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Institutional profile

Evercore

Independent investment-banking firm advising corporate and sponsor clients on equity, credit, structured capital, M&A and other strategic transactions.

evercore.com
Global independent investment-bankingCapital markets, M&ATechnologyInternational
Overview

Evercore provides independent investment-banking advice through Capital Markets Advisory, Strategic Advisory and related businesses. Its capital-markets team covers equity, credit, structured equity, hybrids, private placements and special-situations capital raising.

The practice works alongside sector and M&A advisers, allowing financing choices to be considered within acquisition, divestiture and long-term corporate strategy. Evercore also appears in the supplied real-assets and M&A rankings.

Principal activities

Equity capital advisory

IPOs, follow-ons, block trades, convertibles, share repurchases and equity-linked structures.

Credit and capital solutions

Debt financing, private credit, liability management, hybrids and special-situations capital.

Strategic advisory

M&A, divestitures, defense, shareholder advice and other board-level transactions.

  • Typical clients: Corporations, boards, financial sponsors, founders, shareholders, governments, institutions or other capital-markets participants.
  • Engagement context: Public or private capital raising, refinancing, capital-structure decisions, shareholder liquidity, strategic transactions or special situations.

Evercore operates where financing structure, market conditions, investor expectations and corporate strategy interact. Its published capabilities emphasize capital markets, m&a and strategic advisory. View the firm’s website ↗

Sector and transaction coverage

Sector coverage
  • Technology
  • Healthcare
  • Industrials
  • Consumer
  • Financial institutions
  • Energy and infrastructure
Transaction and mandate types
  • IPOs
  • Follow-on offerings
  • Private placements
  • Debt and hybrid capital
  • M&A
  • Capital structure advice

The precise role depends on the client, instrument, transaction structure, investor base and jurisdiction. Independent advisers may work alongside underwriters, lenders, legal counsel, communications advisers and other specialists while providing a separate strategic perspective.

Market position

Evercore is positioned as a global independent investment-banking advisory firm. Its market position reflects advisory scope, senior involvement, transaction experience, investor relationships and ability to coordinate complex financing or strategic processes.

Distinctive focus: Dedicated capital-markets specialists integrated with an independent global strategic-advisory platform.

Competitive context

Evercore competes with independent investment banks, issuer-side capital-markets advisers, debt-advisory boutiques and specialist private-capital firms. The relevant peer set varies by instrument, market, sector, transaction size, geographic scope and whether the assignment requires execution, strategic advice or both.

Comparable firms are selected according to overlap in business model, client segment, service coverage, geographic activity and transaction profile. Inclusion does not imply an exhaustive competitor set or an equivalence in scale, ranking or market position.

Leadership

PersonCurrent positionInstitutional background
John S. WeinbergChairman and Chief Executive OfficerFirm strategy and executive leadership
Roger C. AltmanFounder and Senior ChairmanStrategic advisory and senior client counsel
N/ACapital Markets Advisory leaderCurrent product leadership is presented on the firm website

Leadership information reflects the roles presented in the public sources reviewed on 20 August 2026. View the current team ↗

Corporate and regulatory information

Evercore Inc. is a public holding company. Investment-banking and securities activities are conducted through regulated subsidiaries and affiliates in the relevant jurisdictions.

View registered-entity details
Parent organizationEvercore Inc.
NYSE tickerEVR
Regulatory statusRegulated operating subsidiaries
Registration identifierN/A
Primary jurisdictionUnited States

Principal offices

  • New York
  • Boston
  • Chicago
  • San Francisco
  • London
  • Paris
  • Frankfurt
  • Dubai
  • Hong Kong
  • Singapore

Rankings and recognition

2026

Top 20 Capital Markets Advisory 2026
Advisory Ranking

Tier I
2026

Top 20 M&A Advisory Boutiques 2026
Advisory Ranking

Tier I

Ranking inclusion is editorially determined. The existence or maintenance of a Wiki profile does not influence ranking eligibility, tier or position.

Related institutions and subjects

Sources and data transparency

The following sources were accessed on 20 August 2026:

  1. Capital Markets Advisory — equity, credit and structured-capital services.
  2. Evercore — firm overview and businesses.
  3. Our team — current leadership.
  4. Advisory Ranking — Top 20 Real Assets & Infrastructure Advisory 2026 inclusion and tier classification.
  5. Advisory Ranking — Top 20 Capital Markets Advisory 2026 inclusion and tier classification.
  6. Advisory Ranking — Top 20 M&A Advisory Boutiques 2026 inclusion and tier classification.

Profile type: Editorial Profile

First published: 20 August 2026

Last substantively reviewed: 20 August 2026

This profile has been compiled from publicly available institutional, regulatory and editorial sources. The profiled organization does not determine its inclusion, editorial characterization or ranking status. Corrections supported by authoritative documentation may be submitted to The Economy Wiki.