Evercore bankers advise clients across industries in domestic and cross-border mergers and acquisitions (M&A) transactions, including, but not limited to, corporate mergers, tender offers, purchase of assets and LBOs.

Evercore bankers offer strategic advice and financial restructuring services to companies, creditors, investors, and other stakeholders facing financial distress, including bankruptcy.

As part of Evercore’s Corporate Advisory business, ECM bankers help businesses raise capital through initial public offerings (IPOs), convertible bonds, and other services involving equity.

Evercore’s Strategic Shareholder Advisory team advises clients on matters related to corporate governance, board advisory, M&A, capital allocation, activist and raid defense, in the effort to ward off a hostile takeover. Activists include both those who exercise their shareholder rights to effect change, as well as investors who attempt to gain control of the company and replace management for the benefit of shareholders.

Evercore's Private Capital Advisory (PCA) team advises managers of private asset (private equity, private debt, real estate, infrastructure, etc.) seeking to recapitalize or liquidate their assets through a privately negotiated transaction – fund sales, asset refinancing and fund recapitalizaitons. The PCA team typically provides advice encompassing pricing analysis, recommendations on process, structuring alternatives and contract negotiation through the transfer and closing. Clients benefit from the team’s close collaboration with Evercore’s strategic advisory bankers, leveraging their broad and deep sector expertise.

Evercore's Private Funds Group (PFG) provides comprehensive, global advisory services on capital raising for select sponsors. Our clients include general partners raising capital for private markets investments including private equity, private debt, and real assets strategies.

Evercore ISI is engaged in research, sales and trading for equities securities. Our top-ranked team of research analysts creates and delivers investment research that is accurate, relevant, timely, clear, concise, and helpful to institutional investors navigating a complex investment environment.

Evercore bankers advise clients across industries in domestic and cross-border mergers and acquisitions (M&A) transactions, including, but not limited to, corporate mergers, tender offers, purchase of assets and LBOs.

Evercore's Private Capital Advisory (PCA) team advises managers of private asset (private equity, private debt, real estate, infrastructure, etc.) seeking to recapitalize or liquidate their assets through a privately negotiated transaction – fund sales, asset refinancing and fund recapitalizaitons. The PCA team typically provides advice encompassing pricing analysis, recommendations on process, structuring alternatives and contract negotiation through the transfer and closing. Clients benefit from the team’s close collaboration with Evercore’s strategic advisory bankers, leveraging their broad and deep sector expertise.

Evercore's Private Funds Group (PFG) provides comprehensive, global advisory services on capital raising for select sponsors. Our clients include general partners raising capital for private markets investments including private equity, private debt, and real assets strategies.

The team assists clients across the full spectrum of equity capital markets (“ECM”) including IPOs, rights issues / placings, sell-downs, spin-offs / demergers and convertibles / other derivatives.

The team acts as an Independent Advisor to its clients on ECM transactions, meaning that it is focused purely on giving advice and does not provide underwriting services or equities sales and trading. Integrated investment banks which act as underwriters can have conflicts between their corporate clients on one hand and their institutional equity buy-side clients or internal interests on the other (such as where to price shares being sold, the optimal deal size and structure, negotiation of fees and terms of an underwriting agreement, which investors to focus marketing efforts on, who should receive share allocations in a deal etc.). One of the roles of an Independent Advisor is to manage these conflicts and remain the client’s advocate throughout a transaction.

The team focuses on early preparation of companies prior to a transaction and assists in the appointments of underwriting banks and other advisors, including advice on selecting the optimal candidates as well as negotiations of fees and terms of engagement on behalf of clients. The team oversees the execution phase of the transaction, ensuring best performance from the underwriting banks and giving independent views on all key areas (including market conditions, timing, investor targeting, tactics, structuring, pricing and allocations) as well as general problem solving.

The team typically works in conjunction with Evercore sector teams on transactions, who focus more on a client’s equity story and market positioning or in some instances will be running an M&A process either requiring an equity raise for funding or as an alternative to an IPO.

Our Debt Advisory team impartially guides borrowers, investors, and creditors on how to structure and raise capital, without any deal or market bias. We evaluate all of our client’s options across markets to optimize financing terms.