Who We Are
Founder and Senior Chairman
Roger Altman is Founder and Senior Chairman of Evercore.
Mr. Altman began his investment banking career at Lehman Brothers, advancing to general partner in 1974. He was then nominated by President Carter and confirmed by the Senate as Assistant Secretary of the U.S. Treasury, serving in that position for four years.
Mr. Altman subsequently returned to Lehman, where he later became co-head of overall investment banking as well as a member of the management committee and board. He remained in those positions until Lehman was sold.
In 1987, Mr. Altman joined The Blackstone Group as vice chairman, head of advisory business, and investment committee member.
Mr. Altman was then nominated by President Clinton and again confirmed by the Senate as Deputy Secretary of the U.S. Treasury. He served in that position for two years.
Then in 1995, he formed Evercore. Today, Evercore is the fourth-largest investment banking advisory firm in the world.
He is a trustee of MIT, New York-Presbyterian Hospital and New Visions for Public Schools and a member of the Council on Foreign Relations.
He earned an A.B. from Georgetown University and an MBA from the University of Chicago.
Chairman and CEO
John Weinberg is Chairman of the Board of Directors and Chief Executive Officer of Evercore, positions he has held since February 2022.
Previously, he was Co-Chairman of the Board and Executive Chairman of Evercore.
Before joining Evercore in November 2016, Mr. Weinberg served as vice chairman of Goldman Sachs from 2006 to 2015 and as co-head of global investment banking from 2002 to 2015. He started at Goldman Sachs in 1983 as an associate and was promoted to partner in 1992.
Mr. Weinberg is a board member of Ford Motor Company, New York-Presbyterian Hospital, Middlebury College and the Cystic Fibrosis Foundation.
He earned a B.A. from Princeton University in 1979 and an MBA from Harvard Business School in 1983.
Chairman of Investment Banking
Eduardo Mestre is Chairman of Investment Banking at Evercore and a senior managing director. He also serves as chairman of Evercore’s Global Diversity Council.
Since joining Evercore, Mr. Mestre has been involved in many of the firm’s most important transactions across numerous industry sectors, including media, consumer, industrials, chemicals, and financial institutions.
Select transactions include representing CoreSite Realty in its sale to American Tower, Comcast in its acquisition of Sky, Pinnacle Foods in its sale to Conagra, Whole Foods in its sale to Amazon, and DuPont in its merger with Dow Chemical.
Prior to joining Evercore, Mr. Mestre was chairman of Citigroup’s investment banking division, head of investment banking at Citigroup and its predecessor firms, and co-head of Salomon Brothers’ M&A department. Earlier in his career, he was an associate with the law firm of Cleary, Gottlieb, Steen & Hamilton.
Mr. Mestre is on the boards of the International Rescue Committee, and the Cuba Study Group. He is past chairman of the board of trustees for both the Cold Spring Harbor Laboratory and WNYC.
Mr. Mestre, who was born in Havana, Cuba, graduated summa cum laude and Phi Beta Kappa from Yale University with a B.A. degree in economics and political science, and is a cum laude graduate of Harvard Law School.
Other Management Committee Members
Global Head of Private Capital Advisory
Nigel Dawn is the global head of Evercore’s Private Capital Advisory group, a senior managing director and a member of the firm’s Management Committee.
With a team based in the United States, Europe and Singapore, Mr. Dawn is responsible for originating, developing and managing secondary market transactions for owners and managers of private financial assets seeking liquidity in the secondary market. Mr. Dawn has represented public pensions, university endowments, financial institutions, public quoted investment vehicles and other owners of private financial assets.
Prior to joining Evercore, Mr. Dawn was the global co-head of the private funds group at UBS Investment Bank, where he was responsible for founding and leading the secondary market advisory business globally, and before that, for the bank’s investments in private equity funds. Earlier in his career, he worked in international commercial banking with Standard Chartered Bank and as a management consultant at Booz Allen Hamilton in New York.
Mr. Dawn graduated with honours from the University of Newcastle-Upon-Tyne with a B.A. in politics and East Asian studies, and earned his MBA from the Columbia Business School.
Jason Klurfeld is Evercore’s general counsel and corporate secretary, a senior managing director and a member of the firm’s Management Committee.
