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FINANCIAL | Investment Banking
evercore.com

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Investments

20

Portfolio Exits

17

Partners & Customers

7

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.

Evercore Headquarter Location

55 East 52nd Street

New York, New York, 10055,

United States

212-857-3100

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Evercore Web Traffic

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Page Views per Million (PVPM)
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Evercore Rank

Research containing Evercore

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CB Insights Intelligence Analysts have mentioned Evercore in 1 CB Insights research brief, most recently on Apr 29, 2020.

Latest Evercore News

Zacks.com featured highlights include: Regeneron Pharm, Evercore, Houlihan Lokey and DICK'S Sporting Goods

Oct 19, 2021

For Immediate Release Chicago, IL – October 19, 2021 – Stocks in this week’s article are Regeneron Pharmaceuticals, Inc. REGN , Evercore Inc. EVR , Houlihan Lokey, Inc. HLI and DICK'S Sporting Goods, Inc. DKS . - Zacks 4 Top-Ranked Stocks to Invest In for Solid Earnings Growth Regardless of whether it is a start-up or an established company, earnings growth is of the highest priority for the top brass of any organization. After all, if the company doesn’t make money, it won’t last over the long haul. Consider a company’s revenues over a given period, subtract the cost of production, and you have earnings. This metric is also considered the most important variable in influencing the share price. But, expectations of earnings also play a significant role. Time and again, we have seen a decline in the stock price despite earnings growth and a rally in the price following an earnings decline. This is largely a result of a company’s earnings failing to meet market expectations. Earnings estimates embody analysts’ opinion on factors such as sales growth, product demand, competitive industry environment, profit margins and cost control. Thus, earnings estimates serve as a valuable tool while making investment decisions. Earnings estimates also help analysts assess the cash flow to determine the fair value of a firm. Investors, thus, should be on the lookout for stocks that are ready to make a big move. Hence, it is important for investors to buy stocks that have historical earnings growth and are seeing a rise in quarterly and annual earnings estimates. For the rest of this Screen of the Week article please visit Zacks.com at: https://www.zacks.com/stock/news/1811524/4-top-ranked-stocks-to-invest-in-for-solid-earnings-growth Disclosure: Officers, directors and/or employees of Zacks Investment Research may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material. An affiliated investment advisory firm may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material. About Screen of the Week Zacks.com created the first and best screening system on the web earning the distinction as the "#1 site for screening stocks" by Money Magazine. But powerful screening tools is just the start. That is why Zacks created the Screen of the Week to highlight profitable stock picking strategies that investors can actively use. Strong Stocks that Should Be in the News Many are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has more than doubled the market from 1988 through 2016. Its average gain has been a stellar +25% per year. See these high-potential stocks free >>. Follow us on Twitter:  https://www.twitter.com/zacksresearch     Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates. Zacks.com provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. www.zacks.com/disclaimer . Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release. Zacks' Top Picks to Cash in on Artificial Intelligence In 2021, this world-changing technology is projected to generate $327.5 billion in revenue. Now Shark Tank star and billionaire investor Mark Cuban says AI will create "the world's first trillionaires." Zacks' urgent special report reveals 3 AI picks investors need to know about today.

Evercore Investments

20 Investments

Evercore has made 20 investments. Their latest investment was in Grupo Hunan as part of their Corporate Minority on March 3, 2017.

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Evercore Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

3/3/2017

Corporate Minority

Grupo Hunan

Yes

1

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

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$99M

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10

3/19/2009

Series E

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$99M

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10

Date

3/3/2017

6/26/2014

11/15/2011

8/11/2009

3/19/2009

Round

Corporate Minority

Private Equity

Corporate Minority

Series E - II

Series E

Company

Grupo Hunan

iCapital Network

ABS Investment Management

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Amount

$9.25M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

1

2

10

10

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

2

11/2/2018

Acq - Fin

1

10/16/2015

Acquired - II

$991

1

00/00/0000

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10

00/00/0000

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$991

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10

Date

7/2/2020

11/2/2018

10/16/2015

00/00/0000

00/00/0000

Exit

Divestiture

Acq - Fin

Acquired - II

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Companies

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Valuation

$991

$991

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

Acquired

1

11/3/2014

Acquired

2

12/31/2012

Acquired

3

8/12/2011

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$99M

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10

3/7/2008

Acquired

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$99M

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10

Date

5/27/2015

11/3/2014

12/31/2012

8/12/2011

3/7/2008

Investment Stage

Acquired

Companies

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Valuation

Total Funding

$99M

$99M

Note

Acquired

Acquired

Acquired

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Sources

1

2

3

10

10

Evercore Partners & Customers

7 Partners and customers

Evercore has 7 strategic partners and customers. Evercore recently partnered with Salesforce on March 3, 2019.

Date

Type

Business Partner

Country

News Snippet

Sources

3/26/2019

Vendor

Salesforce

United States

Evercore Selects Salesforce to Transform Client Engagement

`` With Salesforce , Evercore is laying the foundation to build smarter , more proactive and personalized relationships with each and every client , centered on trust and transparency , '' said Rohit Mahna , SVP of Financial Services at Salesforce .

3

9/21/2015

Vendor

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10

2/2/2015

Partner

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10

11/14/2011

Vendor

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10

7/20/2011

Client

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10

Date

3/26/2019

9/21/2015

2/2/2015

11/14/2011

7/20/2011

Type

Vendor

Vendor

Partner

Vendor

Client

Business Partner

Salesforce

Country

United States

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News Snippet

Evercore Selects Salesforce to Transform Client Engagement

`` With Salesforce , Evercore is laying the foundation to build smarter , more proactive and personalized relationships with each and every client , centered on trust and transparency , '' said Rohit Mahna , SVP of Financial Services at Salesforce .

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Sources

3

10

10

10

10

Evercore Team

25 Team Members

Evercore has 25 team members, including current Senior Managing Director, David Noah.

Name

Work History

Title

Status

David Noah

Senior Managing Director

Current

Douglas Arthur

Managing Director

Current

Doug Depietro

Managing Director

Current

Jamie Easton

Managing Director

Current

Lee Hayes

Managing Director

Current

Name

David Noah

Douglas Arthur

Doug Depietro

Jamie Easton

Lee Hayes

Work History

Title

Senior Managing Director

Managing Director

Managing Director

Managing Director

Managing Director

Status

Current

Current

Current

Current

Current

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