Students & Graduates – U.S.

Mergers & Acquisitions

New York, Houston, Menlo Park, Chicago, San Francisco, Toronto

In advising companies on mergers & acquisitions, we evaluate potential acquirers and targets, analyze values and propose financial and strategic alternatives. Boards, management teams and financial sponsors rely on our independent judgment and deep expertise in navigating their most important transactions and strategic decisions.

We also advise clients on the structuring of public and private transactions to optimize their tax, accounting and other deal objectives. Our expertise includes splitoffs, spinoffs, joint ventures, divestitures and other tax efficient combinations.

Strategic, Defense & Shareholder Advisory

New York

Evercore is widely regarded as the leading shareholder activism and raid defense advisor in the world. Our Strategic, Defense & Shareholder Advisory team works closely with clients on matters related to complex M&A, board advisory, corporate governance and activism and hostile and unsolicited activity. We help clients prepare for, avoid and—if necessary—defend against activist investor pressure and hostile takeover attempts.

Our team has advised companies on many of the largest and most high-profile activist campaigns and hostile defense assignments in recent years. In public company situations, Evercore’s strategic shareholder advice is an integral part of our M&A practice and a decisive edge for clients seeking to solve complicated issues and obtain shareholder support for their transactions.

Real Estate Strategic Advisory

New York

Real Estate Strategic Advisory (RESA) provides comprehensive strategic advisory and capital raising solutions to public and private companies, sponsors and investors globally. The team assists with advice and execution across the spectrum of clients and transaction types, including public M&A, portfolio sales and recapitalizations, continuation vehicles, joint ventures, funds, equity capital markets and other bespoke advisory engagements.

Uniquely positioned at the intersection of global real estate capital flows, RESA brings together the diverse strengths of Evercore’s broader franchise into one comprehensive offering: traditional public M&A advice, private capital raising, and capital advisory solutions. The team leverages many of Evercore’s unique market-leading capabilities, including infrastructure, activism defense, and the firm’s other capital advisory teams—who have been recognized along with RESA as global leaders in their respective capital advisory sectors, according to the latest PEI Group rankings.

New York

Evercore provides independent financial restructuring advice to companies, sponsors, creditors, shareholders and other stakeholders, both in- and out-of-court. We specialize in critical and unbiased advice to clients on complex balance sheet issues and transformational situations. Working closely with Evercore’s strategic advisory bankers, our team delivers unparalleled and holistic advice across the full spectrum of alternatives. We are distinguished by our track record of developing innovative solutions that forge consensus among diverse stakeholders, maximizing value and minimizing execution risk.

We have advised on the largest and most complex restructuring situations:

• Challenging stakeholder negotiations
• Structuring and executing liability management transactions, such as financing driven recapitalizations, exchange or tender offers, covenant waivers and consent solicitations

• Raising new debt and equity capital for complex and highly leveraged situations
• Buying or selling noncore assets or entire companies in a distressed context
• Developing, negotiating and executing prepackaged, pre-arranged or traditional Chapter 11 restructurings
• Cross-border and international recapitalizations

Equity Capital Markets

New York

Our Equity Capital Markets group structures and executes equity-linked capital markets and advisory services for the firm’s corporate and financial sponsor clients. Evercore’s ECM model focuses on execution expertise, independent advice, experienced judgment and key insights on all aspects of capital formation and capital markets transactions. This approach has gained significant credibility across the firm’s client base, who trust in our thoughtful and candid advice on many of the largest and most complex transactions in the capital markets.

Products include IPOs, follow-on offerings, convertible securities, private placements, at-the-market programs, special situations capital raising, convertible liability management and share repurchases.

Private Capital Markets and Debt Advisory

New York

Evercore is a leader in structuring and executing private market transactions for our corporate and sponsor clients across equity, credit, structured equity or hybrid financing solutions. The group works closely with Evercore’s strategic advisory clients to provide independent capital markets advice globally. Evercore has a successful track record executing complex transactions to address client objectives, which have included acquisition financing, growth capital, shareholder replacements, recapitalization, project financing and stressed financings.

Evercore’s differentiated relationships with a global network of investor decision-makers enables us to connect our clients with traditional investors such as private equity funds, mutual funds, hedge funds, banks, and alternative lenders as well as with an extensive network of nontraditional capital partners, such as large family offices, global pension funds and endowments, sovereign wealth funds, insurance companies, and strategic investors. Evercore’s comprehensive product suite includes private debt arrangement (including unitranche, ARR, DIP/Exit facilities and royalty financings); private convertible and hybrid securities; traditional and pre-IPO equity private placements for private companies; minority equity or recapitalizations for families, founder-owned and closely held businesses; private investments in public entities (PIPEs); and public debt advisory, including investment-grade bond underwriting, syndicated loans and bonds, ratings, liability management, covenant and structure amendments.

New York

We advise private asset managers on capitalizing or liquidating their assets through a privately negotiated transaction. We also provide comprehensive global advisory and distribution services on capital raising for managers and select private fund sponsors, helping to guide and execute the fundraising process.

Private Capital Advisory

New York

Evercore’s Private Capital Advisory (PCA) team is a leading global secondaries market advisor, focusing on financial sponsors across a variety of portfolio and fund management objectives. We advise limited partners on liquidity solutions for their private asset portfolios, and how to employ structured ABS technologies to create innovative capital and liquidity solutions for private markets issuers and investors.

Private Funds Group

New York

Evercore’s Private Funds Group (PFG) is recognized as an advisory leader in primary capital advisory and placement for select private fund sponsors.

PFG has an exemplary record of representing top-tier funds on all aspects of the fundraising process—from competitive positioning and market assessment to marketing materials and investor development. We help managers to scale their businesses and diversify their investor bases in a thoughtful and high-touch manner.