Investor Presentation Q3 2023

U.S. GAAP Reconciliation to Adjusted Results (Unaudited) Advisory Revenue & Net Revenues Advisory Revenue - U.S. GAAP Income from Equity Method Investments (1) Advisory Revenue - Adjusted Net Revenues - U.S. GAAP Income from Equity Method Investments (1) Interest Expense on Debt (2) Gain on Sale of Interests in ABS (3) Gain on Redemption of G5 Debt Security (4) Mexico Transition - Net Loss on Sale of ECB Businesses (5) Mexico Transition - Release of Foreign Exchange Losses (6) Gain on Sale of Institutional Trust and Independent Fiduciary Business of ETC (7) Foreign Exchange Losses from G5 Transaction (8) Adjustment to Tax Receivable Agreement Liability (10) Net Revenues - Adjusted (dollars in thousands) LTM Q3 2023 2022 2021 Twelve Months Ended December 31, 2020 2019 2018 2017 $ 2,008,476 622 $ 2,009,098 $ 2,392,990 1,217 $ 2,394,207 $ 2,751,992 1,337 $ 2,753,329 $1,755,273 1,546 $1,756,819 S 1,653,585 S 916 S 1,654,501 $ 1,743,473 518 1,743,991 $ 1,324,412 277 $ 1,324,689 $ 2,473,122 5,860 16,690 $ 2,762,048 7,999 $ 3,289,499 $2,263,905 S 2,008,698 S 2,064,705 $ 1,704,349 14,161 14,398 16,850 17,586 18,197 10,996 12,917 9,294 9,201 8,838 9,960 (1,294) (4,374) 3,441 27,365 (7,808) 16,266 (77,535) $ 2,495,672 $ 2,785,603 $ 3,316,872 $2,327,306 S 2,032,611 $ 2,083,200 $ 1,654,070 EVERCORE 19

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