Evercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. The firm has advised on over $4.7 trillion of merger, acquisition, and restructuring transactions since its founding.3 Its shares trade on NYSE under the symbol EVR.1Wikipedia text CC BY-SA 4.0
Evercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. The firm has advised on over $4.7 trillion of merger, acquisition, and restructuring transactions since its founding.3
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Total assets14151617186$5.4B in 2025+152% since 2018Total liabilities2214151617186$3.0B in 2025+172% since 2018Shareholders’ equity2214151617186$2.0B in 2025+168% since 2018Cash14151617186$1.4B in 2025+80% since 2018
Total assets192021$4.7B in Q2 FY2026+27% since Q2 FY2025Total liabilities23202119$2.5B in Q2 FY2026+42% since Q2 FY2025Shareholders’ equity23202119$1.9B in Q2 FY2026+12% since Q2 FY2025Cash192021$1.3B in Q2 FY2026+104% since Q2 FY2025
Evercore Partners sits at the top of its group. 31 entities, 12 countries on record. Switch between the flow chart and the network, and select any entity to see its details.
Evercore Equity Fund Fund · Wilmington, Delaware, United States
WALL STREET EWM FUNDS TRUST Fund · Wilmington, Delaware, United States
Evercore (Japan) Ltd. Subsidiary · Japan
Evercore Advisors L.L.C. Subsidiary · Delaware, United States
Evercore Arabia Limited Subsidiary · Saudi Arabia
Evercore Asia (Singapore) Pte. Ltd. Subsidiary · Singapore
Evercore Asia Limited Subsidiary · Hong Kong
Evercore BD Investco LLC Subsidiary · Delaware, United States
Evercore Brasil Participacoes LTDA Subsidiary · Brazil
Evercore Consulting (Beijing) Co. Ltd. Subsidiary · China
Evercore EMEA Holdco Limited Subsidiary · United Kingdom
Evercore Europe & Middle East Holdco LLC Subsidiary · Delaware, United States
Evercore Europe SAS Subsidiary · France
Evercore GP Holdings L.L.C. Subsidiary · Delaware, United States
Evercore Group Holdings L.L.C. Subsidiary · Delaware, United States
Evercore Group L.L.C. Subsidiary · Delaware, United States
Evercore Group Services Limited Subsidiary · United Kingdom
Evercore Holdings Limited Subsidiary · United Kingdom
Evercore ISI International Limited Subsidiary · United Kingdom
Evercore Israel L.L.C. Subsidiary · Delaware, United States
Evercore LP Subsidiary · New York, New York, United States
Evercore Partners Canada Ltd. Subsidiary · Canada
Evercore Partners International L.L.P Subsidiary · United Kingdom
EVERCORE PARTNERS SERVICES EAST L.L.C. Subsidiary · New York, New York, United States
Evercore Trust Company, N.A. Subsidiary · New York, United States
and 1 more
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
What it owns
What Evercore Partners reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.
Our principal offices are located in leased office space at 55 East 52nd Street, New York, New York and at 1 and 15 Stanhope Gate in London, U.K. We do not own any real property.
Evercore Partners was founded by Roger Altman in 1995, on the basis that clients would be best served by an investment banking firm free of the conflicts of interest of large financial institutions like Goldman Sachs and Merrill Lynch
Altman began his career in investment banking at Lehman Brothers, serving as general partner until 1977. After a role as assistant secretary of the U.S. Treasury until 1981, Altman returned to Lehman as co-head of global investment banking.
In 1987, Altman joined The Blackstone Group as its head of advisory business before returning to the U.S. Treasury to serve as deputy secretary in 1993.
Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record. The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.
Former names
Evercore Partners Inc.May 12, 2006 to Aug 1, 20177
Oct 23, 2024Reported quarterly or annual results77
Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar
Filings
322 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 32 major events, 172 insider forms, 16 large holders, 82 other. The latest 20:
46 open-market trades by officers, directors and large owners since October 2021: 1 buys and 45 sales. Grants, option exercises and gifts are left out.
Edward S. HymanSCHEDULE 13D/A, 2 filings Feb 25, 2022 to Feb 12, 202582
BlackRockSC 13G/A, 3 filings Feb 3, 2022 to Jan 25, 202483
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
From the cover page of the 10-K filed Feb 20, 2026 (Section 12(b) of the Exchange Act).24
Risk factors and legal proceedings
The risks Evercore Partners names in Item 1A of its 10-K filed Feb 20, 2026: 37 risks under these headings, as written.24
Risks Related to Our Business
Difficult market conditions may adversely affect our business in many ways, including reducing the volume and value of the transactions involving our Investment Banking & Equities business, which may materially reduce our revenue or income.
We depend on our senior professionals, including our executive officers, and the loss of their services could have a material adverse effect on us. If we are unable to successfully identify, hire and retain productive individuals, we may not be able to implement our growth strategy successfully.
Certain aspects of our cost structure are largely fixed, and we may incur costs associated with new or expanded lines of business, or our entry into new geographic regions, prior to these lines of business or regions generating significant revenue. If our revenue declines or fails to increase commensurately with the expenses associated with new or expanded lines of business or regions, our profitability may be materially adversely affected.
Our growth has placed, and will continue to place, significant demands on our administrative, operational and financial resources.
Our revenue and profits are highly volatile, which may make it difficult for us to achieve steady earnings growth on a quarterly basis and may cause the price of our Class A common stock to decline.
Our failure to deal appropriately with actual, potential or perceived conflicts of interest could damage our reputation and materially adversely affect our business.
