By entering our website, you acknowledge your agreement with and understanding of the following Terms and Conditions of Use pertaining to this website including all material on it.
Ownership and Trademarks
"Evercore" is the trade name for Evercore Partners Inc. and its affiliates ("Evercore" or the "Company"). The trademarks, logos and service marks shown on this website are registered trademarks of Evercore. Nothing on this website shall be interpreted as granting any license or right to use any image, trademark, logo or service mark on the website. Copying or downloading material from this website does not transfer title to any material on this website to you. You are prohibited from using any marks for any purpose including, but not limited to use as metatags on other pages or sites on the internet without the written permission of Evercore or such third party, which may own the marks. Anything transmitted to this website by you becomes Evercore's property and may be used by us for any lawful purpose. Evercore reserves all rights with respect to copyright and trademark ownership of all material at this website, and will enforce such rights to the full extent of the law.
United States Users - Evercore Group L.L.C. ("Evercore Group") provides financial advice on mergers, acquisitions, financial restructurings and similar corporate finance matters, conducts underwriting activities, and engages in sales and trading activities with, and distributes equity research to, institutional investors. Evercore Group is not a retail broker-dealer, and does not solicit or carry accounts for, or offer or sell securities products to retail customers. Evercore Group is regulated by the Financial Industry Regulatory Authority, Inc. (www.finra.org) and the Securities and Commission (www.sec.gov).
The information and services provided on this website are not provided to and may not be used by any person or entity in any jurisdiction where the provision or use thereof would be contrary to applicable laws, rules or regulations of any governmental authority or regulatory or self-regulatory organization or where Evercore Group is not authorized to provide such information or services.
Evercore Wealth Management, LLC ("EWM") serves the investment interests and wealth management needs of family offices and high-net-worth individuals. EWM is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Any reference to securities on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell any security/instrument, or to participate in any trading strategy. This material does not constitute financial, investment, tax or legal advice and should not be viewed as advice or recommendations with respect to asset allocation or any particular investment. EWM has no obligation to update, modify or amend this information or to otherwise notify a reader thereof in the event that any such information becomes outdated, inaccurate, or incomplete. The securities/instruments discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. Any recommendations, opinions and analysis herein reflect our judgment at the date of the report and are subject to change as there are changes in relevant economic, legal or political circumstances. Any specific holdings discussed do not represent all of the securities purchased, sold or recommended by EWM, and the reader should not assume that investments in the companies identified and discussed were or will be profitable. Past results are not an indication of future performance.
Trust and Fiduciary services are offered through Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.USA Patriot Act - Pursuant to the requirements of the USA Patriot Act (Title III of Pub. L. 107-56 (signed into law October 26, 2001)) (as amended, the "Act") and other applicable laws, rules and regulations, Evercore is required to obtain, verify and record information that identifies its clients or any of its client's affiliates, which information includes the name and address of the client and other information that will allow Evercore to identify the client in accordance with the Act and such other laws, rules and regulations.
Order Routing Disclosure - Under the Securities Exchange Act Rule 606 ("Rule 606"), Evercore Group is required to publish quarterly statistics regarding its customer agency order routing practices. The purpose of this report is to provide the public with information on how broker-dealers route their customers' orders, to enable customers (and others) to evaluate order routing practices. Rule 606 was adopted by the Securities and Exchange Commission to enhance market transparency and foster greater competition among market participants.
This information is available on the internet at http://www.marketsystems.com/ and in hard copy for those who do not have access to the internet. The Rule 606 statistics are published by the end of the month following the calendar quarter reported. In addition to the quarterly statistics, information concerning the routing of individual customer orders, such as the venue and the time of the transaction, if any, is available to customers upon written request for the prior six months of trading activity.
Follow the link below to Evercore Group's SEC reports:
Rule 606 - http://www.marketsystems.com/.
United Kingdom and European Users - In Europe, this website and the information contained in it are made available by Evercore Partners International LLP (Registered in the UK, no. OC357957) ("Evercore Europe"), whose registered office is:15 Stanhope Gate, London W1K 1LN. Evercore Europe is regulated in the UK by the Financial Conduct Authority ("FCA") and is entered in the FCA's Register under the following FCA registration number: 532714. Evercore Europe is registered for Value Added Tax purposes and has VAT identification number: 108268711.
This website is provided for informational purposes only and is not directed at, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any jurisdiction (including the UK) where such distribution, publication, availability or use would be contrary to applicable law or regulation which would subject Evercore Europe and/or its subsidiaries or affiliates to any registration or licensing requirements with such jurisdiction. The information featured on this website may relate to services of an entity/person incorporated and operating outside of the UK or to other matters which are not regulated by the FCA. In such case, the provision of such services will not have the benefit of UK regulatory protections, including those provided in respect of the FCA rules and the UK compensation scheme. In particular, Evercore Partners Inc. and certain of its other affiliates are based outside of the UK and the provision of services by them will not have the benefit of such UK regulatory protection.
