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Investment Bank
FINANCE | Investment Banking
evercore.com

Investments

20

Portfolio Exits

17

Partners & Customers

10

About Evercore

Evercore (NYSE: EVR) is a global independent investment banking advisory firm. The firm is dedicated to helping clients achieve superior results through trusted independent and advice on matters of strategic significance to boards of directors, management teams, and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public and private capital and delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, South America, the Middle East, and Asia.

Headquarters Location

55 East 52nd Street

New York, New York, 10055,

United States

212-857-3100

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Latest Evercore News

Global banks forecast improved investment banking outlook

Dec 6, 2023

NEW YORK: Global bank executives said that dealmaking conditions have begun to improve, with some predicting a better outlook for strategic mergers and acquisitions at an industry event on Tuesday (Dec 5). Both M&A activity and initial public offerings (IPO) faltered last year after Russia’s invasion of Ukraine and the US Federal Reserve's aggressive rate hikes to tame inflation. “The M&A deals are coming a little faster,” Bank of America CEO Brian Moynihan told the Goldman Sachs US Financial Services Conference on Tuesday. Moynihan said that as the interest rate environment stabilises, there would be more scope for dealmaking. Goldman Sachs chief financial officer Denis Coleman said a lot of clients had an appetite and interest in “doing something strategic”, but he cautioned that sponsors or private equity firms are cautious due to the higher cost of capital. The capital markets environment has improved recently, which encouraged large listings in the United States including the listing of Arm Holdings. On the deals front, Goldman Sachs was among the advisers to Pioneer Natural Resources, which agreed to sell itself to ExxonMobil in a US$60 billion (RM279.8 billion) deal. In a recent transaction, US health insurer Cigna is in talks to merge with Humana, a source familiar with the matter told Reuters, a deal that could exceed US$60 billion in value and would be certain to attract fierce antitrust scrutiny. “Our dialog has never been stronger, conversations and pitches are happening,” Truist Financial CEO Bill Rogers said. Moynihan said BofA will outperform the industry on investment banking fees in the current quarter. “We’ll be at about US$1 billion in fees this quarter,” reflecting a low single-digit decline that “outperforms the industry”. The industry-wide investment banking fee pool is expected to drop by 10% to 15%, he said. Independent investment bank Evercore is also optimistic about the outlook for deals. “There is no question that activity levels are high in our firm. But the announcements will depend on market stability and confidence levels, no board wants to announce a deal and get the stock crushed,” Evercore chairman and CEO John Weinberg said. Meanwhile, trading in equities and fixed income, currencies and commodities is on track to be flat on an annual basis, Goldman’s Coleman said. Goldman Sachs expects compensation expenses to rise by a low to mid single-digit percentage this year, a spokesperson said. This reflected the performance of its core businesses, Coleman said. Goldman bosses are considering bigger bonuses to retain star traders and dealmakers this year as the bank looks to win over some who were disappointed by smaller payments in 2022, Reuters reported last month, citing sources familiar with matter. – Reuters Clickable Image

Evercore Investments

20 Investments

Evercore has made 20 investments. Their latest investment was in iCapital Network as part of their Private Equity on June 6, 2014.

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Evercore Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

6/26/2014

Private Equity

iCapital Network

$9.25M

Yes

2

11/15/2011

Corporate Minority

ABS Investment Management

Yes

8/11/2009

Series E - II

Meru Networks

$57.5M

No

3/19/2009

Series E

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$99M

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0

5/7/2007

Series C

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$99M

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0

Date

6/26/2014

11/15/2011

8/11/2009

3/19/2009

5/7/2007

Round

Private Equity

Corporate Minority

Series E - II

Series E

Series C

Company

iCapital Network

ABS Investment Management

Meru Networks

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Amount

$9.25M

$57.5M

$99M

$99M

New?

Yes

Yes

No

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Co-Investors

Sources

2

0

0

Evercore Portfolio Exits

17 Portfolio Exits

Evercore has 17 portfolio exits. Their latest portfolio exit was Evercore Trust Mexico on July 02, 2020.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

7/2/2020

Divestiture

Evercore Trust Mexico

$99M

2

11/2/2018

Acq - Fin

$99M

1

10/16/2015

Acquired - II

$99M

1

10/15/2015

Merger

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$99M

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10

8/15/2014

Acquired

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$99M

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10

Date

7/2/2020

11/2/2018

10/16/2015

10/15/2015

8/15/2014

Exit

Divestiture

Acq - Fin

Acquired - II

Merger

Acquired

Companies

Evercore Trust Mexico

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

2

1

1

10

10

Evercore Acquisitions

15 Acquisitions

Evercore acquired 15 companies. Their latest acquisition was Kuna & Co. on May 27, 2015.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

5/27/2015

$99M

Acquired

1

11/3/2014

$99M

Acquired

2

12/31/2012

$99M

Acquired

3

8/12/2011

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$99M

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0

3/7/2008

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$99M

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0

Date

5/27/2015

11/3/2014

12/31/2012

8/12/2011

3/7/2008

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acquired

Acquired

Acquired

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Sources

1

2

3

0

0

Evercore Partners & Customers

10 Partners and customers

Evercore has 10 strategic partners and customers. Evercore recently partnered with Morgan Stanley, and Chevron on October 10, 2023.

Date

Type

Business Partner

Country

News Snippet

Sources

10/20/2023

Vendor, and Client

United States

1

10/13/2023

Vendor

United Kingdom

Evercore Enhances Risk Management After Fast-Paced SaaS Implementation of Behavox Quantum for Compliance

Behavox delivers true positive detection capabilities that are simple to implement and easily explainable , and now we look forward to growing our partnership with Evercore to expand the firm 's risk coverage . ''

2

7/24/2023

Vendor

United States

Abel Noser Solutions and Capital Market Solutions Jointly Provide a Complete CAT Compliance Solution Set to Industry Leading Clients

Joseph Chafatinos , Partner , Capital Market Solutions LLC added , `` Our partnership with Abel Noser has provided mutual clients like Evercore with a multi-faceted regulatory governance and analytics solution that is unique to the market .

2

7/13/2023

Partner

United States

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10

5/19/2023

Client

United States

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10

Date

10/20/2023

10/13/2023

7/24/2023

7/13/2023

5/19/2023

Type

Vendor, and Client

Vendor

Vendor

Partner

Client

Business Partner

Country

United States

United Kingdom

United States

United States

United States

News Snippet

Evercore Enhances Risk Management After Fast-Paced SaaS Implementation of Behavox Quantum for Compliance

Behavox delivers true positive detection capabilities that are simple to implement and easily explainable , and now we look forward to growing our partnership with Evercore to expand the firm 's risk coverage . ''

Abel Noser Solutions and Capital Market Solutions Jointly Provide a Complete CAT Compliance Solution Set to Industry Leading Clients

Joseph Chafatinos , Partner , Capital Market Solutions LLC added , `` Our partnership with Abel Noser has provided mutual clients like Evercore with a multi-faceted regulatory governance and analytics solution that is unique to the market .

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Sources

1

2

2

10

10

Evercore Team

41 Team Members

Evercore has 41 team members, including , .

Name

Work History

Title

Status

Angela Dalton

Founder

Current

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Name

Angela Dalton

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Work History

Title

Founder

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Status

Current

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