He joined Evercore in 2011 and is responsible for all legal and compliance matters.
Previously, Mr. Klurfeld was an M&A attorney at Sullivan & Cromwell in New York and Skadden Arps in Washington, D.C., focusing primarily on mergers, acquisitions, financings and strategic investments. He also served in government as an aide to New York Senator Daniel Patrick Moynihan.
Mr. Klurfeld holds a J.D. from the University of Pennsylvania, a master’s in history from Oxford University (St. Antony’s College) and a B.A. in economics from Hamilton College.
Chief Financial Officer
Tim LaLonde is Evercore’s Chief Financial Officer, a senior managing director and a member of the firm’s Management Committee.
Mr. LaLonde has more than three decades of investment banking experience and previously served as Evercore’s COO of Global Investment Banking and co-head of the U.S. Investment Banking business. Prior to Evercore, he was an executive director at UBS and a vice president at Dillon Reed, a predecessor firm of UBS.
Mr. LaLonde advised on General Motors’ sale of a 51% interest in GMAC; AT&T’s acquisition of BellSouth; NTL’s acquisition of Telewest Global; SBC Communication’s acquisition of AT&T; Electronic Data Systems’ sale of UGS PLM Solutions; the sale of PanAmSat to an investor group; and Cingular Wireless’ acquisition of AT&T Wireless Services. In addition, he has been involved in numerous transactions in the energy, building & construction, and general industrial sectors.
He received his B.S.B. with high distinction from the University of Minnesota, his M.Sc. from the London School of Economics, and his MBA with high distinction from the Amos Tuck School of Business Administration at Dartmouth College. Mr. LaLonde serves on the Board of Advisors at the University of Minnesota’s Carlson School of Management.
Chief Executive Officer of EMEA Investment Banking
Matthew Lindsey-Clark, based in London, is the Chief Executive Officer of Evercore’s European Investment Banking business, a senior managing director and a member of the firm’s Management Committee.
Mr. Lindsey-Clark has over 30 years of investment banking experience and has specialised in advising financial services companies for most of his career. He has advised on a wide range of M&A and capital markets transactions across a number of sectors within the wider financial services market, including banking, finance companies, property and casualty insurance and reinsurance, insurance broking and asset management.
Mr. Lindsey-Clark joined Evercore on the completion of the acquisition of Lexicon Partners in August 2011. Prior to joining Lexicon in 2001, he was a managing director in the European financial institutions group at Credit Suisse First Boston. From 1997 until its acquisition by CSFB in November 2000, he was with Donaldson, Lufkin & Jenrette in London, before which he was at NatWest Markets.
He is treasurer and trustee of the Royal Horticultural Society, and a trustee and chairman of the Development Board of Classics for All.
Mr. Lindsey-Clark has a first-class degree in classics from Oxford University.
Head of Human Capital Group
Liz Lynch is Evercore’s global head of the Human Capital Group, a senior managing director and a member of the firm’s Management Committee.
Prior to joining Evercore in 2010, Ms. Lynch had her own consulting business providing advice on HR, organizational and strategic issues to several financial services firms. Previously, she spent 22 years at Morgan Stanley, where she was global chief operating officer for the equity research business from 2000 to 2006, global head of human resources from 1995 to 2000 and an investment banker from 1984 to 1995.
Ms. Lynch earned a B.A. from Wesleyan University and an MBA from the University of Virginia’s Darden School, where she serves on the Foundation Board of Trustees.
Chairman of Asia Investment Banking
Keith Magnus is chairman of Evercore’s Asia business, a senior managing director and a member of the firm’s Management Committee.
At Evercore, he has originated and advised across more than 60 completed deals worth over S$270 billion of deal value.
Since Mr. Magnus established Evercore’s Singapore office in 2013 as its CEO, the firm has been awarded the title of “Best M&A Adviser” in Singapore six times at the Asset Triple A Awards. By 2021, Evercore was also named “Best M&A Adviser in Asia” and by 2023 had received over 16 awards from industry publications.
Prior to joining Evercore, Mr. Magnus was the chairman and head of UBS Investment Bank in Singapore and Malaysia, served as managing director and head of Singapore and Malaysia investment banking at Bank of America Merrill Lynch, and was the country head of investment banking at Deutsche Bank.
