# Evercore Inc.

Summary updated: 2026-10-02T13:14:57.71731Z
Canonical: https://finbar.com/research/companies/evercore-inc

## Overview

Evercore Inc. is an independent global financial advisory and investment banking firm. Its Investment Banking & Equities business provides strategic advice—including mergers and acquisitions, restructuring and liability management, and capital-markets advice—as well as private-capital advisory and fundraising services. The firm also operates an Investment Management business. Evercore describes its purpose as helping clients achieve superior results through trusted, independent and innovative advice, and traces its founding to 1995. [1](https://app.finbar.com/go?id=P6629747)[2](https://app.finbar.com/go?id=P95948880)[3](https://app.finbar.com/go?id=P35779383)[4](https://app.finbar.com/go?id=P107623081)[5](https://www.evercore.com/who-we-are/overview/)

The firm serves clients across the Americas, Europe, the Middle East and Asia. For the year ended December 31, 2025, Evercore reported record net revenue of $3.9 billion; a secondary company-data source lists 2,570 employees at year-end 2025. [6](https://app.finbar.com/go?id=T7485190)[5](https://www.evercore.com/who-we-are/overview/)[7](https://stockanalysis.com/stocks/evr/employees/)
[1](https://app.finbar.com/go?id=P6629747)[2](https://app.finbar.com/go?id=P95948880)[3](https://app.finbar.com/go?id=P35779383)[4](https://app.finbar.com/go?id=P107623081)[6](https://app.finbar.com/go?id=T7485190)[5](https://www.evercore.com/who-we-are/overview/)[7](https://stockanalysis.com/stocks/evr/employees/)

## Products & services

Evercore’s investment-banking services include strategic and M&A advice, divestitures, capital raising and securities underwriting, leveraged buyouts, liability management, restructurings, shareholder activism and defense, and advice on private funds and private-capital transactions. Its private-capital services include fundraising and advice on fund interests and primary and secondary transactions. Advisory fees are generally contingent on transaction completion; underwriting fees are generally recognized when the transaction is completed, while placement fees are recognized when the client accepts the capital or commitment. [8](https://app.finbar.com/go?id=P147102174)[9](https://app.finbar.com/go?id=P64905840) [10](https://www.evercore.com/our-business-and-capabilities/investment-banking/strategic-advisory/) [11](https://www.evercore.com/our-business-and-capabilities/investment-banking/private-capital-advisory-fundraising/)

Its Equities offering combines macroeconomic, policy and fundamental equity research with institutional agency trading. Trading capabilities include cash equities, options, program trading and convertible securities; commissions and related revenue also include research subscriptions and primarily riskless-principal trades. [9](https://app.finbar.com/go?id=P64905840) [8](https://app.finbar.com/go?id=P147102174) [12](https://www.evercore.com/our-business-and-capabilities/equities/research/) [13](https://www.evercore.com/our-business-and-capabilities/equities/sales-trading/)

Investment Management provides wealth-management, investment-advisory and fiduciary services to high-net-worth individuals and related entities. Wealth-management fees are principally based on assets under management, with rates varying by asset type and service channel; assets in the business totaled $16.2 billion at June 30, 2026. In 2025, Investment Management represented 2% of revenues excluding other revenue, net. [14](https://app.finbar.com/go?id=P147101764) [15](https://app.finbar.com/go?id=P147102298) [16](https://app.finbar.com/go?id=P147102297) [17](https://app.finbar.com/go?id=P39264450)
[8](https://app.finbar.com/go?id=P147102174)[9](https://app.finbar.com/go?id=P64905840)[14](https://app.finbar.com/go?id=P147101764)[15](https://app.finbar.com/go?id=P147102298)[16](https://app.finbar.com/go?id=P147102297)[17](https://app.finbar.com/go?id=P39264450)[10](https://www.evercore.com/our-business-and-capabilities/investment-banking/strategic-advisory/)[11](https://www.evercore.com/our-business-and-capabilities/investment-banking/private-capital-advisory-fundraising/)[12](https://www.evercore.com/our-business-and-capabilities/equities/research/)[13](https://www.evercore.com/our-business-and-capabilities/equities/sales-trading/)

## Geographic presence

For the six months ended June 30, 2026, Evercore reported net revenue of $1,930.4 million from the Americas (82.3% of total), $392.0 million from Europe, the Middle East and Africa (16.7%), and $22.6 million from Asia-Pacific (1.0%). The reported categories do not separately disclose the United States from other Americas markets. [18](https://app.finbar.com/go?id=T16830596) Its 2025 annual report describes operations across the Americas, Europe, the Middle East and Asia, and identifies New York as its headquarters. [19](https://app.finbar.com/go?id=P80544022)