Disclaimer of Warranties
The information, products and services on this website are provided on an "AS IS," "WHERE IS" and "WHERE AVAILABLE" basis. Evercore does not warrant the information or services provided herein or your use of this website generally, either expressly or impliedly, for any particular purpose and expressly disclaims any implied warranties, including but not limited to, warranties of title, non-infringement, merchantability or fitness for a particular purpose. Evercore will not be responsible for any loss or damage that could result from interception by third parties of any information or services made available to you via this website. Although the information provided to you on this website is obtained or compiled from sources we believe to be reliable, Evercore cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose.
Neither Evercore, nor any of its directors, officers or employees, nor any third party vendor, will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this website, or resulting from the act or omission of any other party involved in making this website, the data contained herein or the products or services offered on this website available to you, or from any other cause relating to your access to, inability to access, or use of the website or these materials, whether or not the circumstances giving rise to such cause may have been within the control of Evercore or of any vendor providing software or services. In no event will Evercore or any such party be liable to you, whether in contract or tort, for any direct, special, indirect, consequential or incidental damages or any other damages of any kind even if Evercore or any such party has been advised of the possibility thereof. This limitation on liability includes, but is not limited to, the transmission of any viruses which may infect a user's equipment, failure of mechanical or electronic equipment or communication lines, telephone or other interconnect problems (e.g., you cannot access your internet service provider), unauthorized access, theft, operator errors, strikes or other labor problems or any force majeure.
Evercore cannot and does not guarantee continuous, uninterrupted or secure access to the web website.
No Offers or Reliance
No material at this website shall be used or considered as an offer to sell or a solicitation of any offer to buy the securities or services of Evercore or any other issuer. Offers can only be made where lawful under, and in compliance with, applicable law.
Evercore makes no representations that transactions, products or services discussed on this website are available or appropriate for sale or use in all jurisdictions or by all investors. Those who access this website do so at their own initiative and are responsible for compliance with local laws or regulations.
While Evercore uses reasonable efforts to obtain information from reliable sources, Evercore makes no representations or warranties as to the accuracy, reliability or completeness of any information or document onthis website obtained outside of Evercore. Opinions and any other contents on this website are subject to change without notice.
Evercore is not utilizing this website to provide investment or other advice, and no information or material at this website is to be deemed a recommendation to buy or sell any securities or is to be relied upon for the purpose of making or communicating investment or other decisions. Any transactions listed on this website are included as representative transactions and are not necessarily reflective of overall performance.
Evercore does not advise on the tax consequences of any investment.
All right, title and interest in this website and any content contained herein is the exclusive property of Evercore, except as otherwise stated. Unless otherwise specified, this web website is for your personal and non-commercial use only and you may print, copy and download any information or portion of this website for your personal use only. You may not modify, copy, distribute, transmit, display, perform, reproduce, publish, license, frame, create derivative works from, transfer, or otherwise use in any other way for commercial or public purposes in whole or in part any information, software, products or services obtained from this website, except for the purposes expressly provided herein, without Evercore'sprior written approval. If you copy or download any information or software from this website, you agree that you will not remove or obscure any copyright or other notices or legends contained in any such information.
Use of Links
Business Continuity Disclosure
Evercore Group has developed and implemented a Business Continuity Plan (BCP) designed to address and mitigate the potential consequences of a significant business disruption with a goal of recovering the key aspects of our business within twenty four hours or less. Our BCP also is designed to safeguard employees and protect our books and records.
We further believe that we have implemented reasonable and prudent measures to overcome or at least mitigate the consequences of an event that would otherwise interfere with the normal course of our business. However, because it is not possible to anticipate the nature, scope, impact and consequence of every possible business disruption, Evercore Group does not represent or guarantee that it will be able to continue or resume business operations within any specified period or time under all circumstances.
Our BCP is subject to periodic modification. A copy of the summary of our BCP is available upon request by writing to Evercore Group, 55 East 52nd Street, New York, NY 10055.
CUSTOMER COMPLAINT NOTICE DISCLOSURE STATEMENT
SEC Rule 17a-3(a)(18)(ii)
Evercore Group, in accordance with Rule 17a-3(a)(18)(ii), is furnishing this statement to provide you with a name, telephone number and address, if you ever need to report or notify us of a possible complaint. If, for any reason, you feel you have a complaint, please contact our Chief Compliance Officer immediately by telephone at (212) 857-3100 or by mail at:
Evercore Group L.L.C.
55 East 52ND Street, 38th Floor
New York, NY 10055
Attn: Compliance Department
Evercore Group is a member of FINRA and SIPC.