Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K _____________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-32975 ____________________________________________________ ...

Evercore Inc. (NYSE:EVR) Q4 2021 Results Earnings Conference Call February 2, 2022 8:00 AM ET Company Participants Jamie Easton - Interim Head of Investor Relations John Weinberg - Co-Chairman of the Board and Co-Chief Executive Officer Ralph Schlosstein - Co-Chairman of the Board and Co-Chief Executive Officer Celeste Mellet - Senior Managing Director and Chief Financial Officer Conference Call Participants Steven Chubak - Wolfe Research Manan Gosalia - Morgan Stanley Jim Mitchell - Seaport Global Securiti ...

Table of Contents _____________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-32975 ____________________________________________ ...

Evercore Inc. (NYSE:EVR) Q3 2021 Results Conference Call October 27, 2021 8:00 AM ET Company Participants Hallie Miller - Head, IR John Weinberg - Co-Chairman and Co-CEO Ralph Schlosstein - Co-Chairman and Co-CEO Celeste Mellet - CFO Conference Call Participants Devin Ryan - JMP Securities Brennan Hawken - UBS James Yaro - Goldman Sachs Steven Chubak - Wolfe Research Michael Brown - KBW Operator Good morning and thank you for standing by. Welcome to Evercore’s Third Quarter 2021 Financial Results Conference ...

Part I. Financial Information [Item 1. Financial Statements](index=4&type=section&id=Item%201.%20Financial%20Statements) This section presents unaudited condensed consolidated financial statements and detailed notes on accounting policies, revenue, investments, debt, equity, and segment results [Condensed Consolidated Statements of Financial Condition](index=5&type=section&id=Condensed%20Consolidated%20Statements%20of%20Financial%20Condition) Condensed Consolidated Statements of Financial Condition (dollars in thousands) | Metric | June 30, 2021 | December 31, 2020 | | :----- | :------------ | :---------------- | | Total Assets | $2,947,448 | $3,370,888 | | Total Liabilities | $1,522,181 | $1,881,514 | | Total Equity | $1,425,267 | $1,489,374 | [Condensed Consolidated Statements of Operations](index=6&type=section&id=Condensed%20Consolidated%20Statements%20of%20Operations) Condensed Consolidated Statements of Operations (dollars in thousands, except per share data) | Metric | Three Months Ended June 30, 2021 | Three Months Ended June 30, 2020 | Six Months Ended June 30, 2021 | Six Months Ended June 30, 2020 | | :----- | :------------------------------- | :------------------------------- | :----------------------------- | :----------------------------- | | Total Revenues | $692,171 | $512,404 | $1,359,051 | $945,451 | | Net Revenues | $687,865 | $507,075 | $1,350,175 | $934,082 | | Total Expenses | $480,852 | $420,346 | $948,954 | $798,050 | | Net Income Attributable to Evercore Inc. | $140,359 | $56,412 | $284,711 | $87,587 | | Diluted EPS | $3.21 | $1.35 | $6.46 | $2.08 | [Condensed Consolidated Statements of Comprehensive Income](index=7&type=section&id=Condensed%20Consolidated%20Statements%20of%20Comprehensive%20Income) Condensed Consolidated Statements of Comprehensive Income (dollars in thousands) | Metric | Three Months Ended June 30, 2021 | Three Months Ended June 30, 2020 | Six Months Ended June 30, 2021 | Six Months Ended June 30, 2020 | | :----- | :------------------------------- | :------------------------------- | :----------------------------- | :----------------------------- | | Net Income | $163,929 | $67,228 | $329,480 | $106,108 | | Other Comprehensive Income (Loss) | $1,339 | $903 | $2,934 | ($11,338) | | Comprehensive Income Attributable to Evercore Inc. | $141,529 | $57,173 | $287,242 | $78,016 | [Condensed Consolidated Statements of Changes in Equity](index=8&type=section&id=Condensed%20Consolidated%20Statements%20of%20Changes%20in%20Equity) Changes in Equity (dollars in thousands) | Metric | Balance at Dec 31, 2020 | Net Income (6 months) | Treasury Stock Purchases (6 months) | Dividends (6 months) | Balance at June 30, 2021 | | :----- | :---------------------- | :-------------------- | :---------------------------------- | :------------------- | :----------------------- | | Total Equity | $1,489,374 | $329,480 | ($424,806) | ($60,024) | $1,425,267 | [Condensed Consolidated Statements of Cash Flows](index=10&type=section&id=Condensed%20Consolidated%20Statements%20of%20Cash%20Flows) Condensed Consolidated Statements of Cash Flows (dollars in thousands) | Activity | Six Months Ended June 30, 2021 | Six Months Ended June 30, 2020 | | :------- | :----------------------------- | :----------------------------- | | Net Cash Provided by Operating Activities | $114,458 | $118,770 | | Net Cash Provided by Investing Activities | $11,968 | $483,616 | | Net Cash Used in Financing Activities | ($517,217) | ($214,410) | | Net Increase (Decrease) in Cash, Cash Equivalents and Restricted Cash | ($387,233) | $381,134 | | Cash, Cash Equivalents and Restricted Cash – End of Period | $450,991 | $1,025,020 | [Notes to Unaudited Condensed Consolidated Financial Statements](index=11&type=section&id=Notes%20to%20Unaudited%20Condensed%20Consolidated%20Financial%20Statements) [Note 1 – Organization](index=11&type=section&id=Note%201%20%E2%80%93%20Organization) - Evercore Inc. is an investment banking and investment management firm, operating as a holding company for Evercore LP and its subsidiaries across North America, Europe, the Middle East, and Asia[24](index=24&type=chunk) - The Investment Banking segment offers advisory services for M&A, restructuring, capital markets, underwriting, and equity research/trading[25](index=25&type=chunk) - The Investment Management segment includes wealth management for high-net-worth individuals and private equity interests, with the institutional asset management business (including ECB) sold in 2020[26](index=26&type=chunk) [Note 2 – Significant Accounting Policies](index=11&type=section&id=Note%202%20%E2%80%93%20Significant%20Accounting%20Policies) - The unaudited condensed consolidated financial statements are prepared in accordance with U.S. GAAP and include all necessary adjustments for fair presentation[28](index=28&type=chunk) - The Company consolidates all subsidiaries where it has a controlling financial interest and variable interest entities (VIEs) where it is the primary beneficiary, such as Evercore LP and several international entities[29](index=29&type=chunk)[30](index=30&type=chunk)[32](index=32&type=chunk) - Certain prior period balances on the Unaudited Condensed Consolidated Statements of Operations were reclassified, including renaming 'Commissions and Related Fees' to 'Commissions and Related Revenue' and reclassifying principal trading gains/losses[33](index=33&type=chunk)[34](index=34&type=chunk)[35](index=35&type=chunk) [Note 3 – Recent Accounting Pronouncements](index=12&type=section&id=Note%203%20%E2%80%93%20Recent%20Accounting%20Pronouncements) - The Company adopted ASU 2019-12 (Income Taxes) and ASU 2020-01 (Equity Securities) on January 1, 2021, with no material impact on its financial condition, results of operations, or cash flows[36](index=36&type=chunk)[37](index=37&type=chunk) - The Company is currently assessing the impact of ASU 2020-06 (Accounting for Convertible Instruments and Contracts in an Entity's Own Equity), effective after December 15, 2021[39](index=39&type=chunk) [Note 4 – Revenue and Accounts Receivable](index=13&type=section&id=Note%204%20%E2%80%93%20Revenue%20and%20Accounts%20Receivable) Revenue by Segment and Type (dollars in thousands) | Revenue Type | Three Months Ended June 30, 2021 | Three Months Ended June 30, 2020 | Six Months Ended June 30, 2021 | Six Months Ended June 30, 2020 | | :----------- | :------------------------------- | :------------------------------- | :----------------------------- | :----------------------------- | | Advisory Fees | $560,814 | $336,436 | $1,072,732 | $695,000 | | Underwriting Fees | $48,048 | $93,565 | $127,305 | $114,683 | | Commissions and Related Revenue | $50,725 | $54,334 | $104,251 | $109,900 | | Asset Management and Administration Fees | $16,183 | $12,953 | $31,132 | $25,700 | | Total Investment Banking | $659,587 | $484,335 | $1,304,288 | $919,583 | | Total Investment Management | $16,183 | $12,953 | $31,132 | $25,700 | Contract Balances (dollars in thousands) | Metric | Balance at Jan 1, 2021 | Increase (Decrease) | Balance at June 30, 2021 | | :----- | :--------------------- | :------------------ | :----------------------- | | Receivables (Current) | $368,346 | ($39,803) | $328,543 | | Contract Assets (Current) | $29,327 | $25,438 | $54,765 | | Deferred Revenue (Current) | $9,373 | $2,280 | $11,653 | - Bad debt expense, net of reversals, was **($1,766)** for the six months ended June 30, 2021, compared to **$5,331** for the same period in 2020, primarily due to a decrease in the current period provision of expected credit losses and recoveries[46](index=46&type=chunk)[47](

