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Moelis & Company

Global independent investment bank with a dedicated Technology Investment Banking franchise (application software, infrastructure/security software, internet, tech services, FinTech). Global Head of Technology IB: Jason Auerbach (San Francisco)

New York, San Francisco, Boston, Los Angeles, London, Hong Kong · moelis.com · 9 latest deals

1 Overview

Moelis & Company is a global independent investment bank with a dedicated Technology Investment Banking franchise (application software, infrastructure/security software, internet, tech services, FinTech). Global Head of Technology IB: Jason Auerbach (San Francisco). It has offices in New York, San Francisco, Boston, Los Angeles, London and Hong Kong.

Its website lists its 9 latest technology deals. Dealroom has its own record of 6 of them, which adds the date or value where the site gives none. A value is known for 1 of the 9.

  • Application software
  • Infrastructure & security software
  • Internet / front-office software
  • Tech services & digital infrastructure
  • FinTech & payments
  • Healthcare IT / edtech software

2 Deals

Moelis & Company’s latest deals

The deals on Moelis & Company’s website, newest first, with the side it advised where the site says so. Dates and values the site leaves out come from Dealroom where it has the deal. Cards open the company’s Dealroom profile where there is one.

PickTrace

growth investment by

Terminus Capital Partners

Buy-side · Oct 2026

WWatermark Insights

acquired by

MMain Capital Partners

Sell-side · Sep 2026

Locked

Sell-side · Aug 2026

Data Dimensions

acquired by

One Call

Buy-side · Mar 2026

FFORM

acquired by

GGemspring Capital

Sell-side · Feb 2026

P

Locked

C

Sell-side · Oct 2025

Heartland Business Systems

acquired by

GenNx360 Capital Partners

Buy-side · Oct 2025

Zenoss

acquired by

Virtana

Buy-side · May 2025

Locked

Sell-side · Aug 2024 · $53.2M

3 of the 9 deals are locked

The full profile lists every transaction, with the buyers, investors and values.

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Source: Moelis & Company website, checked 27 October 2026; Dealroom.

3 Team

4 managing directors

The managing directors who lead Moelis & Company’s deals.

  • Jason Auerbach

    Jason Auerbach

    Managing Director; Global Head of Technology Investment Banking

  • Bob Casey

    Bob Casey

    Managing Director, Application Software

  • RK

    Roger Knight

    Managing Director, Infrastructure & Security Software

  • RW

    Raymond Wu

    Managing Director, Application Software

Source: Moelis & Company team page, checked 27 October 2026.

Request the full advisor profile

Every deal on Moelis & Company’s record with its buyers, investors and values, and the same profile for other technology M&A advisors in Europe.

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Advisor registry checked 2026-11-12T09:40:50.783Z. 0 relationships await canonical refresh. Sheet-linked dates and values come from Dealroom.