Evercore Partners
Industry: Investment banking company
DescriptionEvercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. In the 2018 Vault Banking 50, Evercore was ranked as the #2 investment bank in the world, behind Goldman Sachs. CEO: Ralph Schlosstein (May 22, 2009–) Headquarters: New York City, NY Founder: Roger Altman Revenue: 1.4 billion USD (2016)
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Evercore Partners Employees
Employee
Years
Job
Industry
Anisha Atluri Anisha Atluri's Evercore Partners Experience June 2012 - Present
Job Analyst at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners June 2012 - Present
The Wharton School January 2009 - May 2012
Worldwide Opportunities on Organic Farms May 2011 - June 2011
University of Pennsylvania September 2008 - May 2011
Leadership in the Business World (LBW) June 2009 - August 2010
The Wharton School January 2010 - May 2010
Skills
Valuation, Investment Banking, LBO, Financial Modeling, Investments, Corporate Finance, Due Diligence, Financial Analysis, M&A experience, Mergers & Acquisitions, Data Analysis
Education
Wharton School, University of Pennsylvania 2008 — 2012
Bachelor of Science (B.Sc.), Finance, Social Impact and Responsibility, and French, Summa cum Laude
Marlboro High School
Evercore Partners June 2012 - Present
The Wharton School January 2009 - May 2012
Worldwide Opportunities on Organic Farms May 2011 - June 2011
University of Pennsylvania September 2008 - May 2011
Leadership in the Business World (LBW) June 2009 - August 2010
The Wharton School January 2010 - May 2010
Skills
Valuation, Investment Banking, LBO, Financial Modeling, Investments, Corporate Finance, Due Diligence, Financial Analysis, M&A experience, Mergers & Acquisitions, Data Analysis
Education
Wharton School, University of Pennsylvania 2008 — 2012
Bachelor of Science (B.Sc.), Finance, Social Impact and Responsibility, and French, Summa cum Laude
Marlboro High School
Jeff Goater Jeff Goater's Evercore Partners Experience January 2013 - April 2013
Job SVP, Finance & Business Development at Voyager Therapeutics
Industry Biotechnology
Experience
Voyager Therapeutics, Inc. September 2013 - Present
Vaccinex May 2013 - Present
Synageva BioPharma Corp. April 2013 - July 2013
Evercore Partners January 2013 - April 2013
Evercore Partners April 2008 - January 2013
Cowen & Company August 2004 - March 2008
Vaccinex 2000 - 2004
Skills
Corporate Finance, Start-ups, Corporate Development, Valuation, Mergers & Acquisitions, Due Diligence, Business Development, Licensing, Venture Capital, Investment Banking, M&A experience, Emerging Markets, Private Equity, IPO, Financial Modeling
Education
University of Rochester School of Medicine and Dentistry 2002 — 2003
MS, Pathology / Molecular Medicine
University of Rochester - Simon Business School 1998 — 2000
MBA
University of Rochester School of Medicine and Dentistry 1997 — 2000
MS, Microbiology / Immunology
University of Rochester 1993 — 1997
BA, Biology
Voyager Therapeutics, Inc. September 2013 - Present
Vaccinex May 2013 - Present
Synageva BioPharma Corp. April 2013 - July 2013
Evercore Partners January 2013 - April 2013
Evercore Partners April 2008 - January 2013
Cowen & Company August 2004 - March 2008
Vaccinex 2000 - 2004
Skills
Corporate Finance, Start-ups, Corporate Development, Valuation, Mergers & Acquisitions, Due Diligence, Business Development, Licensing, Venture Capital, Investment Banking, M&A experience, Emerging Markets, Private Equity, IPO, Financial Modeling
Education
University of Rochester School of Medicine and Dentistry 2002 — 2003
MS, Pathology / Molecular Medicine
University of Rochester - Simon Business School 1998 — 2000
MBA
University of Rochester School of Medicine and Dentistry 1997 — 2000
MS, Microbiology / Immunology
University of Rochester 1993 — 1997
BA, Biology
Emily Sheftman's Evercore Partners Experience January 2013 - July 2014
Job Executive Assistant at Heidrick & Struggles
Industry Hospitality
Experience
Heidrick & Struggles July 2014 - Present
Evercore Partners January 2013 - July 2014
The Loews Regency Hotel March 2012 - October 2012
The Plaza Hotel September 2010 - January 2012
Tzell Travel Group LLC 2012 - 2012
