Основная статистика
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| CIK | 1360901 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Evercore Inc.
SEC Filings (Chronological Order)
На этой странице представлен полный хронологический список документов SEC, за исключением документов о собственности, которые мы предоставляем в других местах.
| August 7, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 0 |
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| July 30, 2025 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS SECOND QUARTER 2025 RESULTS; QUARTERLY DIVIDEND OF $0.84 PER SHARE Second Quarter Results Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted Q2 2025 Q2 2024 Q2 2025 Q2 2024 YTD 2025 YTD 2024 YTD 2025 YTD 2024 Net Revenues ($ mm) $ 833.8 $ 689.2 $ 838.9 $ 695.3 $ 1,528.7 $ 1,270.0 $ 1,538.8 $ 1,282.6 Operating Income ($ mm) $ 150.4 $ 108.2 $ 157 |
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| July 30, 2025 |
Evercore to Acquire Robey Warshaw, a Leading UK-Based Independent Advisory Firm EX-99.1 Exhibit 99.1 Evercore to Acquire Robey Warshaw, a Leading UK-Based Independent Advisory Firm LONDON and NEW YORK, July 30, 2025 – Evercore (NYSE: EVR) today announced that it has entered into an agreement to acquire Robey Warshaw, a highly successful independent advisory firm headquartered in the United Kingdom. Founded in 2013, Robey Warshaw has built a reputation as a trusted advisor to |
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| July 30, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 30, 2025 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Number |
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| July 30, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 29, 2025 EVERCORE INC. |
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| July 11, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 10, 2025 EVERCORE INC. |
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| July 11, 2025 |
EX-10.1 Exhibit 10.1 Execution Version EVERCORE INC. $125,000,000 5.17% Series K Senior Notes due July 24, 2030 $125,000,000 5.47% Series L Senior Notes due July 24, 2032 NOTE PURCHASE AGREEMENT Dated July 10, 2025 TABLE OF CONTENTS Page SECTION 1. AUTHORIZATION OF NOTES 1 Section 1.1 Authorization of the Notes 1 Section 1.2 Interest Rate 1 SECTION 2. SALE AND PURCHASE OF NOTES; SUBSIDIARY GUAR |
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| June 13, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): June 11, 2025 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Commission File No.) ( |
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| May 14, 2025 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2) |
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| May 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number |
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| May 8, 2025 |
Exhibit 10.1 Amendment to Loan Documents THIS AMENDMENT TO LOAN DOCUMENTS (this “Amendment”) is made as of March 17, 2025, by and among EVERCORE PARTNERS SERVICES EAST L.L.C. (the “Borrower”); EVERCORE LP, and EVERCORE GROUP HOLDINGS L.P. (together, “Guarantor” and, collectively, with the Borrower, each, a “Loan Party” and, collectively, the “Loan Parties”); and PNC BANK, NATIONAL ASSOCIATION (the |
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| April 30, 2025 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS FIRST QUARTER 2025 RESULTS; INCREASES QUARTERLY DIVIDEND TO $0.84 PER SHARE First Quarter Results U.S. GAAP Adjusted Q1 2025 Q1 2024 Q1 2025 Q1 2024 Net Revenues ($ mm) $ 694.8 $ 580.8 $ 699.9 $ 587.3 Operating Income ($ mm) $ 111.2 $ 84.1 $ 116.3 $ 90.6 Net Income Attributable to Evercore Inc. ($ mm) $ 146.2 $ 85.7 $ 154.8 $ 92.9 Diluted Earnings Per |
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| April 30, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 30, 2025 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Numbe |
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| April 29, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rul |
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| April 29, 2025 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e |
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| February 21, 2025 |
Exhibit 10.36 EXECUTION VERSION AMENDMENT TO PREVIOUSLY APPROVED SUBORDINATION AGREEMENT, MATURITY DATE EXTENSION, INTEREST RATE CHANGE AND INCORPORATION OF CERTAIN PROVISIONS For good and valuable consideration, Evercore Group L.L.C. (the “Broker/Dealer”) and PNC Bank, National Association (the “Lender”) hereby amend the Revolving Note and Cash Subordination Agreement, using FINRA Form REV-33R, e |
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| February 21, 2025 |
Exhibit 10.38 EXECUTION VERSION Guaranty and Suretyship Agreement THIS GUARANTY AND SURETYSHIP AGREEMENT (this “Guaranty”) is made and entered into as of this 28th day of October, 2024, by EVERCORE LP and EVERCORE GROUP HOLDINGS L.P. (each a “Guarantor” and collectively, the “Guarantors”), with an address at 55 East 52nd Street, New York, NY 10055, in consideration of the extension of credit by PN |
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| February 21, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-3 |
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| February 21, 2025 |
Exhibit 10.37 EXECUTION VERSION Loan Agreement THIS LOAN AGREEMENT (the “Agreement”), is entered into as of October 28, 2024, between EVERCORE PARTNERS SERVICES EAST L.L.C. (the “Borrower”), with an address at c/o Evercore Inc., 55 East 52nd Street, New York, NY 10055, and PNC BANK, NATIONAL ASSOCIATION (the “Bank”), with an address at One PNC Plaza, 249 Fifth Avenue, Pittsburgh, PA 15222. The Bor |
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| February 21, 2025 |
Subsidiaries of the Registrant (filed herewith) Exhibit 21.1 Name Jurisdiction of Incorporation or Organization Evercore Advisors L.L.C. Delaware Evercore GP Holdings L.L.C. Delaware Evercore Group Holdings L.P. Delaware Evercore Group Holdings L.L.C. Delaware Evercore Group L.L.C. Delaware Evercore LP Delaware Evercore ISI International Limited England and Wales Evercore Partners Limited England and Wales Evercore Partners International L.L.P |
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| February 21, 2025 |
Personal Trading Policy (filed herewith) Exhibit 19.1 Evercore Personal Trading Policy 1.1Employee Trading 1.1.1Disclosure and Approval of Employee and Employee-Related Accounts Employees and other associated persons must disclose all existing Personal Accounts and Managed Accounts (as defined below) upon joining Evercore. Existing employees must receive approval from Compliance when opening any new Personal Account. ■A “Personal Account |
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| February 21, 2025 |
2024 Form of Restricted Stock Unit Award Agreement for U.S. Employees (filed herewith) Exhibit 10.39 US Employees EVERCORE INC. NOTICE OF AWARD OF RESTRICTED STOCK UNITS Evercore Inc. (the “Company”), pursuant to the Third Amended and Restated 2016 Evercore Inc. Stock Incentive Plan (the “Plan”), hereby awards to the participant identified below a restricted stock unit award (the “Award”) with respect to the number of shares of the Company’s Class A common stock (“Shares”) indicated |
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| February 14, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): February 10, 2025 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Commission File No |
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| February 12, 2025 |
APPENDIX A Date Shares Purchased or (Sold) Total Price Per Share ($) 2/4/2025 (7,659) 1,698,860 282.85 2/6/2025 (17,139) 1,681,721 285.37 2/7/2025 (21,184) 1,660,537 275.51 2/10/2025 (17,502) 1,643,035 272.19 |
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| February 5, 2025 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS FOURTH QUARTER AND FULL YEAR 2024 RESULTS; QUARTERLY DIVIDEND OF $0.80 PER SHARE Fourth Quarter Results Full Year Results U.S. GAAP Adjusted U.S. GAAP Adjusted Q4 2024 Q4 2023 Q4 2024 Q4 2023 2024 2023 2024 2023 Net Revenues ($ mm) $ 975.3 $ 784.2 $ 980.5 $ 790.3 $ 2,979.6 $ 2,425.9 $ 3,002.6 $ 2,449.3 Operating Income ($ mm) $ 212.6 $ 117.7 $ 217.7 $ |
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| February 5, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 5, 2025 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| November 6, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Num |
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| October 23, 2024 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS THIRD QUARTER 2024 RESULTS; QUARTERLY DIVIDEND OF $0.80 PER SHARE Third Quarter Results Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted Q3 2024 Q3 2023 Q3 2024 Q3 2023 YTD 2024 YTD 2023 YTD 2024 YTD 2023 Net Revenues ($ mm) $ 734.2 $ 570.2 $ 739.5 $ 576.1 $ 2,004.3 $ 1,641.8 $ 2,022.1 $ 1,659.0 Operating Income ($ mm) $ 122.0 $ 76.8 $ 134.6 |
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| October 23, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 23, 2024 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| August 2, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 0 |
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| July 24, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 24, 2024 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Number |
