Evercore acquisition history

Mexico City- and Monterrey-based advisory and asset management firm founded by Pedro Aspe. Evercore LP acquired Protego and its subsidiaries (including a 70% interest in Protego Casa de Bolsa, the Mexican asset management subsidiary) and Protego SI as part of the corporate reorganization completed immediately prior to Evercore's August 2006 IPO. $7.0 million aggregate principal amount of non-interest-bearing notes plus Evercore LP partnership units.

On August 10, 2006 we combined with Protego Asesores S. de R.L. ('Protego') in Mexico, with offices in Mexico City and Monterrey.Evercore FY2006 10-K — Business description

Private funds placement business acquired from Neuberger Berman. The transaction added private-fund advisory and placement mandates and client relationships to Evercore's Investment Banking segment. Initial consideration of approximately $1.0 million plus revenue-based contingent (earn-out) consideration.

In February 2010, the Company acquired assets of PFG for initial consideration of $1,000 and contingent consideration based on future revenues earned. The transaction resulted in goodwill of $990 and intangible assets relating to Acquired Mandates and Client Relationships.Evercore FY2011 10-K — Acquisitions note (dollars in thousands)

Commercial real estate advisory boutique. The terms included $2.0 million cash payable at closing, $1.0 million cash on each of the three anniversary dates of closing, and $3.0 million of restricted stock contingently issuable based on minimum future revenues. $2.0 million cash at closing, $1.0 million cash on each of three closing anniversaries, plus $3.0 million of contingently issuable restricted stock.

In April 2010, the Company entered into an agreement to acquire MJC Associates, a commercial real estate advisory boutique. The terms of the acquisition include $2,000 of cash payable at the closing, $1,000 of cash payable on each of the three anniversary dates of the closing and $3,000 of restricted stock, which is contingently issuable based on minimum future revenues.Evercore FY2011 10-K — Acquisitions note (dollars in thousands)

New York-based investment manager focused on managing large-cap U.S. equity and balanced accounts for institutional, high-net-worth and broker-advised clients. Evercore purchased an interest representing a 49% economic interest; senior management of Atalanta Sosnoff retained the remaining 51% economic interest. $68.6 million cash for a 49% economic interest (cash paid of approximately $68,992 thousand at close).

On March 4, 2010, Evercore Partners Inc. entered into a definitive Purchase and Sale agreement with Atalanta Sosnoff Capital, LLC, a New York based investment manager ('ASC') ... to purchase an interest in ASC representing, as of the closing date, 49% of the economic interests for a cash purchase price of approximately $68.6 million, subject to adjustment.Evercore Partners 8-K — Item 1.01 (March 5, 2010)

In May 2010, the Company purchased an interest in Atalanta Sosnoff Capital LLC, representing a 49% economic interest, for a cash purchase price of $68,992. Atalanta Sosnoff was purchased to expand the Company's asset management capabilities.Evercore FY2011 10-K — Acquisitions note (dollars in thousands)

Registered investment advisor providing separate management services for tax-exempt institutions and taxable clients. Acquired through Evercore Wealth Management (EWM). Share-based initial consideration of approximately $1.35 million plus contingent consideration based on future investment fees.

In May 2010, the Company, through Evercore Wealth Management ('EWM'), acquired Morse Williams and Company, Inc., a registered investment advisor that provides separate management services for tax-exempt institutions and taxable clients. The terms of the acquisition included share-based initial consideration of $1,350 and contingent consideration based on future investment fees earned.Evercore FY2011 10-K — Acquisitions note (dollars in thousands)

Sao Paulo-based independent investment banking boutique and investment management firm whose partners advised on some of the largest and most complex transactions involving Brazilian companies over the prior two decades. Evercore acquired a 50% interest, accounted for as an equity-method investment. $20 million in cash and Evercore securities at closing ($10,867 thousand cash and $10,319 thousand in restricted Class A shares), plus performance-based earn-outs through 2013.

