Evercore Partners to Establish a U.S. Cash Equities Business and Expand Its Capital Markets Advisory Services
16 12월 2009 - 9:00PM
PR Newswire (US)
NEW YORK, Dec. 16 /PRNewswire-FirstCall/ -- Evercore Partners Inc.
(NYSE: EVR) today announced that it intends to expand its premier
investment banking platform by establishing a U.S. cash equities
business and broadening its strategic capital markets advisory
services. These strategic growth initiatives will focus on building
equity research, distribution and new issue origination
capabilities, concentrating initially on providing independent
world-class expertise in industry sectors that complement
Evercore's leading advisory franchise. Evercore will concurrently
enhance its ability to advise corporate clients on financing
issues. Charles Myers has joined Evercore as a Senior Managing
Director and will lead the firm's cash equities business. Mr.
Myers, who was most recently the Global Head of Equities at
Fox-Pitt Kelton, brings more than twenty years of experience in
building and managing successful equity businesses, both
domestically and internationally. Jim Birle has joined Evercore as
a Senior Advisor, and will lead the firm's effort to advise its
clients on strategic capital markets issues. Mr. Birle was most
recently the Head of Global Equity Capital Markets at Merrill
Lynch, having worked there for twenty years in senior capital
markets positions. The cash equities business will be
majority-owned by Evercore and will have additional strategic
investors and founding partners, including Bart McDade, the former
President and Global Head of Equities at Lehman Brothers, as well
as Mr. Myers and Mr. Birle. Mr. McDade will work closely with
Evercore and the founding partners to establish the equities
business and attract the most talented research, sales and trading
professionals. The Evercore cash equities business is expected to
launch during the first half of 2010 following the operational
buildout required to support equity sales and underwriting. During
this time, Evercore expects to recruit additional research, sales
and trading professionals and launch research coverage of targeted
sectors. Evercore and the founding partners will commit to maintain
the appropriate level of capital to support a client-driven
business of secondary and new issue activity, with a minimum
initial capitalization of $50 million. Consistent with the firm's
core business principles, Evercore will not engage in any
proprietary trading and will organize its operations to avoid
actual or potential conflicts with its clients. The timing of the
launch is subject to regulatory approvals and additional
conditions. "Evercore's success to date has been built on a
foundation of exceptional professionals focused on proactively
delivering conflict-free advice and services to our clients. We
believe our clients are seeking to work with a firm that unites in
one place peerless investment banking advice, world-class research
and unconflicted distribution," said Ralph Schlosstein, President
and Chief Executive Officer of Evercore Partners. "We have brought
together an unparalleled leadership team and I am confident that
they will build a strong franchise that addresses the needs and
expectations of our clients, our shareholders and our
professionals." "In recent years, Evercore has increasingly advised
its clients on financing issues," said Roger Altman, Chairman of
Evercore Partners. "These steps will allow us to do that more
broadly and more effectively, especially because we will not have
the potential conflicts of interest found in large, multi-line
financial institutions." "In today's volatile markets,
sophisticated institutional investors expect independent and
insightful equity research together with superior execution
services. These investors are looking to new providers for broad
industry perspective and actionable ideas," said Mr. Myers.
"Evercore is the firm where the best and brightest in equity
research, sales and trading can come together as a team to respond
to this meaningful market opportunity." "Evercore has a strong
tradition of providing high-quality, independent strategic, merger
and restructuring advice to the largest and most sophisticated
companies and financial sponsors in the world," said Mr. Birle. "I
look forward to expanding Evercore's capabilities and providing
comparable advisory services on the strategic capital markets
issues confronted by Evercore's global client base." Mr. McDade
said, "Evercore, under Roger and Ralph's leadership, has
established itself as one of the premier independent investment
banks on Wall Street today. I look forward to investing in and
helping Evercore, Charles and Jim build an extraordinarily
high-quality equity and capital markets advisory business and
expanding the firm's world-class franchise." About Jim Birle Jim
Birle (48) was Head of Global Equity Capital Markets at Merrill
Lynch from 2001 to 2008. Mr. Birle spent the majority of his 20
year career at Merrill Lynch in Equity Capital Markets and was a
member of the firm's equity and investment banking operating
committees. Mr. Birle began his career at Merrill Lynch in the High
Yield and Restructuring investment banking group. Mr. Birle retired
from Merrill Lynch in 2008. He also worked at the Philadelphia
National Bank from 1983 to 1987. He has a B.A. in History from
Lafayette College and an M.B.A. from the Wharton School at the
University of Pennsylvania. About Charles Myers Charles Myers (43)
was most recently a Managing Director and Global Head of Equities
at Fox-Pitt Kelton. Mr. Myers joined Fox-Pitt Kelton in 2004, held
a number of senior positions during his tenure and as Global Head
of Equities was responsible for research, sales and trading of all
equities products across the United States, Europe and Asia. He was
also a Board Member. Mr. Myers has 20 years experience in the
global equities markets having worked previously at UBS and ING
Barings. He has a B.A. from Amherst College in Massachusetts and a
post-graduate M.Phil degree from Cambridge University in England.
Mr. Myers grew up in Libya, Peru and Indonesia, is fluent in
Spanish and has worked in London, Mexico City and New York over the
course of his career. About Bart McDade Bart McDade (50) was
President and Chief Operating Officer of Lehman Brothers, a
position he took in June 2008 after being Head of the Global
Equities Division. Prior to this, he was the sole head of the
Global Fixed Income Division from 2002 to 2005 and was a member of
the Firm's Executive Committee. Mr. McDade was the Co-Head of Fixed
Income from 2000 to 2002. He joined Lehman Brothers in 1983 in
corporate bond trading and ran the firm's Global Credit business
from 1993 until 2000. Mr. McDade is currently a Managing Member of
River Birch Capital, LLC, a newly formed investment management
firm. He earned a B.A. in Economics from Duke University and an
M.B.A in Finance from the University of Michigan. About Evercore
Partners Evercore Partners is a leading investment banking boutique
and investment management firm. Evercore's Investment Banking
business counsels its clients on mergers, acquisitions,
divestitures, restructurings and other strategic transactions.
Evercore's Investment Management business comprises wealth
management, institutional asset management and private equity
investing. Evercore serves a diverse set of clients around the
world from its offices in New York, San Francisco, Boston,
Washington D.C., Los Angeles, Houston, London, Mexico City and
Monterrey, Mexico. More information about Evercore can be found on
the Company's Web site at http://www.evercore.com/. EVR-X
DATASOURCE: Evercore Partners Inc. CONTACT: Investors: Robert B.
Walsh, Chief Financial Officer, Evercore Partners, +1-212-857-3100;
or Media: Kenny Juarez of The Abernathy MacGregor Group,
+1-212-371-5999, for Evercore Partners Web Site:
http://www.evercore.com/
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