Mr. Magnus is chairman of Kallang Alive Holding Co. and Kallang Alive Sports Management, established by the government of Singapore to hold and manage assets in the Kallang Alive precinct including the Singapore Sports Hub. He is deputy chairman of Sport Singapore, co-chairman of the Sport Cares Advisory Board, board member of Tech For Good Institute, chairman of the Centre for Fathering, and member of the Families for Life council and Anglo-Chinese School Foundation.
Mr. Magnus earned double degrees in laws and economics from Monash University in Melbourne.
Co-Head of U.S. Investment Banking
Daniel Mendelow is co-head of Investment Banking, U.S., a senior managing director in Evercore’s strategic advisory business and a member of the firm’s Management Committee.
Mr. Mendelow advises communications, technology and media clients on M&A, restructuring and capital raising transactions.
Select deals include advising Frontier Communications on its Chapter 11 restructuring in sale of Pacific Northwest assets to Ziply Fiber; Comcast on its acquisition of Sky; T-Mobile on the acquisition of Sprint; Straight Path on its sale to Verizon; Lightower on its sale to Crown Castle; Fibertech Networks on its sale to Lightower Fiber Networks; TW Telecom on its sale to Level 3 Communications; and AT&T on its acquisition of Leap Wireless; and Clearwire on its sale to Sprint Nextel Metro; and PCS on its sale to T-Mobile USA.
Prior to joining Evercore, Mr. Mendelow was vice president of corporate development at FirstMark Communications Europe, which had operations in France, Germany, Spain and Switzerland that constructed a pan-European fiber optic backbone with wireless local loop and DSL access networks. Earlier in his career, he was an analyst at BT Wolfensohn (Deutsche Bank).
In 2012, Mr. Mendelow was named by Multichannel News to its “40 Under 40” class of young leaders.
He graduated from Princeton University with an A.B. in economics.
Co-Head of U.S. Investment Banking
Naveen Nataraj is co-head of Investment Banking, U.S., a senior managing director in Evercore’s technology, media & telecommunications practice and a member of the firm’s Management Committee.
During his 20-plus years at Evercore, Mr. Nataraj has advised TMT clients in transactions totaling over $600 billion in value. Recent transactions include advising Nuance on its sale to Microsoft; athenahealth on its sale to H&F and Bain Capital; Blackstone on its acquisition of Emerson’s climate-technology business; NortonLifeLock on its merger with Avast; Verizon on its sale of Yahoo! to Apollo; Grubhub on its merger with Just Eat Takeaway.com; and Dell on its merger with the VMware tracking stock.
Mr. Nataraj has advised on several of the largest transactions in the sector: Qualcomm on its successful hostile defense against Broadcom; Broadcom on its sale to Avago Technologies; the sale of Dell to Michael Dell and Silverlake; EMC on its sale to Dell; Samsung on its acquisition of Harman; AT&T on its acquisition of BellSouth; EDS on its sale to HP; and TWCable on its spinoff from Time Warner.
Mr. Nataraj serves on the board of trustees and chairs the investment committee of the University of Rochester. He also serves on the board of the March of Dimes.
Chief Executive Officer of Equities
Michael Paliotta is the Chief Executive Officer and Head of Equities at Evercore ISI, a senior managing director and a member of the firm’s Management Committee.
Mr. Paliotta has more than 20 years of experience in global equities markets and extensive expertise in developing and executing client and business strategies for institutional clients. He also has a proven track record in managing distribution, execution and financing.
Before joining Evercore ISI in 2017, Mr. Paliotta was head of global markets equities at Credit Suisse, where he worked for almost 18 years in various leadership roles across equities, including prime services. Previously, he held positions at Argus Investments, Neuberger Berman, and Spears Benzak Salomon & Farrell.
Mr. Paliotta earned a B.S. in business administration from Manhattan College, where he is a former trustee, and an MBA in finance from New York University’s Stern School of Business.
Co-Head of U.S. Investment Banking
Jason Sobol is co-head of Investment Banking, U.S., a senior managing director in Evercore’s strategic advisory business and a member of the firm’s Management Committee.
