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)

1,900

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

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.

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.

Vice Chairman at Middlebury College

Former Partner at The Goldman Sachs Group, Inc.

Former President at Columbia University - Barnard College

Chief Executive Officer & Director at FCLT Global

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Evercore, Inc.
Owners & Shareholders
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TCM is a fundamental research-oriented, growth equity investment management firm specializing in Small Capitalization, Small/Mid Capitalization, Mid Capitalization, and concentrated growth equity strategies for institutional investors. Proprietary fundamental research drives their disciplined, bottom-up process of selecting companies that meet their definition of a superior growth business. The firm seeks build diversified portfolios of growth stocks that generate excellent risk-adjusted returns. Each of their investment strategies is managed by a portfolio manager or group of portfolio managers in a manner consistent with their approach to investing. TCM's investment strategies include: US Small-Cap Growth, US Small/Mid-Cap Growth, US Mid-Cap Growth, US All-Cap Growth, US FOCUS Growth, International Small-Cap, European Small-Cap, Emerging Markets Small-Cap, and Global Small-Cap. The firm may also consider the probability of retaining/widening margins; proportion of recurring revenues; strength of balance sheet; barriers to entry and competitive landscape; management track record; and market visibility.

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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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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.

Recent Transactions
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The Goldman Sachs Group, Inc., Goldman Sachs Asset Management LP (Private Equity) purchase Aptos, Inc. from Apax Partners Ltd.

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The Carlyle Group LP (Corporate Private Equity) purchases Harwood Wealth Management Group Plc

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Talos Energy, Inc. purchases ILX Holdings LLC from Riverstone Investment Group 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

Insider Transactions
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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

Chair, Corporate Department

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

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.

DuPont de Nemours, Inc. operates as a holding company, which engages in the development of specialty materials, chemicals, and agricultural products. It operates through the following segments: Electronics & Imaging; Nutrition & Biosciences; Transportation & Industrial; Safety & Construction, and Non-Core. The Electronics & Imaging segment provides permanent and process chemistries for the fabrication of printed circuit boards to include laminates and substrates, electroless and electrolytic metallization solutions, as well as patterning solutions and materials and innovative metallization processes for metal finishing, decorative, and industrial applications. The Nutrition & Biosciences segment provides solutions for the global food and beverage, dietary supplements, pharma, home and personal care, energy and animal nutrition markets. The Transportation & Industrial segment engineering resins, adhesives, silicones, lubricants and parts to engineers and designers in the transportation, electronics, healthcare, industrial and consumer end-markets to enable systems solutions for demanding applications and environments. The Safety & Construction segment provides engineering products and integrated systems for a number of industries including, worker safety, water purification and separation, aerospace, energy, medical packaging and building materials. The Non-Core segment supplier of key materials for the manufacturing of photovoltaic cells and panels, including SOLAMET metallization pastes, TEDLAR backsheet materials, and FORTASUN silicone encapsulants and adhesives. The company was founded on September 1, 2017 and is headquartered in Wilmington, DE.

PayPal Holdings, Inc. engages in the development of technology platform for digital payments. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm manages a two-sided proprietary global technology platform that links customers, which consist of both merchants and consumers, to facilitate the processing of payment transactions. It allows its customers to use their account for both purchase and paying for goods, as well as to transfer and withdraw funds. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit and debit card or other stored value products. It offers consumers person-to-person payment solutions through its PayPal Website and mobile application, Venmo and Xoom. The company was founded in December 1998 and is headquartered in San Jose, CA.

Key Stats and Financials As of 2019
Market Capitalization
$2.71B
Total Enterprise Value
$2.87B
Earnings Per Share
$6.89
Revenue
$2.03B
Net Profit
$297M
TEVNet Income
9.64x
Debt TEV
0.23x
Enterprise Value Sales
1.41x
Total Debt
$652M
Total Equity
$1.13B
EBITDAMargin
26.09%
Enterprise Value EBITDAOperating
4.94x
EBITDA
$529M
Three Year Compounded Annual Growth Rate Of Revenue
11.68%
Five Year Compounded Annual Growth Rate Of Revenue
16.85%
Non-Profit Donations & Grants
Investors
Details Hidden

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

Suppliers
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
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 - 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

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 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.

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