Investor Presentation Q3 2023

Track Record of Achieving Strong Results for Our Clients, Our People and Our Shareholders #1 #10 ECM ranking by Underwriting revenue4 Independent Firms and #4 Among All Firms since 20181,2,3 in Advisory Revenues Among At least 1/3 Of Total Revenue over the past four years is from non-M&A businesses5 11 45 Advisory Senior Managing Directors hired Institutional Investor All-America Equity 2023 YTD Research-Ranked Research Analysts #1 #1 Research Provider on a weighted basis among all firms in 2023 and the firm with the most #1 ranked analysts 11% 5-Year Adjusted Net Revenue CAGR (2018 – 2022)1 17% 5-Year Adjusted EPS CAGR (2018-2022)1 45% 10-Year Total Return in excess of the S&P 5007 $3.0 3.0 Billion Capital Returned to Shareholders Since 20188 Million shares repurchased in 9M 2023 6% Increase to our quarterly dividend in Q1 2023. We have increased our dividend every year since 2007 Source: M&A data sourced from Refinitiv; Fee data sourced from Company reports and SEC filings Net Revenues, EPS and Operating Margins for all periods reflect Adjusted figures on a gross basis as described in the earnings release. A reconciliation to the corresponding GAAP figures is available in Appendix at the end of this presentation LTM Q3 2023 Advisory revenues based on reported quarterly results for all firms that have reported through October 26, 2023 Total fee pool includes LTM Q3 2023 Advisory revenues from BAC, BARC, C, CS, DB, EVR, GHL, JEF, GS, HLI, JPM, LAZ, MC, MS, PIPR, PJT, PWP, UBS. Independents' fee pool includes Advisory revenues from EVR, GHL, HLI, LAZ, MC, PJT, PWP Reflects Dealogic estimates for LTM Q3 2023 for all U.S. exchange listings and excludes bought deals and ATMs. Based on revenue date for SPAC transactions 1. 2. 3. 4. 5. 6. Institutional Investor survey released in October 2023 7. Assumes dividends are reinvested. Represents 9/30/2013 - 9/30/2023 8. Includes dividends to Class A shareholders and equivalent amounts distributed to holders of LP units 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 2

View entire presentation