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.

Contact Data
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Executives & Employees


President & Chief Executive Officer

Chairman of the Board & 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

Senior Managing Director

Board of Directors

Chairman of the Board & Executive Chairman at Evercore, Inc.

President & Chief Executive Officer at Evercore, Inc.

President at Athene Holding Ltd.

Former Managing Partner at Realm Partners LLC

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

SEE Schedule at Memorial Sloan-Kettering Cancer Center

Founder at New Visions for Public Schools, Inc.

Vice Chairman at Middlebury College

Partner at Cue Ball Capital LLC

Chief Executive Officer at FCLT Global

Paths to Evercore, Inc.
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Evercore, Inc.
Owners & Shareholders
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Frontier is an investment manager specializing in growth and value equity portfolios for institutions. Their primary focus is their internally generated fundamental research. Through in-depth \"bottom up\" analysis, the firm identifies companies that they believe have the potential to show above average returns for their clients' portfolios. Their team of investment professionals provides a wide range of industry coverage and individual company analysis. Growth and value are the two distinct approaches Frontier uses in the construction of equity portfolios. Their strategies include Small Cap Growth, Capital Appreciation, Mid Cap Growth, All Cap Research, SMID Cap Research, Small Cap Value and Mid Cap Value. The firm's investment philosophy for their strategies is based on the belief that active, fundamental research adds value to the investment process. Frontier's investment process is collaborative where their investment professionals generate new investment ideas as well as perform due diligence on stocks owned in the portfolios. They identify new investment opportunities from a range of sources, conduct regular meetings to debate new ideas and discuss the results of research that was conducted.

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Scout Investments offers an array of investment strategies listed below, as well as customized strategies and socially responsible portfolios. Their equity strategies include: International Equity, International Equity ADR, Mid Cap Equity, and Small Cap Equity. The firm's fixed income strategies include: Core Fixed Income, Core Plus Fixed Income, Intermediate Fixed Income, Long Duration Fixed Income, Low Duration Fixed Income, Ultra Low Duration Fixed Income, and Unconstrained Fixed Income. Scout Investments provides fixed income strategies through their Reams Asset Management division.

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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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Hamilton Insurance Group Ltd. purchases Liberty Mutual Holding Co., Inc. /3 Businesses from Liberty Mutual Holding Co., Inc.

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Siris Capital purchases U.S. TelePacific Holdings Corp. from Clarity Partners, GE Capital Equity, Inc., Investcorp Corporate Investment Group

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CIT Group, Inc. purchases Mutual of Omaha Bank from Mutual of Omaha Insurance Co.

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


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.

QUALCOMM, Inc. engages in the development, design, and provision of digital telecommunications products and services. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for the use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

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
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Earnings Per Share
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Total Debt
Total Equity
Enterprise Value Sales
Enterprise Value EBITDAOperating
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Non-Profit Donations & Grants
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Former Managing Director & European Head of Private Capital Advisory at Evercore, Inc.

Rapid7, Inc. IT Consulting & Services | 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.

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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