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| July 24, 2024 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS SECOND QUARTER 2024 RESULTS; QUARTERLY DIVIDEND OF $0.80 PER SHARE Second Quarter Results Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted Q2 2024 Q2 2023 Q2 2024 Q2 2023 YTD 2024 YTD 2023 YTD 2024 YTD 2023 Net Revenues ($ mm) $ 689.2 $ 499.4 $ 695.3 $ 505.1 $ 1,270.0 $ 1,071.6 $ 1,282.6 $ 1,082.9 Operating Income ($ mm) $ 108.2 $ 57.7 $ 114. |
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| June 21, 2024 |
As filed with the Securities and Exchange Commission on June 21, 2024. As filed with the Securities and Exchange Commission on June 21, 2024. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 EVERCORE INC. (Exact Name of Registrant as Specified in its Charter) Delaware 20-4748747 (State or Other Jurisdiction of Incorporation or Organization) (IRS Employer I |
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| June 21, 2024 |
EX-FILING FEES EXHIBIT 107 Calculation of Filing Fee Tables Form S-8 (Form Type) Evercore Inc. |
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| June 21, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): June 18, 2024 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Commission File No.) ( |
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| June 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defi |
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| June 4, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defi |
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| May 22, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defi |
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| May 13, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defi |
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| May 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number |
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| April 26, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defi |
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| April 26, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ C |
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| April 24, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 24, 2024 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Numbe |
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| April 24, 2024 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS FIRST QUARTER 2024 RESULTS; INCREASES QUARTERLY DIVIDEND TO $0.80 PER SHARE First Quarter Results U.S. GAAP Adjusted Q1 2024 Q1 2023 Q1 2024 Q1 2023 Net Revenues ($ mm) $ 580.8 $ 572.1 $ 587.3 $ 577.8 Operating Income ($ mm) $ 84.1 $ 106.9 $ 90.6 $ 115.5 Net Income Attributable to Evercore Inc. ($ mm) $ 85.7 $ 83.4 $ 92.9 $ 93.3 Diluted Earnings Per Sh |
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| February 22, 2024 |
Evercore Inc. Mandatory Clawback Policy Exhibit 97.1 EVERCORE INC. MANDATORY CLAWBACK POLICY I. BACKGROUND Evercore Inc. (the “Company”) has adopted this policy (this “Policy”) to provide for the recovery or “clawback” of certain incentive compensation in the event of a Restatement. This Policy is intended to comply with, and will be interpreted to be consistent with, the requirements of Section 303A.14 of the New York Stock Exchange (“ |
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| February 22, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-3 |
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| February 22, 2024 |
Exhibit 10.45 AMENDMENT TO PREVIOUSLY APPROVED SUBORDINATION AGREEMENT MATURITY DATE EXTENSION, INTEREST RATE CHANGE AND INCORPORATION OF CERTAIN PROVISIONS For good and valuable consideration, Evercore Group L.L.C. (the “Broker/Dealer”) and PNC Bank, National Association (the “Lender”) hereby amend the Revolving Note and Cash Subordination Agreement, using FINRA Form REV-33R, executed on October |
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| February 22, 2024 |
Subsidiaries of the Registrant (filed herewith) Exhibit 21.1 Name Jurisdiction of Incorporation or Organization Evercore Advisors L.L.C. Delaware Evercore GP Holdings L.L.C. Delaware Evercore Group Holdings L.P. Delaware Evercore Group Holdings L.L.C. Delaware Evercore Group L.L.C. Delaware Evercore LP Delaware Evercore ISI International Limited England and Wales Evercore Partners Limited England and Wales Evercore Partners International L.L.P |
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| February 13, 2024 |
EVR / Evercore Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 12)* Name of issuer: Evercore Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 29977A105 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate the rule pursuant to which this Schedule is filed |
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| January 31, 2024 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS FOURTH QUARTER AND FULL YEAR 2023 RESULTS; QUARTERLY DIVIDEND OF $0.76 PER SHARE Fourth Quarter Results Full Year Results U.S. GAAP Adjusted U.S. GAAP Adjusted Q4 2023 Q4 2022 Q4 2023 Q4 2022 2023 2022 2023 2022 Net Revenues ($ mm) $ 784.2 $ 831.3 $ 790.3 $ 836.7 $ 2,425.9 $ 2,762.0 $ 2,449.3 $ 2,785.6 Operating Income ($ mm) $ 117.7 $ 210.1 $ 123.9 $ |
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| January 31, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 31, 2024 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| November 2, 2023 |
Exhibit 107 Calculation of Filing Fee Tables Form S-3 (Form Type) Evercore Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry For |
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| November 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Num |
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| November 2, 2023 |
As filed with the Securities and Exchange Commission on November 2, 2023 Table of Contents As filed with the Securities and Exchange Commission on November 2, 2023 Registration No. |
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| October 25, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 25, 2023 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| October 25, 2023 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS THIRD QUARTER 2023 RESULTS; QUARTERLY DIVIDEND OF $0.76 PER SHARE Third Quarter Results Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted Q3 2023 Q3 2022 Q3 2023 Q3 2022 YTD 2023 YTD 2022 YTD 2023 YTD 2022 Net Revenues ($ mm) $ 570.2 $ 576.9 $ 576.1 $ 583.2 $ 1,641.8 $ 1,930.7 $ 1,659.0 $ 1,948.9 Operating Income ($ mm) $ 76.8 $ 130.4 $ 82.7 $ |
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| August 3, 2023 |
Exhibit 10.1 AMENDMENT TO LOAN AGREEMENT (Secured Facility) THIS AMENDMENT TO LOAN AGREEMENT (together with Exhibit A attached hereto, this “Amendment”) is dated as of June 29, 2023 (the “Effective Date”) and is made by and among EVERCORE PARTNERS SERVICES EAST L.L.C. (the “Borrower”), EVERCORE LP, EVERCORE GROUP HOLDINGS LP (“EGH”) and EVERCORE GROUP L.L.C. (“EGL”; collectively with Evercore LP a |
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| August 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 0 |
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| August 3, 2023 |
Exhibit 10.2 AMENDMENT TO LOAN AGREEMENT (Unsecured Facility) THIS AMENDMENT TO LOAN AGREEMENT (together with Exhibit A attached hereto, this “Amendment”) is dated as of June 29, 2023 (the “Effective Date”) and is made by and among EVERCORE PARTNERS SERVICES EAST L.L.C. (the “Borrower”), EVERCORE LP and EVERCORE GROUP HOLDINGS LP (“EGH”; collectively with Evercore LP, the “Guarantors”), and PNC BA |
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| July 26, 2023 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS SECOND QUARTER 2023 RESULTS; QUARTERLY DIVIDEND OF $0.76 PER SHARE Second Quarter Results Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted Q2 2023 Q2 2022 Q2 2023 Q2 2022 YTD 2023 YTD 2022 YTD 2023 YTD 2022 Net Revenues ($ mm) $ 499.4 $ 630.9 $ 505.1 $ 637.4 $ 1,071.6 $ 1,353.8 $ 1,082.9 $ 1,365.8 Operating Income ($ mm) $ 57.7 $ 146.2 $ 63.4 |
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| July 26, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 26, 2023 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Number |
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| July 10, 2023 |
EVR / Evercore Inc - Class A / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 11)* Name of issuer: Evercore Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 29977A105 Date of Event Which Requires Filing of this Statement: June 30, 2023 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ |
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| June 20, 2023 |
Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): June 15, 2023 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Commission File No.) ( |
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| May 17, 2023 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) |
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| May 5, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number |
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| April 28, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confid |
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| April 28, 2023 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) |
