Evercore Inc.: insider trades · United States · SEC (Form 4)

About Evercore Inc.

Evercore Inc. (NYSE: EVR) is a U.S.-based financial services firm focused on independent strategic advisory, mergers and acquisitions, capital raising, and selected market-facing activities. Founded in 1995 and headquartered in New York, United States, the company was built as a pure advisory platform rather than a traditional universal bank. It maintains offices and affiliate offices across major financial centers in North America, Europe, the Middle East, and Asia, which gives it a global reach while preserving a boutique, high-touch client model. Evercore’s core franchise is Investment Banking Advisory. The firm advises corporations, financial sponsors, and financial institutions on M&A, divestitures, restructurings, spin-offs, recapitalizations, and other complex strategic transactions. In addition, Evercore provides public and private capital raising services, equity research, equity sales, and agency trading execution. It also operates a wealth and investment management platform through Evercore Wealth Management and Evercore Trust Company, serving high-net-worth families, foundations, and endowments in the United States. This mix provides some diversification, but the company remains primarily a premium independent advisory business. From a competitive standpoint, Evercore is widely viewed as one of the leading independent advisory firms. Its positioning is supported by deep client relationships, a strong reputation in large-cap and cross-border M&A, and a sector-specialist approach that helps it compete against both global bulge-bracket banks and other elite boutiques. The firm is particularly active in areas such as healthcare, energy transition, technology, financial institutions, and broader industrial and consumer transaction flows. For investors, that means Evercore tends to benefit when large, strategic deals are being pursued and when boards seek conflict-free advice. Recent developments highlight the firm’s continued expansion and momentum. In 2025, Evercore announced the acquisition of Robey Warshaw, a prominent U.K.-based independent advisory firm, strengthening its European footprint and capabilities in the London market. The firm also opened a Riyadh office after receiving an arranging license in Saudi Arabia, expanding its presence in the Middle East. More recently, Evercore reported record first-quarter 2026 revenues, driven by a sharp increase in advisory fees, and raised its quarterly dividend to $0.89 per share. Overall, Evercore combines a high-quality advisory franchise, global reach, and a disciplined growth strategy tied to transaction activity in the United States and internationally.