Under the terms of the purchase agreement, Evercore will pay $20 million in cash and Evercore securities at closing, with the potential for earn out payments based on performance through 2013. ... Following the closing, the partners of G5 advisors will own the remaining 50% of the company. Evercore will have an opportunity to acquire the remaining 50% beginning in 2014.Evercore Partners 8-K — Item 8.01 (September 14, 2010)

In October 2010, the Company acquired a 50% interest in G5. The terms of the investment includes initial consideration of $10,319 in restricted shares of Evercore Class A common stock and $10,867 in cash plus contingent consideration based on multiples of G5's net income over the years 2010 through 2014.Evercore FY2011 10-K — Acquisitions note (dollars in thousands)

U.K.-incorporated limited liability partnership advisory firm. Evercore acquired all of the outstanding partnership interests. Lexicon was purchased to expand the Company's advisory capabilities and was fully integrated into Evercore's existing operations during the fourth quarter of 2011. Approximately GBP 86 million purchase price (announced); total fair value of purchase price of $62,070 thousand at close, comprising cash and Class A shares.

On June 7, 2011, Evercore Partners Inc. entered into a definitive sale and purchase agreement to acquire all of the outstanding partnership interests in The Lexicon Partnership LLP, a U.K. incorporated limited liability partnership ('Lexicon'), for a purchase price of approximately GBP 86 million.Evercore Partners 8-K — Item 1.01 (June 9, 2011)

On August 19, 2011, the Company completed its acquisition of all of the outstanding partnership interests of Lexicon ... In the aggregate, the sellers will receive approximately GBP 46,142, or $76,167, in cash and 1,911 shares of the Company's Class A common stock.Evercore FY2011 10-K — Acquisitions note (dollars in thousands)

Connecticut-based, institutionally focused equity long/short hedge fund-of-funds manager. Evercore acquired a 45% non-controlling interest; the remaining 55% is owned by ABS's founders and employees. Accounted for as an equity-method investment. Cash purchase price of $45,104 thousand for a 45% non-controlling interest, subject to post-closing adjustments.

On November 11, 2011, Evercore LP, a majority owned subsidiary of Evercore Partners Inc., entered into a definitive Purchase and Sale agreement with ABS Investment Management, LLC, a Connecticut based institutionally focused equity long/short hedge fund-of-funds manager.Evercore Partners 8-K — Item 1.01 (November 14, 2011)

On December 29, 2011, the Company completed its acquisition of a 45% non-controlling interest in ABS ... for a cash purchase price of $45,104, subject to certain adjustments after the closing. ... Accordingly, this transaction is accounted for as an equity method investment.Evercore FY2011 10-K — Acquisitions note (dollars in thousands)

Elite independent, institutionally oriented investment research firm founded in 1991, providing macroeconomic, policy and fundamental equity research. At announcement ISI had 28 research analysts covering 345 companies in 10 major industry sectors and 226 employees across seven principal U.S. offices plus a London office. Evercore also acquired the approximately 40% interest in its Institutional Equities business it did not already own. The combined business operates as Evercore ISI. Up to approximately 8 million Evercore share equivalents across the two transactions, with almost 70% of the consideration dependent on the combined business's financial performance over the five years following closing.

These transactions bring together two teams of exceptional professionals delivering highly regarded research and corporate and policy maker access, which, when combined with our exceptional advisory business, brings us closer to our goal of creating the most elite independent investment banking advisory firm in the world.Ralph Schlosstein — President and Chief Executive Officer, Evercore

We greatly look forward to joining the Evercore team.Ed Hyman — Founder and Chairman, ISI

Highly successful independent advisory firm headquartered in the United Kingdom, founded in 2013, with a reputation as a trusted advisor to prominent multinational companies in Europe. Five Senior Managing Directors joined Evercore from the acquisition. GBP 146 million / USD 196 million payable in two tranches, plus potential performance-based additional consideration over a multi-year period.

Robey Warshaw brings extraordinary, long-standing relationships with some of the world's leading multinational companies. Their addition to Evercore strengthens our global platform and creates exciting opportunities to expand the value we deliver to clients around the world.John S. Weinberg — Chairman and Chief Executive Officer, Evercore

Since its inception in 1995, Evercore has expanded its team and its capabilities every year. This approach has enabled us to become the third largest investment banking advisory firm in the world, as ranked by revenue. Now, we are taking another big step forward by combining with Robey Warshaw.Roger C. Altman — Founder and Senior Chairman, Evercore