Business Highlights and Growth Opportunities slide image

Business Highlights and Growth Opportunities

U.S. GAAP Reconciliation to Adjusted Results (Unaudited) Operating Income & Net Income Operating Income - 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) Intangible Asset Amortization / Other Purchase Accounting-related Amortization (9) Adjustment to Tax Receivable Agreement Liability (10) Amortization of LP Units / Interests and Certain Other Awards (11) Special Charges, Including Business Realignment Costs (12) Acquisition and Transition Costs (13) Fair Value of Contingent Consideration (14) Operating Income - Adjusted Net Income Attributable to Evercore Inc. - U.S. GAAP 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) (dollars in thousands) LTM Twelve Months Ended December 31, Q3 2023 S 2022 2021 2020 451,543 S 5,860 16,690 696,042 7,999 $ 1,102,438 $ 526,433 S 2019 437,711 $ 2018 14,161 14,398 10,996 16,850 17,586 18,197 12,917 542,077 9,294 9,201 $ 2017 428,811 8,838 9,960 (1,294) (4,374) 3,441 27,365 (7,808) 16,266 1,183 7,528 8,628 9,411 (77,535) 1,067 18,183 15,241 11,444 5,515 3,126 8,554 7 46,645 10,141 5,012 25,437 562 1,013 S 479,608 S 722,723 $ 1,138,372 $ 639,291 S 498,489 S 21 1,485 590,959 1,673 $ 426,497 S 313,170 S 476,520 (1,294) S 740,116 $ 350,574 S 297,436 S 377,240 S 125,454 (4,374) 3,441 27,365 Gain on Sale of Institutional Trust and Independent Fiduciary Business of ETC (7) Foreign Exchange Losses from G5 Transaction (8) (7,808) 16,266 Intangible Asset Amortization / Other Purchase Accounting-related Amortization (9) Adjustment to Tax Receivable Agreement Liability and Income Taxes, Net (10) Amortization of LP Units / Interests and Certain Other Awards (11) (5,028) (108) (18,602) Special Charges, Including Business Realignment Costs (12) Acquisition and Transition Costs (13) Fair Value of Contingent Consideration (14) Noncontrolling Interest (15) Net Income Attributable to Evercore Inc. - Adjusted 5,515 3,126 8,554 7 1,183 (29,731) 1,067 46,645 7,528 (13,727) 18,183 8,628 9,411 (12,368) 50,529 15,241 11,444 10,141 5,012 25,437 562 1,013 21 1,673 1,485 S 27,870 341,527 50,502 117.484 S 528,746 S 843,185 58,489 $ 459,595 52,726 S 373,300 58,698 43,965 S 453,957 S 276,371 EVERCORE 20 20
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