Annuncio • May 21
Evercore Announces Appointment of Clay Mccoy as Senior Managing Director in Private Capital Advisory Evercore announced that Clay McCoy has joined the firm as a senior managing director in its private capital advisory (PCA) group, based in New York. Mr. McCoy joins Evercore from Campbell Lutyens, where he was a managing director and led North American infrastructure secondaries advisory. Previously, he was a director at Solomon Partners, where he advised on a range of private capital and M&A transactions. Earlier in his career, Mr. McCoy held roles at RBC Capital Markets and Bank of America Merrill Lynch. Mr. McCoy earned a Master of Science in accountancy from Wake Forest University and a Bachelor of Arts in economics and commerce and psychology from Hampden-Sydney College. Annuncio • May 19
Evercore Announces Appointment of Chris Connelly as Senior Managing Director in Industrials Investment Banking Group Evercore announced that Chris Connelly has joined the firm as a senior managing director in its New York-based industrials investment banking group. He will support the continued investment in Evercore's business services efforts, bringing extensive expertise across the commercial, industrial, and technical services industries. Previously, Mr. Connelly spent more than a decade at J.P. Morgan, most recently as a managing director on the global business services team, where he advised private equity groups, corporations and family-owned businesses on M&A and capital raising transactions. He began his career as an engineer at Kiewit Corp. Mr. Connelly holds a B.S. in civil engineering from Bucknell University and an MBA from Carnegie Mellon University's Tepper School of Business. Annuncio • May 13
Evercore Inc. Announces Appointment of Mark Hibbert as Senior Managing Director in Equities Evercore Inc. announced that Mark Hibbert has joined the firm’s Equities business as a senior managing director in equity trading, serving as a senior sales trader. Mr. Hibbert brings more than 25 years of industry experience across equities, derivatives, ETFs, convertible securities and special situations. Most recently, he led the cross-asset execution desk within equities at Goldman Sachs, covering many of the industry’s leading hedge funds and asset management firms. He was also responsible for the desk’s strategy, client coverage and profit growth. Prior to Goldman Sachs, he held senior roles in trading and sales trading at Deutsche Bank and UBS. Mr. Hibbert holds a B.S. in business and finance from Providence College. Annuncio • May 02
Evercore Inc., Annual General Meeting, Jun 10, 2026 Evercore Inc., Annual General Meeting, Jun 10, 2026. Annuncio • Apr 30
Evercore Inc. announces Quarterly dividend, payable on June 12, 2026 Evercore Inc. announced Quarterly dividend of USD 0.8900 per share payable on June 12, 2026, ex-date on May 29, 2026 and record date on May 29, 2026. Annuncio • Apr 15
Evercore Inc. to Report Q1, 2026 Results on Apr 29, 2026 Evercore Inc. announced that they will report Q1, 2026 results at 6:45 AM, US Eastern Standard Time on Apr 29, 2026 Annuncio • Mar 13
Evercore Appoints David Ke As Senior Managing Director In Equity Capital Markets Group Evercore announced that David Ke has joined the firm as a senior managing director in the equity capital markets group, focused on biotechnology. He will be based in New York. Mr. Ke joins Evercore with nearly 20 years of investment banking experience across both public and private capital formation. Most recently, he served as a managing director at J.P. Morgan, where he also held roles including executive director, vice president and associate. Mr. Ke earned a bachelor’s in finance from New York University. Annuncio • Feb 24
Evercore Appoints Ben Hart as Senior Managing Director and Head of Asia Private Capital Advisory Evercore announced that Ben Hart has joined the firm as a senior managing director and head of its Asia Private Capital Advisory (PCA) division, effective February 23, 2026. Based in Singapore, Mr. Hart will oversee Evercore PCA’s activities across the Asia-Pacific region and work closely with the global PCA team to further expand the firm’s secondaries advisory and broader private markets capabilities in the region. Mr. Hart brings more than two decades of experience in private markets fundraising, institutional investor relations, capital formation and business development across the Asia-Pacific region. He most recently served as partner and head of investor relations (Asia) at Adams Street Partners, where he led the firm’s business-development and client-service efforts across institutional and private wealth channels. Mr. Hart holds a Bachelor of Business Administration from the University of Colorado Boulder. Annuncio • Feb 04
