Evercore’s Strategic Advisory business provides differentiated strategic and tactical advice as well as unparalleled execution to both public and private companies across a broad range of industry sectors and geographies. We help our clients identify and pursue strategic priorities, devise strategies to enhance shareholder value, and develop new ideas and deeper perspective to achieve their goals. We advise boards and management teams on how to successfully develop relationships with and communicate their strategies and M&A transactions to their shareholders. Our success begins and ends with an unrelenting commitment to delivering world-class strategic and financial advice and client service.

  • Mergers & Acquisitions

    In advising companies on an acquisition, merger, or sale, we evaluate potential targets, provide valuation analyses, and evaluate and propose financial and strategic alternatives. We provide boards and management teams with independent judgment and deep expertise as they navigate their most important transactions and strategic decisions. We also advise as to the timing, structure, financing, and pricing of a proposed transaction as well as assist in negotiating and closing the deal.

  • Strategic, Defense & Shareholder Advisory

    Evercore is widely regarded as the leading shareholder activism and raid defense advisor in the world. Our team has advised over 400 companies facing hostile activity, including companies involved in many of the largest and most high-profile activist campaigns and hostile defense assignments in recent years. Our dedicated team of professionals, extensive experience, insights into activist tactics, expertise in assisting companies with shareholder engagement and innovative defense strategies are instrumental in helping clients prepare for, avoid, and, if required, defend against activist investors and hostile takeover attempts. In public company situations, Evercore’s strategic shareholder advice is an integral part of our M&A practice and is a decisive edge for clients seeking to obtain shareholder support for their transactions.

  • Special Committee Assignments

    Evercore has a leading Special Committee practice, which is driven by, and exemplifies, our overall commitment to independence, discretion, objectivity, and the delivery of unconflicted advice. Our team, which is comprised of some of the leading and most experienced bankers in the industry, has a long history of providing impartial advice to Special Committees and assisting them to meet fiduciary duties and obligations in significant situations. These senior bankers are deeply involved in all aspects of an assignment and have advised Special Committees on a wide range of transactions and complex situations.

  • Transaction Structuring

    Evercore provides integrated advice in connection with the structuring of public and private transactions – including mergers, spin-offs, sales, joint ventures, and capital markets offerings – intended to optimize tax, accounting, and other objectives of the deal. Our team is led by the former head of the tax practice at a major law firm with over 35 years of experience in transactional work. We work closely with our clients and their legal and tax/accounting advisors to deliver the optimal structuring solutions.

Evercore provides independent financial restructuring advice to companies, creditors, shareholders, and other stakeholders, both in- and out-of-court. We specialize in providing critical and unbiased advice to clients on complex balance sheet issues and transformational situations. Our team is uniquely positioned due to its seamless integration with Evercore’s strategic advisory bankers around the world, ensuring clients receive holistic advice across the full spectrum of potential alternatives. Our group is distinguished by its track record of developing and implementing innovative solutions that forge consensus among diverse stakeholders, maximize value and minimize execution risk.

Our experienced senior-led Restructuring team works closely with Evercore’s strategic advisory bankers to ensure that our clients receive seamless and unparalleled advice. We have advised on the largest and most complex restructuring situations with:

  • Challenging stakeholder negotiations
  • Obtaining covenant waivers and amendments
  • Structuring and executing liability management transactions such as exchange or tender offers and consent solicitations
  • Raising new debt and equity capital for complex and/or highly leveraged situations
  • Designing and implementing financing-driven recapitalizations
  • Buying or selling non-core assets or entire companies in a distressed context
  • Developing, negotiating and executing prepackaged or pre-arranged chapter 11 restructurings
  • Traditional chapter 11 restructurings
  • Cross-border and international recapitalizations
  • Providing expert valuation and testimony services

    Evercore is lead advisor on many of the largest and most complex corporate balance sheets in the global capital markets. Our flexible and integrated teams develop trust with clients by focusing on objectives and facts, not capital markets products. Functionally, Evercore can act as an independent advisor, capital placement agent, or underwriter based on each client’s circumstances and preferences.

    • Equity Capital Markets

      Evercore’s Equity Capital Markets (ECM) team provides equity and equity-linked capital markets advice and execution designed to complement our firm’s formidable corporate advisory platform. With professionals in New York, Menlo Park, and London, the ECM team provides our clients with independent advice, experienced judgment, and key insights on all aspects of capital formation and capital markets transactions.

