, US London, UK Hong Kong, CN Japan Strategic Alliance with SMBC / SMBC Nikko Boston, US Dubai, UAE Houston, US New York, US San Francisco, US Beijing, CN Frankfurt, DE Mumbai, IN Paris, FR São Paulo, BR Sydney, AUS Joint Venture Chicag
Slide 6: Selected transactions
Acquisition of Forest City Realty Trust, Inc. Sale to Shiseido Company, Limited Acquisition of Tarsus Group plc Restructuring of 7.5% Senior Notes due 2020 Restructuring $11.4bn Restructuring All-share combination with Flutter Entertainment plc Acquisition of Twenty-First Century Fox, Inc. CBS and V
Slide 7: Fully Integrated Advisory Platform
Fully Integrated Advisory Platform Comprehensive capabilities across products, industries and geographies coupled with independent, uncompromised advice Integrated Advisory Platform Product Expertise Industry Coverage Global Footprint Consumer & Retail Energy, Power & Infrastructure Financial Instit
Slide 8: Compelling Investment Opportunity
Compelling Investment Opportunity Differentiated model Strong partnership culture One-Firm philosophy with one global P&L Focus on internal development Strong, asset light balance sheet with no debt and no goodwill Durable model with premier restructuring and m&a franchises Longer term growth opport
Slide 9: Differentiated Model
Differentiated Model Global Collaboration Global partnership approach One firm P&L (non commission-based compensation) Optimal structure for client advice and talent development Ability to quickly pivot resources to new business opportunities related to the market uncertainty caused by COVID-19 High
Slide 10: Fortress Balance Sheet and Disciplined Capital Management
Fortress Balance Sheet and Disciplined Capital Management Strong financial position Cash and liquid investments of $145 million 1 Undrawn revolver No debt No goodwill Virtually no cash compensation obligations arising from prior years Minimal capital requirements Commitment to return all excess capi
Slide 11: Leader in Recapitalization & Restructuring Advisory
Advised on over $1 trillion of restructuring transactions across more than 400 assignments since 2008 Approximately 60% of Company-side transactions are completed out-of-court Advised on 8 of the 10 largest restructurings in 2018 and 2019 Global network essential to maximize client outcome Global te
Slide 12: Strong Record of Organic Growth
Strong Record of Organic Growth MOELIS & COMPANY REVENUES ($MM) M&A Y-o-Y Change 1 13.7% (3.0%) (4.0%) 11.9% (4.5%) (6.9%) (1.2%) (3.4%) (8.0%) (23.3%) Default Rates 2 1.9% 2.6% 2.8% 2.1% 2.5% 4.4% 3.4% 3.0% 2.4% 2.7% Source:Thomson Reuters Notes: Based on global completed number of M&A transactions
Slide 13: Long-Term Growth Drivers
Long-Term Growth Drivers 411 – LTM Q3 – 42% 411 – 600 – 46% 411 – 610 – 48% 86 2013 102 2016 8 promotes 2 leavers Premier M&A Franchise Differentiated Model Leading Restructuring Business Strong dialogue levels but currently experiencing a hiatus in M&A due to COVID-19 Strong relationships with Fina
Slide 14: Appendix
Appendix
Slide 15: Reconciliation of GAAP to Adjusted (non-GAAP) Financials
Reconciliation of GAAP to Adjusted (non-GAAP) Financials Source:Company filings Note: Includes reclassification associated with the forfeiture of fully vested awards from the enforcement of non-compete provisions Our Adjusted results apply certain adjustments from our GAAP results, including the ass
Slide 16: Quarterly Revenue Summary
Quarterly Revenue Summary QUARTERLY REVENUE (Q1 2013 – Q1 2020) ($MM) Source:Company filings Note: Management primarily focuses on annual revenue measures as revenues in any quarter may not be indicative of full year results and the results of any period may vary significantly from quarter to quarte
Slide 17: Share Count Breakdown
Share Count Breakdown Notes:Data represents weighted-average for the three month period ending March 31, 2020 Includes 1.2 million undelivered awards with no remaining service requirement Includes former Managing Directors and Employees In April 2020, all outstanding Class A Partnership Units will b
Slide 18: Historical Deal Distribution by Transaction Size
% of Total Deal Count Source:Dealogic Note:Percentage represents percent of total company deal count; based on completed M&A transactions from 1/1/2017 to 12/31/2019; excludes transactions less than $100 million and those with no transaction value disclosed Historical Deal Distribution by Transactio