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.