Investments
20Portfolio Exits
17Partners & Customers
10About 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.
Latest Evercore News
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.

Evercore Investments Activity

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 | |||||
5/7/2007 | Series C |
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 | ||
Amount | $9.25M | $57.5M | |||
New? | Yes | Yes | No | ||
Co-Investors | |||||
Sources | 2 |
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 | 2 | ||
11/2/2018 | Acq - Fin | 1 | |||
10/16/2015 | Acquired - II | 1 | |||
Date | 7/2/2020 | 11/2/2018 | 10/16/2015 | ||
---|---|---|---|---|---|
Exit | Divestiture | Acq - Fin | Acquired - II | ||
Companies | Evercore Trust Mexico | ||||
Valuation | |||||
Acquirer | |||||
Sources | 2 | 1 | 1 |
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 | ||||||
3/7/2008 |
Date | 5/27/2015 | 11/3/2014 | 12/31/2012 | 8/12/2011 | 3/7/2008 |
---|---|---|---|---|---|
Investment Stage | |||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acquired | Acquired | Acquired | ||
Sources | 1 | 2 | 3 |
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 | Morgan Stanley, and Chevron | United States | 1 | |
10/13/2023 | Vendor | United Kingdom | 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 | 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 | ||||
5/19/2023 | Client |
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 | Morgan Stanley, and Chevron | ||||
Country | United States | United Kingdom | United States | ||
News Snippet | 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 . '' | 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 . | |||
Sources | 1 | 2 | 2 |
Evercore Team
41 Team Members
Evercore has 41 team members, including , .
Name | Work History | Title | Status |
---|---|---|---|
Angela Dalton | Guggenheim Partners, and UBS | Founder | Current |
Name | Angela Dalton | ||||
---|---|---|---|---|---|
Work History | Guggenheim Partners, and UBS | ||||
Title | Founder | ||||
Status | Current |
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