Evercore Inc. Declares Quarterly Dividend , Payable on March 13, 2026 Evercore declared a quarterly dividend of $0.84 per share to be paid on March 13, 2026 to common stockholders of record on February 27, 2026. Annuncio • Feb 03
Evercore Inc. Appoints Jonathan Dale as Senior Managing Director in the Consumer Group Evercore Inc. announced that Jonathan Dale has joined the firm as a senior managing director in its consumer group, based in London. Mr. Dale will further strengthen Evercore’s consumer franchise in EMEA and work closely with senior managing directors across the region and globally to serve the firm’s clients. Mr. Dale brings nearly 20 years of investment banking experience to Evercore. He joins from Rothschild & Co, where he was a managing director and co-head of European consumer. Previously, he was a strategy consultant at Mars & Co in London. Mr. Dale holds a degree in chemistry from the University of Oxford. Annuncio • Jan 21
Evercore Inc. to Report Q4, 2025 Results on Feb 04, 2026 Evercore Inc. announced that they will report Q4, 2025 results at 6:45 AM, US Eastern Standard Time on Feb 04, 2026 Annuncio • Jan 15
Evercore Announces Appointment of Kaan Kesedar as Senior Managing Director in Financial Sponsors Group Evercore announced that Kaan Kesedar has joined the firm as a Senior Managing Director in the Financial Sponsors Group, based in London. Mr. Kesedar brings nearly 20 years of investment banking experience to Evercore. Most recently, he served as Managing Director at Citi. Previously, he held positions at Credit Suisse and Accenture. Mr. Kesedar earned an MBA at the University of Chicago Booth School of Business and a B.A. at Vanderbilt University. Annuncio • Jan 05
Evercore Appoints Chris Macios as Senior Managing Director in the Financial Sponsors Group Evercore announced that Chris Macios has joined the firm as a senior managing director in the financial sponsors group. He will be based in New York. Mr. Macios joins Evercore with nearly 20 years of investment banking experience. Most recently, he was a senior managing director at Guggenheim Securities. Before that, he served as a director in Houlihan Lokey’s financial sponsors coverage group and earlier held a director role in Wells Fargo’s financial sponsors group. He began his career as an associate at NewStar Financial. Annuncio • Dec 09
Evercore Inc. Receives License from the Capital Markets Authority in the Kingdom of Saudi Arabia Evercore Inc. announced that it has received its Arranging License from the Capital Markets Authority in the Kingdom of Saudi Arabia. Annuncio • Dec 04
Evercore Appoints Ashish Varshneya as Senior Managing Director in Healthcare Investment Banking Group Evercore announced that Ashish Varshneya has joined the firm as a senior managing director in the healthcare investment banking group, focused on healthcare technology. Mr. Varshneya joins Evercore with nearly two decades of healthcare technology investment banking experience. Most recently, he served as a managing director at TripleTree, where he specialized in healthcare technology, focusing on platforms serving the payer, provider and employer markets. Before that, he served as a director of healthcare investment banking at Citigroup. Earlier in his career, he worked in corporate development at The TriZetto Group (acquired by Cognizant). Annuncio • Nov 19
Lars Ingemarsson Joins Evercore as Senior Managing Director and Head of Evercore’S Nordic Region Evercore announced that Lars Ingemarsson has joined the firm as senior managing director and head of the firm’s Nordic region. His appointment marks a significant step in the firm’s ongoing international expansion. Mr. Ingemarsson will be based in Stockholm, where Evercore is establishing its first office in the Nordic region. Mr. Ingemarsson will lead the firm’s strategic growth across the region. He will collaborate closely with Evercore’s existing advisory team in EMEA, the Americas and Asia to drive the buildout of the firm’s Nordic presence, deepen relationships with clients and advance the firm’s position as a trusted advisor across the area. He is joined by Kristoffer Elshult, managing director, from Citi. Mr. Ingemarsson brings over 30 years of investment banking experience to Evercore. Most recently, he served as managing director, head of Nordic investment banking at Citi. Prior to Citi, he held positions as managing director at J.P. Morgan, managing director at Merrill Lynch and an analyst at Alfred Berg. Mr. Ingemarsson studied economics at the University of Constance and received his master’s from ESCP Business School. Annuncio • Nov 04
