Moelis & Company
Trey Lundgren is a seasoned investment banking professional currently serving as an Executive Director at Moelis & Company since July 2017. Lundgren has progressed through various roles within the firm, including Vice President and Associate, after initially joining as a Summer Associate in 2016. Prior experience includes a Private Equity MBA Internship at River Cities Capital Funds and consultancy at Pipaya Partners, LLC, focusing on M&A due diligence for clients in aerospace, defense, and government services. Prior to entering investment banking, Lundgren worked at PwC as a Senior Associate and Associate in Management Consulting, providing financial and operational strategy insights to clients across healthcare, defense, and financial services sectors. Lundgren holds an MBA from Duke University's Fuqua School of Business, participated in an MBA exchange program at Melbourne Business School, and earned a Bachelor of Science in Accountancy from Miami University.
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Moelis & Company
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Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 19 geographic locations in the Americas, Europe, the Middle East, Asia and Australia.