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

Co-Chief Executive Officer

Co-Chief Executive Officer

Executive Chairman, Evercore ISI

Chief Financial Officer, Senior Managing Director & Executive Vice President

Secretary & 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

President & Chief Executive at Evercore Group LLC

Co-Chief Executive Officer at Evercore, Inc.

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

Former President at Columbia University - Barnard College

Chief Executive Officer & Director at FCLT Global

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Owners & Shareholders
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WEDGE Capital Management is dedicated to offering stable, diversified investment products in the equity and fixed income markets. Throughout our more than 25 year history, we've remained focused on value investing for institutional investors through the consistent application of our fundamentally-based, disciplined approach to the stock and bond markets. Our wide range of value products allows us to address the specific needs of our broad and sophisticated client base. Today, we're owned by 8 active general partners and are characterized by our independence, stability and broad distribution of ownership. Our 25 investment professionals are supported by a staff of 18, all of whom are located in our Charlotte, North Carolina headquarters.

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Aristotle Boston offers Small-Cap Equity and Small/Mid-Cap Equity investment strategies that aim to maximize long-term returns with great emphasis placed on capital appreciation and relatively little emphasis on current income. The firm's Small Cap Equity strategy seeks to achieve long-term returns versus the Russell 2000 Index with a focus on mitigating market risk. Aristotle Boston's Small/Mid-Cap Equity strategy seeks to achieve long-term returns versus the Russell 2500 Index with a focus on mitigating market risk. In each of their strategies, the firm looks for companies with a high probability of improving growth and profitability.

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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.

Recent Transactions
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CarMax, Inc. purchases Edmunds.com, Inc. from Esken Ltd.

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Sun-Maid Growers of California purchases Plum PBC from Campbell Soup Co.

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Slate Asset Management LP purchases Annaly Commercial Real Estate Group, Inc. from Annaly Capital Management, Inc.

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

Managing Partner-Elect at Gibson, Dunn & Crutcher LLP

Legal Advisor

Partner at Morgan, Lewis & Bockius LLP

Legal Advisor

Partner at Latham & Watkins LLP

Clients

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 in 1897 and is headquartered in Wilmington, DE.

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.

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 2020
Market Capitalization
$5.68B
Total Enterprise Value
$3.76B
Earnings Per Share
$8.23
Revenue
$2.28B
Net Profit
$351M
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
EBITDA
$659M
Three Year Compounded Annual Growth Rate Of Revenue
9.64%
Non-Profit Donations & Grants
$10K - $25K
2017
$10K - $25K
2016
$5,000 - $10K
2015
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.

Donnelley Financial Solutions, Inc. Other Business & Consulting Services | 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

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.

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.

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