Investment Banking

Institutional Equities

Evercore's Institutional Equities business provides institutional investors with high quality equity investment advice focused on 3 sectors: Financial Services; Technology, Media and Telecom; and Transportation / Shipping. Our experienced Research, Sales and Trading professionals deliver superior client service on a content-led platform, designed to identify, clarify and capitalize on market opportunities.

Institutional Equities partners with Evercore's team to support the distribution of public offerings and private placements, including IPOs and follow-on offerings.

The goal of the Institutional Equities team is to represent all that the Evercore platform offers, including fundamental, actionable equity Research and client-centric distribution and execution. Institutional investors who would like to receive Evercore Research or open an account should contact the Sales and Trading team at 212-497-0810 or clientaccess@evercore.com.

Research

Our business is built on a content-led platform. Our Research is powered by the intellectual capital and extensive sector expertise of our Research analysts. Our analysts provide objective, in-depth, fundamental analysis of industries, companies, and stocks. Layering fundamental analytics against the macro and political landscape enables our analysts to deliver unique, multi-faceted Research insights. These insights, in turn, generate timely and actionable investment ideas for institutional clients.

Click here to view our Research coverage map.

Sales and Trading

Evercore's high-touch distribution platform is comprised of sales professionals who are specialists in the sectors we cover. With a keen focus on understanding a client's specific investment objectives, our sales force works closely with our Research analysts to bring insight, actionable ideas and relevant market opportunities to our clients.

Consistent with Evercore's client-centric approach, our trading professionals engage in agency-only transactions, free of the potential conflicts of interest created by proprietary trading. Our team provides seamless execution, placing our clients' interests first and executing every transaction with efficiency, objectivity and discretion.

Thought Leader Access

Our ability to provide access to company and policy-making professionals is a key distinguishing feature of our platform. Evercore's depth of industry and government relationships enables unique opportunities for our clients to hear first-hand from thought leaders shaping the business, economic and investment landscape. Corporate access events allow our clients to gain insight directly from business and industry leaders. We also host events with policy makers and their advisors to help our clients better understand regulatory and legal issues and initiatives that may affect their investment decisions.

Permissioned Client Access to the Evercore Research Library

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