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Devin Patrick Ryan

Managing Director and equity research analyst at Citizens JMP Securities

Devin Patrick Ryan is a Managing Director and equity research analyst at Citizens JMP Securities, specializing in investment banks, brokers, asset managers, commercial finance, and FinTech companies. He covers specific firms such as Robinhood (HOOD), Coinbase (COIN), LPL Financial (LPLA), Raymond James Financial (RJF), and Dave (DAVE), achieving a strong performance track record with a 70% success rate across over 900 ratings and an average return of 34.7% per rating on TipRanks, where he ranks #14 out of 10,074 analysts, highlighted by a +546.5% return on his HOOD buy call. Ryan joined JMP Securities in 2013 after over eight years at Sandler O’Neill & Partners, where he rose to Managing Director and senior analyst covering capital markets firms, and he holds active FINRA registrations as a registered broker.

Devin Patrick Ryan's questions to Moelis & (MC) leadership

Question · Q4 2025

Devin Patrick Ryan asked about the broader advisory outlook, specifically the potential upside from increased sponsor activity for Moelis, and the base case for restructuring and liability management activity.

Answer

CEO Navid Mahmoodzadegan explained that sponsor deals are gaining velocity, driven by LP pressure for capital return and improved financing markets, with GP-led secondaries playing a key role. He also noted a long runway for liability management due to highly leveraged companies and technology disruption, predicting flat to up activity for Capital Structure Advisory (CSA) and highlighting bolstered creditor-side capabilities.

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Question · Q4 2025

Devin Patrick Ryan asked about the broader advisory outlook, specifically quantifying the potential upside from private equity sponsors re-engaging in the market and the impact for Moelis & Company. He also inquired about the base case for activity levels in restructuring and liability management, given the long runway of opportunities.

Answer

CEO Navid Mahmoodzadegan explained that sponsor deals are increasing, driven by LP pressure for capital return, favorable financing markets, and improved valuations. He highlighted Moelis's strong position with GP-led secondary capabilities. Regarding restructuring, Mr. Mahmoodzadegan noted a long runway of companies with high leverage and technology disruption, predicting flat to up activity for Capital Structure Advisory in 2026, bolstered by creditor-side capabilities.

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