The Benjamin Hotel January 2008 - September 2010
Colonial Life & Accident Insurance January 2004 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Opera, Concur, Epitome, Delphi, HotSOS, QlikView, Timesaver, Adobe, Typing, Outlook, Social Media, Hotel Management, Sales, Hospitality, Contract Negotiation, Meeting Planning, Organizing Meetings, Conference Registration, Hotels, Accounting, Restaurants
Education
University of South Carolina-Columbia 2000 — 2004
BA, Experimental Psychology
Heidrick & Struggles July 2014 - Present
Evercore Partners January 2013 - July 2014
The Loews Regency Hotel March 2012 - October 2012
The Plaza Hotel September 2010 - January 2012
Tzell Travel Group LLC 2012 - 2012
The Benjamin Hotel January 2008 - September 2010
Colonial Life & Accident Insurance January 2004 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Opera, Concur, Epitome, Delphi, HotSOS, QlikView, Timesaver, Adobe, Typing, Outlook, Social Media, Hotel Management, Sales, Hospitality, Contract Negotiation, Meeting Planning, Organizing Meetings, Conference Registration, Hotels, Accounting, Restaurants
Education
University of South Carolina-Columbia 2000 — 2004
BA, Experimental Psychology
Kunal Karki's Evercore Partners Experience June 2011 - June 2014
Job Associate at Warburg Pincus LLC
Industry Investment Banking
Experience
Warburg Pincus LLC July 2014 - Present
Evercore Partners June 2011 - June 2014
J.P. Morgan June 2010 - August 2010
GE Capital August 2009 - November 2009
Mackenzie Investments June 2008 - August 2008
Mackenzie Investments July 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance & Accounting
University of New South Wales
Study abroad program
University of Pennsylvania
Warburg Pincus LLC July 2014 - Present
Evercore Partners June 2011 - June 2014
J.P. Morgan June 2010 - August 2010
GE Capital August 2009 - November 2009
Mackenzie Investments June 2008 - August 2008
Mackenzie Investments July 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance & Accounting
University of New South Wales
Study abroad program
University of Pennsylvania
Xiang-Yu Chen Xiang-Yu Chen's Evercore Partners Experience June 2011 - July 2013
Job Senior Associate at Peak Rock Capital
Industry Banking
Experience
Peak Rock Capital September 2015 - Present
Varde Partners August 2013 - August 2015
Evercore Partners June 2011 - July 2013
The Wharton School 2009 - 2011
Lazard June 2010 - August 2010
Morgen, Evan & Company June 2009 - August 2009
The Wharton School 2008 - 2009
Skills
Investment Banking, Restructuring, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science, Finance and Accounting
Lincoln High School
Peak Rock Capital September 2015 - Present
Varde Partners August 2013 - August 2015
Evercore Partners June 2011 - July 2013
The Wharton School 2009 - 2011
Lazard June 2010 - August 2010
Morgen, Evan & Company June 2009 - August 2009
The Wharton School 2008 - 2009
Skills
Investment Banking, Restructuring, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science, Finance and Accounting
Lincoln High School
Emily Trotman Emily Trotman's Evercore Partners Experience April 2010 - July 2014
Job at Société Générale
Industry Investment Banking
Experience
Société Générale August 2014 - Present
Evercore Partners April 2010 - July 2014
Macquarie Group December 2009 - March 2010
Fox-Pitt, Kelton June 2006 - December 2009
Skills
Bloomberg, Equities, Private Equity, Investment Banking, Administrative..., Microsoft Excel, PowerPoint, Office Management, Diary Management, Microsoft Office, Office Administration
Education
University of Phoenix 2007 — 2009
Société Générale August 2014 - Present
Evercore Partners April 2010 - July 2014
Macquarie Group December 2009 - March 2010
Fox-Pitt, Kelton June 2006 - December 2009
Skills
Bloomberg, Equities, Private Equity, Investment Banking, Administrative..., Microsoft Excel, PowerPoint, Office Management, Diary Management, Microsoft Office, Office Administration
Education
University of Phoenix 2007 — 2009
Meghana Rajagopal Meghana Rajagopal's Evercore Partners Experience July 2006 - June 2008
Job Brand Manager, Thomas English Muffins
Industry Consumer Goods
Experience
Bimbo Bakeries USA June 2014 - Present
