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)

1,800

Industries

Investment Services & Portfolio Management
Investment Banking & Brokerage

Company Description

Evercore, Inc. operates as 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

Chief Executive Officer

Co-Chief Executive Officer

Executive Chairman, Evercore ISI

Chief Financial Officer & Senior Managing Director

Chief Financial Officer & Senior Managing Director

General Counsel & Secretary

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

Board of Directors

Future Chief Executive Officer at Evercore, Inc. (Effective 02/2022)

President & Chief Executive Officer at Evercore Partners LLC

President at Athene Holding Ltd.

Limited Partner at Lead Edge Capital Management LLC

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.

Vice Chairman at Middlebury College

Founder at Springboard - Partners in Cross Cultural Leadership

Former President at Columbia University - Barnard College

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Evercore, Inc.
Owners & Shareholders
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Scout Investments is an active investment manager which applies bottom-up, repeatable processes that aims to generate positive alpha by applying research-based insights and analysis to portfolio construction. The firm's equity investment teams employ distinct investment philosophies and processes to achieve long-term capital appreciation objectives that are consistent with client goals. They focus on quality, identifying companies that have sound fundamentals, favorable growth prospects, competitive advantages and savvy management teams.

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CVA is a long-term manager who focuses on capital appreciation with a secondary objective of generating positive income. The firm offers value-equity strategies which are available in three portfolios: large-cap, mid-cap and small-cap. They apply a disciplined and methodical bottom-up stock selection process based on fundamental research and analysis on a company-by-company basis to identify catalysts that the firm believes may indicate upside potential. CVA selects stocks with the most attractive risk/reward prospects and applies an economic overlay to confirm fundamental momentum. The firm chooses companies that it believes are undervalued in the market relative to the industry sector and the company’s own valuation history. Their portfolio managers incorporates the analyst's recommendation and reasoning with their investment decision.

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Nitorum Capital, on behalf of the funds, seeks to generate superior absolute and risk-adjusted returns over a long period of time while minimizing the risk of capital loss. The firm attempts to achieve the funds’ objective by employing a classic bottom-up, fundamental research driven process primarily with respect to long and short investments in publicly traded equity securities.Nitorum Capital seeks to identify equity securities that are misunderstood (positively or negatively), and therefore, mispriced. The firm employs a classic bottom-up, fundamental research driven process including a deep financial analysis married with targeted field research to evaluate the attractiveness of the risk/reward of any potential long or short investment. They also consider the perception of the equity security, the market sentiment, and macroeconomic factors, among other things. The firm is opportunistic with a value bias and invests globally across a variety of sectors.On the long side, Nitorum Capital seeks high quality companies at a reasonable price with a value bias. On the short side, they seek companies where the expected profitability or growth of thebusiness is unsustainable and misunderstood.

Recent Transactions
Details Hidden

22C Capital LLC, Nordic Capital Ltd., Insight Venture Partners LLC purchase Inovalon Holdings, Inc.

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Hellman & Friedman LLC, Bain Capital Life Sciences LP purchase athenahealth, Inc. from Veritas Capital Fund Management LLC, Evergreen Coast Capital Corp.

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Novo Nordisk A/S purchases Dicerna Pharmaceuticals, Inc.

Transaction Clients
Investment Advisor

Advised on Phillips 66 purchases Phillips 66 Partners LP

Investment Advisor

Advised on Atlas Copco AB, Edwards Vacuum LLC purchase Brooks Automation, Inc. /Cryogenics Business from Brooks Automation, Inc.

Investment Advisor

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

Insider Transactions
Details Hidden
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 USD Common Stock

Legal Advisor

Advised onEnLink Midstream LLC purchases EnLink Midstream Partners LP

Legal Advisor

Advised onInternational Flavors & Fragrances, Inc. purchases Dupont De Nemours, Inc. /Nutrition & Biosciences Unit from DuPont de Nemours, Inc.

Chair, Corporate Department

Advised onDow Chemical Company purchases E.I. du Pont de Nemours & Co. resulting in a new company DuPont de Nemours, Inc.

Advisors & Consultants
Legal Advisor

Chair & Managing Partner at Gibson, Dunn & Crutcher LLP

Legal Advisor

Partner at Morgan, Lewis & Bockius LLP

Legal Advisor

Partner at Latham & Watkins LLP

Clients

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.

Danaher Corp. operates as a medical company, which designs, manufactures, and markets professional, medical, industrial, and commercial products and services. It operates through the following segments: Life Sciences, Diagnostics, and Environmental & Applied Solutions. The Life Sciences segment offers a range of research tools that scientists use to study the basic building blocks of life, including genes, proteins, metabolites and cells, in order to understand the causes of disease, identify new therapies and test new drugs and vaccines. The Diagnostics segment comprises of analytical instruments, reagents, consumables, software, and services that hospitals, physician's offices, reference laboratories, and other critical care settings use to diagnose disease and make treatment decisions. The Environmental & Applied Solution segment offers products and services that help protect important resources and keep global food and water supplies safe. The company was founded by Steven M. Rales and Mitchell P. Rales in 1969 and is headquartered in Washington, DC.

KKR & Co. L.P. (KKR) is a leading global investment firm with deep roots in private equity, diversified capabilities, and an impressive track record. When you partner with KKR, you benefit from decades of financial and operational experience, broad industry knowledge, and a powerful network of global relationships. Through an integrated approach, we work closely with companies and investment partners around the world to deliver flexible capital solutions. The power of partnership with KKR means we strive for better investments, stronger businesses, and shared success. With offices around the world, we fulfill our mission one investor at a time, one company at a time—and we do this as one global firm. As investors with an industrialist vision, we think long-term, pursue the highest standards of excellence, and align our interests with those of all our investment partners by putting our own capital behind our ideas

Key Stats and Financials As of 2020
Market Capitalization
$5.8B
Total Enterprise Value
$3.76B
Earnings Per Share
$8.23
Revenue
$2.28B
Net Profit
$351M
EBITDA
$659M
Enterprise Value / Sales
1.65x
TEVNet Income
10.73x
Debt TEV
0.19x
Total Debt
$720M
Total Equity
$1.49B
EBITDAMargin
28.83%
Enterprise Value EBITDAOperating
5.19x
Three Year Compounded Annual Growth Rate Of Revenue
9.64%
Non-Profit Donations & Grants
Investors
Details Hidden

Former Managing Director & European Head of Private Capital Advisory at Evercore, Inc.

Suppliers
Donnelley Financial Solutions, Inc. Computer Software | Chicago, IL

Donnelley Financial Solutions, Inc. engages in the provision of compliance and technology solutions. It operates through the United States and International segments. The United States segment comprises capital markets, investment markets, and language solutions and other. The International segment focuses on working with international investment market clients on capital market offerings and regulatory compliance related activities within the United States. Its services include content management, multi-channel content distribution, data management and analytics services, collaborative workflow and business reporting tools, and translations and other language services in support of its client’s communications requirements. The company was founded on February 22, 2016 and is headquartered in Chicago, IL.

Competitors
JPMorgan Chase & Co. Retail & Commercial Banking - New York, NY

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

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.

Morgan Stanley Investment Banking & Brokerage - New York, NY

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following 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 in 1924 and is headquartered in New York, NY.

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