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| April 26, 2023 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS FIRST QUARTER 2023 RESULTS; INCREASES QUARTERLY DIVIDEND TO $0.76 PER SHARE First Quarter Results U.S. GAAP Adjusted Q1 2023 Q1 2022 Q1 2023 Q1 2022 Net Revenues ($ mm) $ 572.1 $ 722.9 $ 577.8 $ 728.3 Operating Income ($ mm) $ 106.9 $ 209.4 $ 115.5 $ 214.8 Net Income Attributable to Evercore Inc. ($ mm) $ 83.4 $ 158.0 $ 93.3 $ 173.3 Diluted Earnings Pe |
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| April 26, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 26, 2023 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Numbe |
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| February 24, 2023 |
Form of Class K-P Unit Subscription Agreement Exhibit 10.40 INCENTIVE SUBSCRIPTION AGREEMENT This Incentive Subscription Agreement (this “Agreement”) is made as of [DATE], by and among Evercore LP, a Delaware limited partnership (the “Partnership”), Evercore Inc., a Delaware corporation, as general partner of the Partnership (the “General Partner” and, together with the Partnership and their subsidiaries, “Evercore”), and [NAME] (the “Employe |
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| February 24, 2023 |
Subsidiaries of the Registrant (filed herewith) Exhibit 21.1 Name Jurisdiction of Incorporation or Organization Evercore Advisors L.L.C. Delaware Evercore GP Holdings L.L.C. Delaware Evercore Group Holdings L.P. Delaware Evercore Group Holdings L.L.C. Delaware Evercore Group L.L.C. Delaware Evercore LP Delaware Evercore ISI International Limited England and Wales Evercore Partners Limited England and Wales Evercore Partners International L.L.P |
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| February 24, 2023 |
Exhibit 10.41 AMENDMENT TO PREVIOUSLY APPROVED SUBORDINATION AGREEMENT MATURITY DATE EXTENSION, INTEREST RATE CHANGE AND INCORPORATION OF CERTAIN PROVISONS For good and valuable consideration, Evercore Group L.L.C. (the “Broker/Dealer”) and PNC Bank, National Association (the “Lender”) hereby amend the Revolving Note and Cash Subordination Agreement, using FINRA Form REV-33R, executed on October 2 |
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| February 24, 2023 |
Exhibit 4.5 DESCRIPTION OF THE REGISTRANT’S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 The following description of our capital stock is a summary and is qualified in its entirety by reference to our certificate of incorporation and our bylaws, the forms or copies of which have been filed as exhibits to this Annual Report on Form 10-K and are incorporated b |
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| February 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-3 |
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| February 9, 2023 |
EVR / Evercore Partners, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 10)* Name of issuer: Evercore Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 29977A105 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule is filed |
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| February 1, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 1, 2023 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| February 1, 2023 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS FOURTH QUARTER AND FULL YEAR 2022 RESULTS; QUARTERLY DIVIDEND OF $0.72 PER SHARE Fourth Quarter Results Full Year Results U.S. GAAP Adjusted U.S. GAAP Adjusted Q4 2022 Q4 2021 Q4 2022 Q4 2021 2022 2021 2022 2021 Net Revenues ($ mm) $ 831.3 $ 1,115.8 $ 836.7 $ 1,124.1 $ 2,762.0 $ 3,289.5 $ 2,785.6 $ 3,316.9 Operating Income ($ mm) $ 210.1 $ 456.1 $ 218. |
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| January 20, 2023 |
Evercore names Tim LaLonde as Chief Financial Officer EX-99.1 Exhibit 99.1 Evercore names Tim LaLonde as Chief Financial Officer NEW YORK, January 20, 2023 – Evercore (NYSE: EVR) announced today that it has named Tim LaLonde as its Chief Financial Officer, effective March 6, 2023. Tim LaLonde joined the firm 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. Ov |
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| January 20, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 19, 2023 EVERCORE INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-32975 20-4748747 (Commission File Num |
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| January 20, 2023 |
*Employment Agreement between Evercore Inc. and Tim EX-10.1 Exhibit 10.1 CONFIDENTIAL January 19, 2023 Dear Tim, We are pleased to have you continue as an employee of Evercore Partners Services East, LLC (the “Company” and, together with its affiliates, “Evercore”) as the Chief Financial Officer and a Senior Managing Director of Evercore Inc. (“EVR”). This agreement (this “Agreement”) serves to revise certain terms of your employment with Evercore. |
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| November 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Num |
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| October 26, 2022 |
Exhibit 99.1 Evercore Chief Financial Officer Celeste Mellet to Depart for New Position Following Transition Period Mellet will pursue a different area of finance, accepting a position with a large, international alternative asset fund manager. Evercore commencing search for next CFO. NEW YORK, October 26, 2022 ? Evercore (NYSE: EVR) announced today that Evercore Chief Financial Officer Celeste Me |
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| October 26, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 26, 2022 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| October 26, 2022 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS THIRD QUARTER 2022 RESULTS; QUARTERLY DIVIDEND OF $0.72 PER SHARE Third Quarter Results Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted Q3 2022 Q3 2021 Q3 2022 Q3 2021 YTD 2022 YTD 2021 YTD 2022 YTD 2021 Net Revenues ($ mm) $ 576.9 $ 823.6 $ 583.2 $ 831.6 $ 1,930.7 $ 2,173.7 $ 1,948.9 $ 2,192.7 Operating Income ($ mm) $ 130.4 $ 245.2 $ 136.6 |
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| October 26, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 20, 2022 EVERCORE INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-32975 20-4748747 (Commission File Num |
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| August 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 0 |
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| August 3, 2022 |
Form of Note Purchase Agreement, dated June 28, 2022 Exhibit 10.1 Evercore Inc. $67,000,000 4.61% Series J Senior Notes due November 15, 2028 Note Purchase Agreement Dated June 28, 2022 TABLE OF CONTENTS Page SECTION 1. AUTHORIZATION OF NOTES 1 SECTION 2. SALE AND PURCHASE OF NOTES; SUBSIDIARY GUARANTIES 1 Section 2.1 Sale and Purchase of Notes 1 Section 2.2 Subsidiary Guaranties 1 SECTION 3. CLOSING 2 SECTION 4. CONDITIONS TO CLOSING 2 Section 4.1 |
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| July 27, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2022 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Number |
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| July 27, 2022 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS SECOND QUARTER 2022 RESULTS; QUARTERLY DIVIDEND OF $0.72 PER SHARE Second Quarter Results Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted Q2 2022 Q2 2021 Q2 2022 Q2 2021 YTD 2022 YTD 2021 YTD 2022 YTD 2021 Net Revenues ($ mm) $ 630.9 $ 687.9 $ 637.4 $ 691.2 $ 1,353.8 $ 1,350.2 $ 1,365.8 $ 1,361.1 Operating Income ($ mm) $ 146.2 $ 207.0 $ 153 |
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| June 29, 2022 |
As filed with the Securities and Exchange Commission on June 29, 2022. As filed with the Securities and Exchange Commission on June 29, 2022. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 EVERCORE INC. (Exact Name of Registrant as Specified in its Charter) Delaware 20-4748747 (State or Other Jurisdiction of Incorporation or Organization) (IRS Employer Iden |
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| June 29, 2022 |
EX-FILING FEES 4 d371825dexfilingfees.htm EX-FILING FEES EXHIBIT 107 Calculation of Filing Fee Tables Form S-8 (Form Type) Evercore Inc. (Exact Name of Registrant as Specified in its Charter) Table 1—Newly Registered Securities Security Type Security Class Title Fee Calculation Rule(1) Amount Registered(2) Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of |
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| June 22, 2022 |
Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): June 16, 2022 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Commission File No.) ( |
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| June 6, 2022 |
DEFA14A 1 d268379ddefa14a.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as |
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| May 23, 2022 |
DEFA14A 1 d340982ddefa14a.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as |
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| May 13, 2022 |
DEFA14A 1 d335874ddefa14a.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as |
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| May 6, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number |
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| April 29, 2022 |
DEFA14A 1 d245711ddefa14a.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as |
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| April 29, 2022 |
DEF 14A 1 d245711ddef14a.htm DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ |
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| April 27, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 27, 2022 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Numbe |