General Mills September 2013 - May 2014
General Mills May 2012 - September 2013
General Mills June 2011 - August 2011
Launch Collective October 2008 - May 2010
Evercore Partners July 2006 - June 2008
Skills
Financial Modeling, Marketing Strategy, Valuation, Financial Analysis, Marketing, Investment Banking, M&A experience, Product Management, Cross-functional Team..., Strategy, Integrated Marketing, Forecasting
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Marketing
NYU Stern School of Business 2002 — 2006
BS, Finance and Accounting
Bimbo Bakeries USA June 2014 - Present
General Mills September 2013 - May 2014
General Mills May 2012 - September 2013
General Mills June 2011 - August 2011
Launch Collective October 2008 - May 2010
Evercore Partners July 2006 - June 2008
Skills
Financial Modeling, Marketing Strategy, Valuation, Financial Analysis, Marketing, Investment Banking, M&A experience, Product Management, Cross-functional Team..., Strategy, Integrated Marketing, Forecasting
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Marketing
NYU Stern School of Business 2002 — 2006
BS, Finance and Accounting
Ross Solomon Ross Solomon's Evercore Partners Experience July 2010 - June 2012
Job Vice President at American Securities Opportunities Fund
Industry Venture Capital & Private Equity
Experience
American Securities Opportunities Fund June 2014 - Present
American Securities Opportunities Fund July 2012 - June 2014
Evercore Partners July 2010 - June 2012
Houlihan Lokey June 2009 - August 2009
Skills
LBO, Restructuring, Private Equity, Financial Modeling, Valuation, Finance, Venture Capital, Due Diligence, Corporate Development, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S.E., Finance and Statistics
Clarkstown South
Clarkstown South
American Securities Opportunities Fund June 2014 - Present
American Securities Opportunities Fund July 2012 - June 2014
Evercore Partners July 2010 - June 2012
Houlihan Lokey June 2009 - August 2009
Skills
LBO, Restructuring, Private Equity, Financial Modeling, Valuation, Finance, Venture Capital, Due Diligence, Corporate Development, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S.E., Finance and Statistics
Clarkstown South
Clarkstown South
Anushka Merchant's Evercore Partners Experience February 2009 - Present
Job M&A Analyst at Evercore Partners
Industry Banking
Experience
Evercore Partners February 2009 - Present
Education
University of Pennsylvania 2004 — 2008
BAS, Psychology
University of Pennsylvania - The Wharton School 2004 — 2008
BSE, Finance, Marketing
University of Pennsylvania - The Wharton School 2004 — 2008
BSE, BAS, Finance, Marketing, Psychology
New English School
Evercore Partners February 2009 - Present
Education
University of Pennsylvania 2004 — 2008
BAS, Psychology
University of Pennsylvania - The Wharton School 2004 — 2008
BSE, Finance, Marketing
University of Pennsylvania - The Wharton School 2004 — 2008
BSE, BAS, Finance, Marketing, Psychology
New English School
Ding Thomas Shi's Evercore Partners Experience July 2008 - July 2010
Job Investment Professional
Industry Investment Banking
Experience
GIC August 2012 - Present
Warburg Pincus August 2010 - July 2012
Evercore Partners July 2008 - July 2010
Sagent Advisors May 2007 - August 2007
Freddie Mac May 2006 - August 2006
Skills
LBO, Investments, Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2004 — 2008
GIC August 2012 - Present
Warburg Pincus August 2010 - July 2012
Evercore Partners July 2008 - July 2010
Sagent Advisors May 2007 - August 2007
Freddie Mac May 2006 - August 2006
Skills
LBO, Investments, Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Nick Bos's Evercore Partners Experience 2005 - 2006
Job Analyst at Sterling Ridge Capital Management
Industry Financial Services
Experience
Sterling Ridge Capital Management August 2013 - Present
Sandler O'Neill + Partners, L.P. May 2011 - August 2013
Diamondback Capital Management February 2010 - November 2010
Calypso Capital Management April 2006 - January 2010
Evercore Partners 2005 - 2006
Skills
Equity Research, Hedge Funds, Financial Modeling, Equities, Asset Management
Education
University of Pennsylvania
Bachelor of Arts, Economics
Sterling Ridge Capital Management August 2013 - Present
