Business Description

Evercore Inc. is a global independent investment banking advisory firm founded in 1995 that specializes in strategic financial advisory services including mergers and acquisitions, restructurings, and divestitures. Under the leadership of CEO Ralph Schlosstein, the firm has built a strong reputation by delivering high-value advisory and asset management services to a diverse client base. Its independent business model consistently ranks it among the top global advisors in multibillion-dollar transactions. Strategic investments in technology and service expansion further position Evercore for robust future growth.

Everything on Evercore Inc.

Revenue (FY2025) $3.78B
YoY growth +30.6%
Operating margin 21.6%
Direction Expanding
Gross margin 36.2%
Net margin 17.0%

Earnings Transcripts

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Leadership & board

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John S. Weinberg — Chairman of the Board and CEO View full profile ↗ Roger C. Altman — Founder, Senior Chairman and Director View full profile ↗ Pamela G. Carlton — Director View full profile ↗ Ellen V. Futter — Director View full profile ↗ Gail B. Harris — Lead Director View full profile ↗ Robert B. Millard — Director View full profile ↗ Willard J. Overlock, Jr. — Director View full profile ↗ Sir Simon M. Robertson — Director View full profile ↗ Christine A. Varney — Director View full profile ↗ William J. Wheeler — Director View full profile ↗ Sarah K. Williamson — Director View full profile ↗ Jason Klurfeld — General Counsel and Corporate Secretary View full profile ↗ Timothy LaLonde — Chief Financial Officer View full profile ↗ Matthew Lindsey-Clark — Co-Head of EMEA Investment Banking, Senior Managing Director View full profile ↗
Evercore acquires Robey Warshaw — Investment Banking - Advisory (Europe / UK) · 2025 View full deal ↗ Evercore acquires The Lexicon Partnership LLP — Investment Banking - Advisory (Europe / UK) · 2011 View full deal ↗ Evercore acquires Atalanta Sosnoff Capital, LLC — Investment Management - Institutional Asset Management · 2010 View full deal ↗ Evercore acquires Braveheart Financial Services Limited — Investment Banking - Advisory (Europe / UK) · 2006 View full deal ↗ Evercore acquires G5 Holdings S.A. (G5 advisors) — Investment Management / Investment Banking - Latin America (Brazil) · 2010 View full deal ↗ Evercore acquires International Strategy & Investment (ISI Group) / Evercore ISI — Investment Banking - Equities (research, sales and agency trading) · 2014 View full deal ↗ Evercore acquires Protego Asesores (Protego) — Investment Management / Investment Banking - Latin America (Mexico) · 2006 View full deal ↗ Evercore acquires MJC Associates — Investment Banking - Commercial real estate advisory · 2010 View full deal ↗ Evercore acquires Morse, Williams and Company, Inc. — Investment Management - Wealth Management · 2010 View full deal ↗ Evercore acquires Private Funds Group of Neuberger Berman (PFG) — Investment Banking - Private Funds Group placement · 2010 View full deal ↗ Evercore acquires ABS Investment Management, LLC — Investment Management - Institutional Asset Management · 2011 View full deal ↗

Share Repurchase Program

Total authorized
$1.6 billion
Latest FY repurchased
$621.3 million

Named Competitors

Bank of AmericaBarclaysCitigroupDeutsche BankGoldman SachsJPMorgan ChaseMorgan StanleyUBSCenterviewHoulihan LokeyLazardMoelisPerella WeinbergPJT PartnersRothschild +3 more

Customer Concentration

No client accounted for more than 10% of the Company's Consolidated Net Revenues for the years ended December 31, 2025, 2024 and 2023.

Recent SEC Filings

2026-06-12 Shareholder vote results View filing ↗
2026-04-29 Reported quarterly results View filing ↗
2026-02-04 Leadership change (directors/officers) View filing ↗
2026-02-04 Reported quarterly results View filing ↗
2025-10-29 Reported quarterly results View filing ↗
2025-07-30 Reported quarterly results View filing ↗
2025-07-30 Unregistered equity sale (+1 more) View filing ↗
2025-07-11 Entered a material agreement (+1 more) View filing ↗
2025-06-13 Shareholder vote results View filing ↗
2025-04-30 Reported quarterly results View filing ↗
2025-02-14 Leadership change (directors/officers) View filing ↗
2025-02-05 Reported quarterly results View filing ↗

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