Evercore Business and Financial Overview
Track Record of Achieving Strong Results for Our Clients, Our People and Our
Shareholders
#1
in Advisory Revenues Among
Top 15
ECM ranking by Underwriting revenue4
Independent Firms and #4 Among All
Firms since 20181,2,3
At least 1/3
Of Total Revenue over the past four years
is from non-M&A businesses5
#1
Research Provider Across Independent
Firms since 2014 and #1 on a Weighted
Basis Among All Firms in 2022, for the
first time6
42
Institutional Investor-Ranked Research
Analysts6
$10.5
Billion AUM from Evercore Wealth
Management in 2022
11%
5-Year Adjusted Net Revenue CAGR
(2018-2022)1
$2.5
17%
5-Year Adjusted EPS CAGR
(2018-2022)1
4.4
Billion Capital Returned to Shareholders
Since 20188
Million shares repurchased in 2022
128%
10-Year Total Return relative to the S&P
5007
7
Advisory SMDs and 1 Senior Advisor hired
in 2022 and 40% of current SMDs have
been internally promoted
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 Q4 2022 earnings release. A reconciliation to the corresponding GAAP figures is available in Appendix at the end of this presentation
FY 2022 Advisory revenues based on reported quarterly results for 2022 for all firms
Total fee pool includes Advisory revenues from BAC, C, CS, DB, EVR, GHL, GS, HLI, JPM, LAZ, MC, MS, PIPR, PJT, PWP, ROTH and UBS. Independents' fee pool includes Advisory revenues from PJT, EVR, GHL, HLI, LAZ, MC, PWP and ROTH
Reflects Dealogic estimates for FY 2022 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 2022
7.
Assumes dividends are reinvested. Represents 12/31/2012 - 12/31/2022
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
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