      Evercore’s model has gained significant credibility with our most valued clients, enabling us to provide thoughtful and candid advice around some of the largest and most complex transactions in the capital markets.

      Evercore’s ECM team has the flexibility to engage with our corporate clients as an underwriter or an independent advisor. Select assignments completed by the ECM team have ranged from acting as GM’s sole financial advisor on its historic IPO, a bookrunner on the two largest IPO’s of 2016 for MGP Growth Properties and Athene, as well as bookrunner on Axovant, the largest US Biotech IPO ever. In 2017, select assignments completed by the ECM team included its role as bookrunner on follow-on offerings from Dermira, UniQure, and Hurricane Energy. While traditional equity and equity-linked products are a core part of the ECM’s team’s value proposition, capital markets advisory around M&A, dual-track processes, and merger structuring are other core competencies

      Product Focus:

      • Initial Public Offerings
      • Follow-ons
      • Convertibles and Derivatives
      • Rights Offerings
      • Equity Private Placements
      • Share Repurchases
      • At-the-Market Programs
      • Special Situations Capital Raising
    • Debt Advisory

      Evercore provides independent advisory to corporate clients on all debt capital markets products globally. The Debt Advisory team is fundamentally integrated with and works in close partnership with Evercore’s strategic advisory platform.

      In addition to providing independent advice and unparalleled technical expertise in traditional debt products, Evercore acts as a placement agent for clients raising private credit investments, providing differentiated distribution to leading global institutional investors.

      Our experience includes many of the world’s most complex, challenging and innovative fixed income and credit mandates, consisting of:

      • Global acquisition finance
      • Maturity extension, capex or dividend financing
      • Complex covenant or structure modifications
      • Bank, bond, alternative and structured finance
      • Credit ratings advisory
      • Derivatives and hedging advisory
      • DIP and exit financing
      • Islamic finance
    • Private Placements Advisory

      Evercore is a leader in structuring and executing private market transactions for our public and private corporate clients who require direct private equity, credit, or hybrid financing solutions.

      Our dedicated Private Placements Advisory Team has extensive experience executing complex transactions to address the objectives of our clients, including:

      • Private “secondary” sales of equity stakes / shareholder replacements
      • Acquisition-related private equity or debt financing
      • Growth capital
      • Equity recapitalizations / debt refinancings
      • Formation capital
      • Project financing
      • Other situations requiring creative private capital financing solutions

      Evercore’s differentiated relationships with a global network of investor decision makers enables us to connect our clients with “traditional” investors such as private equity funds, mutual funds, hedge funds, and alternative lenders as well as with an extensive network of “non-traditional” capital partners such as large family offices, global pension funds and endowments, sovereign wealth funds, insurance companies, and strategic investors.

      Evercore’s comprehensive private placements product suite includes:

      • Traditional and pre-IPO equity private placements for private companies
      • Private convertible and hybrid securities
      • Private Investments in Public Entities (“PIPEs”) for public companies
      • Senior and subordinated structured private debt
      • Royalty financings
    • Market Risk Management and Hedging

      In conjunction with our M&A and Debt Advisory teams, our Market Risk Management and Hedging team advises our clients on all aspects of market-related risks arising from foreign exchange, interest rates, inflation, and commodity prices in connection with cross-border M&A and financing transactions. We assist our clients in determining a market risk strategy in line with their financial objectives and risk appetite and design a strategy for approaching the market that balances competitive pricing against the need to maintain confidentiality in relation to prospective transactions. We use our extensive network of banks as well as our clients’ relationship counter-parties to execute resultant trades, which we parallel price to ensure transparency and achieve final terms at target levels.

    • Private Capital Advisory

      Evercore’s Private Capital Advisory (PCA) team is a leading global secondaries market advisor with over 70 professionals focused on both providing strategic advisory services to financial sponsors across a variety of portfolio and fund management objectives and advising limited partners on liquidity solutions for their private asset portfolios. PCA has been named Private Equity International’s (PEI) Secondaries Advisor of the Year in the Americas every year since 2016, as well as Secondaries Advisor of the Year in Europe for 2020. Many of their transactions across the globe have won PEI’s Deal of the Year on numerous occasions.

