Evercore Private Capital Advisory Profile

Evercore Private Capital Advisory placement agent profile: established manager focus, GP-led secondaries expertise, continuation vehicles, fees.

4 min read
Evercore Private Capital Advisory Profile

Evercore Private Capital Advisory

Evercore's Private Capital Advisory group has rapidly built a blue-chip client roster by combining placement agent services with the firm's broader investment banking relationships. The team focuses exclusively on established fund managers and institutional-quality mandates.

Overview

  • Parent Company: Evercore Partners (NYSE: EVR)
  • Founded: 2006
  • Headquarters: New York
  • Team Focus: Established managers only
  • Minimum Fund Size: Typically $500M+

Specializations

Primary Strategies:

  • Private equity buyout funds
  • Growth equity and venture
  • Infrastructure and real assets
  • Fund restructurings and continuations

Innovation Focus:

  • GP-led secondary transactions
  • Continuation vehicles
  • Preferred equity solutions
  • Complex fund structures

Competitive Advantages

Investment Banking Integration

  • Leverages Evercore's M&A relationships
  • Cross-selling opportunities with GPs
  • Comprehensive advisory capabilities

Selective Client Approach

  • Focus on institutional-quality managers only
  • Rigorous client screening
  • Maintained high success rates

Innovation Leadership

  • Early mover in GP-led secondaries
  • Continuation vehicle expertise
  • Structured solutions capabilities

Fee Structure

  • Success Fees: 1.5-2.5% of capital raised
  • Minimum Fund Size: $500M+
  • Premium pricing for specialized services
  • Retainer available for complex mandates

Client Profile

Evercore serves:

  • Established PE firms (Fund III+)
  • Large growth equity managers
  • Infrastructure fund managers
  • Managers pursuing continuation vehicles

Selection Considerations

Best For:

  • Established managers with strong track records
  • Large fundraises requiring institutional positioning
  • Complex situations (restructurings, continuations)
  • Managers valuing investment banking integration

Not Appropriate For:

  • Emerging or first-time managers
  • Mid-market funds under $500M
  • Managers without institutional track records

Conclusion

Evercore Private Capital Advisory's selective approach and investment banking platform make it ideal for established managers raising substantial capital and those requiring innovative fund structures or continuation vehicle expertise.