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Moelis hires veteran tech banker Timothy Roepke from Jefferies, sources say
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Moelis hires veteran tech banker Timothy Roepke from Jefferies, sources say
Sep 10, 2025 8:49 AM

Sept 10 - Moelis has hired veteran technology

banker Timothy Roepke from Jefferies as the boutique

investment bank continues to expand its technology M&A

franchise, according to people familiar with the matter.

Moelis and Jefferies declined to comment.

Roepke is expected to start at Moelis in early 2026 and will

report to Moelis' Global Head of Technology Investment Banking

Jason Auerbach, the sources said.

Roepke joined Jefferies as a managing director in 2017 with

a focus on software and services. At Jefferies, some of his

notable deals included the $10 billion sale of QTS Realty Trust

to Blackstone, the sale of cybersecurity software provider

A-Lign to Hg, and an acquisition of cloud provider Couchbase ( BASE )

by Haveli Investments.

Moelis has doubled the size of its technology investment banking

franchise since it appointed Auerbach as the global head of tech

investment banking in 2023 and hired 10 managing directors to

focus on different areas of technology M&A.

Moelis recently advised Core Scientific on its all-stock sale to

Coreweave in July; Acumatika, a portfolio company of EQT

AB, on its sale to Vista Equity Partners in May, and Neogov, a

portfolio company of Warburg Pincus and Carlyle Group, on its

sale to EQT AB and CPP Investments in July.

Moelis announced on Wednesday that it advised Park Place

Technologies, a portfolio company of Charlesbank Capital

Partners and GTCR, on its sale to Warburg Pincus.

Ken Moelis is stepping down as CEO of his namesake investment

bank. He co-founded Moelis & Co. ( MC ) in 2007 with longtime partner

Navid Mahmoodzadegan, who will take the helm, and Co-President

Jeffrey Raich. Moelis will become executive chair on October 1.

In May, Reuters reported that Jefferies had lured away four of

Guggenheim Partners' senior-most technology bankers on the West

Coast, citing sources familiar with the matter.

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