Our Team

Peter Phipson

  • Managing Director
  • Investment Banking
  • Strategic Advisory
  • London

Peter Phipson is a managing director of Evercore’s strategic advisory business, specialising in financial services.

He has advised on a broad range of M&A and capital markets transactions across various subsectors of the financial services market, with a particular focus on insurance distribution and underwriting.

Notable transactions include advising on Isio’s investment from Aquiline; AllClear’s acquisition by NSM; SRG’s investment from Warburg Pincus; BMS’s investment from Eurazeo; CFC’s investment from EQT; Hg’s investment in Howden; Convex’s capitalization, launch and follow-on equity raises; and McGill and Partners’ capitalisation and launch.

Prior to Evercore, Mr. Phipson was a partner of Lexicon Partners, the corporate finance advisory business acquired by Evercore in 2011. Before joining Lexicon in 2007, he worked at Ernst & Young in the financial services M&A team.

Mr. Phipson has a degree in Spanish from Bristol University.