    • Real Estate Capital Advisory

      Real Estate Capital Advisory (RECA) is an integrated real estate platform which provides a broad range of advisory services to real estate sponsors and limited partners. RECA raises capital from institutional investors and provides strategic advisory for a variety of private real estate vehicles, including commingled funds, joint ventures and separate accounts, focused on a wide range of sectors, geographies and risk/return profiles. RECA has extensive, longstanding relationships with over 3,000 institutional investors globally and has successfully advised first time real estate sponsors on entering the market and existing sponsors on new product offerings and on diversifying their capital base. In addition to raising capital for private real estate vehicles, RECA develops bespoke advisory solutions for real estate sponsors through private M&A transactions, recapitalizations, asset-spin-outs and restructurings. In collaboration with the wider PCA group, RECA advises limited partners on real estate strategy, portfolio management, valuation and monetization of illiquid investments including secondary transactions. With seven offices across four continents, RECA is uniquely positioned to fulfill the specialized needs of its clients globally.

    • Private Funds Group

      Evercore’s Private Funds Group (PFG) is recognized as one of the leading groups in primary capital advisory and placement. The team provides comprehensive global advisory and distribution services to select private fund sponsors globally. Employing a distinct and rigorous approach to partnership, PFG advises and executes on all aspects of the fundraising process from competitive positioning and market assessment, preparation of marketing materials, investor development through to close. PFG has been at the forefront of successfully transitioning its business to the virtual fundraising world through the COVID-19 environment, demonstrated by a year of strong execution and fund closes. The team had an impressive virtual fundraising track record, closing more funds virtually than anyone else in the industry.

    At Evercore ISI, our experienced Research, Sales and Trading professionals deliver superior client service on a content-led platform. Every day, we strive to be The Street’s best investment research resource to support our clients’ overall money management needs. Our best-in-class approach consists of:

    • publishing investment research that is accurate, relevant, timely, clear, and concise.
    • producing innovative, original research that uncovers relevant investment ideas not fully discounted by the markets.
    • understanding our clients’ overarching needs, and providing them with the best possible customized solutions.
    • attracting and retaining a highly effective team of professionals who take pride in helping make our clients successful.

    To learn more about our approach, click here.

    Evercore ISI has some of the best analysts in sell-side research. We were recognized as the top ranked independent firm by Institutional Investor in 2020. We also ranked #2 on a weighted basis and #3 in overall positions. We are very proud of Ed Hyman, our Chairman, who has been ranked #1 in Economics 40 times.

    Below is a list of our broad macro and fundamental research offerings.

    • China

      Our China Research Team, headed by Donald Straszheim, has dedicated team members in Los Angeles. Don has focused his attention on China from an investment perspective since 1997. The team analyzes industries, sectors, regions, topics, and policies which form the basis of China's financial markets, macro conditions, and prospects. As events and policies in China develop, the team pays particular attention to the currency, equities, trade, energy, commodities, infrastructure, demographics, capital flows, consumers, capital spending, and China's increasing global reach.

    • Company Surveys

      Company Surveys, started in 1993 and currently headed by Oscar Sloterbeck, are our proprietary method of monitoring the economy on a weekly basis. The team talks to CFOs and Treasurers at over 377 companies in 29 economically sensitive industries.

      Our surveys provide timely signals on a bottom-up basis about the direction of the economy and inflation. In addition to company surveys, the team also conducts sentiment and allocation surveys of hedge funds, long-only institutional equity managers, and institutional bond managers. Each month, the team conducts the State Tax Receipts Survey across 16 states, capturing 64% of the US population.

    • Economics

      Our Economic Research Team, headed by Ed Hyman, analyzes and forecasts global economic conditions including GDP, inflation, and interest rate trends. Ed's team includes senior Economists Dick Rippe and Stan Shipley.

      The team's primary publications are the Weekly Economic Report and the Daily Economic Report, which review key economic and financial market events. Other weekly publications are the Indicator Update and Weekly International Highlights. Monthly publications include International Economic Review and Charts of the Month. In addition, the team helps clients with special projects.

    • Energy Commodities

      Our Commodity Research Team, headed by Doug Terreson, performs comprehensive analysis on major petroleum commodities in the global energy space, including crude oil and refined products. The team takes a global approach to analyzing supply and demand factors and performs forecasts with intricate proprietary models. Market analysis is performed along the entire petroleum value chain, providing unique perspective into global energy markets.

      The team's primary commodity publications include a monthly Oil Note and periodic Refining Note, which review key trends in the sector and provide a multi-year outlook.