Sandler O'Neill + Partners, L.P. May 2011 - August 2013
Diamondback Capital Management February 2010 - November 2010
Calypso Capital Management April 2006 - January 2010
Evercore Partners 2005 - 2006
Skills
Equity Research, Hedge Funds, Financial Modeling, Equities, Asset Management
Education
University of Pennsylvania
Bachelor of Arts, Economics
Jamie Easton's Evercore Partners Experience May 2010 - Present
Job Managing Director at Evercore Partners
Industry Financial Services
Experience
Evercore Partners May 2010 - Present
Susquehanna International Group March 2005 - May 2010
Fox-Pitt, Kelton 2002 - 2005
Goldman Sachs July 2000 - February 2002
Education
University of Pennsylvania 1996 — 2000
Evercore Partners May 2010 - Present
Susquehanna International Group March 2005 - May 2010
Fox-Pitt, Kelton 2002 - 2005
Goldman Sachs July 2000 - February 2002
Education
University of Pennsylvania 1996 — 2000
Joshua Qin's Evercore Partners Experience June 2011 - June 2013
Job Associate at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners June 2015 - Present
Symphony Technology Group July 2013 - June 2015
Evercore Partners June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
ChronoWake June 2009 - September 2009
CalPERS May 2008 - August 2008
California Department of Food and Agriculture June 2007 - August 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Private Equity, Entrepreneurship, VBA, Bloomberg, Investment Banking, Financial Analysis, Due Diligence, Investments, Finance, LBO, DCF, Acquisitions
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. Economics, Finance, Operations and Information Management
University of Pennsylvania 2007 — 2011
B.A., Biological Basis of Behavior
Centerview Partners June 2015 - Present
Symphony Technology Group July 2013 - June 2015
Evercore Partners June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
ChronoWake June 2009 - September 2009
CalPERS May 2008 - August 2008
California Department of Food and Agriculture June 2007 - August 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Private Equity, Entrepreneurship, VBA, Bloomberg, Investment Banking, Financial Analysis, Due Diligence, Investments, Finance, LBO, DCF, Acquisitions
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. Economics, Finance, Operations and Information Management
University of Pennsylvania 2007 — 2011
B.A., Biological Basis of Behavior
Gor Ter-Grigoryan's Evercore Partners Experience July 2006 - June 2008
Job Cadian Capital
Industry Investment Management
Experience
TPG-Axon Capital August 2010 - September 2014
Apax Partners August 2008 - July 2010
Evercore Partners July 2006 - June 2008
Education
University of Pennsylvania - The Wharton School
TPG-Axon Capital August 2010 - September 2014
Apax Partners August 2008 - July 2010
Evercore Partners July 2006 - June 2008
Education
University of Pennsylvania - The Wharton School
Chirag Jardosh's Evercore Partners Experience 2003 - 2006
Job Glenview Capital
Industry Investment Management
Experience
Glenview Capital July 2010 - March 2013
Fortress Investment Group June 2009 - June 2010
D.B. Zwirn & Co. 2006 - 2009
Evercore Partners 2003 - 2006
Gleacher Partners 2000 - 2002
Skills
Hedge Funds, Equities, Fundamental Analysis, Investment Research, Valuation, Financial Modeling, Investments, Private Investment
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Glenview Capital July 2010 - March 2013
Fortress Investment Group June 2009 - June 2010
D.B. Zwirn & Co. 2006 - 2009
Evercore Partners 2003 - 2006
Gleacher Partners 2000 - 2002
Skills
Hedge Funds, Equities, Fundamental Analysis, Investment Research, Valuation, Financial Modeling, Investments, Private Investment
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Paul Sarran's Evercore Partners Experience 2011 - 2013
Job Equity Research Analyst
Industry Financial Services
Experience
Mesirow Financial 2014 - Present
Evercore Partners 2011 - 2013
Macquarie Group 2008 - 2011
PricewaterhouseCoopers 2006 - 2008
Skills
