Evercore Inc. Unclaimed

Provides expert strategic advice for mergers, acquisitions, and governance challenges, ensuring optimal client outcomes.

Offers independent restructuring advice to maximize value and minimize execution risk.

Helps clients navigate capital markets to optimize financing solutions and strategies.

Facilitates effective fundraising and liquidity solutions for private asset managers.

Provides essential advisory services to private fund sponsors for effective fundraising and market presence.

Offers comprehensive equity research for informed investment decisions.

Deliver tailored equity trading solutions with sector expertise and robust trading capabilities.

Enhances investor engagement through meticulously organized events and strategic corporate access.

Delivering personalized wealth management solutions for high-net-worth individuals.

Delivers comprehensive advisory and capital-raising solutions for real estate transactions.

Advisory and execution services for capital formation, equity-linked and equity issuance transactions, and market positioning to optimize financing outcomes.

Advisory, placement, and liquidity solutions for private fund sponsors and limited partners, including primary fundraising, secondaries, and structured liquidity strategies.

Strategic advice to boards and management on M&A, transaction structuring, governance, shareholder matters, and activist defense.

Independent restructuring and liability-management advisory for distressed or balance-sheet-stressed situations, including negotiations, recapitalizations, and cross-border or Chapter 11 processes.

Macro and fundamental research delivering company-specific and cross-industry insights to inform investor decisions and support capital markets activity.

Execution and market access services across cash equities, options, convertibles and program trading, integrated with sector coverage and institutional distribution.

Organized roadshows, conferences, and curated investor engagement programs designed to connect companies with institutional investors and thought leaders.

Bespoke wealth and investment management, estate planning, and financial advisory services tailored to high-net-worth individuals and families.

Strategic and capital-raising advisory specifically for real estate owners, sponsors and investors, including portfolio sales, recapitalizations, joint ventures, and bespoke transactions.

Strategic Advisory

Independent investment banking service offering strategic advice on mergers and acquisitions, shareholder advisory, and governance matters. Includes activism defense and strategic, defense, and shareholder advisory to help boards and management navigate complex strategic events.

• Defend Against Activism
  Offering robust strategies to help clients effectively counter activist investors and hostile takeover attempts.
• Guide Strategic Transactions
  Expert evaluation and strategic insight to optimize merger and acquisition pursuits.
• Enhance Governance Practices
  Guiding boards to strengthen governance frameworks aligned with strategic goals.
• Facilitate Seamless Integration
  Providing support throughout the post-acquisition phase to align cultures and operations for success.
• Optimize Transaction Structures
  Strategically structuring deals to maximize fiscal efficiency and minimize tax liabilities.

Liability Management & Restructuring

Independent financial restructuring advisory for companies facing balance-sheet stress or distress. Includes stakeholder negotiations, liability-management transactions, capital-raising in troubled contexts, asset sales, cross-border restructurings, and Chapter 11 scenarios.

• Offer Unbiased Advice
  Delivers critical, impartial advice to ensure stakeholders understand their options and implications during restructuring.
• Execute Financing Transactions
  Facilitates the execution of complex financing strategies to support corporate restructuring efforts.
• Support Cross-Border Transactions
  Helps navigate complex cross-border transactions and traditional bankruptcy processes effectively.
• Negotiate Among Stakeholders
  Helps in reaching agreements among diverse parties for optimal restructuring outcomes.
• Negotiate Waivers
  Facilitates restructurings by obtaining necessary waivers and consents from stakeholders.
• Manage Distressed Asset Sales
  Guides strategic decisions on asset transactions under financial duress to maximize residual value.
• Facilitate Capital Raising
  Supports firms in securing necessary capital to stabilize and navigate financial challenges.

Capital Markets Advisory

Capital formation and capital markets advisory to optimize financing structures and market positioning, guiding clients through capital-formation strategies and execution across markets.

• Navigate Complex Transactions
  Our team offers tailored advice to facilitate and execute capital-raising strategies, ensuring successful outcomes for various funding needs.
• Enhance Market Positioning
  We collaborate with clients to craft informed market strategies that provide a competitive edge in financing endeavors, adapting to dynamic market conditions.
• Execute Equity Transactions
  Our team guides clients through IPOs, follow-ons, and convertible securities offerings, ensuring tailored solutions that align with client goals.
• Optimize Fundraising Efforts
  We assist private asset managers in capitalizing on opportunities, providing tailored strategies for effective fundraising and liquidity solutions.

Private Capital Advisory & Fundraising

Advisory services for private asset managers and private fund sponsors, focusing on liquidity, secondary markets, and fundraising across global platforms.

