Evercore Inc. Q2 2024 10-Q Filed

Ticker: EVR · Form: 10-Q · Filed: Aug 2, 2024 · CIK: 1360901

Evercore Inc. 10-Q Filing Summary
FieldDetail
CompanyEvercore Inc. (EVR)
Form Type10-Q
Filed DateAug 2, 2024
Risk Levelmedium
Pages15
Reading Time18 min
Key Dollar Amounts$0.01
Sentimentneutral

Sentiment: neutral

Topics: 10-Q, financials, investment-banking

TL;DR

Evercore's Q2 10-Q is in, check the advisory fees and revenue numbers.

AI Summary

Evercore Inc. filed its 10-Q for the period ending June 30, 2024. The company reported financial results for the second quarter of 2024, detailing its performance in investment banking and equities. Specific figures for advisory fees and other revenue streams are included in the filing.

Why It Matters

This filing provides investors with an update on Evercore's financial health and operational performance in the second quarter of 2024, impacting investment decisions.

Risk Assessment

Risk Level: medium — 10-Q filings are standard financial reports, but the specific details within can reveal significant financial performance or risks.

Key Numbers

  • 2024-06-30 — Reporting Period End Date (Indicates the end of the financial quarter being reported.)
  • 2024-08-02 — Filing Date (The date the 10-Q was officially submitted to the SEC.)

Key Players & Entities

  • Evercore Inc. (company) — Filer of the 10-Q
  • 2024-06-30 (date) — End of the reporting period
  • 2024-08-02 (date) — Filing date
  • 55 EAST 52ND STREET (location) — Company's business address
  • NEW YORK (location) — Company's business city

FAQ

What were Evercore's total advisory fees for the quarter ending June 30, 2024?

The filing indicates reporting for 'AdvisoryFeesMember' for the period 2024-04-01 to 2024-06-30, but specific dollar amounts are not detailed in this header information.

What is Evercore Inc.'s fiscal year end?

Evercore Inc.'s fiscal year ends on December 31.

What is the SEC file number for Evercore Inc.?

The SEC file number for Evercore Inc. is 001-32975.

When was Evercore Inc. formerly known as Evercore Partners Inc.?

The company changed its name from Evercore Partners Inc. on April 27, 2006.

What is the primary business address of Evercore Inc.?

The primary business address is 55 East 52nd Street, 38th Floor, New York, NY 10055.

Filing Stats: 4,558 words · 18 min read · ~15 pages · Grade level 17.1 · Accepted 2024-08-02 16:06:53

Key Financial Figures

  • $0.01 — stered Class A Common Stock, par value $0.01 per share EVR New York Stock Exchange

Filing Documents

Financial Information

Part I. Financial Information

Financial Statements

Item 1. Financial Statements 3

Management's Discussion and Analysis of Financial Condition and Results of Operations

Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations 34

Quantitative and Qualitative Disclosures About Market Risk

Item 3. Quantitative and Qualitative Disclosures About Market Risk 53

Controls and Procedures

Item 4. Controls and Procedures 54

Other Information

Part II. Other Information

Legal Proceedings

Item 1. Legal Proceedings 55

Market for Registrant's Common Equity, Related Stockholder Matters, and Issuer Purchases of Equity Securities

Item 2. Market for Registrant's Common Equity, Related Stockholder Matters, and Issuer Purchases of Equity Securities 55

Exhibits

Item 6. Exhibits 56

Signatures

Signatures 2 Table of Contents

FINANCIAL INFORMATION

PART I. FINANCIAL INFORMATION

Financial Statements

Item 1. Financial Statements Condensed Consolidated Financial Statements (Unaudited) Page Condensed Consolidated Statements of Financial Condition as of June 3 0 , 2024 and December 31, 2023 4 Condensed Consolidated Statements of Operations for the three and six months ended June 3 0 , 2024 and 2023 5 Condensed Consolidated Statements of Comprehensive Income for the three and six months ended June 3 0 , 2024 and 2023 6 Condensed Consolidated Statements of Changes in Equity for the three and six months ended June 3 0 , 2024 and 2023 7 Condensed Consolidated Statements of Cash Flows for the six months ended June 3 0 , 2024 and 2023 8 Notes to Unaudited Condensed Consolidated Financial Statements 9 3 Table of Contents EVERCORE INC. CONDENSED CONSOLIDATED STATEMENTS OF FINANCIAL CONDITION (UNAUDITED) (dollars in thousands, except share data) June 30, 2024 December 31, 2023 Assets Current Assets Cash and Cash Equivalents $ 631,619 $ 596,878 Investment Securities and Certificates of Deposit (includes available-for-sale debt securities with an amortized cost of $ 306,272 and $ 744,178 at June 30, 2024 and December 31, 2023, respectively) 1,059,783 1,436,883 Accounts Receivable (net of allowances of $ 4,991 and $ 5,603 at June 30, 2024 and December 31, 2023, respectively) 361,119 371,606 Receivable from Employees and Related Parties 25,661 25,746 Other Current Assets 165,544 174,104 Total Current Assets 2,243,726 2,605,217 Investments 43,182 43,419 Deferred Tax Assets 274,194 265,814 Operating Lease Right-of-Use Assets 359,624 378,128 Furniture, Equipment and Leasehold Improvements (net of accumulated depreciation and amortization of $ 225,304 and $ 212,929 at June 30, 2024 and December 31, 2023, respectively) 134,588 137,940 Goodwill 125,053 125,493 Other Assets 135,631 147,287 Total Assets $ 3,315,998 $ 3,703,298 Liabilities and Equity Current Liabilities Accrued Compensation and Benefits $ 429,967 $ 763,160 Accounts

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