Evercore Inc.

Evercore Inc. (NYSE: EVR) is the leading independent investment banking firm in the world based on the dollar volume of announced worldwide merger and acquisition transactions advised over the last five years. The company operates globally through two primary business segments: Investment Banking & Equities and Investment Management.

The Investment Banking & Equities segment, which generated 98 percent of revenues in 2025, encompasses the firm's investment banking business and equities operations. Investment banking services include strategic advisory on mergers, acquisitions, leveraged buyouts, and joint ventures; mergers and acquisitions advisory; strategic defense and shareholder advisory; special committee assignments; real estate strategic advisory; liability management and restructuring; equity capital markets; private capital markets and debt advisory; market risk management and hedging; and private capital advisory and fundraising. The equities business, operating under the Evercore ISI brand, delivers research, sales, trading, and corporate access services to institutional investors. As of December 2025, the segment employed 171 Investment Banking Senior Managing Directors and 39 Equities Senior Managing Directors across diverse industry sectors and geographies.

The Investment Management segment, representing 2 percent of revenues, includes wealth management through Evercore Wealth Management with $15.5 billion in assets under management as of December 31, 2025, trust services through Evercore Trust Company, and private equity investments. Evercore Wealth Management serves high-net-worth individuals, foundations, and endowments.

Founded on the principle that independent advisory firms free from conflicts inherent in large, multi-product financial institutions can deliver superior client service, Evercore maintains a differentiated business model centered on advisory services without significant proprietary trading or commercial banking operations. The company operates in 33 cities worldwide with approximately 2,570 employees, of which approximately 1,900 work in the United States. The firm maintains its website at www.evercore.com and provides investor information at http://investors.evercore.com.