Evercore, Inc.

Evercore, Inc.

Evercore, Inc.

Overview
Date Founded

1995

Headquarters

55 East 52nd Street, New York, NY, 10055, USA

Type of Company

Public

Employees (Worldwide)

1,700

Industries

Investment Services & Portfolio Management
Investment Banking & Brokerage

Company Description

Evercore, Inc. is an independent investment banking advisory company. It operates through the Investment Banking and Investment Management business segments. The Investment Banking segment includes the global advisory business of the company through, which the firm deliver strategic corporate advisory, capital markets advisory and institutional equities services. The Investment Management segment is comprised of wealth management and trust services through Evercore Wealth Management L.L.C. and investment management in Mexico through Evercore Casa de Bolsa, S.A. de C.V., as well as private equity through investments in entities that manage private equity funds. The company was founded by Roger C. Altman in 1995 and is headquartered in New York, NY.

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Executives & Employees

Founder

President & Chief Executive Officer

Executive Chairman

Executive Chairman, Evercore ISI

Chief Financial Officer, Senior Managing Director & Executive Vice President

Senior Managing Director & General Counsel

Senior Managing Director & Chief Executive Officer of Evercore Mexico

Senior Managing Director, Vice Chairman & Chief Executive Officer of Europe Investment Banking

Senior Managing Director & Chief Executive Officer, Israel

Senior Managing Director

Board of Directors

Executive Chairman at Evercore, Inc.

President & Chief Executive Officer at Evercore, Inc.

Former Partner at The Goldman Sachs Group, Inc.

President at Athene Holding Ltd.

Former Managing Director at Barclays Bank Plc

Adjunct Professor at Ohio State University - Michael E. Moritz College of Law

Founder at New Visions for Public Schools, Inc.

SEE Schedule at Memorial Sloan-Kettering Cancer Center

Vice Chairman at Middlebury College

Chief Executive Officer at FCLT Global

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Evercore, Inc.
Owners & Shareholders
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Junto Capital Management employs an investment process that is based on fundamental analysis and valuation assessment designed to identify an attractive opportunity set within a universe of companies, and to build a concentrated portfolio of investments comprised of the long and short ideas they believe have the most attractive risk/reward. Junto's investment universe broadly consists of companies with market-cap of $1 billion to $10 billion. The investment process focuses on identifying differentiated drivers of businesses that impact revenue, profitability and valuation, as well as strategic capital allocation decisions by management which may have a meaningful impact on stock prices. The investment horizon is typically 12 to 18 months though securities may be held for longer or shorter timeframes depending on, among other factors, changes in a company's security price and fundamentals. The firm invests mainly in the business services;, financials, and telecommunications, media and technology (TMT) sectors.Junto's funds invest in individual equity securities, both long and short. The assets of the funds may be invested in interests commonly referred to as securities, other financial instruments of U.S. and non-U.S. entities and other assets, including, but not necessarily limited to, equity securities, equity and other derivative products (including forward and futures contracts and options thereon) relating to stock indices, currencies, US Government securities, swaps, options, forward rate agreements, spot and forward currency transactions, ETFs, and similar financial instruments, money market funds, and obligations of the US government. The funds may hold both long and short positions in financial instruments.^

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PCM offers three specialty investment styles: Large-Cap Growth, Small-Cap Growth, and Small-Cap Value. Large-Cap Growth style look for long-term investments in 25-35 of the highest quality, most dynamic growth companies that are leaders in their industry. Small-Cap Growth focus on undervalued companies in the early stages of their investment cycle (discovery phase) with evidence of high growth. Rediscovery companies must provide a minimum of 40% EPS growth over the next twelve months, or sell at a 40% discount to asset value. Small-Cap Value strategy conducts extensive fundamental research in search of one of the firm's five Value Buy Criteria: resolvable short-term problem, catalyst for change, unrecognized assets, fundamental undervaluation, and take-over potential. Portfolios are fully invested in 90 to 110 holdings with generally no position exceeding 3.5% in weight. The portfolio seeks to be diversified across all sectors at all times. PCM invest primarily in US equity securities or securities convertible into equities traded on a US exchange or over-the-counter. Investments may include ADRs for access to foreign investments and exchange-traded funds used for cash management purposes. All investment styles have a research intensive, company-specific approach to stock selection.

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CVA uses quantitative screens to identify companies that pay dividends and are actively traded within the relevant market caps. They believe dividends are a good indicator of management's confidence in the earnings potential of the company and that dividends can also provide an important source of total return and lower overall volatility. The firm evaluates the absolute and relative valuations of companies and performs in-depth fundamental analysis of financial statements. CVA chooses companies that they believe are undervalued in the market relative to the industry sector and the company's own valuation history in selecting investment for purchase and sale. Their methods of analysis include fundamental and technical analysis. The sources of information they use are from financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the SEC, and company press releases. In addition to publicly available sources of information, the firm also uses internal research developed by its investment professionals.

Recent Transactions
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Rackspace Hosting, Inc., Apollo Global Management, Inc. /Private Equity purchase Onica Group LLC from Sunstone Partners Management LLC

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Canada Pension Plan Investment Board purchases Pattern Energy Group Inc.