Equity Research, Equities, Valuation, Financial Analysis, Equity Valuation, Capital Markets, Fundamental Research, Financial Modeling, Financial Institutions, Corporate Finance, Investments, FIG, Balance Sheet, Business Analysis, Business Valuation, Securities, Asset Management, Hedge Funds, Series 7, Investment Management, Risk Management, Mutual Funds, Finance, LBO, DCF, Microsoft Excel, Private Equity, Fixed Income
Education
University of Rochester 2001 — 2005
Bachelor of Arts (B.A.), Mathematics
Mesirow Financial 2014 - Present
Evercore Partners 2011 - 2013
Macquarie Group 2008 - 2011
PricewaterhouseCoopers 2006 - 2008
Skills
Equity Research, Equities, Valuation, Financial Analysis, Equity Valuation, Capital Markets, Fundamental Research, Financial Modeling, Financial Institutions, Corporate Finance, Investments, FIG, Balance Sheet, Business Analysis, Business Valuation, Securities, Asset Management, Hedge Funds, Series 7, Investment Management, Risk Management, Mutual Funds, Finance, LBO, DCF, Microsoft Excel, Private Equity, Fixed Income
Education
University of Rochester 2001 — 2005
Bachelor of Arts (B.A.), Mathematics
Gus Christensen's Evercore Partners Experience 2005 - 2014
Job Political Candidate at New York State Assembly
Industry Political Organization
Experience
New York State Assembly 2014 - Present
Evercore Partners 2005 - 2014
Goldman Sachs 2003 - 2005
J.P. Morgan 1994 - 2000
Skills
Corporate Finance, Financial Modeling, Mergers, Investment Banking, Valuation, Financial Analysis, LBO, Deal Structuring, Corporate Development, Business Valuation, DCF, Negotiation, Emerging Markets, Mergers & Acquisitions, M&A experience, Hedge Funds, Venture Capital, Leveraged Finance, Capital Markets, IPO, Policy Analysis, Politics, Management, Due Diligence, Private Equity
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance, Palmer Scholar
University of Pennsylvania 2001 — 2003
MBA, Finance, Palmer Scholar
Yale University
BA, Art History, with Distinction
St. Ann's School (Brooklyn)
Phillips Exeter Academy
New York State Assembly 2014 - Present
Evercore Partners 2005 - 2014
Goldman Sachs 2003 - 2005
J.P. Morgan 1994 - 2000
Skills
Corporate Finance, Financial Modeling, Mergers, Investment Banking, Valuation, Financial Analysis, LBO, Deal Structuring, Corporate Development, Business Valuation, DCF, Negotiation, Emerging Markets, Mergers & Acquisitions, M&A experience, Hedge Funds, Venture Capital, Leveraged Finance, Capital Markets, IPO, Policy Analysis, Politics, Management, Due Diligence, Private Equity
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance, Palmer Scholar
University of Pennsylvania 2001 — 2003
MBA, Finance, Palmer Scholar
Yale University
BA, Art History, with Distinction
St. Ann's School (Brooklyn)
Phillips Exeter Academy
Jaclyn Brand's Evercore Partners Experience July 2009 - December 2010
Job Vice President, Strategic Planning and Operations at MTV Networks / Logo
Industry Entertainment
Experience
MTV Networks / Logo January 2015 - Present
MTV Networks / Logo January 2014 - January 2015
MTV Networks January 2011 - December 2013
Evercore Partners July 2009 - December 2010
Skills
Digital Media, Financial Modeling, Corporate Development, Strategic Partnerships, Valuation, Digital Marketing, Digital Strategy, Start-ups, Strategy, Due Diligence
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Finance, General
MTV Networks / Logo January 2015 - Present
MTV Networks / Logo January 2014 - January 2015
MTV Networks January 2011 - December 2013
Evercore Partners July 2009 - December 2010
Skills
Digital Media, Financial Modeling, Corporate Development, Strategic Partnerships, Valuation, Digital Marketing, Digital Strategy, Start-ups, Strategy, Due Diligence
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Finance, General
Joyce Lin's Evercore Partners Experience July 2008 - July 2010
Job Corporate Development at Microsoft
Industry Computer Software
Experience
Microsoft August 2010 - Present
Evercore Partners July 2008 - July 2010
UBS Investment Bank June 2007 - August 2007
Skills
Corporate Development, Mergers & Acquisitions, Valuation, Financial Modeling
Education
University of Pennsylvania 2004 — 2008
B.A., Biological Basis of Behavior
University of Pennsylvania - The Wharton School 2004 — 2008
B.S., Finance
Microsoft August 2010 - Present
Evercore Partners July 2008 - July 2010
