Evercore Business and Financial Overview slide image

Evercore Business and Financial Overview

Evercore Has Significantly Enhanced its Business Since 2010 and Serves Clients with the Broadest Capabilities of Any Independent Advisory Firm Evercore in 2010 $0.3 Billion¹ FY 2010 Adjusted Investment Banking Revenue Capabilities Evercore Today $2.7 Billion¹ FY 2022 Adjusted Investment Banking & Equities Revenue 1. 2. Investment Banking Strategic Corporate Advisory Mergers and Acquisitions Transaction Structuring Restructuring Capital Markets Advisory Investment Banking & Equities Strategic Advisory • Mergers and Acquisitions Strategic, Defense and Shareholder Advisory Special Committee Assignments Transaction Structuring Restructuring Private Capital Advisory and Fundraising Advises managers of private markets seeking to recapitalize or liquidate their assets through a privately negotiated transaction as well as advisory and distribution services on capital raising Private Capital Markets and Debt Advisory Provides corporate finance advisory services relating to private credit, growth equity and structured equity, including structuring and executing private market transactions for public and private clients Equity Capital Markets Provides equity capital markets advisory services, together with origination, structuring and execution of equity, equity-linked and PIPES Research Sales Equities Trading Corporate Access In each of the past four years, our non-M&A businesses accounted for at least 1/3 of our revenue² Investment Banking & Equities Revenues on an Adjusted basis reflect the reclassification of earnings related to our equity method investments in Luminis and Seneca Evercore of $1.2 million for FY 2022 and to our former equity method investment in G5 of $0.02 million for FY 2010 Non-M&A businesses include Underwriting Fees, Commissions and Related Revenues, Asset Management and Administration Fees, which are publicly reported revenue line items. In addition, this includes components of Advisory that are considered non- traditional M&A such as restructuring, private capital advisory, fundraising, etc. EVERCORE 6
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