Evercore Inc. Announces Board Appointments Evercore announced that Keith Prusek and Hugh Rabb have joined the firm as senior managing directors in its transportation investment banking group. Both will be based in Richmond, Virginia, where Evercore has opened a new office as part of its ongoing initiative to further expand its presence and capabilities across the United States. Mr. Prusek and Mr. Rabb will lead the logistics coverage effort and work closely with Evercore’s established transportation team in New York. Mr. Prusek joins Evercore with over two decades of experience in transportation & logistics investment banking. Most recently, he served as managing director, global co-head of transportation & logistics investment banking at Jefferies, and previously was co-head of transportation & logistics investment banking at BB&T Capital Markets and corporate banking relationship manager at SunTrust Bank. Mr. Prusek holds a B.S. in business administration from Washington and Lee University and an MBA from the University of Virginia’s Darden School of Business. Mr. Rabb joins Evercore with over two decades of experience in transportation & logistics investment banking. Most recently, he served as managing director, global co-head of transportation & logistics investment banking at Jefferies. Previously, he was co-head of transportation & logistics investment banking at BB&T Capital Markets and an analyst at Harris Williams & Co.Mr. Rabb also earned a B.S. in business administration from Washington and Lee University and an MBA from the University of Virginia’s Darden School of Business. Declared Dividend • Nov 01
Third quarter dividend of US$0.84 announced Shareholders will receive a dividend of US$0.84. Ex-date: 28th November 2025 Payment date: 12th December 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Oct 31
Third quarter 2025 earnings released: EPS: US$3.73 (vs US$2.05 in 3Q 2024) Third quarter 2025 results: EPS: US$3.73 (up from US$2.05 in 3Q 2024). Revenue: US$1.04b (up 41% from 3Q 2024). Net income: US$144.6m (up 84% from 3Q 2024). Profit margin: 14% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Capital Markets industry in South America. Board Change • Oct 29
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Chairman Emeritus Ralph Schlosstein was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Annuncio • Oct 29
Evercore Inc. Declares Quarterly Dividend, Payable on December 12, 2025 On October 28, 2025, the Board of Directors of Evercore declared a quarterly dividend of $0.84 per share to be paid on December 12, 2025 to common stockholders of record on November 28, 2025. Annuncio • Oct 21
Evercore Inc. Appoints Ovadiah Jacob as A Senior Managing Director in the Private Capital Markets and Debt Advisory Group Evercore announced that Ovadiah Jacob has joined the firm as a senior managing director in the private capital markets and debt advisory group, focused on ratings advisory. He will be based in New York. Mr. Jacob joins Evercore with over 15 years of experience as a trusted advisor on marquee transactions across technology, media and telecom; insurance; banks; asset management; industrials; healthcare; and real estate. He has helped clients navigate their most important transactions, including M&A, take-privates, spins, dispositions, and public and private debut and follow-on debt and equity financings. Most recently, he was a managing director at Goldman Sachs. Previously, he was an associate director at Standard & Poor’s with responsibility for rating a portfolio of North American life insurance companies. Mr. Jacob holds a B.S. from Yeshiva University and an MBA from New York University’s Stern School of Business. Annuncio • Oct 15
Evercore Inc. to Report Q3, 2025 Results on Oct 29, 2025 Evercore Inc. announced that they will report Q3, 2025 results at 6:45 AM, US Eastern Standard Time on Oct 29, 2025 Annuncio • Sep 15
Evercore Inc. announces Alexander Virgo Joins Evercore ISI as Senior Managing Director Evercore Inc. announced that Alexander Virgo has joined Evercore ISI as a senior managing director, based in London, covering global multi-industry companies. Mr. Virgo brings nearly 25 years of experience covering industrial companies, including 15 years in equity research. Most recently, he co-led European industrials coverage at Bank of America, consistently ranked among the top 3 by Extel/Institutional Investor since 2020, including No. 1 or 2 over the past three years. Previously, he held senior roles at Nomura and Berenberg after beginning his sell-side research career covering U.S. multi-industrials at Credit Suisse. Earlier in his career, he covered cyclicals at U.S. hedge fund Och Ziff in London and worked in industrials investment banking at UBS. Mr. Virgo holds a master’s degree in mechanical engineering from Imperial College London. Board Change • Sep 12
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Chairman Emeritus Ralph Schlosstein was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Recent Insider Transactions • Aug 07
