What is Evercore?
Independent advisory firm providing M&A, restructuring, strategic advisory, capital markets, equities, and investment management services.
- Category
- Independent investment banking and investment management
- Headquarters
- New York, NY
- Founded
- 1995
- Employees
- About 2,300
- Total funding
- Public company; no current VC funding
- Status
- Public company; NYSE: EVR
What is Evercore?
Evercore is a independent investment banking and investment management company headquartered in New York, NY. Independent advisory firm providing M&A, restructuring, strategic advisory, capital markets, equities, and investment management services.
Evercore operates at mid-market public-company scale with $2.44B FY2025 revenue, About 2,300 employees, and global advisory platform across the Americas, Europe, Middle East, and Asia. The company is relevant for account research because buying decisions span customer experience, operations, finance, merchandising, supply chain, data, security, real estate, and digital channels. Its public filings and investor materials provide a durable view of scale, profitability drivers, and leadership priorities.
The business is not a venture-backed startup; it is a mature public company with executive accountability to public shareholders. For sellers, that means budgets exist, but the sales motion usually needs a quantified business case and a clear operating owner. The strongest pitches connect to revenue growth, margin, productivity, compliance, customer retention, digital conversion, risk reduction, or working-capital improvement.
As of June 2026, the most current profile lens is Public company; NYSE: EVR. This page uses official investor relations pages, the latest annual filing, current leadership pages or announcements, public website signals, and observable domain data so the directory logo and competitor logos resolve from real primary domains.
What does Evercore offer?
Evercore offers M&A advisory, Restructuring advisory, Capital markets advisory, Private capital advisory, and related services or channels.
- M&A advisory· Investment banking
- Restructuring advisory· Investment banking
- Capital markets advisory· Investment banking
- Private capital advisory· Investment banking
- Evercore ISI research· Equities
- Investment management· Asset management
How does Evercore make money?
Evercore makes money through customer transactions, services, brand/channel economics, and operating scale rather than venture-style subscription funding.
Evercore's model is primarily transaction-driven. Revenue comes from products, services, fees, licensed or franchised economics where applicable, memberships or loyalty economics where applicable, and channel programs tied to its category. Published pricing is therefore SKU-, menu-, account-, project-, market-, or transaction-specific rather than a single SaaS price sheet.
The main growth levers are traffic, conversion, retention, average order value, unit count or office footprint, pricing, mix, merchandising, productivity, and operating margin. In public reporting, management tracks revenue, comparable sales or volume, gross margin, operating income, cash flow, store/unit productivity, client assets, trading activity, or other category-specific metrics. Technology and services budgets usually need to map to those operating metrics.
For vendors, the practical pricing signal is that Evercore can fund enterprise programs when ROI is clear and ownership is aligned. Procurement will typically test security, integration effort, change management, legal terms, data handling, and measurable impact before a broad rollout.
Who leads Evercore?
Evercore is led by John S. Weinberg, with senior executives responsible for finance, operations, technology, brand, legal, investor relations, or business-unit execution.
- John S. WeinbergChairman and Chief Executive OfficerCEO since 2022Former Goldman Sachs leader steering Evercore's global advisory franchise.
- Tim LaLondeChief Financial OfficerCFOSenior managing director and management committee member overseeing finance.
- Jason KlurfeldGeneral Counsel and Corporate SecretaryGeneral counselLeads legal, compliance, and governance.
- Katy HaberHead of Investor Relations and ESGIR and ESG leaderPrimary investor contact in company releases.
How do you contact Evercore's leadership?
Evercore publishes investor relations, media, customer, or corporate contact routes, but this profile does not present guessed executive emails as verified. Use the official contact page, investor relations route, or procurement/business-owner path for outreach.
Public contact route; personal executive email format not verifiedHow much funding has Evercore raised?
Evercore is a public company, so the relevant capital lens is Public company; NYSE: EVR, not a current venture funding total.
Evercore does not have a current venture-round history to track like a private startup. Its major capital milestones are founding, public listing, acquisitions or divestitures, debt and credit facilities, share repurchases or dividends where applicable, and operating cash flow generated from the business. The latest annual filing is the best source for current capitalization and financial scale.
The current operating scale is $2.44B FY2025 revenue. That scale matters more than a VC funding total because budgets are allocated through annual planning, capital committees, procurement, and business-unit initiatives. Public status also means vendors can infer strategic priorities from earnings releases, annual reports, proxy materials, and investor presentations.
Seller signal: Evercore can buy substantial systems and services, but it will expect mature proof. Strong opportunities usually attach to a named executive priority, a measurable financial lever, and a rollout path that reduces operating risk.
How did Evercore get here?
Evercore reached its current scale through founding, expansion, public-market access, leadership changes, and recent operating milestones.
- 1995Evercore foundedRoger Altman and partners create an independent advisory firm.
- 2006IPOEvercore becomes publicly traded.
- 2020John Weinberg becomes co-CEOLeadership transitions toward the current management team.
- 2022John Weinberg becomes chairman and CEOThe current CEO structure takes effect.
- 2025Robey Warshaw acquisition announcedEvercore expands UK advisory reach.
- 2026FY2025 revenue reaches $2.44BThe annual filing reflects strong advisory and equities activity.
Who are Evercore's competitors?
Evercore competes with category specialists, scaled public peers, and channel platforms that target similar customers, budgets, or operating workflows.
- LazardIndependent advisory and asset-management peer.
- PJT PartnersIndependent advisory firm strong in restructuring and strategic advisory.
- Moelis & CompanyIndependent investment bank with global advisory reach.
- Goldman SachsBulge-bracket bank competing for large advisory mandates.
- Morgan StanleyBulge-bracket investment bank and wealth manager.
Evercore — frequently asked questions
