Evercore Inc. (NYSE: EVR)

Evercore is a leading independent investment banking firm that provides advisory and capital markets services worldwide. The firm operates through two business segments Investment Banking & Equities and Investment Management. Its core activities include mergers and acquisitions advice capital raising restructuring liability management equity research sales and trading and wealth management services.

Revenue is generated primarily from fees earned on advisory underwriting and capital markets transactions in the Investment Banking & Equities segment. In 2025 this segment contributed approximately three point six nine billion dollars representing about ninety eight percent of total revenue. The Investment Management segment generated about eighty seven point four million dollars in 2025 accounting for roughly two percent of revenue.

The company operates through the following segments Investment Banking & Equities and Investment Management.

• The Investment Banking & Equities segment provides strategic advisory on mergers acquisitions joint ventures divestitures and shareholder matters as well as liability management restructuring and capital markets services including equity and debt underwriting placement agency and private capital fundraising.

• The Investment Management segment offers wealth management services to high net worth individuals foundations and endowments trust company services and private equity investments through interests in funds that manage capital.

Evercore holds a leading position among independent investment banks based on the volume of announced worldwide merger and acquisition transactions it has advised. Its competitors include large universal banks such as JPMorgan Chase Goldman Sachs Morgan Stanley and other bulge bracket firms as well as independent advisory firms like Centerview Houlihan Lokey Lazard Moelis Perella Weinberg PJT Partners and Rothschild. The firm differentiates itself by avoiding commercial banking and significant proprietary trading which reduces conflicts of interest and builds trust with clients. Its global reach deep sector expertise and broad product suite provide additional competitive advantages.

The firm serves corporations financial sponsors private equity funds public and private companies and institutional investors. In its wealth management business it works with high net worth individuals foundations and endowments.