Senior MD recently sold Mex$30m worth of stock On the 1st of August, Jason Klurfeld sold around 6k shares on-market at roughly Mex$5,409 per share. This transaction amounted to 62% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$1.6b more than they bought in the last 12 months. Declared Dividend • Aug 02
Second quarter dividend of US$0.84 announced Shareholders will receive a dividend of US$0.84. Ex-date: 29th August 2025 Payment date: 12th September 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Board Change • Jul 31
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Chairman Emeritus Ralph Schlosstein was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Annuncio • Apr 16
Evercore Inc. to Report Q1, 2025 Results on Apr 30, 2025 Evercore Inc. announced that they will report Q1, 2025 results at 6:45 AM, US Eastern Standard Time on Apr 30, 2025 Annuncio • Mar 03
Evercore Appoints Joe Modisett as Senior Managing Director in the Healthcare Investment Banking Group Evercore announced that Joe Modisett has joined the firm as a senior managing director in the Healthcare Investment Banking group, based in New York. Mr. Modisett joins Evercore with over 25 years of healthcare investment banking experience, beginning his career at Morgan Stanley in 1998. He most recently served as managing director and global head of healthcare investment banking at Morgan Stanley. He holds a B.S. from the University of North Carolina at Chapel Hill. Annuncio • Feb 15
Evercore Inc. Announces Edward S. Hyman Notifies the Company of His Decision to Transition to A Non-Executive Officer Role Evercore Inc. announced that on February 10, 2025, Edward S. Hyman, Chairman of Evercore ISI, notified the Company of his decision to transition to a non-executive officer role within the Company, where he will continue to support the Evercore ISI business. Annuncio • Feb 10
Evercore Inc. Appoints David Kamo as Senior Managing Director in Investment Banking Evercore Inc. announced that David Kamo has joined the firm as a senior managing director to support its growing financial sponsor M&A advisory business,based in New York. Mr. Kamo joins Evercore with over 25 years of M&A experience. Most recently, he was a partner and Global Head of Financial Sponsor M&A at Goldman Sachs. Mr. Kamo holds a B.S. from Binghamton University’s School of Management. Annuncio • Feb 05
Evercore Inc. Declares Quarterly Dividend, Payable on March 14, 2025 On February 4, 2025, the Board of Directors of Evercore Inc. declared a quarterly dividend of $0.80 per share to be paid on March 14, 2025 to common stockholders of record on February 28, 2025. Annuncio • Nov 12
Evercore Appoints Eric Neveux and Graham Nix as Senior Managing Directors in the Financial Institutions Group Evercore announced that Eric Neveux and Graham Nix have joined the firm as senior managing directors in the Financial Institutions Group based in Chicago and New York, respectively. Their arrival marks Evercore’s latest effort in continuing to build its financial institutions business, which has been an area of significant investment and expansion. Mr. Neveux brings over two decades of investment banking experience to Evercore from Goldman Sachs. Most recently, he was a partner, head of banks and specialty finance for the Americas and co-head of investment banking for the Midwest region, focused on strategic advice for banks and specialty finance companies. Mr. Neveux began his career at Goldman Sachs as an analyst in 2001. He holds a B.S. in finance from Indiana University’s Kelley School of Business. Mr. Nix joins Evercore from Morgan Stanley, where he most recently served as a managing director in the financial institutions group. He has nearly 20 years of investment banking experience advising banks and financial companies across mergers and acquisitions, capital markets and balance sheet solutions. Prior to Morgan Stanley, Mr. Nix was a director advising regional banks at Keefe, Bruyette & Woods, and an associate at PricewaterhouseCoopers. He holds a B.S. in accounting and business administration from Washington & Lee University. Annuncio • Oct 09
Evercore Inc. to Report Q3, 2024 Results on Oct 23, 2024 Evercore Inc. announced that they will report Q3, 2024 results at 6:45 AM, US Eastern Standard Time on Oct 23, 2024 Annuncio • Aug 01
Nile Capital Group, LLC acquired 23% stake in ABS Investment Management LLC from Evercore Inc. (NYSE:EVR). Nile Capital Group, LLC acquired 23% stake in ABS Investment Management LLC from Evercore Inc. (NYSE:EVR) on July 31, 2024. ABS will continue to operate under the leadership of its current management team. Berkshire Global Advisors acted as Nile's exclusive financial advisor, and Reed Smith provided legal counsel.
