Our Business
Principal Businesses
The financial performance and strategic developments achieved since our founding have enabled Evercore to emerge as a dominant, global, independent financial advisory firm with two principal businesses:
-
Evercore Investment Banking
- Advisory services for prominent multinational corporations and financial sponsors regarding mergers, acquisitions, divestitures, restructurings, financings, public offerings, and private placements, with exceptional expertise guiding highly-complex strategic transactions.
- Research, Sales and Trading services provided to large institutional investors, free of the conflicts of interest inherent to the proprietary trading conducted by larger financial advisory firms and superbanks.
-
Evercore Investment Management
- Asset Management, Wealth Management, and Private Equity businesses, managing and investing capital on behalf of a broad range of institutional investors such as corporate and public pension funds, endowments, foundations insurance companies, family offices, and high-net-worth investors
- Each business is led by senior investment professionals with extensive experience in their field and a significant, long-term ownership position in their business.
Core Values
Our professionals act as trusted senior advisors to their clients, helping them devise strategies for enhancing shareholder value, optimally raising capital to meet investment and growth objectives, and proactively bringing new ideas and perspective regarding individual companies, industry sectors, and global markets. Evercore's client-first focus is rooted in an unwavering commitment to our Core Values:
- Excellence. Uncommonly superior achievement embodied as everyday practice. Excellence is the guiding principal of everything we do and it is the expectation of all who serve on the Evercore team.
- Experience. Excellence is only achieved consistently through the knowledge and wisdom of the industry's most experienced professionals. Industry-best senior talent are intimately involved with the client relationships and activities they oversee.
- Integrity. Sound character and honesty always return better long-term results. Integrity means clearly communicating our intent, keeping our word, and focusing on building long-lasting client-driven relationships.
- Independence. Unencumbered by the conflicts of interest created by trading on proprietary balance sheets, Evercore is led solely by the best interests of our clients. We recommend actions we would pursue were we acting in our client's capacity.
Growth Strategies
Today, Evercore is a premier independent M&A, restructuring and strategic advisor, a leading provider of non-proprietary capital markets execution and advisory services, and an investment advisor of choice. We will build on this success through the following strategies:
- Continue Global Expansion. Global perspective and execution capability are critical to navigating development and investment strategies in today's markets. With operations in the U.S., the U.K., Mexico, Hong Kong and Brazil, and strategic alliances in China, Japan, Korea and Argentina, our reach extends across North and South America, Europe and Asia. Our global expansion will continue through strategic acquisitions and alliances, and where the business environment is receptive to our differentiated model and our clients have or seek to develop a significant presence.
- Attract Senior Talent. Our success is driven primarily by the quality of our people and their commitment to our clients. Our business model, reputation, and strength of brand have proven attractive to the industry's most talented professionals. We will continue to add selectively to our professional talent pool, further globalizing our Advisory services and broadening our Research, Sales and Trading market sectors.
- Increase Assets Under Management. We have carefully developed our Investment Management businesses into high-performing advisors with exceptional managers and robust client service. We will continue to grow assets under management, both organically and through acquisitions and alliances that expand long-term value opportunities for our clients.