UBS Investment Bank June 2007 - August 2007
Skills
Corporate Development, Mergers & Acquisitions, Valuation, Financial Modeling
Education
University of Pennsylvania 2004 — 2008
B.A., Biological Basis of Behavior
University of Pennsylvania - The Wharton School 2004 — 2008
B.S., Finance
Inna Alecksandrovich's Evercore Partners Experience 2011 - July 2013
Job Director of Purchasing at Blue Apron
Industry Internet
Experience
Blue Apron April 2015 - Present
Blue Apron December 2014 - April 2015
Soros Fund Management August 2013 - December 2014
Evercore Partners 2011 - July 2013
Wharton Management Department December 2007 - December 2010
Barclays Capital June 2010 - August 2010
Firstrust Bank August 2009 - October 2009
Overseas Private Investment Corporation May 2009 - July 2009
Grassroots Business Fund 2009 - 2009
Skills
Financial Modeling, LBO, Valuation, Investment Banking, Bloomberg, DCF, Emerging Markets, Capital IQ, Stata, Corporate Finance, Investments, Mergers & Acquisitions
Education
University of Pennsylvania 2007 — 2011
BS, BA, Finance, International Studies
George School 2003 — 2007
High School
Blue Apron April 2015 - Present
Blue Apron December 2014 - April 2015
Soros Fund Management August 2013 - December 2014
Evercore Partners 2011 - July 2013
Wharton Management Department December 2007 - December 2010
Barclays Capital June 2010 - August 2010
Firstrust Bank August 2009 - October 2009
Overseas Private Investment Corporation May 2009 - July 2009
Grassroots Business Fund 2009 - 2009
Skills
Financial Modeling, LBO, Valuation, Investment Banking, Bloomberg, DCF, Emerging Markets, Capital IQ, Stata, Corporate Finance, Investments, Mergers & Acquisitions
Education
University of Pennsylvania 2007 — 2011
BS, BA, Finance, International Studies
George School 2003 — 2007
High School
Mital Neeraj's Evercore Partners Experience
Job Senior Managing Director at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners
Education
University of Pennsylvania - The Wharton School
Evercore Partners
Education
University of Pennsylvania - The Wharton School
Vignesh Rajendran's Evercore Partners Experience August 2006 - Present
Job Managing Director at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners August 2006 - Present
JPMorgan Chase 2003 - 2004
Deloitte Consulting 2000 - 2003
Skills
Valuation, Investment Banking, Financial Modeling, Due Diligence, Corporate Finance, Mergers, M&A experience, Capital Markets, LBO, Emerging Markets, Financial Analysis, Strategy, Business Strategy, Equities, Bloomberg, Investments, Restructuring, Derivatives, Mergers & Acquisitions, Corporate Development
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Finance
New York University - Leonard N. Stern School of Business 1996 — 2000
Bachelor of Science (BS), Dual major in finance and statistics
Stuyvesant High School 1992 — 1996
Evercore Partners August 2006 - Present
JPMorgan Chase 2003 - 2004
Deloitte Consulting 2000 - 2003
Skills
Valuation, Investment Banking, Financial Modeling, Due Diligence, Corporate Finance, Mergers, M&A experience, Capital Markets, LBO, Emerging Markets, Financial Analysis, Strategy, Business Strategy, Equities, Bloomberg, Investments, Restructuring, Derivatives, Mergers & Acquisitions, Corporate Development
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Finance
New York University - Leonard N. Stern School of Business 1996 — 2000
Bachelor of Science (BS), Dual major in finance and statistics
Stuyvesant High School 1992 — 1996
Avinash Reddy's Evercore Partners Experience April 2011 - June 2014
Job Senior Vice President at Macquarie, FIG
Industry Investment Banking
Experience
Macquarie Group July 2014 - Present
Evercore Partners April 2011 - June 2014
Barclays Capital September 2008 - 2011
Lehman Brothers July 2005 - September 2008
Education
University of Rochester 2002 — 2005
B.A., Mathematics and Economics
Macquarie Group July 2014 - Present
Evercore Partners April 2011 - June 2014
Barclays Capital September 2008 - 2011
Lehman Brothers July 2005 - September 2008
Education
University of Rochester 2002 — 2005
B.A., Mathematics and Economics
James Grotke's Evercore Partners Experience July 2010 - September 2011
Job Analyst at HealthCor Management, L.P.