Nile Capital Group, LLC completed the acquisition of 23% stake in ABS Investment Management LLC from Evercore Inc. (NYSE:EVR) on July 31, 2024. Annuncio • Jul 24
Evercore Inc. Declares Quarterly Dividend, Payable on September 13, 2024 On July 23, 2024, the Board of Directors of Evercore Inc. declared a quarterly dividend of $0.80 per share to be paid on September 13, 2024 to common stockholders of record on August 30, 2024. Annuncio • Jul 11
Evercore Inc. to Report Q2, 2024 Results on Jul 24, 2024 Evercore Inc. announced that they will report Q2, 2024 results at 6:45 AM, US Eastern Standard Time on Jul 24, 2024 Annuncio • May 10
Jeffrey Haller Joins Evercore as Senior Managing Director Evercore announced that Jeffrey Haller has joined the firm as a senior managing director in the financial institutions group based in New York. Mr. Haller has more than 20 years of experience working with financial institutions clients. Prior to joining Evercore, Mr. Haller was a managing director in the financial institutions investment banking group at Goldman Sachs, where he helped lead coverage of the wealth and traditional asset management sectors. Prior to joining Goldman Sachs in 2017, Mr. Haller was at RBC Capital Markets in New York and focused on building out investment banking coverage of the U.S. asset management sector. He also previously worked at Citigroup and Lehman Brothers. Mr. Haller holds a B.S. in finance from Indiana University’s Kelley School of Business. Annuncio • Apr 24
Evercore Inc. Declares Quarterly Dividend, Payable on June 14, 2024 On April 23, 2024, the Board of Directors of Evercore Inc. declared a quarterly dividend of $0.80 per share to be paid on June 14, 2024 to common stockholders of record on May 31, 2024. Annuncio • Apr 11
Evercore Inc. to Report Q1, 2024 Results on Apr 24, 2024 Evercore Inc. announced that they will report Q1, 2024 results at 6:45 AM, US Eastern Standard Time on Apr 24, 2024 Annuncio • Apr 03
Mark Lipacis Joins Evercore ISI as Senior Managing Director Evercore announced that Mark Lipacis has joined Evercore ISI as a senior managing director to lead research coverage of semiconductor and capital equipment companies. Mr. Lipacis brings over 25 years of semiconductor device and semi-cap equipment investing expertise. He joined Evercore from Jefferies and has sell-side experience across Wall Street, including with Morgan Stanley, Prudential and Merrill Lynch. Mr. Lipacis ranked No. 1 in Institutional Investor’s All-America Research poll for the past two years and is well recognized for his thematic industry content, client focus and creative marketing strategies. He holds a master’s in electrical engineering from Drexel University and an MBA from University of Virginia’s Darden School of Business. Annuncio • Feb 01
Evercore Inc. Declares Quarterly Dividend, Payable on March 8, 2024 On January 30, 2024, the Board of Directors of Evercore Inc. declared a quarterly dividend of $0.76 per share to be paid on March 8, 2024 to common stockholders of record on February 23, 2024. Annuncio • Jan 18
Evercore Inc. to Report Q4, 2023 Results on Jan 31, 2024 Evercore Inc. announced that they will report Q4, 2023 results at 6:45 AM, US Eastern Standard Time on Jan 31, 2024 Annuncio • Jan 16
Neil Wolitzer Joins Evercore as Senior Managing Director in the Real Estate Investment Banking Group Evercore announced that Neil Wolitzer has joined the firm as a senior managing director in the Real Estate Investment Banking group. Previously, Mr. Wolitzer was a partner and managing director in the real estate investment banking group at Goldman Sachs where he served real estate clients across a broad range of strategic and capital-raising transactions for almost 20 years. Prior to that, Mr. Wolitzer was an investment banker at Bear Stearns and previously practiced corporate law in New York. Mr. Wolitzer holds a J.D. from Duke University School of Law and an A.B. (magna cum laude) from Princeton University. Annuncio • Dec 21
Tammy Kiely Joins Evercore as Senior Managing Director Evercore announced that Tammy Kiely has joined the firm as a senior managing director in the technology investment banking practice, focusing primarily on the semiconductor sector. Previously, Ms. Kiely was at Goldman Sachs for almost 25 years, where she most recently was partner and co-head of technology investment banking. She held a variety of roles at Goldman Sachs, including global head of the semiconductor and autotech investment banking practice and co-head of TMT investment banking services. Ms. Kiely holds an MBA from Stanford University Graduate School of Business, where she was an Arjay Miller scholar, and a B.S. in business administration and accounting from California Polytechnic State University in San Luis Obispo. She is president of the board of trustees for the San Jose Museum of Art and also serves on Junipero Serra High School’s advisory board of regents. Annuncio • Nov 20