    • Fixed Income Strategy

      Evercore ISI's Fixed Income Strategy Research Team, headed by Stan Shipley, reviews key capital market developments derived from macroeconomic outlooks and generates investment strategies around these events.

      Formed in 2007, the New York based team's daily and weekly research publications are the Capital Market Chronicle and Afternoon Note. With years of experience in economic research, Stan focuses on the influence of high-frequency economic events on global capital markets.

    • Global Policy and Central Bank Strategy

      Evercore ISI's Global Policy and Central Bank Strategy Team focuses on the intersection of economic policy and politics with macroeconomics and markets. The team analyzes global monetary policy with a special focus on the G3 central banks (Fed, ECB, Bank of Japan), Washington politics, U.S. fiscal policy, and international political, economic, and policy developments with the potential to move markets. Led by Vice Chairman Krishna Guha, we provide thought leadership and differentiated analysis grounded in our first-hand, senior level experience in policy and politics.

      Evercore ISI's Policy Team adds value and depth to Evercore ISI's fundamental and macro coverage of significant event-driven and market-impacting issues, including Washington activity related to mergers and congressional investigations.

      The team publishes a weekly Policy Perspectives Note focused primarily on in-depth analysis of monetary and fiscal policy. We also publish high frequency Flash Notes analyzing breaking developments in politics, policy, and regulation, and detailed agenda-setting Policy Perspectives Special Reports on the political outlook and economic policy issues, from upcoming legislation to budget forecasts to infrastructure spending to trade to market-impacting geopolitical issues.

    • Japan

      Evercore ISI's Japan Research Team, headed by Jaewoo Nakajima, monitors and analyzes economic and policy developments in Japan. By staying in constant touch with local investors, consumers, and media, the Japan Research Team aims to timely analyze macro and micro changes in Japan.

    • Portfolio Strategy

      Evercore ISI's Portfolio Strategy Research Team, headed by Dennis DeBusschere, focuses on market, sector, industry, and asset class analysis using a blend of macroeconomic and fundamental factors. This combined approach allows us to create a framework for interpreting data with respect to medium and long term asset allocation. As we view all models as imperfect approximations of the real world, we also offer daily commentary on market changing events with a focus on short-term tactical ideas.

    • Quantitative Research

      Evercore ISI's Quantitative Research team, headed by Dennis DeBusschere and Brian Herlihy, focuses on the practical implementation of quantitative techniques. Using macro, technical, and fundamental data, the team uses quantitative tools meant to help investors extract actionable conclusions from the mountain of data now available to them. We do not see quantitative research as a replacement for bottom-up stock analysis, but as a tool that allows investors to focus on their core competencies while still taking advantage of new data sources and techniques. We use a group of proprietary tools, including our Macro Contribution Model (MCM), to help clients track changes to the market environment in an objective manner and at high frequency.

    • Technical Analysis

      Evercore ISI's Technical Analysis Team, headed by Rich Ross, analyzes global price patterns and intermarket relationships across stocks, commodities, currencies, and interest rates. Our cross-asset approach to technical analysis allows us to develop macro investment themes, identify tactical trading opportunities, and deliver high conviction stock, sector, and market calls.

      The team's primary publications are a Weekly Global Chart Book, in depth Sector Breakdown's, and daily market commentary with stock-specific recommendations. We also perform timely bespoke projects for clients upon request.

    • Consumer

      Broadlines & Hardlines
      Evercore ISI’s Broadlines & Hardlines team, headed by Greg Melich, CFA, provides differentiated, proprietary, and actionable investment research on the multichannel Retail industry across a broad array of the nation’s largest retailers.  Greg, who has over 20 years of expertise as a top ranked analyst in both Europe and North America, is joined by senior analysts Oliver Wintermantel and Michael Montani.
      Greg and his team, provide coverage on 25 companies across Auto Parts, Consumer Electronics, eCommerce, General Merchandise, Home Improvement & Home Furnishing.  The team conducts extensive fundamental, macro, and bottoms-up analysis including proprietary leading indicators, consumer surveys, vendor/channel research, and macro-consumer studies.
      In addition to proprietary research, the team hosts numerous unique industry access events, video updates and webinars, along with an annual industry summit connecting investors, business leaders, and industry experts in an intimate format.  Together, the team strives to provide an unparalleled source of industry research and service for institutional investors. 