• Facilitates Effective Fundraising
  We offer comprehensive support that enables managers to optimize their fundraising efforts and connect with potential investors effectively.
• Enhances Asset Liquidity
  Our team delivers innovative liquidity solutions tailored for private investments, enabling limited partners to achieve better portfolio management.
• Strategizes Secondary Market Transactions
  Expert guidance through secondary market transactions enhances investment recovery opportunities for limited partners.
• Implements Structured Liquidity Solutions
  We leverage advanced structural financial technologies to meet unique liquidity challenges in private capital markets.
• Provides Robust Capital Raising Strategies
  Our expertise assists fund managers in effectively structuring and executing capital raises, ensuring competitive positioning in the market.
• Enhances Fund Development
  We partner with top-tier sponsors to optimize fundraising strategies and extend investor outreach.

Private Funds Group

Advisory and placement leadership for select private fund sponsors, including market assessment, competitive positioning, investor development, and fundraising execution.

• Enhance Investor Relationships
  Focus on nurturing and expanding investor relationships to secure funding and partnerships.
• Streamline Fundraising Efforts
  Guide private fund sponsors through each phase of the fundraising process, ensuring timely and effective execution.
• Conduct In-Depth Market Analysis
  Analyze market trends and competitive dynamics to inform effective strategies for capital raising.
• Provide Expert Advisory
  Deliver informed advice and strategies for primary capital fundraising across diverse markets.
• Refine Positioning Strategies
  Develop tailored strategies that enhance the competitive stance of private funds in the marketplace.

Equities Research

Leading equity research covering macro trends, sector insights, and company-specific views. The team combines macro and fundamental perspectives, with broad cross-industry coverage and strong market recognition.

• Provides In-Depth Analysis
  Delivers detailed insights on specific companies alongside broader industry trends, enabling targeted investment strategies.
• Integrates Macro Insights
  Offers a dual perspective on market conditions by combining macroeconomic factors with detailed company-specific analysis.
• Ranked #1 Research Platform
  Consistently acknowledged as a top-performing research platform, reflecting the quality and impact of the research provided.
• Ensures Holistic Perspectives
  Allows investors to see how different industries interact, enhancing the evaluation of potential opportunities and risks.

Sales & Trading

Trading of cash equities, options, programs, and convertible securities with sector-focused teams and strong investor relationships, integrated with broader ECM/advisory capabilities.

• Enable Efficient Trading
  Facilitate quick execution of trades in both cash equities and options, utilizing advanced trading technology and market expertise.
• Leverage Industry Expertise
  Utilize deep sector knowledge from dedicated teams to drive informed and strategic trading decisions across various markets.
• Build Strong Client Relationships
  Foster long-lasting partnerships through customized services and attentive support, addressing unique client needs.
• Access Diverse Investment Options
  Offer investors a range of convertible securities, allowing for flexibility in investment strategies tailored to market conditions.
• Enhance Trading Outcomes
  Improve trading effectiveness by leveraging insights and support from Evercore's broader capital markets advisory services.

Corporate Access & Conferences

Roadshows and conference programs that connect investors with corporates. Events are carefully planned, curated, and delivered through Evercore’s platform to maximize engagement and outcomes.

• Optimize Investor Outreach
  Utilize Evercore’s extensive resources and connections to enhance the effectiveness of outreach efforts.
• Create Engaging Experiences
  Deliver comprehensive insights through curated programs that foster meaningful investor interactions.
• Facilitate Direct Engagement
  Coordinate events that directly connect top executives with investors to foster strong relationships.
• Bring Together Thought Leaders
  Facilitate insightful discussions through events featuring key experts to drive value for attendees.

Wealth Management

Wealth management services for high-net-worth individuals, integrating investment management with tailored financial guidance.

• Provides Tailored Financial Solutions
  Our wealth management team creates custom financial strategies that align with clients' unique goals, ensuring a holistic approach to managing their wealth.
• Optimizes Portfolio Performance
  Our investment management services focus on asset allocation, market analysis, and continuous monitoring to help clients achieve their financial objectives.
• Offers Bespoke Financial Strategies
  We deliver tailored consultation that addresses not only investment needs but also broader financial goals, including retirement and estate planning.
• Facilitates Wealth Transfer
  Our estate planning services provide clients with the tools needed to effectively manage and distribute their wealth among heirs, minimizing tax liabilities.

Real Estate Strategic Advisory

Real Estate Strategic Advisory provides comprehensive strategic advisory and capital-raising solutions to public and private companies, sponsors, and investors globally. The team assists with advice and execution across various client types and transaction categories, including public M&A, portfolio sales, recapitalizations, joint ventures, and bespoke advisory engagements.

• Offers Integrated Transaction Solutions
  Delivers seamless advisory services across M&A and capital markets, ensuring comprehensive support for real estate transactions.
• Facilitates Real Estate Capital Raising
  Provides tailored capital-raising solutions for both public and private real estate clients, enhancing transaction potential.
• Leverages Global Network
  Utilizes Evercore’s extensive global reach to connect clients with key capital sources and opportunities in real estate markets.
• Provides Specialized Real Estate Advisory
  Offers strategic insights specifically designed for real estate contexts, enhancing client outcomes.
• Delivers Custom Engagements
  Develops tailored advisory strategies that fit specific client objectives and market conditions.