Evercore Appoints Stephen Withnell as Senior Advisor in the Metals, Materials & Mining EMEA Advisory Practice Evercore announced that Stephen Withnell has joined the firm and is based in London as a senior advisor with a focus on metals, materials & mining. Mr. Withnell will provide senior leadership for the firm’s advisory business in the sector, with a focus on Europe, the Middle East and Africa. He comes to Evercore with over 20 years of advisory and investment banking experience. Until 2019, Mr. Withnell served as head of EMEA metals and mining investment banking at Goldman Sachs. Since that time, he has served as a non-executive director for a number of global companies, and as a trustee for several charitable foundations and endowments. Mr. Withnell will work closely with John Startin, who heads the Metals, Materials & Mining Group, as well as with Evercore’s senior leaders globally to help grow the firm’s market-leading franchise in the sector. Mr. Withnell is a Professor in Practice in Finance at Durham University Business School. He is a graduate of the INSEAD Directors Programme, and he serves on the Board of Trustees of the London Library. Annuncio • Nov 10
Evercore Inc. Appoints Cory Kasimov Joins as Senior Managing Director Evercore Inc. announced that Cory Kasimov has joined Evercore ISI as a Senior Managing Director. Mr. Kasimov will lead coverage of small-and midcap biotech companies. Mr. Kasimov’s two decades of research experience includes over 15 years as a senior biotech analyst at JPMorgan. His differentiated, actionable research product and related events have led to consistent recognition in Institutional Investor’s All-America Research poll, where Mr. Kasimov most recently repeated a top 3 ranking in the large-cap biotech sector and regularly achieves runner-up status in the SMID biotech category. Annuncio • Oct 31
Evercore Inc. Announces Executive Appointments Evercore Inc. reported that Seth Bergstein has joined the firm's investment banking business as a senior managing director in the Technology Group based in New York. The company said that Bergstein's longtime colleague Sandeep Sharma will also be joining as a managing director, and the two will lead coverage of consulting, professional, technology & digital services, and business process outsourcing. According to a release, Bergstein comes to Evercore from Morgan Stanley, where he started his career in 1988 as a financial analyst. In 2001, he founded the global services group, which he led until 2021 when he became a vice chairman of investment banking, responsible for leading coverage of several of the firm's most important clients. Bergstein also served as a member of the management committee of investment banking for 13 years. Annuncio • Oct 26
Evercore Inc. Declares Quarterly Dividend, Payable on December 8, 2023 The Board of Directors of Evercore Inc. declared a quarterly dividend of $0.76 per share to be paid on December 8, 2023 to common stockholders of record on November 24, 2023. Annuncio • Oct 15
Evercore Enhances Risk Management After Fast-Paced SaaS Implementation of Behavox Quantum for Compliance Behavox announced that Evercore has in five months successfully implemented Behavox Quantum© for compliance supervision. Behavox recently commemorated its one-year anniversary of Behavox Quantum AI. Evercore becomes the latest organization to have implemented Behavox Quantum AI for communications monitoring, joining a growing number of multinational banks, prominent hedge funds, asset managers and private equity firms. Annuncio • Oct 12
Evercore Inc. to Report Q3, 2023 Results on Oct 25, 2023 Evercore Inc. announced that they will report Q3, 2023 results at 6:45 AM, US Eastern Standard Time on Oct 25, 2023 Annuncio • Sep 27