Industry Investment Management
Experience
HealthCor Management, L.P. September 2011 - Present
Evercore Partners July 2010 - September 2011
Apollo Management May 2009 - August 2009
Education
University of Rochester 2006 — 2010
BA, BS, Financial Economics, Applied Math
McQuaid Jesuit High School
HealthCor Management, L.P. September 2011 - Present
Evercore Partners July 2010 - September 2011
Apollo Management May 2009 - August 2009
Education
University of Rochester 2006 — 2010
BA, BS, Financial Economics, Applied Math
McQuaid Jesuit High School
Amit Bushan's Evercore Partners Experience June 2012 - August 2014
Job Associate at Energy Capital Partners
Industry Venture Capital & Private Equity
Experience
Energy Capital Partners August 2014 - Present
Evercore Partners June 2012 - August 2014
Macquarie Group June 2011 - August 2011
G-51 Capital Management 2010 - 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S. Economics, Finance
Lubbock High School 2005 — 2008
Energy Capital Partners August 2014 - Present
Evercore Partners June 2012 - August 2014
Macquarie Group June 2011 - August 2011
G-51 Capital Management 2010 - 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S. Economics, Finance
Lubbock High School 2005 — 2008
Puneet Maheshwari's Evercore Partners Experience 2009 - 2011
Job MBA Candidate at The Wharton School
Industry Investment Management
Experience
Chesapeake Partners 2013 - 2014
Thomas H. Lee Partners 2011 - 2013
Evercore Partners 2009 - 2011
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2005 — 2009
B.S., Commerce
Chesapeake Partners 2013 - 2014
Thomas H. Lee Partners 2011 - 2013
Evercore Partners 2009 - 2011
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2005 — 2009
B.S., Commerce
Rinky Patel's Evercore Partners Experience July 2008 - July 2010
Job Director of Business Development at Hipmunk
Industry Internet
Experience
Hipmunk July 2015 - Present
Hipmunk June 2014 - August 2014
Expedia September 2010 - May 2013
Evercore Partners July 2008 - July 2010
Banc of America Securities May 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Valuation, M&A experience, LBO, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2004 — 2008
BS, Finance
Hipmunk July 2015 - Present
Hipmunk June 2014 - August 2014
Expedia September 2010 - May 2013
Evercore Partners July 2008 - July 2010
Banc of America Securities May 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Valuation, M&A experience, LBO, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2004 — 2008
BS, Finance
Stephen Montalto's Evercore Partners Experience June 2013 - September 2014
Job Associate at Court Square Capital Partners
Industry Higher Education
Experience
Court Square Capital Partners October 2014 - Present
Evercore Partners June 2013 - September 2014
Evercore Partners June 2012 - August 2012
Deutsche Bank June 2011 - August 2011
Par Pharmaceutical June 2010 - August 2010
Skills
Mergers & Acquisitions, Investment Banking, Business Development, Valuation, Financial Modeling, Financial Analysis
Education
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science in Economics, Finance, Accounting
Don Bosco Preparatory High School 2005 — 2009
Court Square Capital Partners October 2014 - Present
Evercore Partners June 2013 - September 2014
Evercore Partners June 2012 - August 2012
Deutsche Bank June 2011 - August 2011
Par Pharmaceutical June 2010 - August 2010
Skills
Mergers & Acquisitions, Investment Banking, Business Development, Valuation, Financial Modeling, Financial Analysis
Education
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science in Economics, Finance, Accounting
Don Bosco Preparatory High School 2005 — 2009
Toluwalase Jobi's Evercore Partners Experience July 2011 - August 2011
Job Student at the Wharton School, University of Pennsylvania
Industry Information Services
Experience
IBM June 2015 - Present
The Office of the New York City Comptroller June 2013 - August 2013
University of Pennsylvania Hillel October 2012 - May 2013
Federal Reserve Office of Employee Benefits July 2012 - July 2012
Evercore Partners July 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Event Management, Research, Teamwork, Public Relations, Social Networking, Nonprofits, Community Outreach, Facebook, Time Management, Customer Service, Public Speaking
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Economics
Frederick Douglass Academy 2008 — 2012
IBM June 2015 - Present
The Office of the New York City Comptroller June 2013 - August 2013
University of Pennsylvania Hillel October 2012 - May 2013
Federal Reserve Office of Employee Benefits July 2012 - July 2012
