Investments
21Portfolio 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.
Want to inform investors similar to Evercore about your company?
Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights’ platform.
Latest Evercore News
Feb 3, 2023
( NASDAQ: JBHT ) Executive Vice President and President of Intermodal Darren Field, and Executive Vice President of People and President of Highway Services Brad Hicks will address the 2023 Evercore ISI Travel & Transport Conference at 11:45 a.m. eastern time on Wednesday, February 8, 2023. Investors may access the live presentation by visiting the Newsroom section of our website at www.jbhunt.com/our-company/newsroom . A presentation replay will also be made available on J.B. Hunts website following the event. Information presented at the conference may contain forward-looking statements made by the company that involve risks, assumptions, and uncertainties difficult to predict. Actual results may differ materially from those currently anticipated due to a number of factors, including, but not limited to, those discussed in Item 1A of our Annual Report filed on Form 10-K for the year ended December 31, 2021. J.B. Hunt assumes no obligation to update any forward-looking statements to the extent the company becomes aware they will not be achieved for any reason. Interested parties may view this press release on the companys website . About J.B. Hunt J.B. Hunt Transport Services, Inc., a Fortune 500 and S&P 500 company, provides innovative supply chain solutions for a variety of customers throughout North America. Utilizing an integrated, multimodal approach, the company applies technology-driven methods to create the best solution for each customer, adding efficiency, flexibility, and value to their operations. J.B. Hunt services include intermodal, dedicated, refrigerated, truckload, less-than-truckload, flatbed, single source, last mile, and more. J.B. Hunt Transport Services, Inc. stock trades on NASDAQ under the ticker symbol JBHT and is a component of the Dow Jones Transportation Average. J.B. Hunt Transport, Inc. is a wholly owned subsidiary of JBHT. For more information, visit www.jbhunt.com. ( Press Release Image: https://photos.webwire.com/prmedia/6/300189/300189-1.png )
Evercore Investments
21 Investments
Evercore has made 21 investments. Their latest investment was in Grupo Hunan as part of their Corporate Minority on March 3, 2017.
Evercore Investments Activity
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 | |||||
3/19/2009 | Series E |
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 | ||
Amount | $9.25M | ||||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 1 | 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 Jarden on February 2, 2022.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
2/28/2022 | Partner | United States | Evercore pops up in Jarden camp for Zip Co deal It appears Jarden and Evercore have struck up a bit of a working agreement , to help each other out on cross-border deals . | 1 | |
3/26/2019 | Vendor | 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 | |
1/31/2017 | Partner | Australia | Evercore and Luminis Partners Strengthen Strategic Alliance Ralph Schlosstein , President and Chief Executive Officer of Evercore , said , `` We are pleased to strengthen our relationship with Simon , Ron , Jamie and Peter . | 2 | |
9/21/2015 | Vendor | ||||
2/2/2015 | Partner |
Date | 2/28/2022 | 3/26/2019 | 1/31/2017 | 9/21/2015 | 2/2/2015 |
|---|---|---|---|---|---|
Type | Partner | Vendor | Partner | Vendor | Partner |
Business Partner | |||||
Country | United States | United States | Australia | ||
News Snippet | Evercore pops up in Jarden camp for Zip Co deal It appears Jarden and Evercore have struck up a bit of a working agreement , to help each other out on cross-border deals . | 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 . | Evercore and Luminis Partners Strengthen Strategic Alliance Ralph Schlosstein , President and Chief Executive Officer of Evercore , said , `` We are pleased to strengthen our relationship with Simon , Ron , Jamie and Peter . | ||
Sources | 1 | 3 | 2 |
Evercore Team
39 Team Members
Evercore has 39 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 |
Compare Evercore to Competitors
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.