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Over the past decade, Evercore Partners
has grown by expanding the range of our advisory services
and investment activities, as well as our coverage of new industry sectors and geographic regions. Today, our firm is the leading boutique investment banking firm with respect to dollar amount of announced
domestic merger and acquisition transactions. In our investment
business, we manage over $1.2 billion in capital commitments
across our private equity and venture funds.
Our two principal businesses are:
Advisory Services
The advisory business provides confidential, strategic
and tactical advice to both public and private companies.
Evercore supports top corporate officers and boards of
directors as a trusted senior advisor, helping them devise
strategies for enhancing shareholder value. Secured and
unsecured constituencies also work with Evercore to maximize
investor recoveries in restructuring situations.
Investment Management
Our investment management business manages and invests capital on
behalf of a broad range of institutional and high net
worth investors. Evercore Asset Management, LLC, our traditional asset management affiliate, makes investments in publicly traded U.S. companies. Evercore Wealth Management, LLC, provides customized investment and wealth management services to families, individuals and related institutions. Evercore Trust Company, N.A. ("Evercore Trust Company") specializes in providing independent fiduciary services, including investment management and fiduciary decision-making services, to employee benefit plans. Our private equity funds are value-oriented and focus on the middle market. |
| We seek to grow and diversify our businesses through three primary strategies: |
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Continue to Build Evercore's Advisory Team by Adding Highly Qualified Professionals with Industry and Product Expertise. We intend to continue to recruit high-caliber professionals into our advisory practice to add depth in industry sectors in which we believe we already have strength, to extend the reach of our advisory focus to industry sectors we have identified as particularly attractive and to further strengthen our restructuring business. |
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Expand Into New Geographic Markets. We plan to expand into new geographic markets where we believe the business environment will be receptive to the strengths of our advisory and investment management business models or where our clients have or may develop a significant presence. Our combination with Protego is an important step in this strategy. In addition, we have acquired Braveheart Financial Services Limited, a London based firm which provides corporate finance and private equity advisory services in Europe. We have also entered into a strategic alliance with Mizuho Securities to provide joint advisory services for U.S.-Japan cross-border merger, acquisition and restructuring transactions. We may hire groups of talented professionals or pursue additional strategic acquisitions of or alliances with highly-regarded regional or local firms in new markets whose culture and operating principles are similar to ours. |
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Increase Assets Under Management and Diversify Into New Investment Management Services. We intent to continue to grow our assets under management in our existing investment management business and extend the scope of projects and services. In November 2008, we announced the launch of Evercore Wealth Management, which provides customized investment and wealth management services to families, individual and related institutions. In 2009, Evercore Asset Management announced the addition of an experienced investment team with a long track record in core U.S. equity products. Also in 2009, we launched Evercore Trust Company in conjuction with the acquisition of Special Fiduciary Services.
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