      Global Beverages

      Evercore ISI's Global Beverages team is headed by Robert Ottenstein. The team bases its research on extensive fundamental analysis and broad industry contacts combined with insights from Evercore ISI's Macroeconomic, Retail, and Demographic teams. Robert's current focus is the beer industry.


      Evercore ISI's Homebuilding and Building Products team is headed by Stephen Kim, who has covered the sector since 1992. The team provides actionable investment ideas and bases its proprietary research on extensive fundamental analysis. To provide clients with an insight into market trends and a differentiated qualitative analysis, the team engages in significant primary research through market field trips and company visits and discussions with both leading industry experts and economists.


      Evercore ISI's Restaurants and Packaged Food team, headed by David Palmer, provides proprietary, timely, and actionable investment ideas that incorporate themes across the consumer landscape. The team conducts detailed bottom-up fundamental analysis, overlays that with a top-down macro perspective, and creates a relevant valuation framework. David has been covering the Restaurant and Packaged Food sectors for over 15 years and is able to leverage broad industry contacts to identify the mega-trends in the world of eating and tie those into investable conclusions.

      Retailing/Department Stores & Specialty Softlines

      The team, headed by Omar Saad, focuses on providing actionable investment ideas and proprietary research on Retailing/Department Stores and Specialty Softlines stocks. Omar has been covering the sector since 2002 and provides clients with valuable information by providing timely and differentiated analysis and key market insights through his unique global brand approach. Omar also works very closely with Evercore ISI's Macroeconomic and Real Estate teams in order to provide clients with relevant context for his ideas.

    • Energy

      Exploration & Production

      Led by Stephen Richardson, the E&P team provides research coverage for independent oil & gas companies including coverage of large cap diversified stocks as well as smaller cap producers focused on specific unconventional regions both domestically and internationally. The team also covers natural gas, producing bottom-up commodity research with a focus on supply and demand fundamentals including short and medium term price forecasts.

      Steve has covered the E&P space since 2006. The team's coverage is noted for its detailed company-specific analyses and actionable investment ideas as well as access to management teams across the sector.

      Integrated Natural Gas & MLP
      This team, led by Durgesh Chopra and Dan Walk, provides research on North American midstream oil and gas companies, which typically own and operate crude oil, natural gas, and products pipelines & storage, natural gas processing facilities, Natural Gas Liquids (NGL) fractionation services, export terminals, and crude oil & natural gas gathering. The team provides investment recommendations on individual companies within the sector with emphasis on macro, upstream and downstream trends/themes. In addition, the team seeks to provide corporate access opportunities via non-deal roadshows, site visits, and ongoing engagement with management teams.

      The team works closely with the Integrated Oil, Exploration & Production and Utilities groups which is essential for tracking emerging industry trends and structural changes.

      Integrated Oil

      Led by Doug Terreson, this team provides research coverage on integrated oil and refining, marketing stocks, and portfolio strategy views across the energy sector. The team also covers the major commodities in the global energy space, including crude oil, natural gas, and refined products.

      Doug has covered the global energy sector since 1988. He provides timely investment ideas through extensive financial analysis for energy equities and commodities as well as meetings with corporate and government officials around the world.

      The team's research efforts include the integrated oil and refining and marketing sub-sectors, the largest components of the global energy equity space, relevant for U.S. and international investors.

      Oil Service, Equipment & Drilling

      Headed by James West, this team provides research coverage on every major subsector of the Oil Service space including large cap diversified companies, major capital equipment providers, offshore and onshore drillers, niche technology companies, energy infrastructure equipment producers, and offshore support providers. James has covered the Oil Service, Equipment, and Drilling group for 15 years.

      The team provides bottom-up and top-down research, industry leading capital spending surveys and thought provoking thematic work as well as numerous field trips, management meetings, site visits, and conferences.

      Power & Utilities

      Evercore ISI's Power & Utilities team, headed by Greg Gordon, provides both bottom-up and top-down research coverage on regulated utilities, diversified power, and utility stocks as well as merchant power.

      Greg has covered the domestic power and utilities industry since 1994. He provides timely investment ideas through detailed individual company financial analysis, a long history of dialogue with the State and Federal regulators that gives him insight into utility regulatory policy nationwide, and a nuanced understanding of the macro-economic drivers that impact the overall attractiveness of different sub- sectors of the industry.