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Gores Holdings III, Inc. purchases Pacific Architects & Engineers, Inc. from Platinum Equity Advisors LLC

Transaction Clients
Investment Advisor

Advised on Phillips 66 Partners LP purchases Bakken Holdings Co. LLC /2 Subs from Bakken Holdings Co. LLC

Investment Advisor

Advised on Vista Equity Partners Management LLC purchases QuickBase, Inc. from Welsh, Carson, Anderson & Stowe

Investment Advisor

Advised on SS&C Technologies Holdings, Inc. purchases Intralinks Holdings, Inc. from Siris Capital

Transaction Advisors
Legal Advisor

Advised onKoch Industries, Inc., Flint Hills Resources LLC purchase Petrologistics LP from Lindsay Goldberg, LLC

Legal Advisor

Advised onEnLink Midstream LLC purchases EnLink Midstream Partners LP

Auditor

Advised onEvercore, Inc. issued Class A Common Stock

Legal Advisor

Advised onEnLink Midstream LLC purchases EnLink Midstream Partners LP

Legal Advisor

Advised onDow Chemical Company purchases DuPont resulting in a new company DuPont de Nemours, Inc.

Legal Advisor

Advised onDow Chemical Company purchases DuPont resulting in a new company DuPont de Nemours, Inc.

Advisors & Consultants
Legal Advisor

Partner at Morgan, Lewis & Bockius LLP

Legal Advisor

Partner at Latham & Watkins LLP

Legal Advisor

Partner at Gibson, Dunn & Crutcher LLP

Clients

Facebook, Inc. engages in the development of social media applications for people to connect through mobile devices, personal computers, and other surfaces. It enables users to share opinions, ideas, photos, videos, and other activities online. Its products include Facebook, Instagram, Messenger, WhatsApp, and Oculus. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004 and is headquartered in Menlo Park, CA.

Comcast Corporation (Nasdaq: CMCSA, CMCSK) is a global media and technology company with two primary businesses, Comcast Cable and NBCUniversal. Comcast Cable is the nation’s largest video, high-speed Internet and phone provider to residential customers under the XFINITY brand as well as to businesses. NBCUniversal operates 30 news and entertainment cable networks, the NBC and Telemundo broadcast networks, television production operations, television station groups, Universal Pictures and Universal Parks & Resorts.

Dell Technologies, Inc. is a holding company, which engages in the provision of information technology hardware, software, and service solutions through its subsidiaries. It operates through the following segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment consists of sales to commercial and consumer customers of desktops, thin client products, and notebooks. The VMware segment provides compute, cloud management, networking and security, storage and availability, and other end-user computing offerings. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Key Stats and Financials As of 2018
Market Capitalization
$3.05B
Total Enterprise Value
$2.57B
Earnings Per Share
$8.33
Revenue
$2.08B
Net Profit
$377M
EBITDA
$592M
EBITDAMargin
28.42%
Total Debt
$194M
Total Equity
$1.01B
Enterprise Value Sales
1.23x
Enterprise Value EBITDAOperating
4.34x
TEVNet Income
6.8x
Debt TEV
0.08x
Three Year Compounded Annual Growth Rate Of Revenue
18.86%
Five Year Compounded Annual Growth Rate Of Revenue
21.72%
Non-Profit Donations & Grants
Investors
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Former Managing Director & European Head of Private Capital Advisory at Evercore, Inc.

Suppliers
Rapid7, Inc. Computer Software | BOSTON , MA

Rapid7, Inc. engages in the provision of cyber security analytics and automation services. Its product includes insight platform, which offers InsightVM, InsightIDR, InsightAppSec, and InsightConnect. The company was founded by Alan P. Matthews, Tas Giakouminakis and Chad Loder in July 2000 and is headquartered in Boston, MA.

Salesforce.com, Inc. Market & Policy Research | SAN FRANCISCO, CA

Salesforce.com, Inc. provides enterprise cloud computing applications. It provides a comprehensive customer and collaboration relationship management service to businesses of all sizes and industries and also provides a technology platform for customers and developers to build and run applications. The company has designed and developed its applications to be easy-to-use and intuitive solutions that can be deployed rapidly, customized easily and integrated with other software applications. Salesforce.com offers its services on a subscription basis, primarily through its direct sales efforts and indirectly through partners. The company operates in one segment. It was founded by Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez in February 1999 and is headquartered in San Francisco, CA.

Competitors
Morgan Stanley Investment Banking & Brokerage - New York, NY

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Bank of America Corp. Retail & Commercial Banking - Charlotte, NC

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 is headquartered in Charlotte, NC.

JPMorgan Chase & Co. Retail & Commercial Banking

JPMorgan Chase & Co. is an American multinational banking and financial services holding company. It is the largest bank in the United States by assets, and as of 2012, it ranks as the second largest bank in the world by assets with total assets of $2.509 trillion. It is a major provider of financial services, and according to Forbes magazine is the world's second largest public company based on a composite ranking. The hedge fund unit of JPMorgan Chase is one of the largest hedge funds in the United States. It was formed in 2000, when Chase Manhattan Corporation merged with J.P. Morgan & Co

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