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Evercore Inc., formerly known as Evercore Partners, [2] is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. [3] The firm has advised on over $4.7 trillion of merger, acquisition, and restructuring transactions since its founding.
Evercore to Establish a Private Capital Advisory Business NEW YORK--(BUSINESS WIRE)-- Evercore (NYS: EVR) today announced that it intends to expand its global investment banking platform by ...
Evercore Wealth Management Expands Wealth Advisory, Appoints Jewelle Bickford Partner & Wealth Advisor NEW YORK--(BUSINESS WIRE)-- Evercore Wealth Management, LLC, today announced the expansion of ...
Roger Charles Altman (born April 2, 1946) [1] is an American investment banker, the founder and senior chairman of Evercore, and a former Democratic politician. He served as Assistant Secretary of the Treasury in the Carter administration from January 1977 until January 1981 and as Deputy Secretary of the Treasury in the Clinton administration from January 1993 until he resigned in August 1994 ...
Evercore Wealth Management Completes Acquisition of Mt. Eden Investment Advisors NEW YORK--(BUSINESS WIRE)-- Evercore Wealth Management, LLC today announced that it has completed the acquisition ...
Lazard invested in a startup investment bank, Independence Point Advisors, in late 2021. [9] [10] On May 26, 2023, the firm announced that Peter R. Orszag, CEO of Financial Advisory, had been unanimously elected by its Board to serve as CEO of Lazard and as a Board Director, effective October 1, 2023. [11]
Thomas Benedict Leonardi [1] (born February 19, 1954), [2] is United States business executive in the insurance and financial services fields, who has worked in the public and private sectors. His career includes decades as the head of investment banking and venture capital firms specializing in insurance, and he also has a background as a ...
Upslope Capital Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A return of -1.9% was reported by the fund ...
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