Evercore Inc. Appoints Michael Tarulli as Senior Managing Director Evercore Inc. announced that Michael Tarulli has joined the firm as a senior managing director in the industrials investment banking practice, focusing on the aerospace, defense and government services sectors, based in New York. Previously, Mr. Tarulli spent 15 years at Goldman Sachs, most recently in the global industrials group, heading the aerospace, defense and government services investment banking practice. In this role, he was responsible for some of the firm’s most important clients and advised on many of the sector’s prominent transactions. Mr. Tarulli holds an MBA from New York University, a B.S. in finance from Villanova University and a chartered financial analyst designation. He also serves on the New York Board for Children of Fallen Patriots. Annuncio • Sep 19
Evercore Inc. Appoints Nick Pomponi as Senior Managing Director in the Technology Group Evercore Inc. announced Nick Pomponi joined Evercore on September 18, 2023 as a senior managing director in the Technology group and will be based in New York. Mr. Pomponi comes to the firm after spending nearly 16 years at Goldman Sachs, where he was a partner and global co-head of software within the investment banking division. Over his tenure, he has advised technology companies at all stages of the business life cycle, from growth to maturity, working on their most important transactions, including strategic M&A and raising capital through IPOs, equity and debt raises. Mr. Pomponi holds an MBA From the University of Virginia Darden School of Business and a B.A. in economics from Villanova University. Annuncio • Sep 06
Evercore Inc. Appoints Seth Bergstein as Senior Managing Director in the Technology Group Based in New York Evercore Inc. announced that Seth Bergstein has joined the firm’s investment banking business as a senior managing director in the Technology Group based in New York. His longtime colleague Sandeep Sharma will also be joining as a managing director, and the two will lead coverage of consulting, professional, technology & digital services, and business process outsourcing. Mr. Bergstein comes to Evercore from Morgan Stanley, where he started his career in 1988 as a financial analyst. In 2001, he founded the global services group, which he led until 2021 when he became a vice chairman of investment banking, responsible for leading coverage of several of the firm’s most important clients. Mr. Bergstein also served as a member of the management committee of investment banking for 13 years. Mr. Bergstein holds an MBA from Northwestern University and a B.A. in economics, psychology and cognitive science from Wesleyan University. He is a trustee of both the Jewish Board and The Institute of International Education. Annuncio • Aug 15
Carolyn Crooks Joins Evercore as Senior Managing Director in the Financial Sponsors Group Carolyn Crooks joins Evercore as a senior managing director in the Financial Sponsors Group and will be based in New York. Ms. Crooks comes to Evercore after 21 years at Barclays, where she was a managing director in the financial sponsors group. She was responsible for the firm’s relationship with numerous private equity firms after spending over a decade in Barclays’ equity capital markets focusing on structuring and marketing equity securities for clients in the retail, consumer and industrials sectors. Ms. Crooks started her career as an industry coverage analyst in the global real estate group at Lehman Brothers. Ms. Crooks earned a B.S. in commerce from the McIntire School of Commerce at the University of Virginia. She is a Chartered Financial Analyst®. Annuncio • Jul 27
Evercore Declares Quarterly Dividend, Payable on September 8, 2023 On July 25, 2023, the Board of Directors of Evercore declared a quarterly dividend of $0.76 per share to be paid on September 8, 2023 to common stockholders of record on August 25, 2023. Annuncio • Jul 13
Evercore Inc. to Report Q2, 2023 Results on Jul 26, 2023 Evercore Inc. announced that they will report Q2, 2023 results at 6:45 AM, US Eastern Standard Time on Jul 26, 2023 Annuncio • Jul 12
Evercore Inc. Appoints Binetti as Senior Managing Director At Evercore ISI Michael Binetti has joined Evercore ISI as a Senior Managing Director, US-based investment banking advisory firm Evercore. Mr. Binetti will cover Department Stores & Specialty Retail. Mr. Binetti joins Evercore ISI with nearly 20 years of research experience. He has been ranked by Institutional Investor as an All-American Analyst since 2012, and notably ranked #1 with the largest asset managers for 4 of the last 5 years. Mr. Binetti most recently was a Managing Director at Credit Suisse, where he covered Retail & Digital Commerce for over five years. Prior to that he spent 13 years at UBS as an Equity Analyst in the Retail Group. Recent Insider Transactions • Feb 10
