Evercore

Roger Altman, Founder and Senior Chairman: Roger Altman founded Evercore in 1995 and serves as Senior Chairman.

He began his investment banking career at Lehman Brothers, advancing to general partner in 1974.

President Carter nominated him as Assistant Secretary of the U.S.

Treasury, where he served for four years after Senate confirmation.

Altman subsequently returned to Lehman Brothers, becoming co-head of overall investment banking and serving on the management committee and board until Lehman was sold.

In 1987, he joined The Blackstone Group as vice chairman, head of advisory business, and investment committee member.

President Clinton then nominated him as Deputy Secretary of the U.S.

Treasury, where he served for two years following Senate confirmation before founding Evercore in 1995.

The firm's leadership structure includes numerous Senior Managing Directors across its strategic advisory, private capital advisory, capital markets advisory, and restructuring practices.

The Private Capital Advisory & Fundraising team is led by senior professionals including Dale Addeo and Michael Addeo, both Senior Managing Directors based in New York. George Ackert serves as Senior Managing Director in Strategic Advisory, while Sachin Aggarwal holds the same title in Capital Markets Advisory, both based in New York.

Evercore's global presence is supported by senior leadership across major financial centers including London, Hong Kong, Singapore, Tokyo, Dubai, Frankfurt, Paris, and other key markets.

Evercore is a premier independent investment banking advisory firm that has established itself as a leader in delivering strategic counsel on the world's most complex and high-stakes transactions.

Founded in 1995, the firm has built a distinguished reputation for providing objective, conflict-free advice to corporations, institutions, and governments across the globe.

The firm operates through three primary business segments: Investment Banking, which encompasses strategic advisory, liability management and restructuring, capital markets advisory, and private capital advisory and fundraising services; Evercore ISI, which provides equities research, sales and trading, and corporate access services; and Evercore Wealth Management, which delivers comprehensive wealth and investment management solutions to high-net-worth individuals and families.

As one of the leading placement agents in the alternative investments industry, Evercore's Private Capital Advisory & Fundraising practice has established deep relationships with institutional investors worldwide.

The firm's independence and alignment with client interests have made it a trusted advisor on transactions exceeding billions of dollars in aggregate value.

With offices spanning major financial centers including New York, London, Hong Kong, Singapore, Tokyo, Dubai, and numerous others across North America, Europe, Asia, and the Middle East, Evercore maintains a truly global platform capable of executing cross-border transactions and serving multinational clients with sophisticated needs.

Strategic Advisory: Evercore provides comprehensive M&A advisory services including buy-side and sell-side mandates, merger negotiations, takeover defense, and strategic alternatives analysis.

The firm's strategic advisory practice handles some of the market's largest and most complex transactions.

Private Capital Advisory & Fundraising: The firm's dedicated placement agent practice serves private equity, venture capital, real estate, infrastructure, and private credit fund managers in raising institutional capital.

The team has extensive experience executing complex fundraising transactions tailored to specific client needs and maintains relationships with institutional investors, sovereign wealth funds, pension funds, and family offices globally.

Capital Markets Advisory: Evercore advises clients on a full range of capital markets transactions including equity and debt offerings, liability management, and balance sheet optimization strategies.

Liability Management & Restructuring: The firm provides advisory services to companies, creditors, and other stakeholders navigating financial restructuring, debt refinancing, and complex liability management situations.

Equities Research, Sales & Trading: Through Evercore ISI, the firm offers independent research coverage across sectors, equity sales and trading execution, and corporate access programs connecting institutional investors with management teams.

Wealth Management: Evercore Wealth Management delivers personalized investment management, financial planning, trust and estate services, and family office solutions to ultra-high-net-worth clients.

Evercore maintains a comprehensive global platform with offices strategically located across the world's major financial centers and key regional markets.

The firm's geographic footprint includes:

North America: New York (headquarters), Chicago, Dallas, Houston, Los Angeles, Menlo Park, Richmond, San Francisco, Toronto, and Washington, D.C.

Europe: London, Frankfurt, Lisbon, Madrid, Milan, and Paris

Asia-Pacific: Beijing, Hong Kong, Singapore, Tokyo, and Indonesia

Middle East: Dubai, Riyadh, and Tel Aviv

This extensive network enables Evercore to deliver seamless cross-border advisory services and maintain deep relationships with multinational corporations, institutional investors, and government entities worldwide.

The firm's presence in emerging markets and established financial centers alike positions it to identify opportunities and execute complex transactions across diverse regulatory environments and market conditions.

Evercore has established itself as a dominant force in high-stakes M&A advisory, consistently ranking among the top independent investment banking firms globally.

The firm's track record demonstrates leadership across the largest and most complex situations in the market.

In the private capital advisory space, Evercore raised $6.34 billion of commitments for its clients across PE funds during the 2024 ranking period, positioning it as the second-most active placement agent.

Recent fundraising successes include serving as exclusive placement agent for Ridgemont Equity Partners V, which closed at its hard cap with $3.975 billion in commitments.

The firm's independence and reputation for conflict-free advice have made it the advisor of choice for boards of directors and C-suite executives navigating transformational transactions, hostile situations, and other complex strategic matters.

Evercore's consistent presence on the largest announced M&A transactions globally reflects its position at the apex of the advisory business.

Evercore has developed deep sector expertise and specialized capabilities that differentiate the firm in the competitive landscape of independent investment banking:

Alternative Assets & Private Capital: As one of the premier placement agents in private equity, Evercore maintains extensive relationships with institutional investors globally and provides fundraising advisory for private equity, venture capital, private debt, mezzanine, infrastructure, real estate, and secondaries funds.

Complex Separations & Carve-Outs: The firm has particular strength in advising on corporate separations, spin-offs, and carve-out transactions, helping companies unlock value through strategic portfolio optimization.

Large-Cap M&A: Evercore consistently advises on some of the market's largest merger and acquisition transactions, with particular expertise in navigating complex regulatory environments, hostile situations, and cross-border deals.

Restructuring & Special Situations: The firm's liability management and restructuring practice serves clients facing financial distress or pursuing balance sheet optimization in challenging market conditions.

Independent, Conflict-Free Advice: As an independent advisory firm without principal investing activities or lending operations, Evercore is positioned to provide objective counsel aligned purely with client interests—a key differentiator that boards and management teams value in sensitive situations.