Employee misconduct, which is difficult to detect and deter, could harm us by impairing our ability to attract and retain clients while subjecting us to significant legal liability and reputational harm.
The financial services industry faces substantial litigation and regulatory risks, and we may face damage to our professional reputation and legal liability.
We may face damage to our professional reputation if our services are not regarded as satisfactory or for other reasons.
Extensive and evolving regulation of our businesses exposes us to the potential for significant penalties and fines due to compliance failures, increases our costs and limits our ability to engage in certain activities.
We are exposed to risks and costs associated with protecting the integrity and security of our clients', employees' and others' personal data and other sensitive information.
The other 26 risks
We may not be able to generate sufficient cash to service all of our indebtedness.
Our clients may be unable to pay us for our services.
Goodwill, other intangible assets, equity method investments and other investments represent a portion of our assets, and an impairment of these assets could have a material adverse effect on our financial condition and results of operations.
Failure to maintain effective internal controls in accordance with Section 404 of the Sarbanes-Oxley Act could materially adversely affect our business.
A change in relevant tax laws, regulations or treaties or an adverse interpretation of these items by tax authorities could result in an audit adjustment to tax-related liabilities, or revaluation of our net deferred tax assets that may cause our effective tax rate and/or and tax liabilities to be higher than what is currently presented in the consolidated financial statements.
Our inability to successfully identify, consummate and integrate acquisitions and/or alliances, including through joint ventures or investments, as part of our growth initiatives could have adverse consequences to our business.
We may not realize the cost savings, revenue enhancements or other benefits that we expected from our growth initiatives.
Risks Related to Our Investment Banking & Equities Business
A substantial portion of our revenue is derived from advisory assignments for Investment Banking & Equities clients, which are not long-term contracted sources of revenue and are subject to intense competition, and declines in these engagements could have a material adverse effect on our financial condition and operating results.
We face strong competition from other financial advisory firms, many of which have the ability to offer clients a wider range of products and services than we can offer, which could cause us to fail to win advisory mandates and subject us to pricing pressures that could materially adversely affect our revenue and profitability.
Our Equities business relies on non-affiliated third-party service providers.
Underwriting and trading activities expose us to risks.
If the number of debt defaults or bankruptcies declines or other factors affect the demand for our liability management and restructuring services, our liability management and restructuring revenue could be adversely affected.
Risks Relating to Our Investment Management Business
The amount and mix of our AUM are subject to significant fluctuations.
If the funds we manage or invest in perform poorly, we will suffer a decline in our investment management revenue and earnings, and our Investment Management business may be adversely affected.
Our Investment Management business' reliance on non-affiliated third-party service providers subjects the Company to operational risks.
Our agreements with the OCC require us to maintain and segregate certain assets, and our failure to comply with these agreements (including if we are required to access these assets for other purposes) could adversely affect us.
Risks Related to Our International Operations
A meaningful portion of our revenues are derived from our international operations, which are subject to certain risks.
Fluctuations in foreign currency exchange rates could adversely affect our results.
The cost of compliance with international broker-dealer, employment, labor, benefits and tax regulations may adversely affect our business and hamper our ability to expand internationally.
Risks Related to Our Organizational Structure
We are required to pay some of our current and former Senior Managing Directors for most of the benefits relating to any additional tax depreciation or amortization deductions we may claim as a result of the tax basis step-up we receive in connection with exchanges of Evercore LP partnership units ("LP Units") for shares and related transactions.
Our only material asset is our interest in Evercore LP, and we are accordingly dependent upon distributions from Evercore LP to pay dividends, taxes and other expenses.
If Evercore Inc. were deemed an "investment company" under the 1940 Act as a result of its ownership of Evercore LP, applicable restrictions could make it impractical for us to continue our business as contemplated and could have a material adverse effect on our business.
Risks Related to Our Class A Common Stock
Our employees control a significant portion of the voting power in Evercore Inc., which may give rise to conflicts of interests.
Our share price may decline or we may have a significant increase in the number of shares of common stock outstanding due to the large number of shares eligible for future sale and for exchange.
The market price of our Class A common stock may be volatile, which could cause the value of our Class A common stock to decline.
Anti-takeover provisions in our charter documents and Delaware law could delay or prevent a change in control.
Legal proceedings
In the normal course of business, from time to time, the Company and its affiliates are involved in judicial or regulatory proceedings, arbitration or mediation concerning matters arising in connection with the conduct of its businesses, including contractual and employment matters. In addition, United Kingdom, German, Hong Kong, Singapore, Canadian, Dubai, Saudi, Indonesian and United States government agencies and self-regulatory organizations, as well as state securities commissions in the United States, conduct periodic examinations and initiate administrative proceedings regarding the Company's business, including, among other matters, accounting and operational matters, that can result in censure, fine, the issuance of cease-and-desist orders or the suspension or expulsion of a broker-dealer, investment advisor, or its directors, officers or employees. In view of the inherent difficulty of determining whether any loss in connection with such matters is probable and whether the amount of such loss can be reasonably estimated, particularly in cases where claimants seek substantial or indeterminate damages or where investigations and proceedings are in the early stages, the Company cannot estimate the amount of such loss or range of loss, if any, related to such matters, how or if such matters will be resolved, when they will ultimately be resolved, or what the eventual settlement, fine, penalty or other relief, if any, might be. Subject to the foregoing, the Company believes, based on current knowledge and after consultation with counsel, that it is not currently party to any material pending proceedings, individually or in the aggregate, the resolution of which would have a material effect on the Company. Provisions for losses are established in accordance with Accounting Standards Codification ("ASC") 450, "Contingencies" when warranted.
