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Evercore is an independent investment banking advisory firm based in New York City that provides strategic financial advice focused on mergers, acquisitions, and corporate restructuring. The firm currently operates as the fourth-largest investment banking advisory business in the world and distinguishes itself by offering conflict-free consulting services. By 2014, the institution's investment management division managed over $14 billion in assets under management, while its advisory arm had handled $1.5 trillion in announced transactions. Evercore trades publicly on the New York Stock Exchange under the ticker EVR and has expanded its operations through strategic moves, including the acquisition of Lexicon Partners. The firm has executed major corporate transactions across global markets, notably advising pharmaceutical giant Wyeth during the largest deal of 2009. Evercore was originally founded in 1995 by Roger Altman, David Offensend, and Austin Beutner.
Key people at Evercore.
Evercore was founded in 1995 by Roger C. Altman (Founder and Senior Chairman).
Evercore is a premier global independent investment banking firm dedicated to providing strategic and financial advisory services to corporations, boards, management teams, and shareholders. Its mission centers on delivering superior results through trusted, independent, and innovative advice on mergers and acquisitions, shareholder advisory, restructurings, capital raising, equity research, and wealth management. Evercore primarily serves multinational corporations and high-net-worth individuals across key sectors including mergers & acquisitions, strategic advisory, real estate, and wealth management. The firm plays a significant role in the startup and corporate ecosystem by advising on complex transactions and capital strategies that enable growth and transformation[1][2][3][4].
Founded in 1995 by Roger Altman and key partners, Evercore has evolved from a boutique advisory firm into one of the fastest-growing independent investment banks globally. The firm’s focus has expanded from traditional M&A advisory to include shareholder activism defense, real estate strategic advisory, and comprehensive wealth management services. This evolution reflects its commitment to adapting to market needs while maintaining a client-first culture and a values-driven approach[1][2][3].
Evercore rides the trend of increasing complexity in corporate transactions, shareholder activism, and capital market dynamics. The timing is favorable due to globalization, technological disruption, and evolving regulatory environments that demand sophisticated advisory services. Market forces such as digital transformation, private equity growth, and activist investor activity amplify the need for independent, expert advice. Evercore influences the ecosystem by shaping strategic decisions that impact innovation, corporate governance, and capital allocation across industries, including technology[1][2][3].
Looking ahead, Evercore is poised to deepen its presence in emerging markets and sectors such as healthcare and technology, leveraging its strategic advisory expertise. Trends like digitalization, ESG investing, and evolving shareholder activism will shape its advisory focus. The firm’s commitment to employee growth and innovation suggests it will continue to expand its capabilities and influence, maintaining its status as a trusted advisor in a rapidly changing financial landscape[2][3][4].
Evercore’s foundation as an independent, client-focused advisory firm remains central to its identity, driving its ongoing success and relevance in global investment banking.
Evercore was founded in 1995 by Roger C. Altman (Founder and Senior Chairman).
Key people at Evercore.