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| April 27, 2022 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS FIRST QUARTER 2022 RESULTS; INCREASES QUARTERLY DIVIDEND TO $0.72 PER SHARE First Quarter Results U.S. GAAP Adjusted Q1 2022 Q1 2021 Q1 2022 Q1 2021 Net Revenues ($ mm) $ 722.9 $ 662.3 $ 728.3 $ 669.9 Operating Income ($ mm) $ 209.4 $ 194.2 $ 214.8 $ 201.8 Net Income Attributable to Evercore Inc. ($ mm) $ 158.0 $ 144.4 $ 173.3 $ 162.5 Diluted Earnings |
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| March 9, 2022 |
EVR / Evercore Partners, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 9)* Name of issuer: Evercore Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 29977A105 Date of Event Which Requires Filing of this Statement: February 28, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: |
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| February 25, 2022 |
EX-FILING FEES 2 d41063dexfilingfees.htm EX-FILING FEES Exhibit 107 EX-FILING FEES Calculation of Filing Fee Tables 424B7 (Form Type) Evercore Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit(2) Maximum Aggregate Offering Price(2) Fee |
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| February 25, 2022 |
As filed pursuant to Rule 424(b)(7) Registration Statement No. 333-249802 Prospectus Supplement to Prospectus dated November 2, 2020. 458,137 Shares Evercore Inc. Class A Common Stock This prospectus supplement relates to resales of shares of Class A common stock of Evercore Inc. by the selling stockholder named herein, who received those shares in connection with a distribution of shares by ISI H |
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| February 25, 2022 |
EVR / Evercore Partners, Inc. / HYMAN EDWARD S - SC 13D Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 Evercore Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 29977A105 (CUSIP Number) Edward S. Hyman c/o Evercore Inc. Attn: Jason Klurfeld, Corp. Sec. 55 East 52nd Street, Floor 38, New York, NY 10055 (212) 857-3100 (Name, Address and Telephone Numb |
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| February 24, 2022 |
Exhibit 10.36 Execution Version Loan Agreement THIS LOAN AGREEMENT (the ?Agreement?), is entered into as of July 26, 2019, between EVERCORE PARTNERS SERVICES EAST L.L.C. (the ?Borrower?), with an address at c/o Evercore Inc., 55 East 52nd Street, New York, NY 10055, and PNC BANK, NATIONAL ASSOCIATION (the ?Bank?), with an address at One PNC Plaza, 249 Fifth Avenue, Pittsburgh, PA 15222. The Borrow |
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| February 24, 2022 |
Exhibit 10.37 EXECUTION VERSION Amendment to Loan Documents THIS AMENDMENT TO LOAN DOCUMENTS (this ?Amendment?) is made as of October 29, 2021, by and among EVERCORE PARTNERS SERVICES EAST L.L.C. (the ?Borrower?), EVERCORE LP and EVERCORE GROUP HOLDINGS L.P. (?EGH?; collectively with the Borrower and Evercore LP, the ?Loan Parties? and individually, a ?Loan Party?) and PNC BANK, NATIONAL ASSOCIATI |
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| February 24, 2022 |
Exhibit 10.35 EXECUTION VERSION Amendment to Loan Documents THIS AMENDMENT TO LOAN DOCUMENTS (this ?Amendment?) is made as of October 29, 2021, by and among EVERCORE PARTNERS SERVICES EAST L.L.C. (the ?Borrower?), EVERCORE LP, EVERCORE GROUP HOLDINGS L.P. (?EGH?), EVERCORE GROUP L.L.C. (?EGL?; collectively with the Borrower, Evercore LP and EGH, the ?Loan Parties? and individually, a ?Loan Party?) |
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| February 24, 2022 |
Agreement, dated October 29, 2021, between Evercore Group L.L.C. and PNC Bank, National Association Exhibit 10.38 EXECUTION VERSION FINRA Form REV ? 33R REVOLVING NOTE AND CASH SUBORDINATION AGREEMENT THIS AGREEMENT is entered into this 29th day of October 2021, (the ?Effective Date?) between PNC Bank, National Association (the ?Lender?) and Evercore Group L.L.C. (the ?Broker/Dealer?). This Agreement shall not be effective or deemed to constitute a satisfactory subordination agreement under Appe |
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| February 24, 2022 |
Subsidiaries of the Registrant (filed herewith) Exhibit 21.1 Name Jurisdiction of Incorporation or Organization Evercore Advisors L.L.C. Delaware Evercore GP Holdings L.L.C. Delaware Evercore Group Holdings L.P. Delaware Evercore Group Holdings L.L.C. Delaware Evercore Group L.L.C. Delaware Evercore LP Delaware Evercore ISI International Limited England and Wales Evercore Partners Limited England and Wales Evercore Partners International L.L.P |
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| February 24, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-3 |
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| February 24, 2022 |
Exhibit 10.39 EXECUTION VERSION Guaranty and Suretyship Agreement THIS GUARANTY AND SURETYSHIP AGREEMENT (this ?Guaranty?) is made and entered into as of this 29th day of October, 2021, by EVERCORE LP and EVERCORE GROUP HOLDINGS L.P. (each a ?Guarantor? and collectively, the ?Guarantors?), with an address at 55 East 52nd Street, New York, NY 10055, in consideration of the extension of credit by PN |
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| February 10, 2022 |
EVR / Evercore Partners, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 8)* Name of issuer: Evercore Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 29977A105 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: |
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| February 2, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 2, 2022 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| February 2, 2022 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS FULL YEAR 2021 RESULTS; RECORD FOURTH QUARTER AND FULL YEAR REVENUES AND NET INCOME QUARTERLY DIVIDEND OF $0.68 PER SHARE Fourth Quarter Results Full Year Results U.S. GAAP Adjusted U.S. GAAP Adjusted Q4 2021 Q4 2020 Q4 2021 Q4 2020 2021 2020 2021 2020 Net Revenues ($ mm) $ 1,115.8 $ 927.3 $ 1,124.1 $ 969.9 $ 3,289.5 $ 2,263.9 $ 3,316.9 $ 2,327.3 Opera |
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| November 3, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Num |
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| October 27, 2021 |
Exhibit 99.1 Ralph Schlosstein to Step Down as Co-Chairman and Co-CEO of Evercore in February 2022 Current Co-Chairman and Co-CEO John S. Weinberg Named Sole Chairman and CEO NEW YORK, October 27, 2021 ? Evercore (NYSE: EVR) announced today that Ralph Schlosstein will step down as Co-Chairman and Co-Chief Executive Officer, effective February 25, 2022, a role that he has shared with John Weinberg |
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| October 27, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 27, 2021 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| October 27, 2021 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS THIRD QUARTER 2021 RESULTS; QUARTERLY DIVIDEND OF $0.68 PER SHARE Third Quarter Results Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted Q3 2021 Q3 2020 Q3 2021 Q3 2020 YTD 2021 YTD 2020 YTD 2021 YTD 2020 Net Revenues ($ mm) $ 823.6 $ 402.5 $ 831.6 $ 408.5 $ 2,173.7 $ 1,336.6 $ 2,192.7 $ 1,357.4 Operating Income ($ mm) $ 245.2 $ 63.7 $ 261.8 |
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| October 27, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 26, 2021 EVERCORE INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-32975 20-4748747 (Commission File Num |
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| August 3, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 0 |
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| July 28, 2021 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS RECORD SECOND QUARTER 2021 RESULTS; QUARTERLY DIVIDEND OF $0.68 PER SHARE Second Quarter 2021 Results 2021 Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted vs. Q2 2020 vs. Q2 2020 vs. YTD 2020 vs. YTD 2020 Net Revenues ($ millions) $ 687.9 36% $ 691.2 34% $ 1,350.2 45% $ 1,361.1 43% Operating Income ($ millions) $ 207.0 139% $ 210.3 105% $ 40 |
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| July 28, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 28, 2021 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Number |
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| June 21, 2021 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): June 17, 2021 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Commission File No.) ( |
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| May 28, 2021 |
Exhibit 99.1 Evercore Names Celeste Mellet Brown as Next Chief Financial Officer Robert Walsh to Retire at Year End NEW YORK, May 28, 2021 ? Evercore (NYSE: EVR) announced today that it has named Celeste Mellet Brown as its Chief Financial Officer, effective September 1, 2021. As CFO, she will be responsible for Evercore?s financial, tax, internal audit, information technology, investor relations, |
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| May 28, 2021 |
Employment Agreement between Evercore Inc. and Celeste Mellet Brown, dated May 26, 2021 Exhibit 10.1 CONFIDENTIAL Celeste Brown 3401 N St. NW Washington, DC 20007 May 26, 2021 Dear Celeste, We are pleased to extend to you an offer to join Evercore Partners Services East, LLC (together with its successors and assigns, the ?Company? and the Company, together with its affiliates, ?Evercore?). Everyone at Evercore who has met with you has been extraordinarily impressed, and we are highly |