    • Financials

      Evercore ISI's Financials Research Team covers a broad range of financial industries. Glenn Schorr leads the effort in the coverage of brokers, universal banks, asset managers (traditional and alternative) and trust banks. John Pancari covers the regional banks and super regional banks. Thomas Gallagher leads the effort in the coverage of insurance, including life insurers and multi-line insurers. With a powerful combination of experienced analysts, we seek to deliver unique insights that are best identified and developed through a collaborative approach.

      The Financials team provides actionable investment ideas and insights. Our proprietary research is based on extensive bottom-up analysis incorporating company visits, management meetings, and differentiated financial and credit risk analysis.

    • Global Automotive

      The Evercore ISI Global Automotive Research Team, based in our London office, provides clients with the unique proposition of global automotive research and investment ideas from a single desk. The collaboration and communication benefits inherent to co-location enable the team to react quickly to regional developments and provide clients with informed analyses and views of the implications for global automotive stocks, which is critical for investors in a sector prone to heavy news flow.

      The team, led by Arndt Ellinghorst, has been consistently ranked top 3 in major investor surveys and has earned a reputation for cutting edge, bottom-up analysis and thought provoking thematic research. The team seeks to take a medium term view with the primary goal being to assist clients in generating alpha.

      The team has a deep understanding of the industry and the associated implications for each company's financial and equity performance. Arndt has covered the sector for more than 17 years, having worked in the industry at Audi and VW prior to joining the sell side. Chris McNally, whose particular focus is on suppliers and technologies, has spent more than 10 years following the industry on the buy side.

    • Health Care

      Large-Cap Biotechnology, Major Pharmaceutical, and Specialty Pharmaceutical Research. Umer Raffat leads the research effort in these stocks, providing timely, actionable investment ideas and differentiated proprietary research. Umer’s team provides clients with research on fundamental topics including specialty and generic pipeline development, patent law, and M&A drivers. His investment research style aims to consistently provide unbiased, data-driven investment ideas through key take-away analyses, webinars, and in-person meetings. In addition to deep-dive analyses on clinical, financial, and market data, Umer provides data tidbits and on-the-fly analysis in response to breaking news

      The SMID cap Biotech team, jointly led by Josh Schimmer and Ravi Mehrotra, focuses on small, mid, and select large cap biotechnology companies. The group takes a holistic view of the biopharmaceutical sector and provides differentiated analysis pertaining to all aspects of the biopharmaceutical lifecycle. The group is oriented towards actionable investment ideas, non-consensus outlooks, and deep dives that simplify complex topics ranging from basic science, clinical trials, commercial outlook, or competitive threats. The team publishes timely in-depth reports, hosts calls with key opinion leaders, and weekly thought pieces on topics of importance to investors and the team welcomes feedback, questions and suggestions in its efforts to help investors bridge the gap between science and investments.

      Healthcare Services & Technology Research. This team, headed by Ross Muken, focuses on providing actionable investment ideas and proprietary research in the following areas:

      · Life Science & Diagnostic Tools (including Life Science Tools, Contract Research Organizations, and Diagnostics)

      · Healthcare Technology & Distribution (including PBMs, Pharma Distributors, Drug Stores, Specialty Distributors, Clinical Labs, and Healthcare IT)

      · Medical Supplies and Devices (covered by Vijay Kumar)

      · Healthcare Facilities & Managed Care (covered by Michael Newshel)

      Ross has been conducting research on healthcare companies for more than 10 years. Ross and his team, including Vijay Kumar and Michael Newshel, provide clients with thoughtful and timely research, differentiated periodicals like the "Month Overdose" (Rx Supply Chain trends), "Trending Topics"(top investor questions by company), and the recent "Deconstructing / State of" series (company and industry deep dives). They also provide deep industry analyses and thematic research, as well as a strong history of stock selection and accurate earnings estimates.

      The team is easily accessible with a leading level of responsiveness, and provides specialized corporate access via differentiated events (e.g. MedTools) and supplementary "Notes from the Road" reports.

    • Industrials

      Evercore ISI's Head of Industrials Research and Machinery Analyst, David Raso, provides actionable investment ideas and proprietary research. David has been analyzing industrial companies since 1996, providing clients with an investment edge through bottom-up analysis, incorporating differentiated fieldwork and financial analysis.

      The largest end markets analyzed include construction and farm equipment, on-highway trucks, industrial machine tools, and related industrial components. Since much of the team's work is global in nature, the work is relevant for U.S. and international investors.

