On the Record · Evercore
Evercore competitors, on the record
The companies Evercore itself names as competitors in its annual reports, 2023 to 2025, each with the sentence it appears in and the filing it came from.
Who Evercore names
| Company | Named in |
|---|---|
| Bank of America | 2025 |
| Barclays | 2025 |
| Centerview | 2025 |
| Citigroup | 2025 |
| Deutsche Bank | 2025 |
| Goldman Sachs | 2025 |
| Houlihan Lokey | 2025 |
| JPMorgan Chase | 2025 |
| Lazard | 2025 |
| Moelis | 2025 |
| Morgan Stanley | 2025 |
| Perella Weinberg | 2025 |
| PJT Partners | 2025 |
| Rothschild | 2025 |
| UBS | 2025 |
In its own words
Bank of America, Barclays, Centerview, Citigroup, Deutsche Bank, Goldman Sachs, Houlihan Lokey, JPMorgan Chase, Lazard, Moelis, Morgan Stanley, Perella Weinberg, PJT Partners, Rothschild, UBS
Word for word“Our investment banking competitors can generally be categorized into two main groups: (1) large universal banks and bulge bracket firms such as Bank of America, Barclays, Citigroup, Deutsche Bank, Goldman Sachs, JPMorgan Chase, Morgan Stanley and UBS and (2) independent advisory firms such as Centerview, Houlihan Lokey, Lazard, Moelis, Perella Weinberg, PJT Partners and Rothschild, among others.” 10-K for 2025
Read from Evercore’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023) and the financial data it files with the SEC, as of 2026-02-20. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.