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| May 28, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 26, 2021 EVERCORE INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-32975 20-4748747 (Commission File Number) |
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| May 19, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of |
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| May 14, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of |
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| May 6, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number |
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| May 6, 2021 |
Form of Note Purchase Agreement, dated as of March 29, 2021 Exhibit 10.1 EVERCORE INC. $38,000,000 1.97% Series I Senior Notes due August 1, 2025 NOTE PURCHASE AGREEMENT Dated March 29, 2021 Table of Contents Page SECTION 1. AUTHORIZATION OF NOTES 1 SECTION 2. SALE AND PURCHASE OF NOTES; SUBSIDIARY GUARANTIES 1 Section 2.1 Sale and Purchase of Notes 1 Section 2.2 Subsidiary Guaranties 1 SECTION 3. CLOSING 2 SECTION 4. CONDITIONS TO CLOSING 2 Section 4.1 Re |
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| April 30, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 27, 2021 EVERCORE INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-32975 20-4748747 (Commission File Numbe |
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| April 30, 2021 |
Exhibit 10.1 AMENDMENT NO. 1 TO THE SEVENTH AMENDED AND RESTATED LIMITED PARTNERSHIP AGREEMENT OF EVERCORE LP This AMENDMENT NO. 1 (the ?Amendment?) to the SEVENTH AMENDED AND RESTATED LIMITED PARTNERSHIP AGREEMENT (as amended hereby, the ?Agreement?) of Evercore LP (the ?Partnership?) is made as of April 30, 2021, by and among Evercore Inc., a corporation formed under the laws of the State of Del |
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| April 30, 2021 |
Form of Class L Interest Subscription Agreement Exhibit 10.2 SUBSCRIPTION AGREEMENT This Subscription Agreement (this ?Agreement?) is made as of [DATE] by and among Evercore LP, a Delaware limited partnership (the ?Partnership?), Evercore Inc., a Delaware corporation, as general partner of the Partnership (the ?General Partner? and, together with the Partnership and their subsidiaries, ?Evercore?), and [NAME] (the ?Executive?). Capitalized term |
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| April 28, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confid |
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| April 28, 2021 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS RECORD FIRST QUARTER 2021 RESULTS; INCREASES QUARTERLY DIVIDEND TO $0.68 PER SHARE First Quarter 2021 Results U.S. GAAP Adjusted vs. Q1 2020 vs. Q1 2020 Net Revenues ($ millions) $ 662.3 55% $ 669.9 54% Operating Income ($ millions) $ 194.2 294% $ 201.8 145% Net Income Attributable to Evercore Inc. ($ millions) $ 144.4 363% $ 162.5 181% Diluted Earning |
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| April 28, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 28, 2021 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Numbe |
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| April 28, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of |
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| February 25, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-3 |
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| February 25, 2021 |
Subsidiaries of the Registrant (filed herewith) Exhibit 21.1 Name Jurisdiction of Incorporation or Organization Evercore Advisors L.L.C. Delaware Evercore GP Holdings L.L.C. Delaware Evercore Group Holdings L.P. Delaware Evercore Group Holdings L.L.C. Delaware Evercore Group L.L.C. Delaware Evercore LP Delaware Evercore ISI International Limited England and Wales Evercore Partners Limited England and Wales Evercore Partners International L.L.P |
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| February 10, 2021 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 7)* Name of issuer: Evercore Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 29977A105 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: |
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| February 3, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 3, 2021 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| February 3, 2021 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS FULL YEAR 2020 RESULTS; RECORD FOURTH QUARTER AND FULL YEAR REVENUES; QUARTERLY DIVIDEND OF $0.61 PER SHARE Fourth Quarter 2020 Results 2020 Full Year Results U.S. GAAP Adjusted U.S. GAAP Adjusted vs. Q4 2019 vs. Q4 2019 vs. 2019 vs. 2019 Net Revenues ($ millions) $ 927.3 40% $ 969.9 45% $ 2,263.9 13% $ 2,327.3 14% Operating Income ($ millions) $ 326.7 |
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| November 2, 2020 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Num |
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| November 2, 2020 |
S-3ASR Table of Contents As filed with the Securities and Exchange Commission on November 2, 2020 Registration No. |
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| October 21, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 21, 2020 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| October 21, 2020 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS THIRD QUARTER 2020 RESULTS; INCREASES QUARTERLY DIVIDEND TO $0.61 PER SHARE Third Quarter 2020 Results 2020 Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted vs. Q3 2019 vs. Q3 2019 vs. YTD 2019 vs. YTD 2019 Net Revenues ($ millions) $ 402.5 —% $ 408.5 —% $ 1,336.6 (1%) $ 1,357.4 —% Operating Income ($ millions) $ 63.7 (9%) $ 77.7 (8%) $ 199.7 |
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| August 4, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-32975 EVERCORE |
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| July 22, 2020 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS SECOND QUARTER 2020 RESULTS; QUARTERLY DIVIDEND OF $0.58 PER SHARE Second Quarter 2020 Results 2020 Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted vs. Q2 2019 vs. Q2 2019 vs. YTD 2019 vs. YTD 2019 Net Revenues ($ millions) $ 507.1 (5%) $ 513.9 (4%) $ 934.1 (1%) $ 948.9 (1%) Operating Income ($ millions) $ 86.7 (32%) $ 102.7 (26%) $ 136.0 (3 |
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| July 22, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 22, 2020 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Number |
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| July 15, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): July 14, 2020 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Commission File No.) ( |
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| July 15, 2020 |
EX-99.1 Exhibit 99.1 Ralph L. Schlosstein and John S. Weinberg Each Appointed as Co-Chairman of the Board of Directors and Co-Chief Executive Officer New York, July 15, 2020 – Evercore (NYSE: EVR) today announced that Ralph L. Schlosstein and John S. Weinberg have each been appointed as Co-Chairman of the Board and Co-Chief Executive Officer, effective immediately. Previously, Mr. Schlosstein, who |
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| June 25, 2020 |
S-8 As filed with the Securities and Exchange Commission on June 25, 2020. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 EVERCORE INC. (Exact Name of Registrant as Specified in its Charter) Delaware 20-4748747 (State or Other Jurisdiction of Incorporation or Organization) (IRS Employer |
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| June 18, 2020 |
Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): June 16, 2020 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Commission File No.) ( |
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| June 3, 2020 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, fo |
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| June 2, 2020 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, fo |
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| May 13, 2020 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, fo |
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| May 12, 2020 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, fo |
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| May 12, 2020 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, fo |
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| May 5, 2020 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number |
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| April 24, 2020 |
*Amended and Restated 2016 Evercore Inc. Stock Incentive Plan DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| April 24, 2020 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, fo |
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| April 22, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 22, 2020 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Numbe |
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| April 22, 2020 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS FIRST QUARTER 2020 RESULTS; QUARTERLY DIVIDEND OF $0.58 PER SHARE First Quarter 2020 Results U.S. GAAP Adjusted vs. Q1 2019 vs. Q1 2019 Net Revenues ($ millions) $ 427.0 3% $ 435.0 4% Operating Income ($ millions) $ 49.3 (41%) $ 82.5 (14%) Net Income Attributable to Evercore Inc. ($ millions) $ 31.2 (54%) $ 57.8 (29%) Diluted Earnings Per Share $ 0.74 |