    • Media & Telecom Services

      Evercore ISI's Media & Telecommunications Research Team is led by Vijay Jayant, who has covered the Cable/Satellite & Telecom and Entertainment industries in various capacities for the past two decades. Working closely with Vijay on coverage is David Joyce in the Media/Entertainment sector and James Ratcliffe in the Cable/Satellite & Telecom sector. Our experienced team aims to serve as research partners to clients by providing timely, actionable, proprietary research products with rigorous financial analysis and relevant valuation techniques.

      The Evercore ISI Media Research Team is available to provide an array of services, including broad industry primers and advising clients on investment decisions, day or night. In addition to our regular in-depth industry and company-specific research, we offer customized client projects, corporate access and field trips, and accept personal meetings and conference calls.

    • Real Estate

      Evercore ISI's Real Estate Research Team, headed by Steve Sakwa, provides actionable investment ideas and proprietary research on the real estate industry and the nation's largest publicly traded real estate investment trusts (REITs). Sheila McGrath partners with Steve, rounding out our real estate coverage, and is responsible for our coverage of Mexican FIBRAs.

      Together, Steve and Sheila have been covering the real estate sector for over 40 years, and they provide investors with a differentiated view through extensive company analysis which incorporates company visits, management meetings, field trips, and discussions with private real estate owners and commercial brokers.

      Evercore ISI focuses its real estate research effort on the largest REITs across several different sectors including multi-family, retail, office, industrial, self-storage, and lodging, as well as Mexican FIBRAs. As a result, the research is relevant for both U.S. and international investors looking for insights into the US commercial real estate sector.

    • Technology

      Evercore ISI's Technology Research effort is both broad and deep. The team of Ben Black, Lee Horowitz and Kevin Rippey covers Internet; Kirk Materne is responsible for software; C.J. Muse covers semiconductors and its supply chain; David Togut covers payments, processors, IT services. Together, this experienced team aims to serve as research partners to clients by providing timely, actionable, proprietary research that incorporates relevant industry themes. Collaboration across the team generates a highly differentiated product. The team strives to support its research product with in-depth technology reports, rigorous financial analysis, and relevant valuation techniques.

      The Evercore ISI Technology Research Team is available to provide an array of services. In addition to our regular in-depth industry and company specific research, we offer broad industry primers, customized client projects, corporate access and field trips, and we accept personal meetings and conference calls.

    • Transportation

      Evercore ISI's Transportation research team includes Jonathan Chappell who covers Marine Transportation, and Duane Pfennigwerth, covering Airlines. Jon's broad-based coverage universe includes primarily commodity-based shipping stocks, providing a look into global trade flows of oil, gas, iron ore, and coal that can benefit Energy and Industrials analysts and PMs. Jon's top-down macro views on his sectors, helped by collaborative efforts with Evercore ISI's macro research products, especially China and Oil/Gas strategy, combine with detailed financial modeling to create both long-term investment theses as well as shorter-term trading calls to take advantage of the inherent high-beta volatility of his stocks.

      Duane covers global airlines, including legacy, low-cost, and regional airlines in the U.S. and Latin America. Much of the team's work is focused on capacity trends and competitive capacity analysis by key market and geographic regions. Duane also collaborates with Evercore ISI's macro team, which provides key insight into demand trends.

    Evercore ISI serves more than 1,300 institutional investors globally, representing the largest asset managers and fund complexes in the world.

    • Sales

      Our sales group offers research-driven equity products to more than 1,300 institutional clients in the US, Europe, Canada, Asia, Australia, and Latin America. Our clients include mutual funds, hedge funds, money managers, banks, insurance companies, and pension funds. Our dedicated specialists provide access to our macro and fundamental research products and provide tailored solutions through conferences, roadshows, and one-on-one meetings.

    • Trading

      Consistent with Evercore’s commitment to a client-centric approach, Evercore ISI’s trading professionals engage primarily in agency-only transactions, free of the potential conflicts of interest created by proprietary trading. Our team provides seamless execution, placing our clients’ interests first and executing every transaction with efficiency, objectivity, and discretion.

      With offices in New York, Boston, and San Francisco, our ability to execute across multiple geographies and asset classes makes Evercore ISI’s global equity trading desks a preferred choice for discriminating clients. Evercore ISI offers both high touch and low touch equity, options, and program trading desks, as well as sector-specific and macro traders.