Senior MD recently sold Mex$12m worth of stock On the 6th of February, Jason Klurfeld sold around 5k shares on-market at roughly Mex$2,591 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$13m more than they bought in the last 12 months. Reported Earnings • Feb 03
Full year 2022 earnings released: EPS: US$12.15 (vs US$18.48 in FY 2021) Full year 2022 results: EPS: US$12.15 (down from US$18.48 in FY 2021). Revenue: US$2.76b (down 16% from FY 2021). Net income: US$476.5m (down 36% from FY 2021). Profit margin: 17% (down from 23% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Capital Markets industry in South America. Annuncio • Feb 02
Evercore Inc. Declares Quarterly Dividend, Payable on March 10, 2023 Evercore Inc. announced that on January 31, 2023, the Board of Directors of Evercore declared a quarterly dividend of $0.72 per share to be paid on March 10, 2023 to common stockholders of record on February 24, 2023. Annuncio • Jan 21
Evercore Inc. Announces CFO Changes On January 19, 2023, the Board of Directors (the “Board”) of Evercore Inc. (the “Company”) appointed Timothy LaLonde as its Chief Financial Officer, effective March 6, 2023. Mr. LaLonde will succeed Celeste Mellet, who is leaving Evercore in early February to pursue a different area of finance, as previously announced. In his new role, Mr. LaLonde will oversee Evercore’s financial, tax, internal audit, investor relations, information technology, and facilities functions and will also continue to serve as a member of Evercore’s Management Committee. Evercore appointed Paul Pensa, its controller, as interim Chief Financial Officer, effective upon Ms. Mellet’s departure, and he will continue in that role until Mr. LaLonde transitions out of his current role and his appointment becomes effective. Mr. LaLonde, age 61, joined the Company in 2001 and currently serves as Co-Head of the U.S. Advisory business and holds several other global senior leadership roles around the firm. Over the past 22 years, Mr. LaLonde has been an integral part of Evercore’s leadership, driving the firm’s successful growth. Mr. LaLonde has over 33 years of experience in the investment banking industry and served clients for the first 20 years as an investment banker. He received his B.S.B. from the University of Minnesota; he received a M.Sc. from the London School of Economics and MBA from the Amos Tuck School at Dartmouth College. Annuncio • Jan 19
Evercore Inc. to Report Q4, 2022 Final Results on Feb 01, 2023 Evercore Inc. announced that they will report Q4, 2022 final results at 6:45 AM, US Eastern Standard Time on Feb 01, 2023 Upcoming Dividend • Aug 18
Upcoming dividend of US$0.72 per share Eligible shareholders must have bought the stock before 25 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Mexican dividend payers (6.1%). Lower than average of industry peers (4.3%). Recent Insider Transactions • Aug 02
Insider recently sold Mex$631k worth of stock On the 28th of July, Pamela Carlton sold around 322 shares on-market at roughly Mex$1,960 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$712m more than they bought in the last 12 months. Recent Insider Transactions • Jul 31
Insider recently sold Mex$631k worth of stock On the 28th of July, Pamela Carlton sold around 322 shares on-market at roughly Mex$1,960 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$712m more than they bought in the last 12 months. Reported Earnings • Jul 28
Second quarter 2022 earnings released: EPS: US$2.40 (vs US$3.45 in 2Q 2021) Second quarter 2022 results: EPS: US$2.40 (down from US$3.45 in 2Q 2021). Revenue: US$630.9m (down 7.7% from 2Q 2021). Net income: US$95.6m (down 32% from 2Q 2021). Profit margin: 15% (down from 21% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 20% compared to a 8.0% decline forecast for the industry in Mexico. Upcoming Dividend • May 19
Upcoming dividend of US$0.72 per share Eligible shareholders must have bought the stock before 26 May 2022. Payment date: 10 June 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (6.2%). Reported Earnings • Mar 02
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: US$18.48 (up from US$8.65 in FY 2020). Revenue: US$3.29b (up 43% from FY 2020). Net income: US$740.1m (up 111% from FY 2020). Profit margin: 23% (up from 15% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.7%. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.