What Evercore Partners does

Evercore Partners (NYSE: EVR) is a New York-headquartered global independent investment banking advisory firm founded in 1995 by Roger Altman. The firm operates 28 offices across 16 countries with approximately 2,600 employees, and is ranked the fourth-largest investment banking advisory firm globally. Its core business is providing strategic M&A and capital markets advice to corporations, financial sponsors, and governments, with advisory representing over 85% of total revenue; the balance comes from underwriting, equities (Evercore ISI research and sales & trading), and a smaller wealth management business. Since founding, the firm has advised on more than $5 trillion in announced transactions, including marquee 2025 mandates such as Warner Bros. Discovery ($110B), Devon Energy / Coterra ($58B), Cox / Charter ($34.5B), Calpine ($29.1B), and Axalta / AkzoNobel ($25B).

The firm's business model is built on a conflict-free, independent advisory posture that differentiates it from the bulge-bracket universal banks. Revenue is generated primarily on a transaction-success-fee basis tied to the size and complexity of M&A and restructuring mandates, with recurring revenue from the Evercore ISI research subscription, sales & trading, underwriting fees, and wealth management fees. Pricing is bespoke and tied to deal value rather than productized. The 2025 acquisition of UK-based Robey Warshaw (GBP 146M / USD 196M) deepened its European advisory bench, and the firm has continued to expand its international office footprint into Italy, the Nordics, Saudi Arabia, Israel, and Singapore, while building out Capital Markets Advisory and private capital markets capabilities. Full-year 2025 revenue was approximately $3.9 billion (up 29% YoY), and Q1 2026 revenue of $1.40 billion was up 100% YoY, reflecting the favorable M&A cycle and strong competitive positioning of the franchise.

Leadership is anchored by John Weinberg as Chairman & CEO, founder Roger Altman in a senior capacity, and Tim LaLonde as CFO. The firm has been recognized as "Investment Bank of the Year 2025" by The Banker across Global, North America, and M&A categories, and Evercore ISI's research franchise was ranked #1 for four consecutive years. The company is publicly listed on the NYSE under the ticker EVR, and its competitive position rests on senior banker talent, brand reputation, global distribution, and an independent model that avoids the lending-and-underwriting conflicts inherent to the bulge bracket.

Name

Evercore Partners

Legal name

Evercore Inc.

Website

https://evercore.com

Company type

Public

Founded year

1995

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Evercore Partners (NYSE: EVR) is a New York-based global independent investment banking advisory firm operating 28 offices in 16 countries. It serves corporations, financial sponsors, and governments with M&A, restructuring, and capital markets advisory, with advisory representing over 85% of revenue.

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (52394)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Buy-Side M&A Advisory (FSAEAGAB)

Keywords

• Investment banking advisory
• Mergers and acquisitions
• Restructuring advisory
• Equity capital markets
• Wealth management services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices32 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Services: Over 80% of revenue from advisory services including M&A, strategic advisory, restructuring, and shareholder activism defense.
2. Underwriting: Equity capital markets and debt underwriting services for IPOs and follow-on offerings.
3. Equities: Equity research, sales and trading, and agency execution for institutional investors.
4. Wealth Management: Wealth management and trust services for high-net-worth individuals.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Evercore Partners is a global independent investment banking firm providing strategic advisory on mergers and acquisitions, restructuring, capital markets, and shareholder activism defense to corporate boards, management teams, and financial sponsors. It also operates an institutional equities business (research, sales and trading, corporate access) and a wealth management business serving high-net-worth individuals.

Product overview

Evercore Partners operates as a single integrated investment banking platform rather than a modular software product. The firm offers four interconnected business lines: Investment Banking (Strategic Advisory, Liability Management & Restructuring, Capital Markets Advisory, and Private Capital Advisory), Equities (Research, Sales & Trading, and Corporate Access & Conferences), and Wealth Management. These services are delivered through approximately 2,600 employees across 28 offices in 16 countries, serving corporate, institutional, and high-net-worth clients on advisory and execution mandates.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Advisory

Quantifiable outcome

• $5+ trillion in announced transactions advised since founding
• +2 more outcomes

Named customers12 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered strategic alliance and core.

• Kotak Investment Bankingstrategic allianceStrategic or Co-development PartnerStrategic alliance relationship in India for investment banking services, with Evercore providing support and access to global markets.
• Seneca Evercorestrategic allianceStrategic or Co-development PartnerStrategic alliance partner for investment banking services.
• NH Investmentsstrategic allianceStrategic or Co-development PartnerStrategic alliance partner for investment banking services.
• Robey WarshawcoreStrategic or Co-development PartnerAcquired UK-based independent advisory firm Robey Warshaw for GBP 146 million (USD 196 million) in Q4 2025 to expand market position in the UK and globally.

Scale indicators10 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Moelis & Company: Moelis is a global independent investment bank providing M&A, restructuring, and capital markets advisory, with a similar model of senior banker-led coverage. It competes directly with Evercore in mid- to large-cap M&A mandates globally.
• PJT Partners: PJT Partners is an independent advisory firm offering strategic advisory, restructuring, and fund placement services, spun out of Blackstone. It directly competes with Evercore in M&A advisory and shareholder activism defense.
• Rothschild & Co: Rothschild & Co is a global independent financial advisory group with deep M&A and restructuring capabilities, particularly in Europe. It competes with Evercore in cross-border large-cap M&A and financial sponsor advisory.
• Houlihan Lokey: Houlihan Lokey is a global independent investment bank with leadership in M&A, capital markets, and financial restructuring. Its independent model and global footprint make it a key direct competitor to Evercore.
• Lazard: Lazard is a leading independent global financial advisory and asset management firm, directly comparable to Evercore in M&A advisory, restructuring, and capital markets advisory. Both firms compete for the same large-cap corporate boards and financial sponsor clients.
• Greenhill & Co: Greenhill is an independent investment bank focused on M&A advisory. Despite recent scale challenges, it remains a direct competitor in mid- and large-cap M&A mandates and restructuring situations.
• Centerview Partners: Centerview Partners is a top-tier independent advisory boutique focused on M&A, restructuring, and strategic advisory for large-cap clients. It competes head-to-head with Evercore for premier corporate board mandates, particularly in the US.
• Allen & Company: Allen & Company is a closely held independent boutique advisor specializing in M&A for media, technology, and consumer companies. It competes with Evercore's TMT-focused bankers for premier advisory mandates.

Broad incumbents

• Morgan Stanley: Morgan Stanley is a global bulge bracket investment bank with strong M&A advisory and institutional securities businesses. It competes with Evercore across large-cap M&A while offering broader financing and equity research capabilities.
• Goldman Sachs: Goldman Sachs is a leading global bulge bracket investment bank offering M&A advisory, underwriting, sales & trading, and asset management. It competes with Evercore on the largest M&A mandates while offering integrated balance sheet capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/evercore-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A6 records

Investments20 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Evercore Partners