    • Corporate Access

      Our Corporate Access team provides strategic and customized analyses to determine targeted investors and regional strengths. We provide planning and execution of non-deal roadshows, field trips, sector, and macro conferences. Highlights:

      • Tailored schedules to meet corporate needs and targets
      • Unique insights and market color on specific companies from both sector traders and research analysts
      • Detailed insights into buy-side investment styles and anecdotal commentary on specific sectors and areas of focus
      • Timely feedback to corporate managements post-event to facilitate understanding of success and areas of discussion
      • Tracking and discussion of trading color post-marketing event

    Below is a list of our companies under coverage. Click on any column header to sort.

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    Conference Name Location Date Agenda
    The Future of Online Dating January 11, 2022
    Utility CEO One-on-One Conference January 12-14, 2022
    6th Annual Global Airlines Symposium February 10, 2022
    LDTI Symposium – Assessing the Big Accounting Changes for Life Insurers Ahead of the Mid 2022 Reveal February 17, 2022
    Litigation Finance Symposium – Exploring a Driving Force Behind Social Inflation & Views on Recent Verdict/Settlement Trends February 28, 2022
    14th Annual Industrials Conference February 28 - March 1, 2022
    The Path to Insulin Independence March 3, 2022
    6th Annual Payments & Fintech Innovators Conference March 3-4, 2022
    Elite Energy & Materials Summit March 8-9, 2022
    5th Annual Auto Aftermarket and Auto Retailer Forum March 9, 2022
    2nd Annual Restaurant Technology Symposium March 16, 2022
    Peloton and In-Person Gyms Symposium March 17, 2022
    Private CPG Growth Day: Talking with Leading Disruptors March 22, 2022
    Retail Summit March 29-31, 2022
    The Future of Pet Care Symposium April 5, 2022
    Healthcare Labor Market – An Inside Look at Shortages & Costs April 8, 2022
    Google Day – Where To Learn Your ABCs April 12, 2022
    6th Annual Housing and Building Products Symposium May 3-5, 2022
    2nd Annual Carbon Capture, Utilization and Storage Summit May 9, 2022
    Microsoft 360 Day: A Virtual Deep Dive Across The Business May 19, 2022
    Long Term Care Symposium May 26, 2022
    Software/Internet: ‘Diamonds In The Rough’ SMID-Cap Virtual Series May 26 - June 6, 2022
    Consumer & Retail Conference June 7-9, 2022
    Clean Energy & Transition Technologies Summit June 14-15, 2022
    CTV Symposium July 12, 2022
    Obesity Seminar July 19, 2022
    Technology Conference September 7-8, 2022
    14th Annual Real Estate Conference September 8-9, 2022
    Meta/Facebook Symposium September 22, 2022
    8th Annual Storage Symposium September 29, 2022
    5th Annual HealthCONx November 29-December 1, 2022

    U.S.-based Evercore Wealth Management and Evercore Trust Company, N.A. serve high-net-worth individuals, foundations, and endowments, across the United States, providing a more personal and modern alternative to big banks, brokerages and trust companies.

    Established in 2008 by Evercore and a team of senior wealth management professionals led by former U.S. Trust CEO Jeff Maurer and including the former head of the multi-family office, Chris Zander, Evercore Wealth Management was founded to set a new standard in wealth management. The firm works closely with Evercore Trust Company, N.A., which was established by Evercore in 2009.

    Evercore Wealth Management has grown steadily since inception and is ranked by Barron’s as one of the top independent Registered Investment Advisors in the United States. Our partners and other senior planning, investment, and fiduciary professionals are among the most experienced in their fields. Many of us have worked together for years, and all are committed to the Evercore culture of institutional and individual integrity.

    Our distinctive approach integrates global investment management, strategic wealth planning, and trust and family wealth services. We have deep expertise in transaction planning and concentrated stock management and advise Evercore clients and professionals, as well as families and related institutions.

    Socially responsible investing (SRI) and environmental social and governance (ESG) investment strategies are growing areas of focus for our clients. We work with carefully-selected external managers to provide customized solutions for SRI/ESG investing that strive to deliver competitive rates of return to meet our clients’ impact investing goals.

    We strive to meet our clients’ lifestyle, family, business and legacy goals, and to earn and sustain their trust.

    Learn more about Evercore Wealth Management and Evercore Trust Company, N.A. at: https://www.evercorewealthandtrust.com. Learn more about socially responsible investing here.