Evercore Financial Performance and Governance
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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
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Abbott
Campbell's
Kellogg's
NortonLifeLock™
Takeda
TELEDYNE
TECHNOLOGIES
Everywhereyoulook
altera
RITE
AID
Underwriting
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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
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