Evercore Inc. (NYSE:EVR) Q2 2021 Earnings Conference Call July 28, 2021 8:00 AM ET Company Participants Hallie Miller - Head, Investor Relations Ralph Schlosstein - Co-Chairman & Co-Chief Executive Officer John Weinberg - Co-Chairman & Co-Chief Executive Officer Robert Walsh - Senior Managing Director and Chief Financial Officer Conference Call Participants Devin Ryan - JMP Securities Jeff Harte - Piper Sandler Jim Mitchell - Seaport Research Richard Ramsden - Goldman Sachs Brennan Hawken - UBS Manan Gosali ...

Table of Contents _____________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-32975 ________________________________________________ ...

Evercore Inc. (NYSE:EVR) Q1 2021 Earnings Conference Call April 28, 2021 8:00 AM ET Company Participants Hallie Miller - Head, Investor Relations Ralph Schlosstein - Co-Chairman & Co-Chief Executive Officer John Weinberg - Co-Chairman & Co-Chief Executive Officer Robert Walsh - Senior Managing Director and Chief Financial Officer Conference Call Participants Michael Brown - KBW Manan Gosalia - Morgan Stanley Devin Ryan - JMP Securities Brennan Hawken - UBS James Yaro - Goldman Sachs Steven Chubak - Wolfe Re ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K _____________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-32975 ____________________________________________________ ...

Evercore Inc. (NYSE:EVR) Q4 2020 Earnings Conference Call February 3, 2021 8:00 AM ET Company Participants Hallie Miller - Head-Investor Relations Ralph Schlosstein - Co-Chairman & Co-Chief Executive Officer John Weinberg - Co-Chairman & Co-Chief Executive Officer Bob Walsh - Chief Financial Officer Conference Call Participants Manan Gosalia - Morgan Stanley Devin Ryan - JMP Securities Michael Brown - KBW Richard Ramsden - Goldman Sachs Brennan Hawken - UBS Jeff Harte - Piper Sandler Jim Mitchell - Seaport ...