Evercore’s listed offices span the Americas—including New York, Boston, Chicago, Dallas, Houston, Los Angeles, Menlo Park, Minneapolis, Richmond, San Francisco and Tampa—as well as Europe, the Middle East and Asia, including London, Frankfurt, Madrid, Milan, Paris, Stockholm, Dubai, Riyadh, Beijing, Hong Kong, Jakarta, Singapore and Tokyo. [20](https://www.evercore.com/contact-us/) The company reported approximately 2,570 employees worldwide at December 31, 2025; a geographic employee breakdown was not available in the sources reviewed. [21](https://www.sec.gov/Archives/edgar/data/1360901/000162828026010273/evr-20251231.htm)
[18](https://app.finbar.com/go?id=T16830596)[18](https://app.finbar.com/go?id=T16830596)[18](https://app.finbar.com/go?id=T16830596)[19](https://app.finbar.com/go?id=P80544022)[20](https://www.evercore.com/contact-us/)[21](https://www.sec.gov/Archives/edgar/data/1360901/000162828026010273/evr-20251231.htm)

## Business segments

Evercore reports two business segments: **Investment Banking & Equities** and **Investment Management**. Investment Banking & Equities provides strategic and transaction advice—including M&A, divestitures, shareholder activism, liability management and restructuring—as well as capital-markets advice, underwriting, private placements, agency equities trading and research. [22](https://app.finbar.com/go?id=P36559400)[9](https://app.finbar.com/go?id=P64905840) Investment Management includes wealth-management investment advisory, fiduciary and related services, private-equity fund interests in funds Evercore does not manage, and its equity-method interest in Atalanta Sosnoff. [14](https://app.finbar.com/go?id=P147101764)[23](https://app.finbar.com/go?id=P147102115)

By FY2025 segment net revenue, Investment Banking & Equities contributed approximately **97.7%** ($3,767.7 million) and Investment Management approximately **2.3%** ($88.2 million) of total segment net revenue of $3,855.8 million. [24](https://app.finbar.com/go?id=T10096068) In the six months ended June 30, 2026, the respective shares were approximately **98.1%** and **1.9%**. [25](https://app.finbar.com/go?id=T16830593) Evercore also reports revenue categories such as advisory fees, underwriting fees, commissions and related revenue, and asset-management and administration fees; these are revenue categories rather than additional business segments. [26](https://app.finbar.com/go?id=T12722321)
[22](https://app.finbar.com/go?id=P36559400)[9](https://app.finbar.com/go?id=P64905840)[14](https://app.finbar.com/go?id=P147101764)[23](https://app.finbar.com/go?id=P147102115)[24](https://app.finbar.com/go?id=T10096068)[25](https://app.finbar.com/go?id=T16830593)[26](https://app.finbar.com/go?id=T12722321)

## Company history

Evercore was founded in 1995 by Roger C. Altman as an independent financial advisory firm, emphasizing advice without the conflicts associated with large, multi-product financial institutions. [1](https://app.finbar.com/go?id=P6629747)[27](https://www.evercore.com/team/roger-altman/) In August 2006, it completed an initial public offering and listed its Class A shares on the New York Stock Exchange. [28](https://www.sec.gov/Archives/edgar/data/1360901/000119312506171034/d424b4.htm) In 2009, Ralph Schlosstein became president and chief executive officer. [29](https://www.sec.gov/Archives/edgar/data/1360901/000119312509117087/d8k.htm)

In 2014, Evercore expanded into institutional equities through its acquisition of ISI’s operating businesses and the remaining interest in ISI’s institutional equities business; the transaction closed that October. [30](https://www.sec.gov/Archives/edgar/data/1360901/000119312514292346/d768829dex991.htm)[31](https://investors.evercore.com/static-files/d4e77d41-ccbd-4351-b70f-2b6eeaa54634) John S. Weinberg joined Evercore in 2016, and in 2020 he and Schlosstein became co-CEOs. [32](https://investors.evercore.com/board-member/john-weinberg)[33](https://investors.evercore.com/news-releases/news-release-details/ralph-l-schlosstein-and-john-s-weinberg-each-appointed-co) Weinberg became sole chairman and CEO in 2022, with Schlosstein named chairman emeritus. [32](https://investors.evercore.com/board-member/john-weinberg)[34](https://app.finbar.com/go?id=P40045295) In 2025, Evercore agreed to acquire London-based Robey Warshaw, completing the deal on October 1 as part of its expansion in the UK and Europe. [35](https://app.finbar.com/go?id=P42856432)[36](https://investors.evercore.com/news-releases/news-release-details/evercore-reports-third-quarter-2025-results-quarterly-dividend)
[1](https://app.finbar.com/go?id=P6629747)[34](https://app.finbar.com/go?id=P40045295)[35](https://app.finbar.com/go?id=P42856432)[27](https://www.evercore.com/team/roger-altman/)[28](https://www.sec.gov/Archives/edgar/data/1360901/000119312506171034/d424b4.htm)[29](https://www.sec.gov/Archives/edgar/data/1360901/000119312509117087/d8k.htm)[30](https://www.sec.gov/Archives/edgar/data/1360901/000119312514292346/d768829dex991.htm)[31](https://investors.evercore.com/static-files/d4e77d41-ccbd-4351-b70f-2b6eeaa54634)[32](https://investors.evercore.com/board-member/john-weinberg)[33](https://investors.evercore.com/news-releases/news-release-details/ralph-l-schlosstein-and-john-s-weinberg-each-appointed-co)[36](https://investors.evercore.com/news-releases/news-release-details/evercore-reports-third-quarter-2025-results-quarterly-dividend)