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| February 25, 2020 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-3 |
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| February 25, 2020 |
Subsidiaries of the Registrant (filed herewith) Exhibit 21.1 Name Jurisdiction of Incorporation or Organization Evercore Advisors L.L.C. Delaware Evercore GP Holdings L.L.C. Delaware Evercore Group Holdings L.P. Delaware Evercore Group Holdings L.L.C. Delaware Evercore Group L.L.C. Delaware Evercore LP Delaware Evercore ISI International Limited England and Wales Evercore Partners Limited England and Wales Evercore Partners International L.L.P |
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| February 25, 2020 |
Description of Capital Stock (filed herewith) Exhibit 4.5 DESCRIPTION OF CAPITAL STOCK The following description of our capital stock is a summary and is qualified in its entirety by reference to our certificate of incorporation and bylaws, the forms of which are filed as exhibits to our Form 10-K with which this exhibit is filed, and by applicable law. Our authorized capital stock consists of 1,000,000,000 shares of Class A common stock, par |
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| February 12, 2020 |
EVR / Evercore Partners, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 6)* Name of issuer: Evercore Inc Title of Class of Securities: Common Stock CUSIP Number: 29977A105 Date of Event Which Requires Filing of this Statement: December 31, 2019 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule 1 |
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| January 29, 2020 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS FULL YEAR 2019 RESULTS; QUARTERLY DIVIDEND OF $0.58 PER SHARE Fourth Quarter 2019 Results 2019 Full Year Results U.S. GAAP Adjusted U.S. GAAP Adjusted vs. Q4 2018 vs. Q4 2018 vs. 2018 vs. 2018 Net Revenues ($ millions) $ 660.1 (14%) $ 668.5 (14%) $ 2,008.7 (3%) $ 2,032.6 (2%) Operating Income ($ millions) $ 156.7 (37%) $ 179.5 (32%) $ 437.7 (19%) $ 498 |
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| January 29, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 29, 2020 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| October 31, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-32975 (Commission File Number) EVER |
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| October 31, 2019 |
Amended and Restated 2016 Evercore Inc. Stock Incentive Plan, Israeli Appendix Exhibit 10.1 AMENDED AND RESTATED 2016 EVERCORE INC. STOCK INCENTIVE PLAN ISRAELI APPENDIX This Israeli Appendix (the “Appendix”) to the Amended and Restated 2016 Stock Incentive Plan (as amended from time to time, the “Plan”) of Evercore Inc. (the “Company”) shall apply only to persons who are, or are deemed to be, residents of the State of Israel for Israeli tax purposes. 1. GENERAL 1.1.The Comm |
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| October 28, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): October 22, 2019 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Commission File No. |
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| October 23, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 23, 2019 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| October 23, 2019 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS THIRD QUARTER 2019 RESULTS; QUARTERLY DIVIDEND OF $0.58 PER SHARE Third Quarter 2019 Results 2019 Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted vs. Q3 2018 vs. Q3 2018 vs. YTD 2018 vs. YTD 2018 Net Revenues ($ millions) $ 402.2 5% $ 408.5 6% $ 1,348.6 4% $ 1,364.2 4% Operating Income ($ millions) $ 70.3 (6%) $ 84.8 (3%) $ 281.0 (4%) $ 319. |
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| August 1, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-32975 (Commission File Number) EVERCORE |
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| August 1, 2019 |
Form of Note Purchase Agreement, dated as of August 1, 2019 Exhibit 10.1 EVERCORE INC. $75,000,000 4.34% Series E Senior Notes due August 1, 2029 $60,000,000 4.44% Series F Senior Notes due August 1, 2031 $40,000,000 Series G Senior Notes due August 1, 2033 £25,000,000 3.33% Series H Senior Notes due August 1, 2033 NOTE PURCHASE AGREEMENT Dated August 1, 2019 TABLE OF CONTENTS (continued) Page SECTION 1. AUTHORIZATION OF NOTES 1 SECTION 2. SALE AND PURCHAS |
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| July 24, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 24, 2019 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Number |
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| July 24, 2019 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS SECOND QUARTER 2019 RESULTS; QUARTERLY DIVIDEND OF $0.58 PER SHARE Second Quarter 2019 Results 2019 Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted vs. Q2 2018 vs. Q2 2018 vs. YTD 2018 vs. YTD 2018 Net Revenues ($ millions) $ 531.0 18% $ 535.8 18% $ 946.4 4% $ 955.6 4% Operating Income ($ millions) $ 126.8 21% $ 138.5 20% $ 210.6 (3%) $ 234. |
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| June 19, 2019 |
Submission of Matters to a Vote of Security Holders Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): June 18, 2019 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Commission Fi |
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| May 16, 2019 |
EVR / Evercore Partners, Inc. DEFA14A DEFA14A DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14A-101) Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ |
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| May 2, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-32975 (Commission File Number) EVERCORE |
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| April 26, 2019 |
EVR / Evercore Partners, Inc. DEFA14A DEFA14A DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, fo |
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| April 26, 2019 |
EVR / Evercore Partners, Inc. DEF 14A DEF 14A DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| April 24, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 24, 2019 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Numbe |
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| April 24, 2019 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS FIRST QUARTER 2019 RESULTS; INCREASES QUARTERLY DIVIDEND TO $0.58 PER SHARE First Quarter 2019 Results U.S. GAAP Adjusted vs. Q1 2018 vs. Q1 2018 Net Revenues ($ millions) $ 415.3 (10%) $ 419.8 (10%) Operating Income ($ millions) $ 83.8 (26%) $ 95.7 (23%) Net Income Attributable to Evercore Inc. ($ millions) $ 67.2 (30%) $ 81.7 (28%) Diluted Earnings P |
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| February 22, 2019 |
*2019 Form Restricted Stock Unit Award Agreement for U.S. Employees Exhibit 10.41 US Employees (QR) EVERCORE INC. NOTICE OF AWARD OF RESTRICTED STOCK UNITS Evercore Inc. (the “Company”), pursuant to its Amended and Restated 2016 Stock Incentive Plan (the “Plan”), hereby awards to the participant identified below a restricted stock unit award (the “Award”) with respect to the number of shares of the Company’s Class A common stock (“Shares”) indicated below in this |
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| February 22, 2019 |
Subsidiaries of the Registrant (filed herewith) Exhibit 21.1 Name Jurisdiction of Incorporation or Organization Evercore Advisors L.L.C. Delaware Evercore GP Holdings L.L.C. Delaware Evercore Group Holdings L.P. Delaware Evercore Group Holdings L.L.C. Delaware Evercore Group L.L.C. Delaware Evercore LP Delaware Evercore ISI International Limited England and Wales Evercore Partners Limited England and Wales Evercore Partners International L.L.P |
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| February 22, 2019 |
EVR / Evercore Partners, Inc. 10-K (Annual Report) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED DECEMBER 31, 2018 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO . Commission File Number 001-32975 EVERCO |
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| February 22, 2019 |
Exhibit 10.40 June 21, 2018 Evercore Partners Services East L.L.C. 55 East 52nd Street New York, NY 10055 Re: Renewal of Expiration Date for that certain $30,000,000.00 Committed Line of Credit ("Line of Credit") extended by PNC Bank, National Association (the "Bank") to Evercore Partners Services East L.L.C. (the "Borrower") Dear Mr. Walsh: We are pleased to inform you that the Line of Credit has |
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| February 11, 2019 |
EVR / Evercore Partners, Inc. / VANGUARD GROUP INC Passive Investment evercoreinc.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 5 )* Name of issuer: Evercore Inc Title of Class of Securities: Common Stock CUSIP Number: 29977A105 Date of Event Which Requires Filing of this Statement: December 31, 2018 Check the appropriate box to designat |
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| January 30, 2019 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS RECORD FULL YEAR 2018 RESULTS; QUARTERLY DIVIDEND OF $0.50 PER SHARE Fourth Quarter 2018 Results 2018 Full Year Results U.S. GAAP Adjusted(1)(2) U.S. GAAP Adjusted(1)(2) vs. Q4 2017 vs. Q4 2017 vs. 2017 vs. 2017 Net Revenues ($ millions) $ 771.4 43% $ 776.2 63% $ 2,064.7 21% $ 2,083.2 26% Operating Income ($ millions) $ 250.2 36% $ 263.6 96% $ 542.1 26 |
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| January 30, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 30, 2019 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| November 1, 2018 |
