Evercore, Inc.

Evercore, Inc.

Evercore, Inc.

Date Founded



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

Type of Company


Employees (Worldwide)



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


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


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


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Key Stats and Financials As of 2018
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Non-Profit Donations & Grants
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Former Managing Director & European Head of Private Capital Advisory at Evercore, Inc.

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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.

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Morgan Stanley Investment Banking & Brokerage - New York, NY

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