## Sources

1. [Evercore Inc. — Full financial report (2025 Y)](https://app.finbar.com/go?id=P6629747)
2. [Evercore Inc. — Full financial report (2025 Y)](https://app.finbar.com/go?id=P95948880)
3. [Evercore Inc. — Full financial report (2025 Y)](https://app.finbar.com/go?id=P35779383)
4. [Evercore Inc. — Full financial report (2025 Y)](https://app.finbar.com/go?id=P107623081)
5. [www.evercore.com](https://www.evercore.com/who-we-are/overview/)
6. [Evercore Inc. — Press release (2025 Y)](https://app.finbar.com/go?id=T7485190)
7. [stockanalysis.com](https://stockanalysis.com/stocks/evr/employees/)
8. [Evercore Inc. — Full financial report (2026 Q 2)](https://app.finbar.com/go?id=P147102174)
9. [Evercore Inc. — Full financial report (2025 Y)](https://app.finbar.com/go?id=P64905840)
10. [www.evercore.com](https://www.evercore.com/our-business-and-capabilities/investment-banking/strategic-advisory/)
11. [www.evercore.com](https://www.evercore.com/our-business-and-capabilities/investment-banking/private-capital-advisory-fundraising/)
12. [www.evercore.com](https://www.evercore.com/our-business-and-capabilities/equities/research/)
13. [www.evercore.com](https://www.evercore.com/our-business-and-capabilities/equities/sales-trading/)
14. [Evercore Inc. — Full financial report (2026 Q 2)](https://app.finbar.com/go?id=P147101764)
15. [Evercore Inc. — Full financial report (2026 Q 2)](https://app.finbar.com/go?id=P147102298)
16. [Evercore Inc. — Full financial report (2026 Q 2)](https://app.finbar.com/go?id=P147102297)
17. [Evercore Inc. — Full financial report (2025 Y)](https://app.finbar.com/go?id=P39264450)
18. [Evercore Inc. — Full financial report (2026 Q 2)](https://app.finbar.com/go?id=T16830596)
19. [Evercore Inc. — Full financial report (2025 Y)](https://app.finbar.com/go?id=P80544022)
20. [www.evercore.com](https://www.evercore.com/contact-us/)
21. [www.sec.gov](https://www.sec.gov/Archives/edgar/data/1360901/000162828026010273/evr-20251231.htm)
22. [Evercore Inc. — Full financial report (2025 Y)](https://app.finbar.com/go?id=P36559400)
23. [Evercore Inc. — Full financial report (2026 Q 2)](https://app.finbar.com/go?id=P147102115)
24. [Evercore Inc. — Full financial report (2025 Y)](https://app.finbar.com/go?id=T10096068)
25. [Evercore Inc. — Full financial report (2026 Q 2)](https://app.finbar.com/go?id=T16830593)
26. [Evercore Inc. — Full financial report (2025 Y)](https://app.finbar.com/go?id=T12722321)
27. [www.evercore.com](https://www.evercore.com/team/roger-altman/)
28. [www.sec.gov](https://www.sec.gov/Archives/edgar/data/1360901/000119312506171034/d424b4.htm)
29. [www.sec.gov](https://www.sec.gov/Archives/edgar/data/1360901/000119312509117087/d8k.htm)
30. [www.sec.gov](https://www.sec.gov/Archives/edgar/data/1360901/000119312514292346/d768829dex991.htm)
31. [investors.evercore.com](https://investors.evercore.com/static-files/d4e77d41-ccbd-4351-b70f-2b6eeaa54634)
32. [investors.evercore.com](https://investors.evercore.com/board-member/john-weinberg)
33. [investors.evercore.com](https://investors.evercore.com/news-releases/news-release-details/ralph-l-schlosstein-and-john-s-weinberg-each-appointed-co)
34. [Evercore Inc. — Transcript (2021 Q 3)](https://app.finbar.com/go?id=P40045295)
35. [Evercore Inc. — Transcript (2025 Q 2)](https://app.finbar.com/go?id=P42856432)
36. [investors.evercore.com](https://investors.evercore.com/news-releases/news-release-details/evercore-reports-third-quarter-2025-results-quarterly-dividend)

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