Evercore Financial Performance and Governance slide image

Evercore Financial Performance and Governance

1. 2. 3. AIG AstraZeneca Bristol-Myers Squibb Blackstone Chevron COMCAST DANAHER ⚫DUPONT▸ Advisory and Underwriting Highlights Advisory Projected to be #1 in Advisory Revenues Among Independent Firms in 2023 and #4 Among All Firms since 20181,2,3 Significant portion of our business stems from deals in the $1 $5 billion range Our Strategic, Defense and Shareholder Advisory team has advised companies representing over $1.5 trillion in market value, and have the largest team of dedicated activist defense professionals on Wall Street Restructuring business is a premier company and creditor advisor, as showcased by leading roles in 2023's largest and most complex deals, including Avaya, Talen, Serta Simmons, Altera, Rite Aid, Envision, and Lumen In our private capital advisory business, we priced our first ever Collateralized Fund Obligation security, which marks the successful addition of a new product capability. Additionally, our private fundraising group had its second-best year ever in 2023 | Abbott Campbell's Kellogg's NortonLifeLock™ Takeda TELEDYNE TECHNOLOGIES Everywhereyoulook altera RITE AID Underwriting | In 2023, Evercore served as lead-left bookrunner on GE HealthCare Technologies $2.2 billion follow-on offering, the largest secondary MedTech follow-on of all time Evercore's Underwriting business participated in 47 transactions (including the Collateralized Fund Obligation security) in 2023 Evercore was a bookrunner on 98% of equity and equity-linked underwritten transactions in 2023 GRUBHUB™ INSIGHT Jazz Pharmaceuticals PARTNERS Kaseya L CATTERTON Lilly MGM GROWTH PROPERTIES" Nestle Raytheon Technologies REFINITIV AVAYA SAMSUNG SunCpta T-Mobile US. verizon Serta FOODS Envision HEALTHCARE Simmons TALEN Bedding ENERGY WestRock LUMEN ALEXANDRIA. ascendis pharma BIRKENSTOCK corebridge ESAB Anc GE HealthCare Gates mobileye PNC BANK Quantum Scape VAXCYTE VITA COCO NONTIER protect humankind Advisory Revenues reflect Adjusted figures on a gross basis as described in the Q4 2023 earnings release. A reconciliation to the corresponding GAAP figures is available in Appendix at the end of this presentation FY 2023 Advisory revenues based on reported quarterly results for 2023 for all firms that have reported through February 8, 2024 Total fee pool includes Advisory revenues from BAC, BARC, C, CS, DB, EVR,, JEF, GS, HLI, JPM, LAZ, MC, MS, PIPR, PJT, PWP, UBS. Independents' fee pool includes Advisory revenues from EVR, HLI, LAZ, MC, PJT, PWP EVERCORE 12
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