EVR / Evercore Partners, Inc. 10-Q (Quarterly Report) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2018 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-32975 (Commission File Number) EVER |
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| October 24, 2018 |
Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): October 22, 2018 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Commission |
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| October 24, 2018 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS THIRD QUARTER AND NINE MONTHS 2018 RESULTS; QUARTERLY DIVIDEND OF $0.50 PER SHARE Third Quarter 2018 Results 2018 Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted vs. Q3 2017 vs. Q3 2017 vs. YTD 2017 vs. YTD 2017 Net Revenues ($ millions) $ 381.3 (6%) $ 376.0 (7%) $ 1,293.3 11% $ 1,280.1 10% Operating Income ($ millions) $ 74.5 (14%) $ 87.0 ( |
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| October 24, 2018 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 24, 2018 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| August 1, 2018 |
EVR / Evercore Partners, Inc. 10-Q (Quarterly Report) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2018 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-32975 (Commission File |
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| July 25, 2018 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 25, 2018 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Number |
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| July 25, 2018 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS RECORD SECOND QUARTER AND FIRST HALF 2018 RESULTS; QUARTERLY DIVIDEND OF $0.50 PER SHARE Second Quarter 2018 Results 2018 Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted vs. Q2 2017 vs. Q2 2017 vs. YTD 2017 vs. YTD 2017 Net Revenues ($ millions) $ 448.5 21% $ 443.6 19% $ 912.0 20% $ 904.0 19% Operating Income ($ millions) $ 104.8 126% $ 115. |
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| June 12, 2018 |
Submission of Matters to a Vote of Security Holders Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): June 11, 2018 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Commission Fi |
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| May 14, 2018 |
EVR / Evercore Partners, Inc. DEFA14A DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14A-101) Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ |
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| May 9, 2018 |
EVR / Evercore Partners, Inc. DEFA14A DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14A-101) Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ |
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| May 2, 2018 |
EVR / Evercore Partners, Inc. 10-Q (Quarterly Report) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2018 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-32975 (Commission Fil |
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| April 27, 2018 |
EVR / Evercore Partners, Inc. DEF 14A DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| April 25, 2018 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 25, 2018 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Numbe |
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| April 25, 2018 |
Exhibit 99.1 E V E R C O R E EVERCORE REPORTS RECORD FIRST QUARTER 2018 RESULTS; INCREASES QUARTERLY DIVIDEND TO $0.50 PER SHARE First Quarter 2018 Results U.S. GAAP Adjusted vs. Q1 2017 vs. Q1 2017 Net Revenues ($ millions) $ 463.6 20% $ 460.5 20% Operating Income ($ millions) $ 112.5 1% $ 125.0 29% Net Income Attributable to Evercore Inc. ($ millions) $ 95.5 18% $ 113.8 36% Diluted Earnings Per |
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| April 24, 2018 |
Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): April 24, 2018 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Commission F |
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| February 23, 2018 |
EVR / Evercore Partners, Inc. 10-K (Annual Report) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED DECEMBER 31, 2017 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO . Commission File Number 001-32975 EVERCO |
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| February 23, 2018 |
Exhibit 10.50 PRIVILEGED AND CONFIDENTIAL SEVENTH AMENDED AND RESTATED LIMITED PARTNERSHIP AGREEMENT OF EVERCORE LP Dated as of November 1, 2017 THE PARTNERSHIP UNITS AND INTERESTS OF EVERCORE LP HAVE NOT BEEN REGISTERED UNDER THE U.S. SECURITIES ACT OF 1933, AS AMENDED, THE SECURITIES LAWS OF ANY STATE OR ANY OTHER APPLICABLE SECURITIES LAWS AND ARE BEING SOLD IN RELIANCE UPON EXEMPTIONS FROM THE |
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| February 23, 2018 |
Subsidiaries of the Registrant (filed herewith) Exhibit 21.1 Name Jurisdiction of Incorporation or Organization Evercore Advisors L.L.C. Delaware Evercore GP Holdings L.L.C. Delaware Evercore Group Holdings L.P. Delaware Evercore Group Holdings L.L.C. Delaware Evercore Group L.L.C. Delaware Evercore LP Delaware International Strategy & Investment (UK) Limited England and Wales Evercore Partners Limited England and Wales Evercore Partners Intern |
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| February 9, 2018 |
EVR / Evercore Partners, Inc. / VANGUARD GROUP INC Passive Investment evercoreinc.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 4 )* Name of issuer: Evercore Inc Title of Class of Securities: Common Stock CUSIP Number: 29977A105 Date of Event Which Requires Filing of this Statement: December 31, 2017 Check the appropriate box to designat |
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| February 8, 2018 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2 )* Evercore Partners Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 29977A105 (CUSIP Number) December 29, 2017 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh |
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| January 31, 2018 |
Financial Statements and Exhibits, Results of Operations and Financial Condition Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 31, 2018 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission |
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| January 31, 2018 |
Exhibit Exhibit 99.1 E V E R C O R E EVERCORE REPORTS RECORD FULL YEAR 2017 RESULTS; QUARTERLY DIVIDEND OF $0.40 PER SHARE Fourth Quarter 2017 Results 2017 Full Year Results U.S. GAAP Adjusted (1) U.S. GAAP Adjusted (1) vs. Q4 2016 vs. Q4 2016 vs. 2016 vs. 2016 Net Revenues ($ millions) $ 540.0 21% $ 465.5 5% $ 1,704.3 18% $ 1,625.8 14% Operating Income ($ millions) $ 184.1 89% $ 134.2 6% $ 428.8 |
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| November 2, 2017 |
Form S-3ASR Table of Contents As filed with the Securities and Exchange Commission on November 2, 2017 Registration No. |
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| November 2, 2017 |
Exhibit 99.2 Item 8. Financial Statements and Supplemental Data Index to Financial Statements Page Report of Independent Registered Public Accounting Firm 2 Consolidated Statements of Financial Condition 3 Consolidated Statements of Operations 4 Consolidated Statements of Comprehensive Income 5 Consolidated Statements of Changes in Equity 6 Consolidated Statements of Cash Flows 7 Notes to Consolid |
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| November 2, 2017 |
For the Years Ended December 31, Exhibit 99.1 Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations The following discussion should be read in conjunction with Evercore Inc.'s (formerly known as Evercore Partners Inc.) consolidated financial statements and the related notes included elsewhere in this Form 10-K. Key Financial Measures Revenue Total revenues reflect revenues from our Investme |
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| November 2, 2017 |
Exhibit 3.1 RESTATED CERTIFICATE OF INCORPORATION OF EVERCORE INC. The present name of the corporation is Evercore Inc. (the ?Corporation?). The Corporation was incorporated under the name ?Evercore Partners Inc.? by the filing of its original certificate of incorporation with the Secretary of State of the State of Delaware on July 21, 2005. This Restated Certificate of Incorporation restates and |
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| November 2, 2017 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2017 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-32975 (Commission |
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| November 2, 2017 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 2, 2017 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission File Num |
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| October 26, 2017 |
Financial Statements and Exhibits, Results of Operations and Financial Condition Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 26, 2017 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Commission |
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| October 26, 2017 |
Exhibit Exhibit 99.1 E V E R C O R E EVERCORE REPORTS THIRD QUARTER 2017 RESULTS; QUARTERLY DIVIDEND RAISED TO $0.40 PER SHARE Third Quarter 2017 Results 2017 Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted vs. Q3 2016 vs. Q3 2016 vs. YTD 2016 vs. YTD 2016 Net Revenues ($ millions) $ 406.6 5% $ 402.9 5% $ 1,164.3 17% $ 1,160.3 17% Operating Income ($ millions) $ 87.1 2% $ 103.6 (2%) $ 2 |
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| September 1, 2017 |
Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): August 29, 2017 EVERCORE INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Commission |
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| September 1, 2017 |
Amended and Restated By-Laws, dated August 29, 2017 EX-3.2 Exhibit 3.2 Amended and Restated By-Laws ARTICLE I. STOCKHOLDERS Section 1. The annual meeting of the stockholders of Evercore Inc. (the ?Corporation?) for the purpose of electing directors and for the transaction of such other business as may properly be brought before the meeting shall be held on such date, and at such time and place, if any, within or without the State of Delaware as may |
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| September 1, 2017 |
Amended and Restated Certificate of Incorporation of the Registrant(1) EX-3.1 Exhibit 3.1 CERTIFICATE OF AMENDMENT OF AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF EVERCORE PARTNERS INC. Evercore Partners Inc. (the ?Corporation?), a corporation organized and existing under the General Corporation Law of the State of Delaware, hereby certifies as follows: 1. This Certificate of Amendment (the ?Certificate of Amendment?) amends the provisions of the Corporation? |
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| August 1, 2017 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2017 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-32975 (Commission File Number) EVERCORE |
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| July 28, 2017 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): July 26, 2017 EVERCORE PARTNERS INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Comm |
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| July 28, 2017 |
SIXTH AMENDED AND RESTATED LIMITED PARTNERSHIP AGREEMENT EVERCORE LP Dated as of July 26, 2017 EX-10.1 Exhibit 10.1 EXECUTION VERSION SIXTH AMENDED AND RESTATED LIMITED PARTNERSHIP AGREEMENT OF EVERCORE LP Dated as of July 26, 2017 THE PARTNERSHIP UNITS AND INTERESTS OF EVERCORE LP HAVE NOT BEEN REGISTERED UNDER THE U.S. SECURITIES ACT OF 1933, AS AMENDED, THE SECURITIES LAWS OF ANY STATE OR ANY OTHER APPLICABLE SECURITIES LAWS AND ARE BEING SOLD IN RELIANCE UPON EXEMPTIONS FROM THE REGISTR |
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| July 27, 2017 |
Financial Statements and Exhibits, Results of Operations and Financial Condition Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2017 EVERCORE PARTNERS INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Comm |
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| July 27, 2017 |
E V E R C O R E EVERCORE REPORTS SECOND QUARTER 2017 RESULTS; QUARTERLY DIVIDEND OF $0.34 PER SHARE Exhibit Exhibit 99.1 E V E R C O R E EVERCORE REPORTS SECOND QUARTER 2017 RESULTS; QUARTERLY DIVIDEND OF $0.34 PER SHARE Highlights ? Second Quarter Financial Summary ? Record Second Quarter U.S. GAAP Net Revenues of $370.5 million , up 6% compared to Q2 2016 ? U.S. GAAP Net Income Attributable to Evercore Partners Inc. of $18.2 million , down 25% compared to Q2 2016 , or $0.41 per share, down 25% |
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| June 20, 2017 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): June 14, 2017 EVERCORE PARTNERS INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Comm |
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| June 20, 2017 |
EX-10.1 Exhibit 10.1 June 14, 2017 Evercore Partners Services East L.L.C. 55 East 52nd Street New York, NY 10055 Attention: Robert B. Walsh, Chief Financial Officer Re: Renewal of Expiration Date for that certain $30,000,000.00 Committed Line of Credit (?Line of Credit?) extended by PNC Bank, National Association (the ?Bank?) to Evercore Partners Services East L.L.C. (the ?Borrower?) Dear Mr. Wals |
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| June 13, 2017 |
Submission of Matters to a Vote of Security Holders Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): June 12, 2017 EVERCORE PARTNERS INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Comm |
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| June 2, 2017 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, fo |
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| May 23, 2017 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, fo |
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| May 16, 2017 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, fo |
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| May 9, 2017 |
Evercore Partners 10-Q (Quarterly Report) Document Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| April 28, 2017 |
Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (date of earliest event reported): April 24, 2017 EVERCORE PARTNERS INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or other jurisdiction of incorporation) (Com |
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| April 28, 2017 |
Evercore Partners DEFINITIVE PROXY STATEMENT Definitive Proxy Statement Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| April 26, 2017 |
Financial Statements and Exhibits, Results of Operations and Financial Condition Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 26, 2017 EVERCORE PARTNERS INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (Com |
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| April 26, 2017 |
Exhibit Exhibit 99.1 E V E R C O R E EVERCORE REPORTS RECORD FIRST QUARTER 2017 RESULTS; QUARTERLY DIVIDEND OF $0.34 PER SHARE Highlights ? First Quarter Financial Summary ? Record First Quarter U.S. GAAP Net Revenues of $387.2 million , up 50% compared to Q1 2016 ? Record U.S. GAAP Net Income Attributable to Evercore Partners Inc. of $80.8 million , up 1,419% compared to Q1 2016 , or $1.76 per sh |
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| February 24, 2017 |
Evercore Partners 10-K (Annual Report) Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED DECEMBER 31, 2016 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO . Commission File Number 001-32975 EVERCORE PARTNE |
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| February 24, 2017 |
*2017 Form Restricted Stock Unit Award Agreement for U.S. Employees Exhibit 10.46 PRIVILEGED AND CONFIDENTIAL US Employees EVERCORE PARTNERS INC. FORM OF NOTICE OF AWARD OF RESTRICTED STOCK UNITS Evercore Partners Inc. (the “Company”), pursuant to its Amended and Restated 2016 Stock Incentive Plan (the “Plan”), hereby awards to the participant identified below a restricted stock unit award (the “Award”) with respect to the number of shares of the Company’s Class A |
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| February 24, 2017 |
Jurisdiction of Incorporation or Organization Exhibit 21.1 Name Jurisdiction of Incorporation or Organization Evercore Advisors L.L.C. Delaware Evercore GP Holdings L.L.C. Delaware Evercore Group Holdings L.P. Delaware Evercore Group Holdings L.L.C. Delaware Evercore Group L.L.C. Delaware Evercore LP Delaware International Strategy & Investment (UK) Limited England and Wales Evercore Partners Limited England and Wales Evercore Partners Intern |
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| February 24, 2017 |
Exhibit 10.48 non –US, non -LLP EVERCORE PARTNERS INC. NOTICE OF AWARD OF RESTRICTED STOCK UNITS Evercore Partners Inc. (the “Company”), pursuant to its Amended and Restated 2016 Stock Incentive Plan (the “Plan”), hereby awards to the participant identified below a restricted stock unit award (the “Award”) with respect to the number of shares of the Company’s Class A common stock (“Shares”) indica |
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| February 24, 2017 |
Exhibit 10.47 LLP Partners EVERCORE PARTNERS INC. NOTICE OF AWARD OF RESTRICTED STOCK UNITS Evercore Partners Inc. (the “Company”), pursuant to its Amended and Restated 2016 Stock Incentive Plan (the “Plan”), hereby awards to the participant identified below a restricted stock unit award (the “Award”) with respect to the number of shares of the Company’s Class A common stock (“Shares”) indicated b |
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| February 14, 2017 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 2) Evercore Partners Inc. (Name of Issuer) Class A, Common Stock (Title of Class of Securities) 29977A105 (CUSIP Number) December 31, 2016 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w |
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| February 9, 2017 |
Evercore Partners SEC SCHEDULE 13G (Passive Acquisition of More Than 5% of Shares) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 )* Evercore Partners Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 29977A105 (CUSIP Number) December 30, 2016 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh |
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| February 9, 2017 |
Evercore Partners 3G/A (Passive Acquisition of More Than 5% of Shares) evercorepartnersinc.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 3 )* Name of issuer: Evercore Partners Inc Title of Class of Securities: Common Stock CUSIP Number: 29977A105 Date of Event Which Requires Filing of this Statement: December 31, 2016 Check the appropriat |
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| February 1, 2017 |
Financial Statements and Exhibits, Results of Operations and Financial Condition Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 1, 2017 EVERCORE PARTNERS INC. (Exact name of registrant as specified in its charter) Delaware 001-32975 20-4748747 (State or Other Jurisdiction of Incorporation) (C |
