Evercore Inc. operates as a premier independent investment banking advisory firm, serving a diverse global client base that includes corporations, financial sponsors, institutional investors, and high-net-worth individuals. The company operates through two primary business segments: Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment generates the vast majority of the firm's revenue (typically over 85%) and provides strategic advisory services for mergers and acquisitions, divestitures, restructurings, and shareholder advisory. This segment also includes equity capital markets execution, private capital advisory, and institutional equities services such as research, sales, and trading. The Investment Management segment provides wealth management services to high-net-worth individuals, endowments, and foundations, alongside interests in private equity funds. Founded in 1995, Evercore differentiates itself by operating a conflict-free, advisory-led business model, avoiding the proprietary trading and large balance-sheet lending risks typical of bulge-bracket universal banks. The firm maintains a significant global footprint with offices across North America, Europe, the Middle East, and Asia, positioning it as a leading boutique advisor in high-value, complex cross-border transactions.