He focuses on advising companies in the information, software, media and marketing sectors.
His notable sell-side transactions include advising Green Street on its sale to TA Associates, Reorg on its sale to Permira, CoreLogic on its sale to Stone Point and Insight Partners, Neustar on its sale to TransUnion, Appriss Insights on its sale to Equifax, Real Capital Analytics on its sale to MSCI, J.D. Power on its sale to Thoma Bravo, and IRI on its merger with NPD. Select buy-side transactions include advising IXL Learning on its acquisition of Teachers Pay Teachers, Red Ventures on its acquisition of CNET, Clarivate on its acquisition of CPA Global, and Advance Communications on its acquisition of Turnitin.
Prior to joining Evercore, Mr. Sobol was vice president of acquisitions for the Davis Companies. He was also a principal of the Davis family’s venture fund, Stone Canyon Venture Partners. Earlier in his career, he was senior director of business development for LAUNCH.com, which was acquired by Yahoo!, and before that, a member of the M&A group of Goldman Sachs & Co.
He earned a B.A. with honors in economics from Harvard University.
COO of U.S. Investment Banking, Organizing Officer
Nancy Bryson is a senior managing director and organizing officer of the firm’s Management Committee.
She has served as the chief operating officer of Evercore’s U.S. Investment Banking business since March 2023. Responsibilities include strategic advisory priorities, compensation, risk management, compliance responsibilities and other leadership matters.
She previously served as a senior advisor to Evercore’s CEO, and before that as Evercore’s treasurer and co-director of the firm’s Global Finance team, with additional responsibilities that included financial planning, strategic initiatives, tax, investor relations, risk management/internal audit and data resources.
Prior to joining the Evercore Finance team in 2017, Ms. Bryson was a managing director in the firm’s advisory practice. Select transactions include representing DuPont in its proxy fight with Trian Partners; DuPont in its spinoff of Chemours; AOL in the sale of its patent portfolio; and LyondellBasell in its Chapter 11 reorganization process.
Previously, Ms. Bryson was a director in the M&A group of Citigroup Global Markets, an associate in the M&A advisory practice at Wasserstein Perella, and an analyst in the investment banking group at Robertson, Stephens & Co.
Ms. Bryson graduated summa cum laude with a B.S. in economics from of the University of Pennsylvania’s Wharton School and earned an MBA with high honors from the University of Chicago Graduate School of Business.
Ralph Schlosstein is Chairman Emeritus, a position he has held since February 2022. Previously he was Co-Chairman of the Board of Directors and Co-CEO, positions he held since July 2020. Prior to that, he served as President and CEO of Evercore for more than 11 years.
Prior to joining the firm in 2009, Mr. Schlosstein was the CEO of HighView Investment Group, an alternative investment management firm. Before forming HighView in 2008, he served for almost 20 years as the president of BlackRock, the largest asset management firm in the world, with more than $8.5 trillion of assets under management. Mr. Schlosstein co-founded BlackRock in 1988, was a director since the company went public in 1999, chaired BlackRock’s management committee and was a member of the executive and investment committees.
Earlier in his career, Mr. Schlosstein was a managing director in investment banking at Lehman Brothers, where he started the firm’s interest rate swap business and led the mortgage and savings institutions group. From 1977 to 1981, he worked for the federal government, initially as deputy to the assistant secretary of the Treasury Department, then as associate director of the White House Domestic Policy Staff, responsible for advising President Carter on urban policy, economic development and housing issues, as well as on the Chrysler loan guarantee program. From 1974 to 1977, he was an economist for the Congressional Joint Economic Committee.
Mr. Schlosstein is a director of New Visions for Public Schools, a trustee of the Lincoln Center for the Performing Arts and a member of the Council on Foreign Relations. Previously, he was a director of Pulte Corp., the nation’s largest homebuilder; a member of the Visiting Board of Overseers of the John F. Kennedy School of Government at Harvard University; a trustee of Denison University; a trustee of Trinity School in New York City; a trustee of the American Museum of Natural History; and a trustee of The Public Theater in New York City.
He graduated cum laude with a B.A. from Denison University, and completed his coursework for a Master of Public Policy from the Graduate School of Public and International Affairs at the University of Pittsburgh.