Evercore Inc.

Institutional Investor New York, United States ·Founded 1995

Overview

Evercore Inc. is a global independent investment banking advisory firm that provides strategic and financial advice to multinational corporations and financial sponsors. The firm specializes in mergers and acquisitions, divestitures, restructurings, financings, public offerings, private placements, and other strategic transactions. Additionally, Evercore offers institutional investors macro and fundamental equity research, sales, and trading execution, as well as wealth management, institutional asset management, and private equity investing. Founded in 1995 by Roger Altman, David Offensend, and Austin Beutner, Evercore has advised on over $4.7 trillion of merger, acquisition, and restructuring transactions since its inception. The firm is headquartered in New York City and maintains offices in major financial centers across North America, Europe, South America, and Asia, employing approximately 2,570 individuals. Evercore's investment philosophy centers on delivering independent, conflict-free advice to its clients. The firm's commitment to excellence and integrity has established it as a leading advisor in the investment banking sector, known for its deep industry expertise and personalized client service.

Investment Focus

  • Focus on private equity, real estate, and venture capital investments
  • Preference for growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities
  • Geographical focus includes United States, United Kingdom, Mexico, Brazil, France, China, Japan, India, Germany, Canada, Australia, South Korea, Singapore, Hong Kong, South Africa, Argentina, Chile, Colombia, Peru, and Venezuela
  • Industries of interest include technology, healthcare, financial services, energy, consumer goods, media and entertainment, telecommunications, industrial goods, real estate, retail, transportation, utilities, materials, pharmaceuticals, and biotechnology

Portfolio Companies

Cidara TherapeuticsCalpineConstellation EnergyDell TechnologiesCox CommunicationsThoma BravoWarner Bros. DiscoveryBecton DickinsonSealed AirS&P GlobalLS PowerCadence BankRobey Warshaw

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Frequently asked questions about Evercore Inc.

What sectors does Evercore Inc. invest in?

Evercore Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Evercore Inc. is listed as a institutional investor in the ConnectSafely investor database.

What stage does Evercore Inc. invest at?

Evercore Inc. backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 5M - 500M.

Which regions does Evercore Inc. invest in?

Evercore Inc. invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.

What companies has Evercore Inc. invested in?

Evercore Inc.'s portfolio includes Cidara Therapeutics, Calpine, Constellation Energy, Dell Technologies, Cox Communications, Thoma Bravo, Warner Bros. Discovery and Becton Dickinson.

Last updated · Source: ConnectSafely investor database