Evercore Partners July 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Event Management, Research, Teamwork, Public Relations, Social Networking, Nonprofits, Community Outreach, Facebook, Time Management, Customer Service, Public Speaking
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Economics
Frederick Douglass Academy 2008 — 2012
Robert P Morse's Evercore Partners Experience May 2009 - November 2013
Job Chairman & CEO, CG Asset Management
Industry Investment Management
Experience
CG Asset Management LLC December 2013 - Present
Evercore Partners May 2009 - November 2013
Morse, Williams & Co., Inc. March 1981 - May 2009
Skills
Private Equity, Investment Banking, LBO, Valuation, Private Placements, Mergers, Venture Capital, Corporate Finance, Hedge Funds, Capital Markets, Due Diligence, IPO, M&A experience, Financial Modeling, Equities, Corporate Development, Business Valuation, Special Situations, Growth Capital, Investments
Education
Adelphi Suffolk University 1970 — 1972
Advanced Currency Theory and Management, High Honors
University of Pennsylvania - The Wharton School 1963 — 1967
CG Asset Management LLC December 2013 - Present
Evercore Partners May 2009 - November 2013
Morse, Williams & Co., Inc. March 1981 - May 2009
Skills
Private Equity, Investment Banking, LBO, Valuation, Private Placements, Mergers, Venture Capital, Corporate Finance, Hedge Funds, Capital Markets, Due Diligence, IPO, M&A experience, Financial Modeling, Equities, Corporate Development, Business Valuation, Special Situations, Growth Capital, Investments
Education
Adelphi Suffolk University 1970 — 1972
Advanced Currency Theory and Management, High Honors
University of Pennsylvania - The Wharton School 1963 — 1967
Toby Haselberger's Evercore Partners Experience 2006 - 2007
Job Investment Professional at Freshford Capital
Industry Investment Management
Experience
Freshford Capital March 2011 - Present
Trian Fund Management, L.P. August 2007 - February 2011
Evercore Partners 2006 - 2007
Skills
Valuation, LBO, Investment Banking, Capital Markets
Education
University of Pennsylvania 2001 — 2005
Bachelor’s Degree, Economics
Freshford Capital March 2011 - Present
Trian Fund Management, L.P. August 2007 - February 2011
Evercore Partners 2006 - 2007
Skills
Valuation, LBO, Investment Banking, Capital Markets
Education
University of Pennsylvania 2001 — 2005
Bachelor’s Degree, Economics
Michael Winik's Evercore Partners Experience July 2005 - July 2013
Job CoFounder at OurHarvest
Industry Investment Banking
Experience
OurHarvest March 2014 - Present
Evercore Partners July 2005 - July 2013
Citi June 2004 - August 2004
Skills
Investment Banking, Valuation, Private Equity, LBO, Financial Modeling, Capital Markets, Mergers, Corporate Finance, Equities, Corporate Development, Hedge Funds, Bloomberg, Venture Capital, Due Diligence, M&A experience, Special Situations, Capital Structure, IPO, Emerging Markets, Leveraged Finance
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Wharton School, University of Pennsylvania 2001 — 2005
Bachelor of Science (BS), Finance and Management
OurHarvest March 2014 - Present
Evercore Partners July 2005 - July 2013
Citi June 2004 - August 2004
Skills
Investment Banking, Valuation, Private Equity, LBO, Financial Modeling, Capital Markets, Mergers, Corporate Finance, Equities, Corporate Development, Hedge Funds, Bloomberg, Venture Capital, Due Diligence, M&A experience, Special Situations, Capital Structure, IPO, Emerging Markets, Leveraged Finance
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Wharton School, University of Pennsylvania 2001 — 2005
Bachelor of Science (BS), Finance and Management
Steven Crowe's Evercore Partners Experience May 2007 - August 2007
Job Real Estate at OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management April 2011 - Present
Octagon Capital Partners July 2010 - April 2011
The Blackstone Group July 2008 - June 2010
Evercore Partners May 2007 - August 2007
Skills
Real Estate, Private Equity, Hedge Funds, Financial Modeling, Real Estate Private..., Investment Banking
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (B.S.) in Economics, Real Estate and Finance
Och-Ziff Capital Management April 2011 - Present
Octagon Capital Partners July 2010 - April 2011
The Blackstone Group July 2008 - June 2010
Evercore Partners May 2007 - August 2007
Skills
Real Estate, Private Equity, Hedge Funds, Financial Modeling, Real Estate Private..., Investment Banking
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (B.S.) in Economics, Real Estate and Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS