IPO registrations (S-1, F-1) · Registrants
Evercore Inc.
- SEC CIK
- 1360901 · filings on EDGAR ↗
- Name on the registration
- Evercore Partners Inc.
- Former names
- Evercore Partners Inc. (2006–2017)
- Registration
- Form S-1, first filed 2006-05-12, last 2007-05-15; 2 initial registrations, 6 amendments
- Outcome
- Final prospectus filed 2006-08-11; declared effective 2006-08-10
- Industry (SIC)
- Investment Advice 6282
- Incorporated in
- DE
- Business address
- 55 EAST 52ND STREET, 38TH FLOOR, New York, NY 10055
- EIN
- 20-4748747
- Ticker
- EVR (NYSE)
- EDGAR entity type
- operating
- Insiders and CEO pay
- Evercore Inc. on the corporate pages
Offering terms
- Proposed price range
- $18.00–$20.00 per share (S-1/A filed 2006-08-09)
- Final price
- $21.00 per share, above the range (424B4 filed 2006-08-11, an initial public offering)
- Shares sold
- 3,950,000
- Gross proceeds
- $82,950,000 before underwriting discounts and any over-allotment option
- Listing
- NYSE under the symbol EVR
- Lead underwriters
- Lehman Brothers
- Syndicate
- L Ehman B Rothers; Jpm Organ; Et Rade F Inancial; Goldman Sachs (1,066,500); J.P. Morgan (1,066,500); KBW (276,500); Fox-Pitt, Kelton Incorporated (98,750); E*TRADE Securities (9,875)
Read from the cover pages of the filings listed under “Prospectus pages read” below; check the document for anything that matters.
On this site
- Business registration: EVERCORE Fuzzy (name and state)
- Business registration: EVERCORE INC. Fuzzy (name and state)
- SEC filer: Evercore Inc. EXACT (CIK (EXACT))
- Person page: Pamela G Carlton Fuzzy (officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director))
Filings 13
| Filed | Form | What it is | Name as filed | EDGAR |
|---|---|---|---|---|
| 2006-05-12 | S-1 | S-1 (registration) | Evercore Partners Inc. | 0001193125-06-110944 ↗ |
| 2006-06-26 | S-1/A | S-1/A (amendment) | Evercore Partners Inc. | 0001193125-06-135987 ↗ |
| 2006-07-31 | S-1/A | S-1/A (amendment) | Evercore Partners Inc. | 0001193125-06-157152 ↗ |
| 2006-08-04 | S-1/A | S-1/A (amendment) | Evercore Partners Inc. | 0001193125-06-162320 ↗ |
| 2006-08-09 | S-1/A | S-1/A (amendment) | Evercore Partners Inc. | 0001193125-06-166159 ↗ |
| 2006-08-10 | EFFECT | EFFECT (declared effective) | Evercore Partners Inc. | 9999999995-06-001155 ↗ |
| 2006-08-11 | 424B4 | 424B4 (final prospectus) | Evercore Partners Inc. | 0001193125-06-171034 ↗ |
| 2007-04-20 | S-1 | S-1 (registration) | Evercore Partners Inc. | 0001193125-07-086555 ↗ |
| 2007-05-09 | S-1/A | S-1/A (amendment) | Evercore Partners Inc. | 0001193125-07-106687 ↗ |
| 2007-05-15 | S-1/A | S-1/A (amendment) | Evercore Partners Inc. | 0001193125-07-114814 ↗ |
| 2007-05-17 | EFFECT | EFFECT (declared effective) | Evercore Partners Inc. | 9999999995-07-002003 ↗ |
| 2007-05-21 | 424B4 | 424B4 (final prospectus) | Evercore Partners Inc. | 0001193125-07-119011 ↗ |
| 2007-09-04 | EFFECT | EFFECT (declared effective) | Evercore Partners Inc. | 9999999995-07-003531 ↗ |
Prospectus pages read 2
| Filed | Form | Read as | Range | Price | Shares | Proceeds | Listing | Underwriters | What was found | Document |
|---|---|---|---|---|---|---|---|---|---|---|
| 2006-08-09 | S-1/A | registration statement | $18.00–$20.00 | 3,950,000 | - | NYSE EVR | 4 | primary document; range, shares headline, cover names 4 | document ↗ | |
| 2006-08-11 | 424B4 | final prospectus | $21.00 | 3,950,000 | $82,950,000 | NYSE EVR | 9 | primary document; price table, shares headline, proceeds table, underwriting table 5, cover names 4 | document ↗ |
Officers, directors and large holders Forms 3, 4 and 5
| Insider | Role | Title | Filings | Years | On this site |
|---|---|---|---|---|---|
| Altman Roger C | Director,Officer | Chairman; Chairman, Co-CEO; Excecutive Chairman and Co-CEO; Executive Chairman; Executive Chairman and Co-CEO; Founder and Senior Chairman | 119 | 2006–2026 | |
| ASPE PEDRO | Director,Officer; Officer | CEO of EVR Mexico; Co-Chairman; Co-Chairman and Director; Co-Chairman of the Board | 60 | 2006–2015 | |
| BEUTNER AUSTIN M | Director,Officer | President, Co-CEO, CIO | 4 | 2006–2008 | |
| FRANKEL ADAM B | Officer; Other | General Counsel | 81 | 2006–2018 | |
| Gavenda Thomas J | Other | 3 | 2006–2007 | ||
| Mestre Eduardo G | Officer | Vice Chairman | 41 | 2006–2012 | |
| Wezdenko David E | Officer | Chief Financial Officer | 3 | 2006–2007 | |
| de Saint Phalle Francois | Director | 10 | 2006–2016 | ||
| Harris Gail Block | Director | 26 | 2006–2026 | ||
| HESSLER CURTIS A | Director | 10 | 2006–2016 | ||
| New World Opportunity Partners II, LLC | Director | 3 | 2006–2010 | ||
| Pritzker Anthony N | Director | 8 | 2006–2013 | ||
| Taylor Bernard J | Officer | Co-Vice Chairman | 18 | 2006–2011 | |
| Walsh Robert B | Officer | CFO, Principal Acct. Officer; CFO (through 8/31/2021); Principal Financial Officer | 79 | 2007–2022 | |
| Pensa Paul | Officer | Contr, Prin. Acct.Officer; Contr, Prin. Acct.Officer, CFO; Contr, Principal Acct. Officer; Contr., Principal Acct.Officer; Contr.,Principal Acct. Officer; See Remarks | 89 | 2007–2026 | |
| HILTZ WILLIAM | Officer | Senior Managing Director | 5 | 2009 | |
| SCHLOSSTEIN RALPH | Director,Officer | Co-CEO/Co-Chairman; President and CEO; President and CEO | 93 | 2009–2022 | |
| BEATTIE RICHARD I | Director | 22 | 2010–2023 | ||
| SIBBALD ANDREW | Officer | CEO EVR Partners International; See General Remarks; See Remarks | 56 | 2011–2020 | |
| MILLARD ROBERT B | Director | 16 | 2012–2026 | ||
| OVERLOCK WILARD J JR | Director | 14 | 2014–2026 | ||
| HYMAN EDWARD S | Officer | Vice Chair EPI & Chairman EISI; Vice Chair EVR & Chairman EISI | 42 | 2014–2025 | |
| WHEELER WILLIAM J | Director | 14 | 2015–2026 | ||
| Arellano Ostoa Augusto | Officer | CEO of EVR Mexico | 15 | 2016–2019 | |
| WEINBERG JOHN S | Director,Officer | CEO/Chairman; Co-CEO/Co-Chairman; Executive Chairman | 24 | 2016–2026 | |
| Robertson Sir Simon | Director | 12 | 2017–2026 | ||
| Klurfeld Jason | Officer | General Counsel | 32 | 2018–2026 | |
| FUTTER ELLEN V | Director | 12 | 2018–2026 | ||
| Williamson Sarah K | Director | 12 | 2018–2026 | ||
| WILSON KENDRICK R III | Director | 5 | 2018–2021 | ||
| Carlton Pamela G | Director | 15 | 2019–2026 | person page Fuzzy | |
| Brown Celeste M | Officer | Chief Financial Officer | 3 | 2021–2022 | |
| LaLonde Timothy Gilbert | Officer | Chief Financial Officer | 14 | 2023–2026 | |
| Lindsey-Clark Matthew | Officer | CEO - Europe & Middle East IB; Co-Head EMEA IB | 3 | 2025–2026 | |
| VARNEY CHRISTINE A | Director | 2 | 2026 |
Everyone who filed an insider report for this company, from the SEC’s Insider Transactions Data Sets (2006 on). Person pages are matched by name and state only.
Data: SEC EDGAR. The quarterly full index (every S-1, S-1/A, F-1 and F-1/A since 1993, with the pricing prospectus, notice of effectiveness and withdrawal request of each registrant) and the company submissions data (SIC, state of incorporation, address, EIN, tickers, former names). Company details are what EDGAR holds today, not at the time of the filing.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Business registration | EVERCORE | NY | State business registries | name and state |
| Business registration | EVERCORE INC. | NY | State business registries | name and state |
| SEC filer | Evercore Inc. | SEC filers (EDGAR) | CIK (EXACT) | |
| Person page | Pamela G Carlton | People (Form 990 officers, directors and employees) | officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director) |
Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.